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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: loantech who wrote (130228)	9/7/2008 8:21:21 PM
From: Claude Cormier	Respond to of 313036

- At this point then is CPQ or CFO the more undervalued or is there enough information to determine that? Given that CPQ has come down a lot and that its market cap is $122 millions vs CFO which saw its market cap increased recently to $65 millions, then CPQ appears more undervalued because a lot more results have been made public and we have a better idea of the ounces they have so far. On the other hand, we know a lot more about CFO's metallurgy since already 1.1 million ounces have been produced there. Furthermore, we also have a good idea of how many ounces they can discover on top of what they already have, despite the fact they have published much less info than CPQ. -If you see a potential 3-5 bagger on CFO do you see the CPQ potential as the same Not necessarly since CPQ is already 2X more expensive than CFO. It will depends how many ounces they will discover overall. -...and would they have to have a lot more drilling success also? CPQ needs less as they are much further advanced in the discovery process. What they have now based on drill results is already worth more than the stock market cap. In the case if CFO, what they have published so far my noy be indicative of the potential. But they are getting there. My opinion of course.