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To: Madharry who wrote (41432)2/16/2011 2:33:40 PM
From: MCsweet  Read Replies (2) | Respond to of 78714
 
Madharry,

If only I had loaded up on your portfolio stocks, such as AAB.TO and SLW, I probably could retire right now. I own both, but not enough for me to live in style :)

To be honest, I have become much wimpier in my middle age, and I don't have the iron stomach that you have for the volatility that is gut-wrenching at times.

Thank you for your input now and over the years.

MC



To: Madharry who wrote (41432)2/22/2011 10:47:51 AM
From: MCsweet  Respond to of 78714
 
Madharry,

Regarding AAB, the press release mentioned specifically that 1.43 was not equivalent to the company's NAV. Would you happen to have a guesstimate of what the NAV is or whether we would expect it to be greater or less than 1.43?

Also, with 37.5M warrants outstanding at 1.00 looking close to exercise, I would think we could get significant dilution, such that we might need to start looking at NAV on a diluted basis (unless they already factor that in).

Thanks,
MC