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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: marginmike who wrote (170150)6/4/2002 2:51:55 PM
From: patron_anejo_por_favor  Read Replies (1) of 436258
 
Heinz had talked about the SA mineral rights issues fairly extensively (and knowledgeably, of course). You're right, he wasn't that concerned...of course with a decent runup already occurring, makes some sense to rotate a bit to silvers and to NA miners, for risk control purposes. Still, no question that the SA miners are the most profitable and have the most to gain from a secular gold bull, so I think you HAVE to be exposed to them (and I am).
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