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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: kollmhn who wrote (19918)	3/7/2003 4:50:49 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 206114

>> That is not a big ticket and they paid down about $20mm of it earlier last year. << Appreciate the info. Just trying to make sure I understand all the potential downside. The 20 mil paid down wasn't from cash flow, but from a secondary. What do you see as a worst case scenario? What % of your total position are you buying right now? Will you save any for post-earnings? I know you don't like to go more than 5% in any one issue. I have about 1/2 to 1/3 of my total position. If all my fears are overblown and it's obvious then I might even double that position again, but RRI is still far better imho.