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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (89647)	12/14/2007 7:09:55 PM
From: orkrious	Read Replies (1) \| Respond to of 110194

I have real questions about the feasibility of Donlin Creek now, since they blew the estimates on Galore so egregiously. of course, that's everyone's fear. the one thing that arguing against that is the ABX has been working on Donlin for a long time. They should have a very good idea about what it's going to cost.

To: patron_anejo_por_favor who wrote (89647)	12/14/2007 7:34:17 PM
From: orkrious	Read Replies (1) \| Respond to of 110194

there's a good presentation here from the Scotia Capital Precious Metals Conference which talks about Galore and addresses Donlin's cap costs. According to NG, the situations are not at all analogous. click on NG 11/28 events.streamlogics.net