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March 30, 2011 Dear Friend,
The remarks of Anglo Aluminum, Connacher
Oil & Gas and Duluth Metals impressed us most.
A number of the "Core Shack" non-speaking
companies with > 1 mm oz gold resources appear promising, including Magellan
Minerals in Brazil, Augen Gold in Ontario, Everton Resources next to Barrick
Gold in the Dominican Republic, Majescor next to Newmont Mining in Haiti,
Renaissance Gold in Nevada and Argentina, and Sunward Resources in
Colombia. Texas Rare Earth Resources has large polymetallic resources in
its Texas property.
Faithfully,
John C. Tumazos, CFA
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Copyright © 2008 John Tumazos Very Independent Research,
LLC
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