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Gold/Mining/Energy : Solv Ex (SOLVD)

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To: PRD who wrote (3096)5/27/1997 1:22:00 PM
From: 993racer   of 6735
 
Im sorry, I wrote poorly. I was unimpressed from a long point of view. When I listen to the call or read any info on SOLV (or any other co.) I look at it from the long point of view. I am not a shorter by nature. Ido my research from the long poiunt of view. On the telcon all I heard was we believe, its there! and "wait-its coming" type of stuff.

I dont have definite info that SOLV will not be able to line up a partner or financing. I seriously doubt they will. You could say, I am betting on it. When I say this, I mean concrete, serious, first class stuff. Not "we have an agreement" based on this. e.g.
Mobil is our partner, they will pay for everything (as long as) we can provide them with oil at $4 a barrel.

Does anyone know the truth about Steve Lane??

Did you guys hear the DLJ person on the telecon? His question was also not answered-he didnt seem satisfied.

Good Luck,
racer
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