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Strategies & Market Trends : Natural Resource Stocks

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To: isopatch who wrote (43306)	8/24/2006 4:04:50 PM
From: aldim1138	Read Replies (1) of 108662

Hi Iso. Back from vacation and smothered in after-tan lotion. Couple of stops hit so now 75% cash plus out of AUY Yumana and GG Goldcorp but still in CLLZF Connacher overweight. Starting dd on DPTR Delta Petroleum and first thing I see is claims for Columbia River Basin 200+TCF being almost as large as claims for DJEEF Dejour Enterprise's Piceance/ Uinta Basin 300 TCF. Dejour says four rigs begin work in Q4 but I have not found a drill schedule for Delta yet. Any help greatly appreciated. I did get into BMD Birch Mountain today at $3.70 (Alberta oilsands aggregate and limestone monopoly) for first trade back. Tons of catching up to do so I guess "back to school" isn't only for kids.

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