Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: SliderOnTheBlack who wrote (2395)	10/4/2001 4:06:52 PM
From: isopatch	Read Replies (1) of 36161

Am still sitting on a bit of cash earmarked for the golds Quite comfortable with large LT positions in NEM CNV PR, GLG, GG and partial pos in AEM Only recent sales to raise a moderate cash cushion were exit of large KGC pos @ a buck U.S., 10 days ago. And sale of lg pos in NEM Jan 20 calls, a few days ago. Wanna see some firming in lease rates and better COTs than the past 2 weeks. OTOH, no rest for those poor, chattering, smokin' printing presses. In fact, Pumpspam takin' the buggy wip to the poor critters today<g>. app.ny.frb.org And, those aren't overnight repos. That's 7 and 28 day money. Ummm.... GOOD - AND - PLENTY !!! How bout $340+ by XMAS ?! Iso-Claus

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