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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?

To: marcos who wrote (2611)	7/24/2002 2:09:29 AM
From: ralfph	Respond to of 8273

Tumi ? Try here Subject 53160 Henstridge - I have followed this guy for a long time. I have kind of a love hate relationship. Some of the stuff I like some of it I find frustrating. (1) Money management . The guy is tight with his cash and spends it with care. So when it comes to a burn rate I give him 10 out of 10. (2) Ability to raise cash. Not bad , seems to avoid big delution, but the last time he raised big cash the market was just coming of Arequipa. Can he do it in a tough market ? I do not know so lets say 6.5 to 7 out of 10 in this regard. (3) Promotion- nada... zip to speak of. At least I felt that way when he was running PVO and picking up property in Peru. The thing is Kaiser had him on his bottom fishing list for years and I remember PVO getting print here and therewith others as well. So if you are looking for a bunch of Broker houses to get interested in running up the stock forget it. So I would say getting press is spotty.Still its better than average so 6.5 out of 10 (4) Property _ There is 2 in the stable I like. The stuff next to MAN -( which has a great signature) but we can expect nothing from this until MAN gets squared away(so value it at zip )and Cinco Minas.If this is indicative of what Tumi can explore they get a big thumbss up. This is a gold silver property that looks great from what I can see. Pvo had a checkered history with property, that would take thousands of words to cover. Call it so so . I like the guy , he is honest.I can leave the stock alone and not worry about getting screwed in some scam.I always felt that PVO would make it as a company at least until the raid.So I am carrying that feeling over to Tumi. No big deal. It is just one of many I own.I would not run out and buy it at market but watching it makes sense . IMHO and all that pooop. ralfph