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Strategies & Market Trends : Trend Setters and Range Riders -- Ignore unavailable to you. Want to Upgrade?

To: bobby is sleepless in seattle who wrote (575)	12/21/2000 12:52:58 PM
From: .Trev	Read Replies (1) \| Respond to of 5732

Don't try to put RTP into a Sector. It doesn't fit. NEM and PDG are virtually pure gold plays. For RTP gold has become incidental over the ten years I've been watching it In the last 6 months alone they've spent over a billion making acquisitions in Diamonds, and coal, and iron ore, They are producers not promoters. IMHO also they represent the B2B tech company of the future, having played an imprtant role in the formation of a mineral Industry group of World class competitors 16 strong ( including Morgan Stanley I believe)which is presntly gearing up to beome very active on the net in the B2B BUYING AND SELLING both products and supplies. The ADR in NY represents 4 shares I believe, but in London the market cap is represented by more than a billion shares. Mentioning them with PDG and NEM is kinda like putting Mickey mouse and Donald Duck in the arena with Bill Gates, again just my opinion of course. For comparison purposes a look at the Anglo American\De Beers group might be more appropriate. Cheers