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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: jim black who wrote (742)	8/28/2001 11:21:19 AM
From: Roebear	Respond to of 36161

jim black, Well said for our dry gritty former acquaintance. Appears I may have underestimated the mark to market of nippan banks, here's an interesting chart if the Japanese take those consumer confidence numbers seriously: securitytrader.com^NDX&ChartID=31346&ChartType=S Have a Golden Day, Roebear

To: jim black who wrote (742)	8/31/2001 12:31:44 PM
From: re3	Read Replies (1) \| Respond to of 36161

hi Doc, regarding Franco Nevada, why do you like that one ? i own quite a bit of it but have sold calls on it. isin't the price earnings ratio currently a little pricey, given that a substantial portion of the income is royalty linked , or investment income (maybe earning a few percent in t-bills?) regarding the royalties, if they get 4 % of the pog, well, a rise from $ 270 to $ 300 wouldn't contribute as much to the bottom line as it would to a regular unhedged producer... pls correct me if the above has incorrect info. thanks !