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Gold/Mining/Energy : Sino-Forest (TSE: TRE.A) A STOCK FOR THE FUTURE!!
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To: Robert Dirks who wrote (197)7/30/1999 3:21:00 PM
From: mick  Read Replies (1) of 265
 
What a quite area. No one responding to your message.

The vast majority (I think about 90 %) is to internal Chinese customers.

As far as the recent flare ups in politics, I don't see it really having any impact (or at least it shouldn't). I am not sure exactly the whole story, but I think some China internet (China.com on NASDAQ) company recently introduced double in value. TRE.a is in the right area, just the wrong business as far as the market is concerned.

The only thing that could hurt these guys is if paper becomes redundant (which is what they said would happen with computers - I have more paper kicking around now than before). They could easily sell to Tiawan, Japan, or Korea, but the internal market is taking everything they produce - saves transportation cost (I think Australia is the major supplier to the other countries). The only guys I see hurting our the North American Westcoast pulp mills. My buddy works at one, and he says they are still selling all the pulp they make (at half production). I wouldn't want to put too much into a pulp mill right now - considering what will happen when TRE.a gets big enough to really supply the market.

This thread is so slow - like watching a tree :^) grow. Don't expect anything to happen until August profitability report. This may cause the stock to rise another dime.

Investing isn't nearly as much fun as speculating, but it will probably be safer in the long run.

Cheers
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