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Gold/Mining/Energy : Trump's 12 Diamond Picks, Discussions Limited -- Ignore unavailable to you. Want to Upgrade?


To: meck who wrote (75)12/31/1997 8:02:00 PM
From: George J. Tromp  Read Replies (1) | Respond to of 2251
 
Hi Meck: I dont know if they do or not. I will say it is comprehensive.
Without going into detail., they have outright buys on Southerna.,
Aber. Speculative buys on Winspear., Mountain Province. Kalahari
and Winspear by virtue of the JV partners.
My initial feelings on Kalahari are predicated not so much the management but the Geology and the strenght of the JV Southerna.
Knowing that Kla could become a swing company in the deal., adds
some flavor short term as well.
Their target price for Wsp when the discovery is made is 6.10., mine
is 6.35C. The target price on Kla if a discovery is made is 5.35C.
I plan on addressing some of these factors in further dialogues in judging early evaluations of discoveries. MPV target price is $8.00C
mine is $8.50C. The consensus on the report is very close to my
projections., Aber notwithstanding. My projections on Aber are 20.00US and Southerna 17.50US. So time will tell.
George