Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: 4figureau who wrote (24576)	1/2/2003 2:58:22 PM
From: ItsAllCyclical	Read Replies (1) of 36161

Since I'm done building my position in WHT I can say that it's my 2nd largest PM position. Will add on any pullback to .9 or less. Have KGC, WHT, MNG, BGO and PAAS in that order. Discovered WHT relatively late since I can't trade canadian issues directly and it's only been on AMEX a short time. Basis still under .9 so I'm happy. A close over 1.5 on the canadian version (WRM.TO) is fairly significant technically. I expect more follow through tomorrow. 1.58 current. US will play catch up into the close. Still have my 1/2 RRI portfolio position as well and don't plan on selling any till at least 10-12. 2002 was my 2nd best year behind the oil patch run of '99. RRI, EP and gold stocks get most of the credit.

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