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To: LLCF who wrote (150651)2/11/2002 2:31:53 PM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 436258
 
if he was good, he wouldn't have published the follow up, number one.

two.. why does he think they are buying normandy etc?

three... he offers no credible support for his "suspician" yet cuts his recent target down 1 1/2 times.... a huge difference.

where was he during the valuation debate between anglo and newmont over normandy?

why is he here within days of the shareholder vote?

for the impact of his analysis, he offers little in weight.... does he offer visits to the sites? examination of bore data etc? did a little birdy talk to him?

and then has the nerve to say his prior 25 dollar target had nothing to do with the company itself, but the price of gold.

and then again, ups his gold price target during the downgrade to the level at which gold has already arrived, plus some.

yeah... an enron in his spreadsheet perhaps, or perhaps not.



To: LLCF who wrote (150651)2/11/2002 3:03:49 PM
From: Tommaso  Respond to of 436258
 
Don't you know that he went out with a pick and a shovel and dug up samples from every ore body belonging to Newmont, and then he took them back to chemistry lab at Prudential and did an analysis, and compared them to the phony Bre-X samples, and they turned out to be exactly the same, and that's the basis of this really-well-informed evaluation?

Don't you see that it's our interests, not his, that he has in mind?

If you don't believe me, look at his past record <G> when he analyzed Newmont in mid-June 1999:

zacks.com

quote.yahoo.com

NEM then went from its low for the year, about $18, to nearly $30. Of course, he could be right this time.