Golden Oxen's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/140138/comments http://seekingalpha.com/article/168351-eldorado-gold-a-cost-effective-way-to-move-into-gold?source=feed#comment-726313 726313

On Oct 22 08:06 PM Slvrizgold wrote:

> I much prefer Jaguar, which is growing from 160,000 to 650,000 oz
> in the same time frame as EGO goes from 400,000 to 800,000. Jaguar
> also operates exclusively in very safe Brazil, while EGO is operating
> in Turkey and China. Compare valuations! There is slightly higher
> cost than EGO, but fewer shares and much lower priced. Jaguar is
> also an easy takeover mark for Yamana, who would like to dominate
> South America. Jaguar's growth profile would be VERY accretive to
> any major.
>
> I disagree with the author's statement that EGO has $700 margin of
> "pure profit." This is not true. This guy doesn't understand mining
> I can tell. There are many costs above direct "cash costs": depreciation,
> depletion,amortization, capex, administrative, etc. You can add
> on several items before you get an actual net income. Mining is
> not easy and very capex intensive!
>
> Why do these author's bother to write puff pieces with no positions?!?!
> C'mon GIVE ME A BREAK. Put your money where your mouth is dude.
> Anyone can write a bullish article. I could write one on a company
> I don't even like if I wanted to!]]> Thu, 22 Oct 2009 21:40:07 -0400

On Oct 22 08:06 PM Slvrizgold wrote:

