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Gold/Mining/Energy : Mercury Scheduling Systems Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Far Side who wrote (405)12/3/1999 10:26:00 PM
From: Kevin Hamlin  Respond to of 437
 
I think everyone here should take a moment and realize the significance of this recent British Airways news.

Receiving this endorsement from British Airways puts MRY into a whole new category as a software company.

Undoubtedly there are many other airline companies who were waiting to see what British Airways would do. Would British Airways like it? Could MRY deliver on time and on budget? The answer to these questions has been an unqualified "yes", and without a doubt, other airlines will take immediate notice. Having Mercury's software fully accepted and fully operational at British Airways will act as an excellent showpiece for the company and will surely become an enormous stepping stone for Mercury to receive many more orders from airlines around the world.

Now that B.A. is fully accepted and fully operational, I'm looking forward to many more "company making" developments from MRY in the near future. Mercury has developed this realtime software from the ground up and it is now proven and fully operational. Best of all, they are the only ones who can offer a real-time solution to the airline industry that no other competitor can.

Of course everyone has to figure their own price points to buy in, but from one who has been around MRY for more than a year now, the risk/reward ratio and "ground floor" opportunity that Mercury now presents is nothing short of exceptional.

Best regards,

Kevin



To: Far Side who wrote (405)12/3/1999 10:28:00 PM
From: Kevin Hamlin  Respond to of 437
 
Jim!!!

Welcome back Jim! I didn't think you could stay away for too long. Great to have you back in. :)

Best regards,

Kevin



To: Far Side who wrote (405)12/4/1999 9:09:00 AM
From: Kevin Hamlin  Read Replies (1) | Respond to of 437
 
I ran the month by month house positions for 8 of the largest houses that move in/out of MRY all the way back to January of 1998. By far the biggest net buying over this 23 month period has been through Sprott (up 2,535,400) and Nesbitt (up 2,830,130).

The vast majority of the Sprott buying has been for the "Thomson Family Trust" who now hold over 11% of Mercury. The gentlemen at Sprott buying for Thomson have an excellent track record of picking great developing tech companies for their best clients. One of their best picks was Certicom (CIC on Toronto). Now there's a chart worth looking at and admiring! See: investdb.theglobeandmail.com

What has also definitely caught my eye is the VERY strong buying through Nesbitt. They've actually now outpaced Sprott on the buy side (not an easy feat to do!). In particular, they have been buying a heck of a lot of shares since the beginning of November. During November they bought 340,650 shares. In the first 3 days of December, they've already bought another 119,430. What is really nice about this very strong Nesbitt buying is that they are buying so much already in December, more than willing to pay prices up in the $1.40's. At the risk of stating the obvious, I would say that this is "informed" buying.

Without any question, I maintain that MRY is the best stock I know of from a risk/reward perspective. As far as any rise in share price, the strong (informed) buying by Nesbitt suggests there is much higher prices to come.

Regards,

Kevin