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Gold/Mining/Energy : Gold Price Monitor -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (64469)	2/26/2001 5:31:54 AM
From: TheBusDriver	Read Replies (1) \| Respond to of 116759

<<But, at the $300 threshold, those top 20 percentile projects will be at a premium. The successful model will have very low cost production only, and will be unhedged and uncapped to take advantage of high gold prices. Those are the companies that will get the extra valuation premium.>> Russ....sounds like you are talking about GLG here<smile> glamis.com wayne

To: russwinter who wrote (64469)	2/26/2001 8:53:06 AM
From: Richard Mazzarella	Read Replies (2) \| Respond to of 116759

russ, <<Arguably it is a dog>> Arguably this discussion about the ideal gold stock is silly. We are arguing a color of house paint for the Empire State Building. When gold moves, we get multiples no matter the ticker. The only reason for ideal company selection is if gold continues to languish. Then producers that can profit become important. When we get the big move, even the dogs play. Dogs can play, and play bigtime. The masses will believe they got the best deal in the world buying the cheap dog based on past highs. Maybe you have been stuck too long in the metal market quagmire to see the value of tulips? <VBG>