> I much prefer Jaguar, which is growing from 160,000 to 650,000 oz
> in the same time frame as EGO goes from 400,000 to 800,000. Jaguar
> also operates exclusively in very safe Brazil, while EGO is operating
> in Turkey and China. Compare valuations! There is slightly higher
> cost than EGO, but fewer shares and much lower priced. Jaguar is
> also an easy takeover mark for Yamana, who would like to dominate
> South America. Jaguar's growth profile would be VERY accretive to
> any major.
>
> I disagree with the author's statement that EGO has $700 margin of
> "pure profit." This is not true. This guy doesn't understand mining
> I can tell. There are many costs above direct "cash costs": depreciation,
> depletion,amortization, capex, administrative, etc. You can add
> on several items before you get an actual net income. Mining is
> not easy and very capex intensive!
>
> Why do these author's bother to write puff pieces with no positions?!?!
> C'mon GIVE ME A BREAK. Put your money where your mouth is dude.
> Anyone can write a bullish article. I could write one on a company
> I don't even like if I wanted to!]]> http://seekingalpha.com/article/165585-liquidity-toward-a-proper-mechanism?source=feed#comment-713427 713427 Mon, 12 Oct 2009 22:01:59 -0400 http://seekingalpha.com/article/166000-a-weak-dollar-benefits-chinese-exports?source=feed#comment-713415 713415 Mon, 12 Oct 2009 21:40:05 -0400 http://seekingalpha.com/article/148034-commodities-blame-game?source=feed#comment-585386 585386 Mon, 13 Jul 2009 07:57:17 -0400 http://seekingalpha.com/article/140051-market-s-upside-potential-is-still-limited?source=feed#comment-520809 520809 Thu, 28 May 2009 06:48:31 -0400 http://seekingalpha.com/article/140060-u-s-hyperinflation-is-faber-s-prediction-realistic?source=feed#comment-520805 520805 Thu, 28 May 2009 06:39:06 -0400 http://seekingalpha.com/article/139145-why-the-u-s-dollar-chart-tells-a-drastically-different-story-than-financial-pundits?source=feed#comment-517092 517092 Mon, 25 May 2009 17:04:44 -0400 http://seekingalpha.com/article/138640-interview-with-miguel-perez-santalla-how-far-will-precious-metals-fall?source=feed#comment-513830 513830 Thu, 21 May 2009 23:49:20 -0400 http://seekingalpha.com/article/108731-high-premiums-on-silver-better-to-buy-gold?source=feed#comment-318705 318705 Tue, 02 Dec 2008 08:34:03 -0500 http://seekingalpha.com/article/106995-3-5b-saudi-gold-deal-is-huge-compared-with-6-5b-consumer-record?source=feed#comment-311459 311459 Fri, 21 Nov 2008 04:57:05 -0500 http://seekingalpha.com/article/95021-spdr-gld-etf-unloads-79-tons-of-gold-should-investors-follow-suit?source=feed#comment-252106 252106 Thu, 11 Sep 2008 18:26:57 -0400 http://seekingalpha.com/article/91136-bear-market-gold?source=feed#comment-231189 231189 Fri, 15 Aug 2008 11:23:07 -0400 http://seekingalpha.com/article/87252-interview-with-nick-barisheff-gold-is-money?source=feed#comment-218889 218889 Wed, 30 Jul 2008 20:31:05 -0400 http://seekingalpha.com/article/87337-gold-buy-signal-approaching?source=feed#comment-216862 216862 Mon, 28 Jul 2008 17:57:56 -0400 http://seekingalpha.com/article/86985-agnico-eagle-mines-analysts-cut-price-targets-on-q2-earnings-miss?source=feed#comment-214657 214657 Fri, 25 Jul 2008 15:37:19 -0400 http://seekingalpha.com/article/86855-kinross-gold-buys-aurelian-resources?source=feed#comment-213850 213850 Thu, 24 Jul 2008 19:35:05 -0400 http://seekingalpha.com/article/81233-fed-tightening-and-the-gold-market?source=feed#comment-185736 185736 Sun, 15 Jun 2008 01:59:46 -0400 http://seekingalpha.com/article/80744-ecuador-mining-more-positive-by-the-day?source=feed#comment-183056 183056 Wed, 11 Jun 2008 03:29:09 -0400 http://seekingalpha.com/article/79311-gold-is-money-and-nothing-else?source=feed#comment-177040 177040 Fri, 30 May 2008 18:38:00 -0400 http://seekingalpha.com/article/78727-james-turk-on-gold-and-silver-part-ii?source=feed#comment-173804 173804 Sun, 25 May 2008 23:07:45 -0400 http://seekingalpha.com/article/78610-the-case-for-1300-oz-gold?source=feed#comment-172505 172505 Fri, 23 May 2008 08:58:44 -0400 http://seekingalpha.com/article/77812-a-contrarian-look-at-pfizer?source=feed#comment-170849 170849 Tue, 20 May 2008 23:30:32 -0400 http://seekingalpha.com/article/77998-seasonal-gold-price-trends-look-favorably-on-summer-purchases?source=feed#comment-170847 170847 Tue, 20 May 2008 23:23:22 -0400 http://seekingalpha.com/article/71599-connection-between-the-imf-s-proposed-gold-sale-and-nessie?source=feed#comment-147468 147468 Wed, 09 Apr 2008 07:02:30 -0400 http://seekingalpha.com/article/69687-looks-like-there-s-a-silver-shortage?source=feed#comment-130806 130806 Mon, 24 Mar 2008 17:42:41 -0400 http://seekingalpha.com/article/69489-global-precious-metals-correction-healthy-and-overdue?source=feed#comment-129977 129977 Fri, 21 Mar 2008 20:18:20 -0400 http://seekingalpha.com/article/68221-gold-etf-inventory-at-a-new-all-time-high?source=feed#comment-125861 125861 Thu, 13 Mar 2008 04:30:56 -0400 http://seekingalpha.com/article/67857-mining-sector-location-is-irrelevant?source=feed#comment-124893 124893 Mon, 10 Mar 2008 20:00:40 -0400 http://seekingalpha.com/article/67456-gold-pulls-back-is-there-a-deeper-correction-ahead?source=feed#comment-123329 123329 Thu, 06 Mar 2008 23:58:26 -0500 http://seekingalpha.com/article/67498-metals-market-mania?source=feed#comment-123283 123283 Thu, 06 Mar 2008 20:50:02 -0500