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Gold/Mining/Energy : Royal Gold Inc

RGLD 176.83

-2.1%

Oct 29 3:59 PM EDT

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To: re3 who wrote (22)	9/26/2003 8:34:45 PM
From: IngotWeTrust	of 23

ayup, plenty of room for your posts. A few thoughts...don't know if they are "ideas" or not<g> 1) This is a category killer in its space. As such, it is regarded as a proxy for gold itself...a proxy that permits intramarket spreading, i.e., being long and short the same commodity at the same time--one in the "equity space" and one in the "physical space." One with minimal margin vs one with huge leverage. 2) The royalty gold niche is a misunderstood valuation niche...hence the ability to buy below FMV. A dream scenario as far as I'm concerned. Barron's did their best to dismantle it by false metrics, luring the equity boys to stay short, and the commodity boys a place to put their short leg down mentioned above. 3) The royalty niche...due to its misunderstood valuation metrics lends itself to shorts stampeding the weekhanded longs, a nervous bunch in this stock...long at $18-19-20. Like I said...some thoughts...don't know if they qualify for "ideas." BTW, I'm long and adding like I did the LIM.T play. I like undervalued niche ops in my space. .

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