Transcript Conference Takeovers - Very Independent Research

John Tumazos Very Independent Research, LLC
Past Conference Attendees Taken Over
Table 1: Our Past Conference Attendees Taken Over
Target Acquired
Acquirer
Skye Resources
HudBay Minerals
Selkirk Metals
Imperial Metals
Gold Eagle Mines
Goldcorp
Fording Coal
Teck Resources
International Royalty
Royal Gold
Underworld Resources Kinross Gold
UTS Energy
Total S.A.
FNX Mining
Quadra Mining
Brett Resources
Osisko
Linear Gold
Apollo Gold/Brigus
Comaplex Resources
Agnico-Eagle
Terrane Metals
Thompson Creek
AuEx Ventures
Fronteer Gold
Silvermex
First Majestik
Franconia Minerals
Duluth Metals
Fronteer Gold
Newmont Mining
Capital Gold
Gammon/AuRico
Creston Moly
Mercator Minerals
Minera Andes
US Gold
Augen Gold
Trelawney Mining
Anvil Mining
Minmetals Resour.
Quadra FNX Mining
KGHM Poland
SilverBirch Energy
Teck Resources
Extorre
Yamana Gold
Galway Resources
AUX Canada
Aurizon Gold
Hecla Mining
Metals USA
Reliance Steel & Al.
Rany River Resources
New Gold
Premier Royalty
Sandstorm Gold
High Desert Gold
South Am. Silver
Great Basin Gold
Wits Gold
Wits Gold
Sibanye Gold
Curis Resources
Taseko Resources
Brigus Gold
Primero
Osisko
Yamana-Agnico
Duluth Metals
Antofagasta PLC
Virginia Mines
Osisko Gold Roy.
Paramount Gold
Coeur Mining
Tara Gold
Coeur Mining
Uranerz
Energy Fuels
JTVIR
mineral
Conf. date
3-08
ni 10+ bil lbs
3-08, 11-09 zn, lead 1 bil lbs
3-08
au
11-08
met coal 4 bil mt
11-09
au, ni, ag,cu
11-09
au 1.5+ mm oz
11-09,11-08 oil sands 0.8 bil bbl
3-10, 3-09
ni, cu,
ni, cu,
PGM
PGM
3-10
au 6.7 mm oz
3-10
au au
3-10
au 5 mm oz
3-10
cu, au
3-10
au 2.9 mm oz
11-10
ag ag
3-08,09,10
ni, cu, PGM
3-10
au 5.9 mm oz
3-10
au 1.5 mm oz
11-08
mo-cu
3-10, 3-11
au, ag, cu
3-11
au
11-10
cu, co
3-10, 3-09
ni, cu,mo,au,ni,pgm
cu, PGM
3-10
oil sands 2.6 bil bl
11-09
Au, AG
11 09-12
Au, Ag, Mo, W
11-11,10-12
Au
3-12
Steel distribution
11-11, 10-12
Au
11-11, 11-10
Au
3-11
Au 0.3 mm oz
11-09,10,11
Au 8 mm oz
3-10,11,12
Au, U 157 mm oz
3-11, 3-13
CU
3-11
Au
11-9, 11-10
Au
2008-2012
Cu-Ni-Pd
2008-14
Au
2010-13
Au & Ag
11-10
Au & Ag
11-09
U
location
Guatemala
B.C.
Red Lake
B.C.
Americas
Yukon
Alberta
Ontario
Ontario
Mex & DR
Nunavut
B.C.
Nevada
Mexico
Minnesota
Nevada
Mexico
Mexico
US,MX,Arg
Ontario
DR Congo
Chile,NV,On
Alberta
Argentina
Colombia
Quebec
USA
Ontario
Global
Nevada/Utah
South Africa
South Africa
Arizona
Ontario
Quebec
Minnesota
Quebec
Mexico, NV
Mexico
Wyoming
$ Mil
$432
$10
$1,200
$14,100
$749
$135
$1,500
$1,680
$367
$102
$570
$650
$281
$175
$90
$2,300
$413
$203
$653
$60
$1,300
$2,900
$550
$404
$340
$796
$1,200
$380
$81
$11
$185
$225
$70
$240
$3,600
$100
416
156
2
151
$38,776 mm
Notes: Fording, Gold Eagle, Brett, Comaplex and Linear Gold were taken over from our agenda before they presented. FNX Mining and Silvermex had no
premium. Nine distinct mineralogies involved in 21 transactions, including 9 gold deposits, 4 polymetallics and one each silver, nickel, zinc, moly, oil sands, met
coal and copper-gold. Source: Company releases and JTVIR, LLC estimates.
John Tumazos Very Independent Research, LLC
Past Conference Attendees Taken Over
Table 4: Takeovers of Past Conference Companies by Mineral
Met Coal:
Oil Sands:
Steel Distn.
Uranium:
Nickel:
Zinc:
Moly:
Copper-Co
Copper-Ni
Copper-Au
Copper-Mo
Copper
Silver:
Royalty:
Gold:
Aluminum
Steel
PGMs
Potash
Phosphate
1
2
1
1
1
1
1
1
3
2
0
2
Fording Coal
UTS Energy, SilverBirch Energy; (Connacher Oil fell through)
Metals USA
Uranerz
Skye Resources
Selkirk Metals
Creston Moly
Anvil Mining
Franconia Minerals; FNX Mining, Duluth Metals
Terrane Metals, Minera Andes
Mercator Minerals (fell through)
Quadra FNX Mining
Curis Resources
1 Silvermex
2 International Royalty, Premier Royalty
21 Fronteer Gold, AuEx Ventures, High Desert Gold, Osisko,
Rainy River Resources, Brett Resources, Augen Gold,
Gold Eagle Mines, Aurizon Mines, Underworld Resources,
Comaplex Resources, Linear Gold, Capital Gold, Extorre,
Galway Resources, Wits Gold, Great Basin Gold, Brigus Gold,
Virginia Mines, Paramount Gold and Silver, Tara Gold
0
0
0
0
0
40 Total
Notes: Fording, Gold Eagle, Brett, Comaplex and Linear Gold were taken over from our agenda before they presented. FNX Mining and Silvermex had no
premium. Nine distinct mineralogies involved in 21 transactions, including 9 gold deposits, 4 polymetallics and one each silver, nickel, zinc, moly, oil sands,
met coal and copper-gold. Source: Company releases and JTVIR, LLC estimates.