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Gold/Mining/Energy : South African Gold Companies
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To: Wade who wrote (6)10/8/1997 11:36:00 PM
From: Philip H. Lee   of 17
 
Looking for a comparison of South African gold stocks.

Western Deep Levels (WDEPY)
Anglo American (ANGLY)
Driefontein (DRFNY)
Free State Cons. (FSCNY)
Kloof Gold (KLOFY)
Vaal Reefs (VAALY)

Do you know the relative size of each company, in terms of market capitalization? And who are the low-cost and high-cost producers? Since you've been trading some of these, I thought you might know the buzz on the individual co's.

The S.A. golds underperformed so far; many North Amercian golds are up around 35-50%. Just a few months ago people began questioning the survival of several S.A. mines.

Thanks,
Philip
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