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To: Cogito Ergo Sum who wrote (93516)8/12/2001 11:25:32 AM
From: isopatch  Read Replies (2) | Respond to of 95453
 
Kastel. Also like KGC. It's been a real good trader for me.

Also like it longer. Only have a 1/2 position at the moment.

A little gun shy about Drooy. Post strike settlement? Just a tad uncomfortable after a quick guesstimate of their new cost structure and margins going forward.

But I'm quite willing to listen to any go FA you would like to present to assuage my doubts.

Looks to me like this critter needs a lot higher gold price than our other favs before it'll be a strong performer.

Regards,

Isopatch