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Gold/Mining/Energy : GEAC.....Canadian best kept secret

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To: john.d who wrote (962)1/13/2000 7:30:00 PM
From: PlayTheKing  Read Replies (1) of 1571
 
john,

you would think that at these levels the shares would be snapped up quickly. i look back to the periods prior to bergeron and ask myself whether GAC is a better company today than it was, say in 1997/98?? the answer is a resounding YES!!!

as you indicated, there is still much work to be done around the JBA acquisition before we see the true synergies between these two companies. management is strong, but they need to be more forthright with analysts.

doug mentioned in an earlier conference call that one of his goals is to be more open with analysts...i cannot gauge whether this goal has been accomplished or not.

with SAP reporting spectacular results this month, propelling their shares by some 30%, i am certainly hoping that GAC can deliver that type of enthusiasm with their performance. like you, i still believe that we are still 2 or 3 quarters away to get integration related issues out of the way.

good luck!!

PlayTheKing

still long...
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