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


To: eaglains who wrote (3710)12/23/2005 10:09:07 AM
From: WillP  Respond to of 16206
 
Mark:

The bounty of paper is a concern to some, maybe for good reason. Mathematically, it matters little of course.

If you're looking for a counterspin, one might run like this:

Look at Tahera's study numbers, which were quite detailed. The company's market capitalization is well above the levels it suggests.

I believe that Tahera's shareholders are expecting the blue-sky potential of Muskox, JD/OD-3 and Anuri to pay off, but there are varying amounts of uncertainty about what those pipes have to offer. Earlier samples were small and grades were generally low. The latest Muskox test was intriguing certainly, but it was a tiny test.

As well, shareholders are probably expecting the rosier scenarios to unfold for Jericho. That requires continued appreciation of diamond prices and holding the line on costs, I suspect.

I think all that probably captures the gist of what a shareholder would call the "negative spin". (As with all other stocks, I'm not counselling for or against an investment.)

Good luck either way,

Will



To: eaglains who wrote (3710)12/23/2005 10:29:37 AM
From: Chas.  Read Replies (2) | Respond to of 16206
 
Mark what are you specifically looking for in terms of an investment.....?

Short to medium term gains, max leverage, I would put these guys on my radar and watch several times a day for NEWS.... ACA, FGT, SRM, DSP, MPV........

and print a copy of the post by seventhson..."marketcaps", excellent reference........

and always read WillP posts 2 or 3 times or more and his "Streetwires" are Must reading if you are serious about investing.....he won't admit it but I think he occasionally goes "Cryptic" on his streetwires....

Vaughn is another great resource here on Canadian Diamond Cafe, he doesn't generally leave opinion unless he has researched the subject very well and I hear he has gone Native living in Yellowknife....he is often in the know....

hope this helps...Chuck