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Gold/Mining/Energy : KOB.TO - East Lost Hills & GSJB joint venture -- Ignore unavailable to you. Want to Upgrade?

To: grayhairs who wrote (3533)	7/15/1999 11:51:00 PM
From: Rocket Red	Read Replies (2) \| Respond to of 15703

GrayHairs I thought you Where Sleeping cause its too cold and Rainy for Golf. PS But the end of this Month Where going to Here if We got The Monster or Not. Cheers.

To: grayhairs who wrote (3533)	7/16/1999 12:57:00 PM
From: Salt'n'Peppa	Read Replies (4) \| Respond to of 15703

Grayhairs, as you say, the Hilton folks do make it very difficult for us to get an accurate idea of just what they have. Since I couldn't find many significant documents, I was just assuming for myself that their APO %age was around 10.5%. If your numbers are correct, (I don't see the EJ guys challenging you here, so I suspect they are correct) then you are right in that this is much more than the "hair splitting" that I suggested. Thanks for sharing your extensive DD with us. I do, however, stand by my statement that the APO figures are just a very rough guideline at this stage in the game. We are dealing with a group of JV stocks that carry a lot of emotion with them. For instance, Check believes that ELK represents the best deal, Bearcatbob believes WML is the best deal, I think you are coming around to believing that KOB is the front-runner (my assumption) and I still believe that HTP and KOB are about even WRT the best upside from ELH. I side with Bearcatbob right now, in thinking that WML offers the best risk/reward of all the JVs, for those that don't believe 100% in the play (how much lower can it go!!!?). Even if we had a 100% accurate "impact analysis table", I don't believe that the stocks would trade in perfect harmony with the numbers shown, which is why I think the EJ table still serves a useful purpose (HTP overstatement aside). I hope my point is understood. It is a difficult one to put into words. Have a great day GH. I see sunny breaks out there. A light breeze and our fairways won't be so squishy soon. S&P