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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elizabeth Andrews who wrote (22593)	10/21/2003 5:39:09 PM
From: re3	Read Replies (3) \| Respond to of 39344

a bloke on the tube just now, sayin something like the following : well, gold had a great day, own a pile, but it is troubling because it is an emotional investment, pays no divvies, yada yada, and something to the effect of who do you know that owns more than 5 % of their portfolio in it? har har, who on this thread doesn't -vbg-

To: Elizabeth Andrews who wrote (22593)	10/21/2003 5:41:14 PM
From: re3	Respond to of 39344

interesting points...how do i bookmark you -g- i finally convinced some people i know that are total non-believers in my investment strategies to at least acknowledge one thing, in the world of investments, ANYTHING is possible

To: Elizabeth Andrews who wrote (22593)	10/22/2003 12:22:31 AM
From: Claude Cormier	Read Replies (1) \| Respond to of 39344

<If it were acquired at its current market cap plus the capex plus the infrastructures required the final number to amortize could be even higher than VB. > Possibly. But I can see Ivanhoe ending with a lot more metal (in $$ value) than VB. I also think that Friedland is not lying when he talks of the benefit of doing biz in this part of the world (lower caoex and the willingness of government to participate in infrastructure). Only time will tell. As for your second point... that is not what I hear from Freidland. Of course, he may be sending us the wrong picture, but he knows this part of the world better than I do and he says that it will be better to do business in Mongolia than it is in Labrador/Terre-Neuve