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Gold/Mining/Energy
Franco-Nevada (FN - TSE) - zero debt, cash rich royalty co.
An SI Board Since November 1999
Posts SubjectMarks Bans Symbol
511 9 0 FN
Emcee:  GlobalMarine Type:  Unmoderated
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136 Picked this up from the kitco thread Franco has a very large position in Inco&#TD-2/18/2000
135 TM I called my broker at Global Resources today and asked if they knew anythinKeith Utz-2/18/2000
134 Keith, I believe the Stillwater Production is going to increase dramatically oTraveling Man-2/18/2000
133 Thanks Bernie for the phone call.So FN will reap the full benefit of current paKeith Utz-2/17/2000
132 I called Franco about the Stillwater hedging. Franco share is not hedged they Bernie Koppenhofer-2/17/2000
131 I know that Stillwater was hedged a couple of years ago and took a bath on theiclarkiebaby-2/17/2000
130 I believe that is the former, lower, level of production, not including the incque seria-2/17/2000
129 I read that Stillwater is hedged on 90% of production for years through 2003 atBernie Koppenhofer-2/17/2000
128 Stillwater does indeed have the potential to provide significant earnings. Thouclarkiebaby-2/16/2000
127 Quote from 1999 Annual report<<The Stillwater PGM royalty is on track to Keith Utz-2/16/2000
126 Barecatbob Your company has a very logical goal. You bring up another point, Bernie Koppenhofer-2/13/2000
125 Bernie, I work for a European company who is growing in North America. One ofBearcatbob-2/13/2000
124 I do not buy the liability concerns as an excuse for not joining the world markBernie Koppenhofer-2/13/2000
123 Franco's management have been advocating for some time that they expect to clarkiebaby-2/13/2000
122 Bearcat I'm mainly a tech investor, but maintain a decent position in FN fBlaine K-2/12/2000
121 Liabilty concerns are a point, given generally more stringent US securities lawque seria-2/12/2000
120 Mike, I am a holder. I suspect the management will sharpen thier attention toBearcatbob-2/11/2000
119 I really feel strongly that FN should list on the NYSE. Don'TD-2/11/2000
118 Good points Bearcatbob. So are you a buyer or seller at these prices? I boughMichael July-2/11/2000
117 I think you're bang on. The sizzle has gone out of it. I've got this onclarkiebaby-2/11/2000
116 (OT) You bet I own Sherritt. The price is in the process of taking off, so if Fun-da-Mental#1-2/11/2000
115 some good thoughts. you own sherritt ?re3-2/11/2000
114 They don't hedge, but they diversify - same thing really. Still the marketFun-da-Mental#1-2/10/2000
113 ike, Put the two events together. One is an apparent unaware buy and the otheBearcatbob-2/10/2000
112 well, i think the snyder mine results did not help either although it started wre3-2/10/2000
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