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Gold/Mining/Energy : T.ITE: iTech Capital (TSE) -- Ignore unavailable to you. Want to Upgrade?

To: Condor who wrote (3684)	1/8/2000 1:10:00 PM
From: Keith Minler	Read Replies (1) \| Respond to of 5053

Hey Condor, I can only think of two plausible reasons for the large block at $1.45, either some not too swift holder is trying to unload his position all at once or someone is trying to put a lid on the price. I don't know why anyone would try to hold the price down. There is not enough selling to be able to pick up any large number of shares cheap, for that matter there is not enough buying to drive the price up very quickly either. I guess it is possible someone is trying to create pent up demand so that the stock will soar quickly once it does move. That also seems pretty improbable. As far as the next leg up, I think we need another update from Keith<G>. Clearly five NR's(?), have done nothing to move the price. Either Mr. Market is unaware of JDX or does not subscribe to the theory that we are the next CMGI. With the paucity of details concerning the acquisitions it is very difficult to speculate on how well we are doing and that may be fostering a wait and see attitude. There is also the "Kaiser CRumbs" factor, the HorizonLive and Bizfon deals are not great 'blue sky deals' both are niche markets, likely very competitive, with no barriers to entry to prevent fierce competition. This is only MHO but I think these deals are fine but not great and certainly not enough to inspire greed in the eyes of other investors. We need more details to encourage speculative guesses as to how valuable JDX is now and it would certainly help to have a huge gain on our position in Medsite, if and when they IPO. This would get a groundswell of buying and carry us to that financing at higher levels. Again it is my personal opinion but I think that a financing at higher levels is absolutely key to spectacular share appreciation. Later Keith

To: Condor who wrote (3684)	1/8/2000 1:11:00 PM
From: marcos	Read Replies (1) \| Respond to of 5053

All else being equal, i see us near bottom here for a few days, then starting to uptrend, then a big volume day putting 20 or 30 per cent on the stock in a few hours, as people sense the waiting time shortening. But all else is never equal - we've got name change news, medsite news, Enviromation closing news coming up. It's getting to be time to see some promotion out of the company, too, and maybe a little gentle help through some of those walls. At the same time, it's not reasonable to expect the volatility in some of those high-flyer techs like icge to be over soon. Did you know that when you buy a share of sfe you get more than one share of icge as well as parts of 40 other companies? ... that sort of disparity can't last for long, imho [i was wondering about a strategy of long sfe/short icge]. That settling out will affect the general mood, for sure. But back on the first hand, the tax-shelter money should be flowing into rrsp/401k plans about now. Rates don't count for so much with tech stocks, not nearly like with banks, imho, though a person wouldn't want to ignore them, either. All in all, i'm happy holding jdx. Next big decisions for me come as we cross through Green Line's three-loonie margin level. Not holding my breath on that but seeing it before March won't surprise me either. Can't see a better speculation coming along in the near term. So i wait. Near-term it looks tradeable for 40 per cent or so, eh - geocities.com These threads make for great lurking, for those jordistas who don't already - Subject 9332 - cmgi Subject 4078 - sfe Subject 28217 - icge Subject 24688 - Softbank