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To: Haim R. Branisteanu who wrote (168710)5/29/2002 10:23:22 AM
From: Mike M2  Read Replies (1) | Respond to of 436258
 
Haim, I just woke up so I wasn't alert but I did hear him mention gold production would be down. Cash cost miners avg $190/ oz full cost ( including replacement) $300/ oz he likes NEM because it has the least hedging of the majors. Central bank sales make up for reduced supply due to declining production. Mark Haynes was respectful of the guest and gold. I am not sure but i seem to recall that the guest liked GLG - Glamis. Mike