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To: goldsheet who wrote (66654)3/28/2001 1:34:03 PM
From: russwinter  Read Replies (1) | Respond to of 116790
 
I'm trying to be pretty conservative, but there are some real wild cards that could still make it 10%: energy, country risk, hand of God stuff, continued 250ish POG (no longer able to hedge marginal production). In other words if anything major gets broken in many of these mines, it won't be fixed, and I'm keeping my fingers crossed. There is plenty of downside room, and no upside to the production story.