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Friday, 07/04/2014 12:28:00 PM

Friday, July 04, 2014 12:28:00 PM

Post# of 35716
TMM.TO/TGD - couple articles out on old pick.

Don't own any now but would consider adding lots if Timmins descended back down towards $1.50s if we get another summer low in July.

One thesis to own now is they could be up for sale. Argonaut (AR.TO) or Alamos (AGI.TO) would be logical acquirers as Mexican heap leachers. Argonaut more so as their second propery on Baja is apparently likely never to be developed (too dry, too remote). First article alludes to this.

http://ceo.ca/2014/07/02/timmins-and-sentry-find-balance-for-future-of-company/

Second Article reminds why TMM goes super-beta on sector rally

http://www.321gold.com/editorials/wright/wright070414.html

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