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Gold/Mining/Energy : An obscure ZIM in Africa traded Down Under -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (556)	12/21/2002 11:02:08 AM
From: que seria	Read Replies (1) \| Respond to of 867

Jay: Nice list. I see you're willing to buy royalty plays; if you also consider small E&P companies you might track Callon Petroleum (CPE). It has taken a recent beating on drilling results indicating its Boomslang prospect is not not so prospective as hoped. It has proved properties ready to be tied in to production beginning May '03. I'm betting CPE's price will follow projected cash flow as '03 unfolds, particularly if the North American natural gas depletion/drilling story plays out as I expect (increased use of gas for power generation and residential heating, lower production). There is some inherent risk of problems in even a proved producing field, the ship carrying the production boom could sink, etc., but I like the risk/reward. I'm much more willing to bottom fish and try to buy ahead of a reversal than most are; I've just had to learn the hard way to limit that inclination to the companies selling things that are not going out of demand (oil and especially natural gas being great examples). I started adding CPE lightly at ~$4 and have buy orders in ~$3.75 and $3.50. I share your taste for naked puts on gold stocks (in my case, they pay for calls), but I'm certainly not adding here, since I'm guessing there will be a pullback to the former resistance line of the HUI symmetrical triangle: stockcharts.com[r,a]wbclyiay[pb25!b50!b200!i!f][vc60][iub14!uk14!lc14!la12,26,9!lp14,3,3!lf!ll14][J8992973,Y]&listNum=13 I also expect a Naz upswing in the near term, and have placed some tech bets (primarily QQQ, KLAC). The Naz is hugging that falling resistance line from Jan '02: stockcharts.com[r,a]dbclyiay[pc13!c26!b200!i!f][vc60][iub14!uk14!lc5!la12,26,9!lp14,3,3!lf!ll14][J8290977,Y]&listNum=4 Our present 1363 on the Naz seems a reasonable point at which to place a bet (at support, Fib retrace of 38.2%) that the bear market rally to 1521 still has legs. I remain mostly short and in gold; any tech bet I make is tentative in this market.

To: TobagoJack who wrote (556)	12/24/2002 7:44:04 PM
From: TobagoJack	Respond to of 867

WATCH LIST: Resources: American Water Works quote.bloomberg.com Option pcquote.com Anglo Am Gold quote.bloomberg.com Option pcquote.com Anglo Am Platinum quote.bloomberg.com Option pcquote.com Archer Daniel Midland quote.bloomberg.com Option pcquote.com British Petroleum quote.bloomberg.com Option pcquote.com BHP Billiton quote.bloomberg.com Dole quote.bloomberg.com Option pcquote.com Durban Deep quote.bloomberg.com ExxonMobile quote.bloomberg.com Option pcquote.com Gazprom quote.bloomberg.com Gold Fields quote.bloomberg.com Option pcquote.com Harmony quote.bloomberg.com Option pcquote.com Impala Platinum quote.bloomberg.com and eventually quote.bloomberg.com Lukoil quote.bloomberg.com Newmont quote.bloomberg.com Option pcquote.com PanAm Silver quote.bloomberg.com Rio Tinto quote.bloomberg.com Royal Dutch quote.bloomberg.com Option pcquote.com Stillwater Resources quote.bloomberg.com Option pcquote.com Zimbabwe Platinum baby.boom.com.hk Japan: Aida Engineering quote.yahoo.co.jp Daiichi Pharmaceutical quote.yahoo.co.jp Furukawa Electric quote.yahoo.co.jp and in USA quote.bloomberg.com Mitsubishi Estate quote.yahoo.co.jp and in USA quote.bloomberg.com Mitsubishi Tokyo Financial Group quote.yahoo.co.jp and in USA quote.bloomberg.com Option pcquote.com NTT quote.yahoo.co.jp NTT Docomo quote.yahoo.co.jp and in USA quote.bloomberg.com Option pcquote.com Okumura Construction quote.yahoo.co.jp Ono Pharmaceutical quote.yahoo.co.jp Sony quote.yahoo.co.jp and in USA quote.bloomberg.com Option pcquote.com Toyota Motors quote.yahoo.co.jp and in USA quote.bloomberg.com Option pcquote.com HK/China (Shanghai & Shenzhen exchanges) … shares can be looked up via codes provided on this site: home.boom.com.hk or quamnet.com and when available via US exchange Bloomberg URL provided. Bank of China (HK.2388 baby.boom.com.hk or quamnet.com ) China Shipping (HK.1138 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) China National Oceanic Oil Co, CNOOC (HK.883 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) Hong Kong and Shanghai Banking Corp (HK.5 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com and option pcquote.com ) Hutchison (HK.13 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) Li & Fung (HK.494 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) Petro China (HK.857 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com and option pcquote.com ) Shanghai Industrial (HK.363 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) Shangri-la Hotels (HK.69 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) Sinopec (HK.386 baby.boom.com.hk or quamnet.com ) Tom.com (HK.8001 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) Phoenix TV (HK.8002 baby.boom.com.hk or quamnet.com ) CK LifeSciences (HK.8222 baby.boom.com.hk or quamnet.com , and in US quote.bloomberg.com ) LuJiaZui Development (Shanghai developer) (code 900932 for foreign B shares baby.boom.com.hk , or 600663 for domestic A shares baby.boom.com.hk ) and yes, there is a large discrepancy between the A and B share prices that will eventually close when A/B shares are both available to foreign and domestic investors, assuming China does not blow up). Royalty Trusts AEE pcquote.com ATO pcquote.com CIN pcquote.com DTE pcquote.com EAS pcquote.com ED pcquote.com ERF pcquote.com DOM pcquote.com FE pcquote.com FMI pcquote.com FPL pcquote.com HE pcquote.com HGT pcquote.com NCN pcquote.com PNY pcquote.com SCG pcquote.com SJT pcquote.com SO pcquote.com VVC pcquote.com WGL pcquote.com Situations Pargesa (PARG) swissquote.ch Cresud SA (CRESY) quote.bloomberg.com IRSA (IRS) quote.bloomberg.com LUMACOM (LUM.AX) uk.finance.yahoo.com Vestas Wind Systems (VEST.CO) uk.finance.yahoo.com NEG Micon (NEG.CO) finance.yahoo.com Hub Power (HUPOF) finance.yahoo.com