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Gold/Mining/Energy : Franco & Euro Nevada FN , EN -- Ignore unavailable to you. Want to Upgrade?

To: Joe Bilich who wrote (396)	3/7/1999 7:45:00 AM
From: Bearcatbob	Respond to of 658

Joe, True, but it seems that the success at Midas is limited only by the time it takes to keep expanding the resource. So, how far should I break the rules of portfolio diversification with this group? Bob

To: Joe Bilich who wrote (396)	3/7/1999 11:55:00 AM
From: Traveling Man	Read Replies (1) \| Respond to of 658

Joe, You made a nice point about EN having a much smaller universe of properties to deal on because they are strictly a gold royalty outfit. It still seems like they should hook up something because lots of miners are really struggling now. A white Knight would look good here. BBOB is right on Midas. When it's fully exploited, the Nevadas will have made a lot more cash flow than we can imagine today.Thing is,Midas is only <5% of the stake of land. Pierre Lassonde knows Nevada! TM