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November 2, 2011 Dear Friend,
We will host approximately 50 companies
with $1.1 trillion in "in situ resources" and $65 billion in combined market
value. Our participants include 23 gold mining companies, 2 silver mines, 2
copper mines, 5 polymetallic mining companies with significant amounts of
copper and a plethora of other resources or manufacturing including 2
steel-related companies, an aluminum smelter, an oil sands partner of Teck,
a lithium deposit, a phosphate deposit, a molybdenum mine, a lignite deposit
in Mongolia and Texas Rare Earth Resources.
We select companies partly on the basis of their "in situ resources," or the dollar value of assets defined in the ground. We estimate the $1.1 trillion of "in situ resources" are led by $340 billion at Texas Rare Earth Resources (our estimate), $283 billion at Goldcorp, $104 billion at SilverBirch Energy, $83 billion at Pretium, $50 billion at Great Basin Gold and $41 billion at Candante Copper $28 billion at International Tower Hill, and many more. All of the roughly 33 speakers on November 29-30 will be webcast except for Century Aluminum, which treats matters with sensitivity owing to labor disputes at its WV location. You may go to www.veryindependentresearch.com and click on "conferences" to access webcasts. There is no user name, password requirement, but we ask each participant to identify themselves. Faithfully,
John C. Tumazos, CFA
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Copyright © 2008 John Tumazos Very Independent Research,
LLC
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