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To: russwinter who wrote (1668)7/20/2001 7:59:04 PM
From: goldsheet  Read Replies (1) | Respond to of 4051
 
> Bob, let's do this "trendline" comparing to the last
couple reported quarters (4th, 2000 and 1st, 2001) rather
than 2nd quarter last year>

I "ONLY" follow about 90 producers, so here is my data
Q1-01 was higher than Q1-00 and Q2-00, flat compared
to Q3-00, lower than Q4-00 (aberration was Newmont
spit out an extra 400koz that quarter)

I will predict 14,100 for Q2-01 (Freeport's abberation
will take us up over the 13,750 average of the last 5 quarters)

Q1-00 Q2-00 Q3-00 Q4-00 2000 Q1-01
--------------------------------------------------
top 10 8047 8051 8341 9429 33910 8885
top 15 8757 8700 9048 10157 36704 9606
top 20 9654 9616 9965 11182 40489 10547
top 50 12353 12560 12866 14015 52456 13118
all 13147 13369 13715 14809 55797 13705
--------------------------------------------------



To: russwinter who wrote (1668)7/20/2001 8:09:59 PM
From: goldsheet  Respond to of 4051
 
If you look at the firms that have reported (so far), the trendline is actually up;

COMPANY Q1-00 Q2-00 Q3-00 Q4-00 2000 Q1-01 Q2-01 T12 T12/P12 RANK
------------- ----- ----- ----- ----- ----- ----- ----- ----- ------- ----
Freeport C&G 447 359 385 708 1900 731 752 2576 29.8% 7
Newcrest 247 255 227 168 898 175 202 773 -22.6% 17
Goldcorp 24 19 29 23 94 173 161 385 279.1% 29
Cambior 150 158 150 155 613 152 153 610 -2.6% 22
Delta Gold 175 130 157 138 599 127 119 541 -10.4% 23
Sons of Gwalia 94 117 115 105 432 120 98 438 6.0% 26
Cameco 40 56 60 67 223 62 61 251 23.6% 36
President Steyn 43 43 42 41 168 43 46 172 102.1% 45
Miramar 26 30 30 36 122 29 37 132 17.4% 53
Croesus 10 11 12 9 47 9 22 51 9.5% 82
------------- ----- ----- ----- ----- ----- ----- ----- ----- ------- ----
1257 1177 1208 1449 5096 1620 1651 5929