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

To: LoneClone who wrote (48277)	8/29/2007 12:36:19 AM
From: jackjc	Read Replies (3) \| Respond to of 78430

LC, have not looked at Rosemont for years, but seem to recall that permitting was the question, with a good known resource. Would like to see a proj like that move forward, would help to show that these jrs can become mines. Glad to see the Wolverine getting financed. Problem there is the stock price and large equity portion needed implies huge dilution, so questionable what the holders will get out of it. My fav Cu CUU recently showed reduced grades, and still has to prove itself feasewise. Tough business.

To: LoneClone who wrote (48277)	8/29/2007 1:31:00 AM
From: loantech	Read Replies (2) \| Respond to of 78430

Hello LC, Looks pretty good. Using 600 POG AZC has 30% IRR and WGDFF's IRR is 29%. WGDFF's is after tax not sure of AZC. AZC will need 780 + million. Future capital is getting harder to get, WGDFF has all $$$ in place. Looks good but sticking with GOLD. Gold has not really had the bull copper and other metals have IMO. Copper up 5X gold up 2.75 X roughly over the past 5 years or so. Tom PS: In that crisis that never happens gold will out perform copper. <G>