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February 28, 2008 Dear Friend, Please remember to phone or email me to reserve the one-on-one time slots you prefer for our March 27th program. We continue to have 13 companies, although Cleveland-Cliffs has withdrawn as their potential speakers have conflicts and Pan-American Silver has joined in. A comparison of four publicly traded silver mines, totalling $10.3 billion in market value, is enclosed. These are Hochschild Mining plc, Pan-American Silver, Hecla Mining, and Coeur d'Alene Mines. The valuations are uniform between $146 and $161 per oz of estimated 2008 silver output. Second, we attached a "just for fun" discussion of Democratic presidential nominee delegate math. The future "rules committee" decision as whether or not to seat or how to pledge the 366 delegates from Florida and Michigan that Hillary Clinton won could swing the nomination and has greater arithmetic impact than remaining primaries or superdelegates. Faithfully, John C. Tumazos |
Copyright © 2008 John Tumazos Very Independent Research,
LLC
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