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.
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