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Gold/Mining/Energy : Copper - analysis -- Ignore unavailable to you. Want to Upgrade?

To: loantech who wrote (656)	2/22/2004 10:10:13 AM
From: TheSlowLane	Read Replies (1) \| Respond to of 2131

Hi Tom, I own some WHT and have looked briefly at TKO and NGX. I believe Liz isn't too crazy about NGX but don't remember why she was dinging them. I have heard WHT described as an entity that was constructed specifically for this bull market and there's nothing particularly wrong with that. I know that UBS recently initiated coverage on WHT with a Buy along with a few other mid-tiers. TKO is a Hunter-Dickinson company which has its advantages or disadvantages depending on who you ask. I own ARQ and GBN so am not opposed to holding HD plays. My biggest copper holding is FM.TO and despite the 300%+ gain over the past year, think there is still more to go. They just completed a financing at $16 with no warrant coverage which I though was truly impressive. They have also just finished arranging a $224MM financing for Kansanshi. So, they are a company that is producing today and are gearing up to increase production into the face of this commodity bull market. Recent discovery in DRC has major cobalt presence along with very good copper showing (2%+). All holes are being re-assayed for cobalt content and results should be along any time now. Their earnings over the next few years are going to be eye-popping barring the bottom falling out of the copper market. It's worth drilling into, imho! Hope this helps, Paul

To: loantech who wrote (656)	2/22/2004 8:07:31 PM
From: The Vet	Respond to of 2131

Copper Gold - I have GRZ (Gold Reserve AMEX and TSE)- Not a producer but seriously undervalued for a proven ore body and they are half way through the final bankable study and all the figures look good. Less than $100 an ounce of gold cash costs $200 total costs at present copper prices. 10 million ounce of gold 1.5 billion pounds of copper, and cheap power available nearby. For a real gamble look at GTC.V (Getty Copper) on the Canadian venture exchange. They have copper all right and they are close to Highland Valley which is nearly exhausted its copper so if the chips fall the right way GTC could be a big winner... (Absolutely no assurance on this one - it hardly trades even though it has been about for many years - Originally GTY on the TSE.