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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?


To: A Horse With No Name who wrote (33154)10/14/2003 10:16:51 PM
From: nspolar  Read Replies (1) | Respond to of 36161
 
I don't normally EW POG, but I have recently been playing with various scenarious. There are some bullish ones, very bullish. It is quite possible we are early into a very long run here, and what we have seen for corrections in POG and the HUI of recent are just noise.

I have a fair amount of Drooy, and am behind. I'm not over weight, but may get that way. LT bullish, very bullish. As for HMY think I'll stick with small cappers, but have considered it for a second go.

So .... don't have a problem with Roffey.

What is going on in the markets is utterly amazing. It looks like the gen market run has a ways to run as well, and as long as it does pm's aren't going to suffer too much. They are likely going to grow stronger, just on their own schedule.



To: A Horse With No Name who wrote (33154)10/16/2003 7:11:55 PM
From: Ken Reidy  Read Replies (2) | Respond to of 36161
 
ASA's discount to NAV increased to slightly over 10% today. In April, it traded at a 4% premium to NAV. Fantastic opportunity to buy GFI, AU, HMY, etc at a 10% discount.