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March 31, 2008 Dear Friend, In the attached Skye Resoures report we estimate $4-$5 per share in 2013-18 earnings per share at $9 nickel if the ideal combination of direct shipping ore, electric furnace construction and steel industry partners comes together, which we characterize as one chance in three. We call this our "Long Shot" or "Hail Mary" scenario. We are encouraged that postponed financing and a new CEO brings a "fresh look." Please mark September 25, 2008 and March 25, 2009 as similar "each six months" metals conferences at the same New York Helmsley, 212 East 42nd Street, NY, NY 10017. We will begin at 8 am with steel, aluminum, diversified mining, other mines and "geologists over beer" concluding between 6 and 10 pm with up to 20 companies webcast. We are asking our corporate friends to select one of the two dates, and there are enough companies to rotate 30 to 40 each year. I will be in Peru and Chile visiting eight mines from this afternoon to the evening of April 10th, but my cell phone 732 740 3574 and blackberry john@veryindependentresearch.com should work about half of the time. Joseph Reagor (joe@veryindependentresearech.com) or Alicia Aydin in my office may assist you at 732 444 1083. Faithfully yours, John C. Tumazos |
Copyright © 2008 John Tumazos Very Independent Research,
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