Mon 16 Apr 2012
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News Highlights
16 Feb 2012 - Raymond Goldie, Senior Mining Analyst, quoted in "Uranium Is Hedge Against Inflation: Analyst", CNBC.com.
"Right now we're short of the stuff. About 14 percent of the world's supply of uranium comes from dismantling of Soviet weapons."

"That program stops at the end of 2013. So there goes 14 percent of the world's supply."

15 Feb 2012 - David West, Mining Analyst, quoted in "Goldcorp hits revenue high", Vancouver Sun.
"Has one of the best project pipelines of any precious metal producer."

15 Feb 2012 - David West, Mining Analyst, quoted in "Goldcorp Earnings Exceed Estimates as Gold Prices Climb", Businessweek.
"They're a very low-cost producer."

"They are definately lower quartile as far as operating costs are concerned."

15 Feb 2012 - Mike Plaster, Coal & Alternative Energy Analyst, quoted in "Exchange approves Grande Cache Coal takeover", Calgary Herald.
"This is the second of two significant regulatory approvals, following Investment Canada Act approval last week, and further derisks the deal, with Grande Cache's share price moving closer to the $10 per share all-cash offer."

06 Feb 2012 - Mike Richmond, VP, Co-Director of Research and Investment Analyst, quoted in "Domtar price target increased after earnings beat", Financial Post.
"Domtar increased its share buyback limit to $1-billion in December 2011, and remained active under the plan; at year-end, the share count was just 36.8 million, down from 37.8 million at the end of Q3."

01 Feb 2012 - Gordon Currie, Investment Analyst, quoted in "Private equity eyes oilpatch for bargains", Calgary Herald.
That's where the pressure is going to be to do something that leads to more M&A.;"

27 Jan 2012 - Gordon Currie, Research Investment Analyst, quoted in "ARC Resources boosts B.C. Montney resource numbers", Calgary Herald.
"They (ARC) don't come out and say that but just based on the fact a number of other companies have gone that way, that's quite possible."

25 Jan 2012 - Gordon Currie, Research Investment Analyst, quoted in "UPDATE 3-Crescent Point to buy Wild Stream for C$770mln", Reuters.com.
"The focus is on Shaunavon because there are lots of medium gravity crude oil down there lots of opportunity to add oil production using new drilling technology and water floods."

18 Jan 2012 - Raymond Goldie, Senior Mining Analyst, quoted in "Ivanhoe Mines to Scrap Rights to Plan as Rio Seeks Bigger Stake", Businessweek.
"This is very good news in terms of Ivanhoe being taken over by Rio, it makes it a lot easier for Rio or anyone else."

17 Jan 2012 - Gordon Currie, Research Investment Analyst, quoted in "Enerplus to spend $800M; sells $300M in shares", Calgary Herald.
"They're predicting a 10 per cent increase in production this year but, in terms of cash flow, a portion of that is going to be offset by more shares outstanding."


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