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Gold/Mining/Energy : DISCOVERY BOARD ~ PRECIOUS METALS ENERGY URANIUM OIL -- Ignore unavailable to you. Want to Upgrade?

To: PaperPerson who wrote (4375)	9/25/2011 9:30:00 AM
From: PaperPerson	Respond to of 4690

Make your own comparisons. Sandstorm Gold sandstormgold.com Sandstorm Gold is in the business of mine finance and provides an innovative alternative to gold mining companies in search of capital. Sandstorm completes gold purchase agreements, offering gold mining companies an up-front cash payment in exchange for a percentage of future gold production. A Sandstorm investment has the upside potential of a typical gold stock, without the downside risks. Gold mining companies often face increasing cash costs and capital expenditure overruns in the course of developing and operating a gold mine. Through fixed ongoing costs and a one-time cash payment Sandstorm protects investors from the typical gold investment risks while providing full exposure to the gold price, exploration and production upside. Sandstorm's experienced management team led by Nolan Watson (President & CEO) and David Awram (Executive Vice President) have a successful track record in the gold streaming business dating back to 2005 with Silver Wheaton (which they helped build into the largest metal streaming company in the world) and more recently with Sandstorm Metals & Energy. Sandstorm Gold intends to grow aggressively and accretively by completing a number of purchase agreements with gold mining companies. Lower Risk Mining Investment - A Non-Operating Mining Company Building and operating gold mines is difficult work. Gold mines, in the best of situations, have countless operational processes to coordinate and perform in synchronization in order to function economically. Include the fact that many gold mines are in remote locations with little infrastructure for support and require a very specialized team of well-trained professionals. Sandstorm expertise lies not in the building or operating of gold mines, but in the evaluation, analysis and valuation of gold mining assets and in structuring gold purchase agreements that are accretive to both Sandstorm and its partners. Sandstorm aims to be intricately involved in financing its partners for the long term and therefore endeavors to ensure that both parties come out winners in each transaction. Sandstorm leaves the job of building and operating the gold mines to its partners while using its expertise to supply them with financial support. This allows Sandstorm to grow in an accretive manner while creating an attractive gold investment for the public. Gold Purchase Agreements Gold Purchase Agreements involve Sandstorm making an upfront cash payment and in return, receiving a percentage of the gold that is produced over the life of the mine. Commonly with gold purchase agreements, Sandstorm would also make a fixed payment at the time of delivery for each ounce of gold delivered. This fixed payment is predetermined at the beginning of the contract to ensure that Sandstorm's costs are fixed regardless of any cost increases that may be experienced at a particular gold mine. Silver Wheaton silverwheaton.com Established in 2004, Silver Wheaton has quickly positioned itself as the largest metals streaming company in the world. The company currently has fourteen silver purchase agreements and two precious metals agreements where, in exchange for an upfront payment, it has the right to purchase all or a portion of the silver production, at a low fixed cost, from high-quality mines located in politically stable regions. Based upon its current agreements, forecast 2011 attributable production is 25 to 26 million silver equivalent ounces, including 15,000 ounces of gold. By 2015, annual attributable production is anticipated to increase significantly to approximately 43 million silver equivalent ounces, including 35,000 ounces of gold. Beyond the initial upfront payment, no ongoing capital expenditures are required to generate this growth and Silver Wheaton does not hedge its silver production. Silver Wheaton’s industry-leading growth profile is driven by a portfolio of world-class assets, including silver streams on Goldcorp’s Peñasquito mine in Mexico and Barrick’s Pascua-Lama project straddling the border of Chile and Argentina. The company’s unique business model creates significant shareholder value by providing considerable leverage to increases in the silver price while reducing the downside risks faced by traditional mining companies. Silver Wheaton has an experienced management team with a strong track record of success and is well positioned for further growth.

To: PaperPerson who wrote (4375)	9/25/2011 12:29:32 PM
From: onepath	Read Replies (1) \| Respond to of 4690

<<<"Only one deal I hv doubts about, and that is metanor. but I am willing to suspend my doubt because of how smart they are showing themselves to be elsewhere. ">>> ...and this might turn into one of thier smartest deals.......I sold my MTO.WTs long ago but recently have seen some quite positive comments on MTO by another SI poster........ Message 27651508 ...quite interesting here is a reprint of Sandstorm's deal with Metanor... stockwatch.com