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Gold/Mining/Energy : T.ITE: iTech Capital (TSE)
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To: Claude Cormier who wrote (605)6/22/1999 5:29:00 PM
From: Ritch D   of 5053
 
Portfolio investments in unrelated or non-historical industries are usually representative of a holding company approach...hopefully this will not be the case here or we'll start to trade at a discount to cash...like VO in the '80s...I'll trust Keith's view until it become otherwise obvious....watch for portfolio positions being take directly by one of their investor/directors...."CC"...he normally gets involved with 'offshore placements' of more jr./spec situations.
Ritch
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