Terrence, Being invested at this time mostly in the metals I also think that the fundamentals are excellent. I am not certain of the time frame, I did think by January 98, I am still evaluating. Also I am checking all the fundamentals of holdings under the new POG and worst case, in my guesstimate, of 280. FA is not my strongest point and I have a heavy work schedule till Friday, so it will be a day or two until I have them reevaluated. Actually I do not have much to check, I am mostly concerned with ECO, my only holding that is underwater a good bit. If you have any FA points on ECO, HL, or SSC let me know. I am also in BCMD which I think could play well with little regard to the POG in this vicinity.
I would base my *hopes* mostly on the supply shortage you have mentioned, the fact that CB roiling of the market is likely to end soon due to EMU launch, and the bear bottom shakeout nature of this metals market cannot go on forever. Naturellement, je suis a– contraire!<g>
Regards
Roebear |
