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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: 31Floors who wrote (222573)	11/30/2012 4:12:46 AM
From: marcos	2 Recommendations Read Replies (1) \| Respond to of 312908

gpd.to - yes, mdw's financing means go-ahead at Pan, those figures on what it means to gpd are roughly the same as mine, this is the big attraction at the moment, along with the fact the share is being blown out cheap, always a fine omen for entry ... that really is some awesome IRR, hoo-hah, be nice if ckg's upcoming Metates numbers come in at even half that, although with massive size you don't need quite the same edge and you're highly unlikely to get it either Gold Rock does look great, limited ozs drilled off at this point though ... Pan is open in several directions as well, but does this matter to valuation today? - market won't pay for exploration upside, and then doesn't like mining once you have the ozs Probably applies to Brewery Creek as well - is it possible David has it exactly backwards there, that the market likes the royalties more than an operational startup in the Yuckon? ... i know i do, wasn't entirely joking in that other post to EC there ... yes i'm aware of how Wheaton River mine made money through the hardest of times, and so are approx seventeen of the ninety-three poor broken sods still following this industry, but how does that matter, when what people want are the Sandstorms, the Francos - neat, clean, low overhead and high underbottom ... that package of royalties is an astounding asset compared to market cap of gpd, given only inspired faultless active management it could conceivably get the share back to fifty cents, in a tailwind In the words of Ken Kesey - 'Cleanliness is next.'