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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: rails99 who wrote (93722)8/14/2001 4:51:58 PM
From: Sharp_End_Of_Drill  Read Replies (3) of 95453
 
Rails and Iso, after an ever so brief look at the FA I'd say ECO and KGC look quite compelling. ECO in particular.

GLG is also interesting with higher multiples but zero debt.

I'd like to hear Frank's much more in depth view if he'd be generous enough to share.

Sharp

P.S. As I'll readily admit mining cos are not my thing, so I'll defer the FA to others. But, to use a cheesie analogy it does appear all the planets are lining up on this PM play.
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