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Gold/Mining/Energy : Gold & Gold Stock Analysis -- Ignore unavailable to you. Want to Upgrade?

To: loantech who wrote (12005)	2/14/2008 10:52:29 AM
From: Amark$p	Read Replies (2) \| Respond to of 29622

part of the reason is because WGI has hedged 30%+ of its gold at $801...!!! and $801 is more than $675. MFN could get $1,050+ per oz if it hedged forward its gold production... On Dolores, I can't figure out why they cannot load onto the leach pad earlier... "Initial commissioning of the primary crusher is expected at the end of the month. Commissioning of the tertiary crushers is expected in March with initial loading of the leach pad now expected in late March or early April."

To: loantech who wrote (12005)	2/14/2008 10:54:59 AM
From: Claude Cormier	Read Replies (1) \| Respond to of 29622

The IRR is an indication of the profitability of the project, not an indication of its NPV. And it is the NPV that counts to help determine relative values vs market prices and future stock prices. At $675 gold, MFL 3% pre-tax NPV is $563 millions. Is there something comarable that we can use in WGI published numbers. I would have prefer that they provide an after-tax NPV. Altough I like MFL very much, I am beginning to like DMM more and more despite the Ecuador factor.