Coffin Brothers Speech Notes

As requested, here are notes on the companies that the Coffin Brothers said they are watching:

1. Teck Cominco [TEK-SVB.TO TCKBF.PK]  
    -should be a basic part of everyone's portfolio

2. Eurozinc [EZM.TO EZM]
    -copper producer in portugal
    -zinc mines coming up soon
    -forward p/e of 4/5 only; trailing p/e around 12

3. Sherwood Copper [SWC.V SWOPF.PK]
     - good run so far
    -gold/copper output early next year
    -mill 70% built already
    -feasibility study coming soon

4. Silvercrest [SVL.V STVZF.PK]
    -silver deposit in El Salvador
    -may attempt silver heap leaching method
    -preliminary 70% recovery rates
    -mexico project too

5. Wolfden Resources [WLF.TO WFDNF.PK]
    -gold in red lake
    -splitting into 2 companies soon

6. Selkirk [SLK.V SKRKF.PK]
    -many projects in B.C.
    -great zinc speculation

7. Everton [EVR.V EVRRF.PK]
    -dominican republic properties
    -could be a producer soon
    -drill speculation

8. Shear Minerals [SRM.V SRMUF.PK]
    -Churchilll project diamond play

9. Stornoway [SWY.TO SWYDF.PK]
    -Churchill project diamond play

10. Diamonds North [DDN.V DNORF.PK]
    -Interesting Diamond properties
    -splitting out uranium company

11. Nova Uranium [NUC.V NVURF.PK]
     -drilling right now

They mentioned that 2006 could be the year of a huge diamond discovery. Please consider subscribing to the Coffin Brother's Hard Rock Analyst newsletter.

Posted by Mike – April 25, 2006 – 13:51