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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (1591)	10/7/2003 9:07:34 PM
From: isopatch	Respond to of 108747

Jim. We've really not discussed the importance of the SA gov royalty issue as much as we should have, here. Think it's a factor in the relatively sluggish action in DROOY (AWA other SAs) compared to companies which have all their mining properties outside SA. Here's a comparison chart of DROOY, BGO and CDE for 2 months, followed by one for the most recent 5 days. finance.yahoo.com finance.yahoo.com Expecting that relative performance deficit to continue with DROOY. It's an important reason I've decided not to reenter that position. Isopatch