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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: bmccra who wrote (11068)	3/31/2004 4:04:38 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

<Any thoughts? > The WHT mgt are aggressive sharp guys, so if they have a major role here, you are absolutely right, and this will be bullish for late stage juniors. Of course it may not be just in Africa, it could be Latin America, I think they go global. Or how about GBU (Rumania) and CLG (Canada), they need a bigger entity to get the job done in this high cost Train Wreck environment. Juniors developing mines is no longer the formula (and probably never was)unless it's low capex (which those aren't). I also have it on pretty good authority, that WHT is still looking for opportunities in Mexico (AGI,MFN,MR, others?)and with silver coming to life, might be the next mining hotbed. If they really got active, you could see a bunch of these advanced deposits get munched, and that's long over due.