Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (13818)	6/4/2002 2:40:50 PM
From: nspolar	Read Replies (3) of 36161

Frank, two I'm following are Anooraq and Golden Goliath. If things go as planned I'm going to lay a fair amount into these PM types. vt's Cumberland purchase was timely yesterday as well, and it is on my list. I think a person has to think value and laggards a little here now, but good laggards. I still have a decent holding in Birum and Miramar, plus a large share holding in Madison. I'm also following some OSX fabbers here : WG, HOFF, CNRD, MDR and GIFI. If we get a good correction, and I think we will I do believe I'll put some more in these. Only have a core holding in CNRD at present. My thinking is with the buck coming down these companies get more competitive. Wrong?

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