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

To: jayt who wrote (3520)	10/26/2006 6:51:37 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 30213

I think the smarter crowd is still at dinner, but while we're waiting for their return...I'm still mulling it over. Looking at the map, it seems to make a lot of sense. They have abutting properties in the southwestern part of the Basin (near Titan's Castle North/South properties). Dejour has most of the Virgin Trend, Titan has chunks on both the north and south ends of it. They have some other co-located chunks on the southern edge of the Basin, too. Dejour seemed to be leaning in the direction of being an O&G company, so I think they should go with their strengths. I find these combo plays to be questionable, for the most part. Sounds like Titan will get a few folks from the Dejour geo team, so they will get the accumulated knowledge along with the properties. We'll see how the market reacts tomorrow...

To: jayt who wrote (3520)	10/26/2006 6:59:31 PM
From: delta99	Read Replies (3) \| Respond to of 30213

Here's my take: This is a great deal, just like Hodgekinson says in the release its win win. The most important thing is that each company gains expertise from the other in terms of uranium exploration and increases the likelihood of a uranium strike. I like Titan's properties because they are right next to the UEX/Cogema discovery a few months back. From a strategic perspective this is an awesome combination from for Dejour as long as they hold on to the Titan stock. It decreases the uranium risk for DJE considerably. It does decrease the DJE upside slightly but I think this is a great tradeoff for the higher probability of striking uranium. Titan on the other hand in addition to gaining the services of Dr. Lloyd Clark must like Dejour's properties. The combination of uranium exploration resources will allow it to compete with the larger players in the basin. A great deal from a strategic perspective!