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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (31055)	4/8/2003 1:01:08 PM
From: sciAticA errAticA	Read Replies (2) \| Respond to of 74559

re: Midnight Report May I infer you prefer African miners? AU's hedge book appears a pronounced weight around its neck, though they're talking accelerated reductions, which is now the fashion in the industry. As to unhedged HMY, the proposed Draft Money Bill appears particularly hard on them: harmony.co.za And unhedged GFI (where I hold a position) has announced a payment program for AIDS Anti-Retroviral Therapy (cost $3-5 per oz) that probably displeases investors, though all 3 SA Majors will likely pick up the tab eventually. Do you follow miners based elsewhere?

To: TobagoJack who wrote (31055)	4/8/2003 7:42:01 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

What's the feeling and reality about SARS in HK now ? Numbers should be getting lower, but I expect economic effect to linger for a few weeks... Kastel - How's the Toronto Area ?