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

To: Claude Cormier who wrote (65945)	6/26/2009 11:26:04 AM
From: tyc:>	Read Replies (1) \| Respond to of 78409

>>WHat do you think? Thanks for your reply. Of course I think that it's the best speculation I have ever seen in the metal markets ! The fear that you have of a fall in copper prices is no greater for Terrane than for other copper specs, and TRX has a friend with deep pockets ! I base my opinion on today's facts.... I'm no good at predicting the future.

To: Claude Cormier who wrote (65945)	6/28/2009 1:47:42 PM
From: tyc:>	Read Replies (1) \| Respond to of 78409

Perhaps the Haywood report supplied by riversides provides the explanation for the low price of my TRX. It gives Mt. Milligan a NPV of .10 cents per TRX share... (using an 8% discount rate)lol. My question has more general application, and addresses your question of how long we might expect to have to wait (for benefit). I note that the analyst's report gives Berg a NPV of .35c per TRX share, using a 12% discount rate. From memory, it doesn't expect cash flow until 2015. Does this discount rate imply that the NPV (and therefore perhaps market price per share recognition of it) might accrete at a 12% per annum rate starting now ? 12% per annum (compounded) is a pretty good future return eh ?