First Asset Morningstar Emerging Markets Composite T.EXM.A

mrmrre

[OilSandSam]

I applaud the effort you put into your post. You have obviously taken the time to actually look into EXM and come to the conclusions you state in your post. It comes down to, are you in an investment, or are you looking for a quick ride. Quick rides generally lead to a quick end...thanks for your ticket and come again please...know what I mean? There are ways management could have given the "quick fix", but this company is building a company by doing it right, from the foundation up. As we build beyond the mine, we will end up with the ability to do more, as we will have more. It comes down to the old saying..money makes money and , the more you have, the more you get. It's patience at the start that leads you to these situations. I think our 2 billion+ partner see's that quality in us. My opinion.

[mrmrre]

Well we all like stocks we buy to go up, the quicker the better. Before I buy (or short) a stock, I do significant DD. After I buy it, I get really serious about DD. When the stock I bought goes down, I do even more digging. I look very hard for a reson to sell the loser and "cut my losses short". When I can not find a reason to sell, I usually buy more. This is the case with EXM which I

[kzetmeir]

Entrepreneurship ... the art of combining people, capital and business model and concepts takes many forms. Tara has been successful in moving forward quickly through acquisition and JV. GGI appears to be more interested in becoming a traditional exploration company by controlling most aspects of their efforts. Paramount has acquired significant drill capacity and is simultaneously

[mrmrre]

As I indicated, I do not see another BreEx brewing. What I do see is different levels of promotion that may or may not reflect what is actually going on. Deception not fraud. In the case of Tara, I will write more when I get time to link my comments to my DD. However, suffice it to say I will always be skeptical of a gold company with a Chicago address, with no listing and unaudited financials

[riddlethis]

Well stated. Although 'mrmrre' lists some valid points that will lead to good discussion/debate, I have to concur with you that there are many different models and concepts of corporate mining direction. Personally, I like the Exmin model, and own shares. I also like the TRGD (Tara) model as well, with the many different acquisitions and J/V's..while NOT DILUTING their

[kzetmeir]

Believe me ... nothing you can say can pizz me off worse than I was in the 90's with BreX. LOL I was one of the fortunate ones ... while others margined BreX to buy MORE BreX ... I bought other resource companies ... so when the margin calls came, I didn't have to blow my brains out (like others did!) It was a real tragedy for tens of thousands and I don't take that lightly. I

[ruffed]

There were several errors that mrmrre made in his discussion regarding Tara but this is what made me laugh the most. When it's all said and done, Tara's share of San Miguel will be worth more than $100,000,000. But time will tell who is proved right in this. "Paramount is drilling to prove up San Miguel, at which point they will buy out Tara for a few million dollars. Hardly the