Replies to post #5055 on Northern Dynasty Minerals Ltd (NAK)

[Hulk Hogan is God]

Didn't the EPA just remove the Obama administration roadblock? The massive trove of data that will now be reviewed is gonna plant that mine brother, just sayin.

[Whoisit]

Oh! and you have all the data of the thousands of drill
samples taken at different locations throughout the
project.
It is a natural state of things the land area this entails
that there will be high grade production areas as well as lower grade
production areas.
I am sure they will go after the best areas first.
Just a thought.

[Scotttrader80]

Chatsko is a jerk, his Motley Stool articles are always damning Northern and the Pebble mine. He claims not to hold any stock in NAK but has NOTHING positive to write about them which is a wee bit lopsided in his "reporting". Pay attention to the companies news/ filings and not someones biased opinion of what Northern should do. He doesnt have any skin in the game.

[BigDawgGMoney]

I've recently bought a sizable position here and would counter with the following:

1. TD and Gabelli (experts in mining) have $4-6 USD price targets on the stock pre-veto and pre-partnering. They are experts in mining and Max ( a biotech background) certainly is not and expert nor on a relative basis a credible source of mining investment knowledge.

2. David Lowell, one, if not the most renowned mining investor in the world is heavily invested here

3. Pebble is a copper deposit with alot of gold not the other way around. Forest for the trees here sir!

4. 2 partners combined spent $750 million dollars moving this mine forward until the EPA unlawfully veto'd their plans. Majors are experts in mining, they don't need to spend $750 mil to determine economic viability - its takes a tiny fraction of that for them to assess a resource with a high degree of accuracy

5. Partners are again in the data room, and if your friend Max at Motley Fool can see this so 'obvious' issue with Pebble would Partners who are WORLD CLASS PRODUCERS AND EXPERTS bother being in a data room? Would they have spent $750 mil in the past? A fairly obvious answer to both those questions is no they would not have spent that money nor would any be bothering now to review the resource again - rocks don't change.

6. Institutional ownership in NAK has increased 35% over the last quarter and includes names such as Goldman Sachs, Citadel, Susquehena, Hudson Bay, Arbiter, Millenium, UBS, Wellington, and Oppenheimer to name just a few.

I think applying logic and some common sense and credibility is always important in assessing potential for spec plays. I tend to side with the above and of course the great increase in Institutional holders (and quality of those holders) in this name over the last quarter!

Good luck!

[bobell]

You have a lot to say but nothing factual is stated