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November 3, 2010 Dear Friend, Recent changes for the conference are that MAG Silver cancelled as a speaker on November 10 at 9:20 am, and we moved PolyMet Mining's speaking slot into November 10th at 9:20 am in place of MAG Silver from November 9th at 5:00 pm. TintinaGold Resources cancelled for the Core Shack on November 9th, Tara Minerals never confirmed for the Core Shack and VG Gold Corp was just added to the Core Shack. We raised our earnings estimates for Domtar as their earnings greatly exceeded expectations even though industrywide uncoated free sheet volumes fell short of estimates for the third-quarter, and we raised our price target to $93 from $76 and reaffirmed our Overweight investment rating. Faithfully,
John C. Tumazos, CFA
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Copyright © 2008 John Tumazos Very Independent Research,
LLC
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