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Gold/Mining/Energy : Precious metal company Warrants -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (502)	4/25/2006 2:07:25 AM
From: Nevada9999	Read Replies (1) \| Respond to of 681

I don't think the price of oil is important on this one. It depends on whether you believe the HTL story. It seems that Friedland has brought in a few friends and neighbors on these financings. They were both carried by a few individuals the way I read it. Maybe shoring up some relationships he needs to make Turquoise Hill work. There are so many heavy crude oil resources out there that this could make economic. They can trade the patented technology for royalties or a percentage of the action. This looks like something that Friedland could really make hay with. The first value play I have seen in a while, but only if I have it figured right. If you come across a fatal flaw let me know.

To: LLCF who wrote (502)	4/25/2006 2:45:57 AM
From: Nevada9999	Respond to of 681

<I love tax selling season... too bad I hadn't heard of this one. :))> How about this one: stockcharts.com They are too easy in hindsight. Next time there is an 18 month correction I really need to put on the thinking cap. Then again I wish I had sold high and didn't remember that correction quite so well :(

To: LLCF who wrote (502)	4/25/2006 10:13:15 PM
From: Solid	Respond to of 681

What to do now is the thing I suppose. Accumulate... An actionable consideration that one day may appear to have been sage. The 'thing' with Ivan is not the wells but the technology. The world is awash in heavy oil, 85% of totals. The easier to harvest light oils are for the most part claimed and tougher to come by while the heavy has been cost prohibitive. Western Canada has lifetimes of supply of the heavy oil. Until oil climbed to higher steady heights it was produced but at a cost. Less so as oil has climbed. 60 minutes had a special on the CA sands about 8 weeks ago, well done, you should be able to link to a text of it. Lots of deposits lie within areas that may be too far to drive trucks with massive loads of tar sands to a main processing plant. These smaller processing plants solve that dilemma. This process utilizes the energy within the heavy oil deposits to fuel the process thus hugely cutting cost of processing HTL. That little twist nets much greater ROI to those who will be interested in buying the technology from IVAN. The world remains hungry for petroleum and this technology opens the kitchen of the cafeteria to nearly unlimited supply from currently known reserves. News to date has been very encouraging especially if you read between the lines in the releases. Nevada reads these spaces well...including, as always with good detective work, the potential tar pits, though from the information and people involved the mystery reads very well to many. imho