YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Ken W who wrote (2281)	6/17/2003 10:58:46 AM
From: Crossy	Read Replies (1) of 23958

re: GMIL Sergio & all, I'd ask you to remove GMIL from the portfolio to make room for better plays. Today's strong move upward finally unlocked the remainder of it's value. It's now almost trading at net tangible assets (NTA) which was my target price for GMIL. It might be still attractive as a likely takeover candidate for sector consolidators such as Continental AG of Germany. However on it's own merits, it's not such a great value anymore. succesful Deleveraging and refinancing would enable another "league" however but that's a future matter anyway.. I think it's never a mistake to pocket such a nice gain, especially if risk is increased in the future as well, if you held on longer.. rgrds CROSSY

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