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

To: Valuepro who wrote (63411)	2/11/2009 7:22:37 PM
From: ogi	Respond to of 78418

An excerpt from Pescod's letter today: "Some time later this year Zerb thinks it will be the time to start looking at the base metals, but for right now, gold is front and centre. We ask him our favourite question, if he could only buy one gold stock today, what would it be? He suggests International Tower Hill Mine mainly for its Livengood project north of Fairbanks, Alaska and the home to a resource of 6.8 million ounces of gold. At least the assumption is the location might be safe…No one is sure where the price of gold could go, but Zerb has a $4.40 target." (

To: Valuepro who wrote (63411)	2/11/2009 10:21:13 PM
From: LLCF	Respond to of 78418

wonder shat is wrong with ANO (the SA one)? Been thinking about taking a punt on it. DAK

To: Valuepro who wrote (63411)	2/12/2009 8:04:27 AM
From: Ed Ajootian	Read Replies (1) \| Respond to of 78418

Valuepro, Cardero (CDY) -- thanks for your thoughts, this should be fun ride over the next month leading up to the deposit deadline. When you say that progress in the iron sands could add value to the $200 M, do you mean that you think Cardero would get a competing offer? It would seem that the Chinese don't believe that's very likely given that they are accelerating the activities at the site, on their nickel. In any event I'd be thrilled if they ended up getting "just" the $200 M, as you say we are still looking at a double from here if that happens (assuming the market wakes up to this story).