CMR compass resources limited

price, page-47

  1. 8,972 Posts.
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    re: valuation just out - $3 +++++ conservatively Personally wouldnt call grigor the best resource analyst...take a look at some of his 'not so good' reccos rather than being blinded by the few that he gets right. Eg MBG despite the warning bells, he continued to back it. Not saying he's no good, just saying there are better.

    The BEST resource analyst imo in Australia (of the ones i know anyway) is Keith Goode...hopefully his company Eagle Advisory will set up a website soon. Just take a look at the original report he did on IGO in February 2003 to see the detail he gets into. I am lucky enough to be on his email list.

    Tomlinson, previously of Hartleys, though he's moved on now to another outfit (name escapes me) , was also a very good analyst.

    Also try John Macdonald at www.miningresearch.com.au

    cdchi1
 
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