March 3, 2008
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March 3, 2008

Dear Friend,

It is important that you indicate your preferences for one-on-ones at our March 27th conference among the 13 visiting companies in order for us to accommodate your wishes, please.  The companies are Barrick Gold, Agnico-Eagle Mines, Virginia Mines, Pan-American Silver, Hecla Mining, Taseko Mines, Mercator Minerals, Quaterra Mines, Skye Resources, Polymet Mining, Duluth Metals, Franconia Minerals and Selkirk Mines. Two companies, Quaterra and Virginia, are the same geologists that sold lucrative gold deposits to Goldcorp.  Several base metals companies have 1 to 20 billion pound copper, nickel or zinc deposits that appear very prospective in view of higher commodity prices.

Enclosed are an update on Skye Resources in view of its new CEO appointment February 29th, an evaluation from the viewpoint of Alcoa's outside independent directors after Bahraini bribery allegations February 28th and our normal weekly spot market review.

We will be in Toronto March 6th visiting TeckCominco and some gold mines, San Francisco March 19th-20th, the Antamina copper-zinc mine in Peru April 1st and five various Chilean copper or zinc mines April 2nd to 9th.

Faithfully yours,

John C. Tumazos

Copyright © 2008 John Tumazos Very Independent Research, LLC
Send mail to joe@veryindependentresearch.com with questions or comments about this web site.
Last modified: 05/17/12

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