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Location: Hilton Times Square 234 West 42nd Street New York, NY Webcast Link http://www.wsw.com/webcast/vir3/ John Tumazos Very Independent Research, LLC Metals Conference March 31, 2009 @ Times Square Hilton, 234 West 42nd St. Agenda 7:00-8:00 Continental Breakfast and Registration 8:00 DULUTH COMPLEX REGIONAL OVERVIEW, Dr. Dean Peterson, Sr. VP Explo., Duluth Metals, co-director of the Precambrian Research Center at Univ. Minn. At Duluth and former Prof. of Econ. Geology @ Univ. Minn at Duluth 8:30 FRANCONIA MIN. Ni Cu Pt Pd Au,Co Brian
Gavin, President and CEO Near 300 mmt of Duluth Complex ni-cu-co-pt-pd-au underground sulphides in three pods near 1.5% copper-equivalent 9:10 DULUTH METALS Ni, Cu, Pt, Pd, Au,Co Chris
Dundas, Chairman Over 733 mmt and possibly 1.0-1.5 bil tonnes of Duluth Complex ni-cu-co-pd-pt-au in single underground deposit near 1.5% cu-equiv.; possibly minor ag, rh, or ru or too 9:50 POLYMET MINING Ni Cu Pt Pd Au Co Doug Newby CFO Minimum 275 mil tons proven and probable open pit reserves with draft EIS with 100,000 ton per day grinding mill on site. Grade < half of underground neighbors; Taconite alternatives too 10:30 FNX MINING Cu, Ni, precious metals
Dr. Catherine Farrow, Sr VP Corp. Deposits re-commercialized from Inco in 2000 in Sudbury, Ontario. Resources exceed 1 billion pounds of cu and 1 bil lbs of ni. Substantial cash balances. 11:10 CARPENTER TECHNOLOGY
Operating or Marketing Executive Specialty metals producer with over $1.5 bil in sales and $100 mm in net income from about 200 mm lbs sold annually. 11:40 ALLEGHENY TECHNOLOGIES Dan Greenfield, Mgr. Inv. Relations One of the largest producers of titanium, high nickel alloys, exotic metals, stainless steel, silicon electrical transformer steels, tungsten carbide products and castings. 12:20-1:00 pm, Lunch, webcast remarks John C. Tumazos 1:00 AGNICO-EAGLE MINES Au, Zn, Ag David Garofalo Sr. VP, CFO Most rapidly growing producing gold mine worldwide building five gold mines; acts as own General Contractor at each location in Canada, Mexico and Finland. 1:40 GOLDCORP Au, ag, cu, zn, pb Jeff Wilhoit, Mgr., Inv. Relations Major gold producer with mines in Americas nations near 3 mm oz future output. 2:20 VIRGINIA MINES Au, Zn Andre Gaumond, President and CEO Sold Eleonore gold property to Goldcorp for nearly $0.5 bil; spent $30 mm in 2008 explo for Coulon zinc-cu deposit, gold claims surrounding Eleonore and more 3:00 ALEXCO RESOURCE CORP ag pb zn Clynton R. Nauman, Pres and CEO Restart of United Keno Hill silver in Yukon; over 200 mm oz historic silver output; former Rio Tinto Greens Creek mine manager. $50 mm Silver Wheaton agreement. 3:40 RUSORO MINING
George Salamis, President, Director Over 2 mm oz of reserves, 14+ mm oz resources and seeks acquisitions in Venezuela 4:20 VERENA MINERALS au
Stephen Roman, Chairman and CEO 2.5 mm oz gold resource in Brazil, 7%-owned by Kinross. Silvermet is zinc recovery from steel furnace baghouse dust in Turkey; Horsehead tech. 5:00 ALLIED NEVADA GOLD Scott A. Caldwell, Pres and CEO 8 mm oz at Hycroft and 3.7 mm oz resources at four other Nevada gold properties 5:40 SELKIRK METALS Zn
Gordon Keevil, President Est.1 bil lb zinc & 400,000 lb lead u/g resource being developed in SE BC scoped at near $100 mm for 2,000 tonne per day operation; Potential for significant increase in resource indicated by several other defined zones; Part of a large portfolio in BC 6:20 ENTRÉE GOLD Cu, Au, Greg Crowe, President and CEO Copper, Gold and Coal in Mongolia and cu-au porphyry exploration in USA 7:00 Cocktails AFTER beers over three final speakers TENTATIVE ROSTER FOR NOVEMBER 11, 2009 Teck Barrick Gold Thompson Creek Metals Mercator Minerals Quaterra Resources Creston Moly Solitario Exploration & Royalty Galway Resources Coeur d’Alene Mines Taseko Mines Hecla Mining UTS declined if taken over Uranerz Kirkland Lake Gold And Others Great Basin Gold |
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