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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: hank2010 who wrote (25201)	1/21/2005 6:36:56 PM
From: Taikun	Read Replies (2) \| Respond to of 313315

hank, The main problem is infrastructure, the side problem is processing. 1. Trucking fees 2. Heavy traffic jams in AB oil sands, slow delivery times, adding to cost A. No major producers in AB (long supply chain) B. Strong demand due to Kyoto and increased emissions Did you see the website presentation: birchmountain.com The margins are much better for Birch than others and first shipment is in March 05. Much more upside from them. NPV $375m @7% discount Mkt cap 73m*2.88=210m. Cadomin produces about 1m tons/yr. No other major mines in AB, limestone comes from ON. BMD's mine will be 11m tons from 2005, 65yr mine life. Separately, they can get other PM from tailings (like TIC.V) On the Quicklime, slide 23, it shows they can sell at 20% lower price, transport cost of $5/tonne vs $90 etc etc. 107% margin vs 60% at other suppliers. $85/tonne in lower transport costs The OTCBB listing will help a great deal as well as the story gets out. I bought today on OTCBB. Look at the Directors with Syncrude experience, I doubt they would waste their time if this wasn't going to be a success. BWDIK David