Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Broken_Clock who wrote (16)	11/16/2005 7:51:03 AM
From: re3	Respond to of 32

maybe more profitable to stick to the seniors ? finance.yahoo.com

To: Broken_Clock who wrote (16)	12/9/2005 12:44:35 PM
From: Area51	Read Replies (1) \| Respond to of 32

Why hasn't this moved given that copper was gone up significantly? I guess because of the likelihood of substantial equity dilution? finance.messages.yahoo.com But I'm not sure I understood this sentence: "...we note that by mid next year the company should be sitting on approximately C$45 million in cash, so in our view, the risk of significant dilution is small and therefore the share price decline is overdone". If the cost of the refinery is $100 million I think substantial dilution is still possible, but if the Refinery is a good investment this dilution shouldn't be such a catastrophe anyway should it? OT: I was also interested in your reason for selling your Mirant position. I am thinking Mirant is a good investment post-bankruptcy and was thinking of holding most of my position. Do you think otherwise? Thanks, Area51