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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Gogo who wrote (41429)	2/16/2011 8:09:14 AM
From: Madharry	Respond to of 78705

cant say that i have fair value for aab.to, but that the number is probably a good 100% higher from here. they will be reporting their nav number as of 1/31/2011 shortly and there will be conference call to discuss the number at 11 am which i plan on listening too. If one is going to play in the junior miner space I can think of no better way to play that arena, and I do believe that given how successful they have been, one could make a case for it to trade at a slight premium to book, now its probably close to a 45% discount to everything after taking into account the value of the warrants it owns and private companies that they will take public in 2011. aab.to is what i had hoped edv.to would stay as. the type of company in the junior space that exposes its investors to ground floor opportunities in the natural resources space, finances and develops them, then takes them public. for now this looks like a one decision stock in my portfolio.