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Gold/Mining/Energy : Lundin Oil (LOILY, LOILB Sweden) -- Ignore unavailable to you. Want to Upgrade?

To: Donald Lickman who wrote (2099)	3/3/2001 3:15:47 PM
From: Icebrg	Respond to of 2742

My belief is that the "Street" will not have much to say in the pricing of LOIL. It is the quarters around Stureplan that will count. You might have noticed that there has been a marked shift on the buying side recently. It is not only MAT, TTR, AZA and NON buying and selling nowadays. You will also see substantial buying by the likes of ABE, ENS and CAR. And those shares do not seem to be re-circulated. That should mean something.

To: Donald Lickman who wrote (2099)	3/4/2001 1:05:42 PM
From: isopatch	Respond to of 2742

Donald. The risk/reward based mostly on the fundamentals IMHO set LOILY apart as something of a "special situation" that may not need the large caps to make a big move before it runs. By the same token, LOILYs company specific positives are also likely to continue to cause it to exhibit very good relative strength during declines in the E&P group. Disclaimer: LOILY is among only a couple of lg longs am comfortable holding during this Bear Market in the broad stock indices piggybacked onto a recession. Regards Isopatch