"Conclusion
There are few undeveloped large-scale gold deposits in the world
today. Venezuela's prolific gold belt offers an opportunity for
investors willing to bet on its deeply-discounted assets – especially
where held by an established, respected and politically connected
group with a proven and growing resource, and a fully permitted and
operating mining facility in place. Additional accretive acquisitions
like last years Mena deal and now the Gold Fields transaction will
create further synergies and increasing economies of scale. We are
adding 50,000 units to the model portfolio by participation in this
announced financing."


"Anyway, my numbers suggest that Rusoro should trade up to around the
$3.00 -3.20 area as a fair value post-completion, and of course
management is just getting started with their master consolidation
plan. Could permit-challenged Crystallex (KRY-TSX) be the next
logical target? Management would be very motivated to get their share
price up to help minimize dilution and strengthen its value as
currency to make another acquisition, so news flow should start to do
that as we move forward with the consolidation of these new assets.
Maybe the Venezuelan government will even help out with a friendly
comment or two, given Rusoro's apparently favourable relationships."

http://www.goldeditor.com/articledisplay.php?id=2090