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Gold/Mining/Energy : Westrend Natural Gas - I.D.E. Hot Stock -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Underwood who wrote (1768)	1/3/1999 11:25:00 PM
From: Leigh McBain	Read Replies (1) \| Respond to of 2011

Kevin, I would have much preferred to have been able to make it, to the AGM, as well and be asking the questions. However, I am the Telecomm Manager for a $3B company and ensuring that their requirements are appropriately dealt with, still takes precedence over other events, at times such as this that can be unfortunate, but it is life. As for the many companies that I post on: It does take quite a bit of work, but if you notice there are a number of those companies that can be paired up, project wise. That way it does not take anywhere near the same level of effort, so many totally disparate companies would require. I do not claim to follow all of them to the same degree either. Some are companies I used to follow closely because I liked their base story. Although I believe they still might make it, I am not an active investor (Holmer, Markatech and IWA for instance) and so now I follow just not as actively. Here's a brief outline, I hope you find of interest: Primo (PRI.VSE) and Golden Peaks (GL.VSE) are JV partners in a major gold project in Argentina (With Mitsubishi a partner as well, now). I have been following this play for a very long time and follow it VERY closely. I do not really follow Argentina Gold (ARP.VSE) all that closely, but am interested in their potential impact on the scene down there in general. Commonwealth (CWY.ASE) and Energas (EEG.VSE) are 2 companies that I follow reasonably closely and they hold common interests in a number of O&G projects. Marum and Micrex are JV'd on an ADP project, many of my posts are on the Marum thread because that is the most active of the 2, however Micrex is the company that I am following, for the most part. I have been following MIX for a long time and have liked what I have seen, in terms of fundamental progress and they have also shown decent market resiliency. Although the ADP has garnered the most interest, it is still currently their magnetite/titanium play that interests me the most, as they are actively pursuing bringing it into production, in the near term. I would suggest that I follow Micrex and (Primo/Golden Peaks) and Leigh Resources, to about the same Degree as WRN. The others all to a lesser degree. Energas/Commonwealth, JNR and Bomax would be in the next tier and so on. In the case of Nu-Dawn, I used to follow it very closely (as much so as WRN or any other), it was one of the stocks that I maintained an investor based e-mail group for (NOT for the company, for the investors). However, they seem to have gone to sleep, fundamentally, promotionally, etc. so I have dissolved that group. I continue to run the one following Primo/Golden Peaks and also the one following Micrex. I hope this was of some interest and not just me rambling. Salut, Leigh McBain