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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (92454)	7/18/2001 2:10:00 AM
From: rails99	Respond to of 95453

Hi Iso: My brittany as a source of value is more likely to bring back a rare-bit yellow pebble than a nugget. The research and DD responsibilities most definitely fall upon the perpetrator of the deed. Would you say I was wrong to consolidate a little bit more into NEM lately; as the price drop since late May has been more pronounced for that company, than that for some of the others? I have been a little more diversified, but since the valuation seemed better than others, it felt a reasonable thing to do. To recall; the many times that RIG ATW PDE, etc.; all mentioned here as the best late cycle picks for the patch: In same light, it may be that MDG PDG and perhaps HGMCY would be late cycle picks for the PMs. Seems that GG NEM AEM GLG GOLD and perhaps KGC are the main frontrunners, from all I have seen so far. Not so sure about some of the others anymore. Russwinter at GPM has been doing lots of work in review of the E&Ps/miners as of late. Leads one to reexamine the work of others. Certainly is a reinforcement of the many posts on this thread, that have been made in the past. Hope you enjoy the action of the thread; as I feel the interest has definitely improved and the posts are certainly more entertaining. Best Wishes; Rails