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Gold/Mining/Energy : SOUTHERNERA (t.SUF) -- Ignore unavailable to you. Want to Upgrade?

To: Shaw who wrote (3990)	7/13/1999 7:43:00 PM
From: gemsearcher	Read Replies (1) \| Respond to of 7235

Well Dean , I think your assessment and forecast of likely scenarios is pretty close to the mark . Consider: 1. Q2 #'s in 2-3 weeks. 2. Marsfontein drilling updates - periodic over next 6 weeks. 3. Camafuca bulk sample - 6 weeks. 4. Upward revision of DB price book - ? 5. Resolution of GDV/DB dispute - ? ( encouraging progress of late; doesn't really affect SUF - except to the extent it affects 4 ?) 6 Messina - bankable feasibilty in progress , complete by Oct. All of the foregoing are attention getters/price drivers. And who knows what NWT or Brazil may bring in this time frame. IMO , all the signals are there. A bid would have to remain open for 45 days - poison pill stipulates. Bids are often launched in advance of anticipated good news (so that the news is masked/subsumed by the bid price). At these levels , SUF looks susceptible in the short term. As for a major U.S. fund buying in , well , I think the results of all or part of 1-6 above will drive that. Regards. P.S. Confluence - we have two teenagers - I'm always mediating :-).