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Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?

To: refugee investor who wrote (363)	4/24/2010 6:59:44 AM
From: refugee investor	Respond to of 1366

Interested to hear what you do NOT like about Paramount. Two obvious things I can think of are 1. at present low gas prices the distribution is only sustainable because of hedging, I think, and 2. they need money which is why you get such a big discount for reinvesting via the drip. In fairness I guess it is better to let the shareholders profit than pay interest to a bank.

To: refugee investor who wrote (363)	4/26/2010 9:49:54 AM
From: Italian Investor	Read Replies (1) \| Respond to of 1366

With LUK the sum of the parts =s more than the whole. I would value LUK the same way this guy did messages.finance.yahoo.com , also note you are paying a fair price for a company run by arguable 2 of the greatest capital allocators ever. Maybe LUK will get there market premium back on top off being slightly undervalued @ the moment it is hard remembering when LUK traded around book. If the market and economy keep chugging it is hard not seeing LUK doing very well. I have not had time to due the proper research on Paramount I read the stuff you sent me in the past and it sounded interesting plan on doing HW just need more hours in the day. This weekend I got interupted with yard duty 10 hour days Sat & Sun and when I finished I was a dead person on the coach the rest of the day. My hands keep falling a sleep I guess too much work. GMO letter messages.finance.yahoo.com Natural gas theglobeandmail.com His blog mevsemt.blogspot.com