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

To: gemsearcher who wrote (4895)	11/5/1999 12:33:00 PM
From: Shaw	Respond to of 7235

Hi gs, Don't get me wrong, I don't think it's in the share price, either. I just know if you called SUF IR they would tell you the deal is pretty much done and it will show revenues of 50 or 60 mill a year. It's a given, and 'givens' (when announced) rarely have a short term postive effect on share price, especially when those revenues are a couple of years out, and maybe more importantly, when analysts havent embraced SUF's move to being a PGE miner in the first place. Positive (or negative) 'unexpected' news is the only thing that drives a short term share price, one way or the other, imo. I just think the Messina NR is expected and won't have a short term effect. FWIW and regards, Dean PS: I really like the deal. You take opportunities when they present themselves and the Messina deal and the economies of scale associated with it are very positive, imo. Kudos to mgmt.