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Gold/Mining/Energy : Canadian Diamond Play Cafi -- Ignore unavailable to you. Want to Upgrade?


To: Letmebe Frank who wrote (2185)12/15/2004 12:23:47 PM
From: VAUGHN  Respond to of 16214
 
Hello Frank

Pragmatic criteria aside, I don't think anyone should discount ACA's ability to generate market interest, they've done it repeatedly with allot less to crow about. As for, SGF, I am presuming their significant MC has been generated principally by Saskatchewan investors who have been chasing the story. Deposit size and potential operating economies aside, I don't see anything hugely exciting about that play and while you can't predict just how much of a premium local sentiment will award, I see too much downside risk vs some others.

Every play out there has something and in some cases numerous things to commend it (them), even TWG which may be the saddest story of all, but we're talking short term pop potential here and given that sole focus, most plays offer it.

If we start talking medium term to say a two year horizon, then the list significantly narrows.

Best Regards,

Vaughn



To: Letmebe Frank who wrote (2185)12/22/2004 3:00:24 PM
From: Rocket Red  Respond to of 16214
 
SGF has lots of upside here.I think you'll see that shortly