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To: Claude Cormier who wrote (201493)7/26/2011 11:20:04 AM
From: loantech  Read Replies (1) | Respond to of 313018
 
Out of all of those I do not see the one I have as a core. <G> RIC. They disappointed in the past but are now coming on. Results sometime in the next 2-3 weeks. 2nd quarter.

I think RIC will develop most of their properties, Beaufor, Island, Francoeur now, Monique, Cripple Creek and Wasamac to follow.

Low market cap etc as I have said for too long. LOL.



To: Claude Cormier who wrote (201493)7/26/2011 11:40:34 AM
From: KevinKT  Read Replies (1) | Respond to of 313018
 
OGC is too cheap, but what is causing it?

Is it because NZD appreciating, or because of Dipidio mine development problems that I am not aware of? Dipidio is scheduled for production in Q4 2012 and will add substantial production.



To: Claude Cormier who wrote (201493)7/26/2011 12:09:36 PM
From: dara  Read Replies (1) | Respond to of 313018
 
Thanks. I own OCG, JAG and NSU of the ones you mentioned. At one time I think I owned LSG and took a profit.

NSU would have made a good trader - buy below 6, sell above.



To: Claude Cormier who wrote (201493)7/26/2011 9:35:39 PM
From: tyc:>  Read Replies (2) | Respond to of 313018
 
>>"LSG looks already expensive when compared to its peers"

In support of his continued BUY recommendation, TD Newcrest analyst has this to say,

"Valuation
We calculate that Lake Shore is currently trading at 0.76x our NAV5%. This is a significant discount to its
peer group of gold companies in our coverage universe, which currently trade at an average of 1.25x NAV5%.
What we view as the company’s closest peer, San Gold, trades at an estimated 1.23x NAV5%."

Where is he wrong ,please ?