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March 24, 2010 Dear Friend,
We were highly impressed with the
presentations of Imperial Metals, U.S. Gold, Fronteer Group, Labrador Iron
Mines and Gold Fields Ltd.
We were less impressed at the progress of
Agnico-Eagle Mines and Northern Dynasty Mines.
On a humorous note, one of our
administrative goals in these programs is to improve or "upgrade" the
audience. About 75 of the 275 present at our November 18-19, 2009
conference were outside our target audience, including about 29 present from
Knight Capital Group and at least 50 bankers, brokers, public relations
reps, consultants or others present to network or solicit. Maybe we would
save up to $10,000 if we did not feed them. We began administering a $500
admissions charge for those outside of the buy-side.
We found two ladies at our "Exploration
and Development Cocktails" that were girlfriends of various money managers.
Maybe we should have a "don't ask, don't tell" policy and be a little more
lax.
With chuckles,
John C. Tumazos
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Copyright © 2008 John Tumazos Very Independent Research,
LLC
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