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Gold/Mining/Energy : Barrick Gold (ABX)

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To: russet who wrote (2555)5/8/2002 1:25:27 PM
From: Enigma  Read Replies (2) of 3558
 
Russett - looking back I believe the discussion we had re valuations was Pangea not ARP - which I was in and out of fairly quickly and profitably fortunately. As for Pangea in retrospect it was a good deal in a bad market and adifficult continent. Have a look at RMX-V - Bill Cavilluzo (sp) who did IR at Pangea is doing the same at Rubicon - in fact drew my attention to it. Regards, d

PS the reason the gold nuts and GATA types absoulutely HATE Barrick is that it is not bullish, or bearish on gold - and never has been. This is for some the cardinal sin.
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