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Gold/Mining/Energy : Barrick Gold (ABX)
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To: jrhana who wrote (3417)3/6/2003 12:26:12 AM
From: Elizabeth Andrews  Read Replies (2) of 3558
 
There's something wrong with the major gold producers. The hedge book nor the reserve positions explain the relative performance. Country risk may be playing a larger role than I originally thought. I'll publish the data tomorrow. As you know I'm a believer in ABX but it's not acting well and the hedge book does not explain this in my view.
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