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First Asset Morningstar Emerging Markets Composite T.EXM.A



TSX:EXM.A - Post by User

Comment by uedamon Jul 17, 2007 7:02pm
281 Views
Post# 13104732

RE: BRE-EX Revisited

RE: BRE-EX RevisitedThank you for your well thought out post I agree with what (I asume) your premise was, that the next big scam is less likely to follow the BRE-Ex "salting" mode. 43-101 compliance goes some distance in preventing this type of fraud however, other areas you highlight seem particulalry pertinent especially the JV model - which is currently being emphasized buy just about every analyst. As one critieria touted by the analysts I have noticed a number of project inwhich I really could not understand what another junior with little available information or credentials was bringing to the project. Another area that analyst have been big on is positive impact of private placements. Yet recently I have noted that they are becoming literally a dime a dozen, and I am wondering just how valid this criteria is in the current market environment. With regard to analysts and market exposure for your stocks how you evaluate this really depends on your investment time horizon. It apears to me the greater the analyst coverage the higher the volatility, until resources are proven up at which time spectaular results always react swiftly in the marketplace. Both MAG, AlS and NAU are all examples of this.
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