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

To: dalroi who wrote (25819)	12/21/2003 9:46:34 AM
From: TheSlowLane	Respond to of 39344

Hi Stefaan - I'm not sure if I would substitute EDV for all my juniors, in fact, I'm sure I wouldn't (for some of the transparency issues raised earlier), but I think it is worth considering for exposure to the sector. Take a look at bios of the folks who are running EDV (for ex: Giustra, Woodyer, McManus). The combined experience looks to be considerable. Other examples of how the company is progressing include moving from the TSX-V to the TSX and establishing a dividend policy. Some may be put off by the fact that their HQ is in the Grand Caymans. Finally, you can examine (what we can glean about) their portfolio and try to make your own determination as to how good they are at evaluating investments. Assuming that they got into WHT and BGO early, investments like that must have made this a pretty good year for them. Just some back of the envelope thoughts for you...good luck! Paul