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curlews

08/24/06 7:45 PM

#52449 RE: bunky #52444

Bunky, where do you find an estimate of 14.30 for N eps? On Yahoo I see average estimates of 14 and 15 analysts as 6.19 for 2006, 5.73 for 2007. Highest estimate listed for any of the analysts is 8.96.
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cl001

08/24/06 9:04 PM

#52456 RE: bunky #52444

This is last month's report. You can see LIM.to was trading about 50% discount to INCO. LIM's production will increase significantly in H2, while INCO has a major strike. I think LIM will be a lot cheaper when August number comes out.
What excites me is that LIM will be the largest independent Nickel player in the market after INCO's deal is closed in a few weeks. I can't believe LIM went down this hard today.
http://www.kitcometals.com/commentaries/Matlack/jul262006.html