March 31, 2009 Conference
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Location: Hilton Times Square 234 West 42nd Street New York, NY
Date: March 31, 2009
Time: 7:30 A.M. registration 8:00 A.M. conference begins

Webcast Link http://www.wsw.com/webcast/vir3/

Word Doc

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 
                                                                                    William C. “Bill” Brice

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
                                                                                      Dr.H.“Rick” Sandri, President

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.
                                                                                       Dev. and Technical Services

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    
                                                                                     David Christiansen, V.P. Bus. Dev. and Inv. Rel.

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   
                                                                                     Andre Agapov, CEO and 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
              SILVERMET zn recycling

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
                                                                                  
Jim Miller-Tait, VP Exploration

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

Copyright © 2008 John Tumazos Very Independent Research, LLC
Send mail to joe@veryindependentresearch.com with questions or comments about this web site.
Last modified: 07/22/10

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