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zeninvestor32

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zeninvestor32

Re: None

Wednesday, 08/11/2004 10:39:20 PM

Wednesday, August 11, 2004 10:39:20 PM

Post# of 358430
MY (MORE COLLECTED) THOUGHTS 8/11

Ok, brace yourself. I'm going to make some leaps of faith in here with respect to today's PR. But first on to the more tangible noteworthy pieces today.

1. UCA on the Vancouver looked interesting today. 9x normal volume. Up 31%. Shane up 33% on 8x normal volume. Any coicindence this is happening as our partners all meet in Canada this week. The relationships between CMKX, UCAD, UCA, KPG and SEIh are all interwoven and IMO it's only a matter of time (may be happening as we speak) before it all gets restructured into one entity anyway.

2. New appointment AGAIN today for Mr, Kusmirski.

http://biz.yahoo.com/ccn/040811/0a86d04cdd064a3d4111820981163e83_1.html

Popular guy that Rick K. I guess companies like your help when you were Cameco's Athabasca Exploration manager and when you JV with the Lundins.


Okay, I dread this part, but here goes.

The "Stored Value" card PR today.

I am going to stick to my guns and say this was a LOUSY release today, but NOT because of what Urban is trying to accomplish. It is LOUSY because of its timing. I too am fed up with the pre-success marketing. Enough funny cars. Enough Vegas planning. Enough Visa cards. SHOW ME THE MONEY. Ok, I got that out of my system. That having been said, I realized something important ... I don't run the company. Urban does. And I can fault him all I want but he obviously will continue to attend races. He will continue to move forward on his marketing plans. He will continue to release PRs that say "Good job Melvin!" while dedicating a weekend race to Vicki simply to show his gratitude. He is not your conventional CEO. Then again neither was Richard Branson (Virgin) or Herb Kelleher (Southwest). Urban is no doubt a wild card maverick. Believe it or not, in the end, that mindset may have been what has put us in the position we are in today with our property. Somehow he ended up with what may prove to be the most valuable natural resource land in Canada. I feel confident it didn't happen because he is a starchy, conservative, corporate-type.

Urban, to me, is making it clear that he has made the executive decision to set the foundation for his marketing and shareholder relations BEFORE the stock rises (assuming it does) rather than after. That's his right. To those that don't like it, they can sell. But believe me, I've been in companies that have been UNDERmarketed or not marketed at all, and it is far worse and painful than anything else. In the end, I believe we will all be thrilled at Urban's devotion to keeping shareholders happy and interested. I just kinda wish we had more concrete information first.

That having been said, I have some points to make on why I am VERY excited by this Visa card (even though it could have waited a few more weeks IMO):

1. Do some DD on "stored value" cards. They are EXPLODING and are at the forefront of electronic technology. Fortune 500 companies are now using them to actually make payroll deposits. Regularly. People love them. And they are a marketer's absolute wet dream. Constant communication and specific deals just for cardholders. For example, with these cards, Urban could send emails offering CMKX shareholders $$$ off on cmkx merchandise while the rest of the purchase helps fund the funny car sponsorship. Eventually when the Casavant brand diamond emerges, the possibilities for deals and loyalty rewards are endless. This is a BRILLIANT marketing plan once you read up on "Stored Value" cards and see what the future holds for them. It will surprise you. I promise.

2. Every transaction is a story to tell. Once CMKX has risen (assuming it does), every time you slap this card down on the counter, it's a story to tell. You use it in all facets of your life. It's a constant reminder to you and everyone around you. Why in the world do you think customized credit cards these days for companies (like Yahoo or PayPal) are soooooooooooo popular. Top of sight, top of mind. Again, marketing. Very good, sound marketing.

3. Ok, now the biggie. NOBODY WILL EVER USE THESE CARDS IF THIS STOCK NEVER GETS OFF THE GROUND. Urban is farting in the wind if he thinks people will order these cards without concurrent stock success. IMO (ok, here comes a great leap), Urban has some things going on that have given him the confidence to KNOW that this card is going to be a powder keg of opportunity because he KNOWS of the company's success already. I know that requires some faith (and is the main reason why I disagree with Urban's PR on this now rather than after success). But the truth is today's PR is MEANINGLESS without ammo to back it. I think Urban must know he has the goods to go forward with something this in-your-face.

4. And, when I think about Urban's overall pattern of behavior, it has always been one of wanting to be in constant contact with shareholders and wanting to ultimately have them do well. He retired shares. He wants to visibly meet with shareholders. He is giving dividends. He is giving up his shares. He reaches out to Melvin and others. As I have said, he is a giving man. This card is a fascinating way for him to stay in touch with and constant communication with shareholders. Now cardholders will receive emails, offers, who knows maybe even the option eventually for direct dividend loading onto your card (certainly not at first IMO and I don't even know if legally this could be possible under the regulatory distribution guidelines). It is an interesting twist to a man that has shown some odd but very likable character in a number of ways. Assuming we do succeed, I would very much like for this path to continually be open for Urban to continue rewarding us and communicating with us. Why in the world not????

5. (Huge leap here) What do you fund these cards with? Cash. What have past releases mentioned? Cash dividends. What would be a perfectly timed "stored value" card to coincide with a sudden ability to have large amounts of funding transferred on to this card? Hmmmmmm. In time for Vegas maybe? Hmmmmmm. Yes, it's a leap, but my gut tells me they wouldn't be able to manufacture enough of these cards in time if we were to get a nice cash dividend in the near future. Uranium? Oil/gas? Potash? Gold? Something might have been sold off to supply a nice little cash reward in the near term to make these cards oh so very useful. You can bet your BUTT I'll be ordering a CMKXtreme card if I found a cash dividend coming my way that at the very least covered my initial investment (and hopefully a whole lot more). I know this point's a stretch, but if Urban knew he was about to make a lot of people very rich, boy oh boy is this card going to be VERY POPULAR. And if so, we will all look back and say "That Urban knew EXACTLY what he was doing." Make me a believer Urban (I already am but you know that). Is Urban tipping us off that cash is coming? Show me the money Urban and I will show you thousands of loyal shareholders that will use this card for the REST OF THEIR LIFE.

Them's my thoughts. Like'em or lump'em. And as to some of the rather nasty private messages I've been getting, I've said it before. I ain't here on a popularity contest. These are my opinions. Get over it if they bother you!!

Z

As always, these are my personal opinions.

Hopefully nobody in here is investing anything but "fun" money that they can afford to gamble with.

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