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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: jim_p who wrote (17542)	1/29/2003 4:25:35 PM
From: ItsAllCyclical	Read Replies (1) of 206306

>> I suspect I'll either be a very happy, or a very disappointed person about this time tomorrow. << I sold my trading shares before close for a small profit. Still have my original shares sub $2, but don't want to be a pig. I expected a better run prior to earnings, but it still finished close to the range I expected (4.5 to 5). I think the overall market is looking VERY UGLY here so that's part of my reason as well. Either way tomorrow isn't that big of a deal. I seriously doubt the refi will be done. Earnings could move the stock as much as $1 in either direction, but I suspect not much more than that. If really bad we'll base between 3.25 and 4 prior to refi and if really good we'll base between 4.75 and 5.5, but I don't think much more. Since I'm holding out for 12+ doesn't seem like that big of a deal to me. The real story is the refi and what rate. Collateral will be an interesting side note. I do expect earnings to be pretty good. I would love it if they gave some general guidance on 2004 as I think that would spark more interest in the stock given that over 600 mil in cap ex goes away.

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