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Eaton Vance Short Duration Diversified Income Fund T.EVG


Primary Symbol: EVG

Eaton Vance Short Duration Divsfd Inc is a diversified, closed-end management investment company.


NYSE:EVG - Post by User

Post by Sailortonyon Sep 29, 2010 7:08pm
580 Views
Post# 17509319

An other analyst's opinion

An other analyst's opinion

Hopefully this will make the wait less difficult.

From Siddharth Rajeev and Vincent Weber of the Gold Report;

pub/na/7483

" TGR: In our last interview, you talked about Evolving Gold Corp. (TSX.V:EVG; Fkft:EV7). Recently, Evolving had some good drill results from its Rattlesnake Hills Project in Wyoming. The company got some more good news when Goldcorp Inc. (NYSE:GG; TSX:G) took a position. Goldcorp now owns about 15% of Evolving, but its share price is languishing. What's the update on Evolving Gold?

VW: Evolving is actually trading at more than twice what it was when we initiated coverage in June 2009. Overall, the stock has had some volatility.

There's obviously quite a bit of excitement with the Rattlesnake Hills discovery. We have to remember that Rattlesnake Hills and the other exciting property in Nevada's Carlin Trend are quite early-stage projects. The company has only really been drilling on Rattlesnake Hills for about two years. Evolving just began drilling at Carlin this year.

The company has continued to show that there are areas of low-grade, bulk-style mineralization, plus high-grade areas at Rattlesnake Hills. At Carlin, the company is finding gold mineralization in carbonate rocks.

TGR: There's no NI 43-101 resource yet on either?

VW: The company hasn't put out an NI 43-101 resource yet. Evolving has done a lot of drilling, but not every company puts out an NI 43-101 within six months of starting on a project. The way that we look at it is—it's likely obvious that Goldcorp has seen the intimate details of the projects. They probably feel as though Evolving is still undervalued. That's an opinion that we would certainly share.

TGR: What are some attributes you like about the company?

VW: I like the management. The company is run by President and Chief Geologist Quinton Hennigh and Chief Executive and Director Robert Barker.

TGR: Wasn't Quinton involved with Newmont Mining Corp. (NYSE:NEM) on a mine in the Carlin Trend before?

VW: Yes, I believe he was.

SR: Evolving Gold certainly has a strong management team. It also has a strong cash position. After this discovery, we saw the stock increase from
.40 to about $2. Now it's at close to
.90.

The results that came out initially were fantastic. It's tough to maintain those kinds of results on a long-term basis, and that's one of the reasons why the stock has dropped to $1. We still believe the deposit has very high potential. We expect the stock to move up closer to our fair value estimate of $1.40 per share as the company continues to advance the project."

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