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Gold/Mining/Energy : Titanium Metals Corp (TIE)

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To: Michael Burry who wrote (96)	6/22/1998 12:13:00 PM
From: Tom M	Read Replies (1) of 229

Mike I'm thinking the same way about TIMT, hope we're right. I am surprised RTI has been holding up rather than taking a similar % hit. For the upside, I'd rather be buying TIMT at these prices than RTI where it is now. Even with BA's problems, they're still scheduled to double then triple their 737's. Even if they fall short of their 300% increase in production target & say only make it to 200%, that's still a doubling of raw material consumption. any other new buyers out there picking this one up? regards, Tom

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