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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: the Chief who wrote (5824)	11/21/2000 11:47:57 AM
From: Cal Gary	Read Replies (1) \| Respond to of 14101

Hi Chief Tend to agree with most of your remarks and observations. I believe from the trading since the AGM, the markets have discounted the Nov 30th line. Other than the 50K block, which is floating around 3.95, 4.01, now 3.85(per E.T.), there is little confidence. I also double there will be a sell off if Nov 30 come and goes without final UK. Its already discounted in the price. So like I said before, Rebecca is a good teaser, looking for a surprise from her. I also believe it will pass without any event of note. The interesting thing is that beyond the 30th I don't see much of a selloff becuase their will always be people thinking well maybe it will be the 5th, er the 10th...etc etc Joe's "drip bucket" trading continues. I'll wait for a change in trading (esp. attacking the asks) before buying again. Who will fill the 50K bucket?? JMHOBWDIK Good day. Oh yeah, ... Pennsaid, Works and Works Well

To: the Chief who wrote (5824)	11/21/2000 12:36:31 PM
From: Montana Wildhack	Respond to of 14101

Chief, I think I need more of your mercenary attitude at times. If I had moved my money because of what I saw on the charts I would be much better off today since I've recently moved below cost. I also noticed your posting on SH a week or so ago about having this stock as it was progressing versus (as you say) the gamble it appears to be now. The deficiencies you and many point out are real and I have sincerely spent my life watching the failure of groups to execute efficiently. I'm not suprised that some of their moves leave me frustrated and shaking my head. I think John hit a nail on the head with his description of 'negotiating with Rebecca'. This is one area of strong frustration for me - I accept they learned something from the JNJ deal process. Why not place some win's on the table with the Fungus and UK deals? Those are controllables if you're willing to compromise a battle to help the war. This IS a gamble. As I wrote last week, either they get the UK, or we pick up the pieces. As to valuation, I have no more interest at valuing at 3.20 than I did at 14.80, except as discussion like I did above. I'm a human being and my feelings come along for the ride on decisions I make. This is a long term hold for me. I assess the value is there and will come out. I'm nervous right now, but, I haven't changed my mind. If people think that's investing on emotion, good for them. Great post. As usual here, you state what you think, why, and what you'll do about it clearly. Your comment about analysts is in fact documented by the AGM comments that 'the HSBC report is written'. They're waiting for an actual event before publishing even though they have an onus. Wolf