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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: dvdw© who wrote (93)	8/18/2003 9:45:05 AM
From: richardred	Respond to of 7265

WE HAVE OUR FIRST-IDE I agree on your comments. Here's some of my thoughts. The balance sheet wasn't as clean as ADG's to warrant a high premium-IMO. Higher bid maybe, but it was shopped around for awhile. I also give credit where credit is due, and yes, RIGHT ON! At least I picked the right one of your three for the portfolio. DRS is another old Recession Portfolio pick. I never blow anybody off before I see the rest of the story. You know your stuff-Proof positive! "Lets hope for Packman" :+ ) RR Message 19164252

To: dvdw© who wrote (93)	8/24/2003 11:09:41 AM
From: richardred	Read Replies (1) \| Respond to of 7265

DVDW-should I put PDG on the list? An old recession portfolio pick. The stock was my hedge before and during 911. I sold it to offset losses I took that year. Looks to me gold prices have stabilized to a level where low cost producers can generate moderate returns. Consolidations have been going on in the industry. I know from being a long time shareholder they have some very low cost structured mines. The only thing is, they are in a very unstable part of the world. RR