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November 09, 2009

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Alex

I've always appreciated your deep value approach to the gold miners. Unfortunately, your current batch, like mine, isn't exactly deep value anymore. I'd personally enjoy a revisitation of some that didn't make your list 6 months ago, but might now be more worthy of consideration given 1100 gold - that's what I've been sleuthing around for daily - not easy to find

AK

Hi, Monthy. Just a follow up of Alex's comment. You may want to consider the next SMFs and LMAs to your list as these companies become more recognizable names. Two names I have in mind are: Orex Exploration (OX) and Avion Gold (AVR). I own both of them. While AVR will fit your value criteria nicely in terms of market cap, shares numbers, production, growth, Ox is a different story. It falls into a different category- an explorer with proven inferred resources. This week Osisko signed a JV type of deal with Orex to drill and develop their Goldboro property in Nova Scotia. Best regards, AK

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