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Non-Tech : Thom Calandra, CBS Marketwatch and IVAN - Exposing the TRUTH -- Ignore unavailable to you. Want to Upgrade?

To: Pluvia who wrote (19)	11/9/2003 11:23:16 AM
From: Wolff	Respond to of 167

Forbes Magazine Helping Hands Back to The Promoter Thursday November 6, 6:34 pm ET By Nathan Vardi biz.yahoo.com Robert Friedland has developed quite the fan club. Of the 11 research analysts following Ivanhoe Mines, 9 rate the stock a "buy" or "speculative buy," according to Bloomberg, a surprising endorsement for a stock trading at 27 times revenue and whose chief potential payoff--a speculative big strike in Mongolia--is years away. Friedland issues a steady stream of press releases trumpeting ever more impressive results. That information is studied closely by those who follow the stock. "And the hits keep coming," HSBC analyst Tony Lesiak titled his Sept. 22 report on Ivanhoe Mines, which he rates a "buy." "Great results!" exclaimed CIBC analyst Jack Jones in a September conference call, rating the stock a "sector outperformer." No one applauds louder than Thom Calandra, a columnist at CBS MarketWatch, a business-news Web site, where he writes a column and pitches his newsletter. Calandra has plugged Ivanhoe Mines in numerous columns and has gone on Ivanhoe-bankrolled trips to Mongolia, Beijing and London. He freely admits that he is "a large holder" of stock in Friedland's Ivanhoe Energy and has recommended both Ivanhoe Mines and Ivanhoe Energy in his newsletter. (He has also shilled for Ivanhoe Energy on CBS MarketWatch's weekend network-TV broadcast.) His enthusiasm has been credited by various news wires with moving the stocks higher. "Ivanhoe Energy Inc. shares rocketed 69% yesterday," wrote Toronto's Globe and Mail recently, "after a recommendation by CBS MarketWatch's chief commentator over the weekend." Calandra has disclosed the junkets and his Ivanhoe Energy shares in his column and newsletter--and sees no problem with his close involvement with Friedland & Co. "I especially have a very, very strong commitment to making money--making lots of money--for my audience," he says. Back to The Promoter

To: Pluvia who wrote (19)	11/9/2003 11:29:54 AM
From: Wolff	Respond to of 167

Friedland/Calandra speaking again to a similar group of investors just last week. neworleansconference.com General Sessions 8:00 a.m. Robert Friedland 8:25 a.m. Global Investing Panel 10:00 a.m. Martin Truax 10:25 a.m. Thom Calandra

To: Pluvia who wrote (19)	11/9/2003 11:33:46 AM
From: marcos	Respond to of 167

Not only that, but be sure to put on your fur coat and mukluks before you cross the border north, because after it is too late, the cold has taken your finger mobility ..... lol What happened to you this morning, you get up on the wrong side of the bed, or something .... what a post here, such a glaring example of phoney nationalist supremacy, ignorant xenophobia .... where to start picking it apart, geez i dunno, what's the point when you start with this Our Faeces Don't Stink It Comes Out In Little Plastic Bags And Smells Nice ..... i remember clearly the old VSE, which hasn't been around now for many years by the way, and one thing about it sticks well in memory - that in those days you could not swing a ream of sharepaper on Howe Street without hitting seventeen US nationals, they were that thick on the ground C'mon man, you're the guy who got this wonderful thing going with Westergaard [a US national operating in US venues, ahem], don't spoil it now ..... is there something specific in Thom's Tout of Ivanhoe Energy that you believe to be less than factual? .... above you've alluded to such, but have not spelled it out, makes a person curious .... i know little to nothing of the whole company, or of what Calandra has said about it, so feel free to enlighten me .... cheers

To: Pluvia who wrote (19)	11/9/2003 7:48:36 PM
From: Wolff	Read Replies (1) \| Respond to of 167

This looks like the first Calandra on IVAN, he states he does not own shares. Interestingly someone from Ivanhoe Mines (CA:IE), stopped by his office to talk to him about the Ivanhoe Energy. What is the Ivanhoe challange and who "challenged" him. cbs.marketwatch.com see page 3 New Watch List entry: In addition to Matrix Services, I'm adding shares of Ivanhoe Energy (IVAN), the natural gas company whose big shareholder is natural resources billionaire Robert Friedland, to the Watch List effective immediately. Investors were keeping their fingers crossed on Ivanhoe Energy's negotiations to develop one of the world's largest natural gas fields, in Qatar. That blew up about a week ago, leading longtime oil veterans David Martin and Leon Daniel to concede Ivanhoe Energy's Qatar plans were kaput. The stock (it also trades in Canada under the symbol IE) lost 25 percent faster than you could say holy-Emir. After chatting with Friedland (before the Qatar news hit the fan) and several shareholders and one of the company's board members (after the blow-up), I'm ready to make this natural-gas-to-liquids company the most speculative of anything on the Watch List. At 46 cents (the Nasdaq price for IVAN), investors are attaching little or no value to something (can you say event driven?) that will provide a kick in the pants to the company's shares: a potential spinoff of the company's China operations. Sunwing Energy. a subsidiary of Ivanhoe, has rights to negotiate petroleum contracts in the Sichuan Basin, China's largest gas-producing region. The areas cover more than 2.2 million acres. Sunwing could trade in Hong Kong if a spinoff occurs. R. Edward Flood, a geologist and executive deputy chairman of another Robert Friedland company, Mongolia copper and gold developer Ivanhoe Mines (CA:IE), stopped into my office to tell me investors were focusing too much on the Qatar negotiations, which could have brought tiny Ivanhoe Energy a billion-dollar-plus windfall in its natural-gas-to-liquid plans for the Middle East. Flood, who sits on Ivanhoe Energy's board of directors, says China's efforts to formulate clean-air policies could make Sunwing Energy a big winner for fund managers looking for exposure to China's natural gas fields, which some say rival those of Canada in size. Ivanhoe Energy also has monthly cash flow, as much as $1.5 million, from a California gas field. It is active in deep drilling in California's central valley. And the company is pursuing gas-to-liquid negotiations in several countries, including Egypt. Call me crazy, but at 46 cents, I'll take the Ivanhoe Energy challenge. Thom Calandra owns shares of miners Almaden Minerals, Bitterroot Resources, Candente Resources, Radius Explorations and Western Silver Corp. Thom is also a large owner of shares of MarketWatch.com, the publisher of this newsletter. He owns smallcap stock Intraware, an electronic software manager; and On2 Technologies, a video-compression company. He also owns the Australian dollar. He is considering the purchase of Ivanhoe Energy shares. The Calandra Report. June 3, 2003