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Politics : Gold and Silver Stocks and Related Commentary -- Ignore unavailable to you. Want to Upgrade?


To: loantech who wrote (1571)12/24/2004 11:41:23 AM
From: goldsheet  Read Replies (1) | Respond to of 18308
 
> Bob I knew you would come up with a obscure name. <g>

Oxus plc may be the next Centerra, if you know who they are.
Spun-off from Cameco, Centerra CG.TO is focused on Central Asia,
is 20th largest gold producer (500k) and has a market cap of $C1.6B

Oxus, who started production in April 2004, is ramping from
75K this year to about 400K in 2006, putting them in top 25.
They have 50% interest in over 60moz of resources (and
another 37moz identified under old Soviet standards)
Projects are in Kyrgyzstan and Uzbekistan, which means lots
of risk, but lots of potential.
It's current market cap is about $US250m.



To: loantech who wrote (1571)12/24/2004 12:03:09 PM
From: goldsheet  Respond to of 18308
 
> about a company in Vietnam

I recall posting a list of overlooked Australian miners,
but can not recall which one was in Vietnam.

I liked Oxiana in Laos
oxiana.com.au

and Kingsgate in Thailand
kingsgate.com.au