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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (44000)	7/5/2007 5:34:16 PM
From: tyc:>	Read Replies (1) \| Respond to of 78421

>>you should also count the cash coming in on full dilution ... and it is considerable, over 150 millions, By all means count the cash if you wish, but that wouldn't change the market cap. (If you deduct cash, you would then have "enterprise value" ). Just don't tell yourself that gives leverage of the stock price, 'cause the stock price will include a premium for cash on hand. What I am trying to arrive at is how much the stock price will increase for a given increase in the price of gold. Reasonably... without prejudice or bias. market cap = enterprise value plus cash. How will it change for an increase in the price of gold. The lower the market cap the better the leverage.

To: marcos who wrote (44000)	7/5/2007 5:42:02 PM
From: Rocket Red	Read Replies (1) \| Respond to of 78421

KEX some are getting tierd of holding Oh well each to his own

To: marcos who wrote (44000)	7/5/2007 5:44:37 PM
From: koan	Read Replies (1) \| Respond to of 78421

EPM A's and B's: I remembered how to explain it. When a stock moves through the money i.e. through the strike price, the time value metaporphases into intrinsic value. This is the key concept. The reason is because the leverage value is decreased. As an example look at BWR wts. Even though they do not expire until Jan of 09, there is NO time value (although there should be a little)--it is all intrinsic value. No time value at all. Of course this actually should not happen as there is some leverage value left, so on that bases the wts are undervalued. So there is a .35 difference of intrinsic value between A's and B's. If they follow BWR, which I would expect, eventually there should be a .25 to .35 difference between the A wts and B's wts as time value (based on leverage) is replaced by intrinsic value. I was reading Quantum Zoo when the explanation came to me-lol. I am trying to understand the difference between inertial and gravitational mass, and I cannot get it-lol.

To: marcos who wrote (44000)	7/5/2007 7:34:26 PM
From: AuBug	Respond to of 78421

Provided it's not radioactive. Anyone know if it is not radioactive? I saw where they quoted the high specific gravity desired for drilling mud. kex.v - some TDer shovelled out 80k today, wouldn't have done that myself, it's the best pick Red has had for some time imho ... the barite may sound boring, but i understand they have good chances of cashing it up, all they have to do is grind it and as long as it makes the right specific gravity [which is 4.2 or 4.3, forget which], just load it up and ship it ...