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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: Cal Gary who wrote (13126)	11/13/2003 8:43:01 AM
From: axial	Read Replies (1) \| Respond to of 14101

Good analysis, Joe. "IMHO Despite the 4 month hold period on shares converted from the warrants, I think some subscriber of the latest PP (to the tune of about 1mm shares ) has hedged." I agree. Jim

To: Cal Gary who wrote (13126)	11/13/2003 7:16:07 PM
From: DaveAu	Respond to of 14101

"IMHO Despite the 4 month hold period on shares converted from the warrants, I think some subscriber of the latest PP (to the tune of about 1mm shares ) has hedged. " Yes, all they have to do is hold the short in a different account. I think the 1 million may be low though. I've read that the short report doesn't include shorts that are borrowed from the same dealer. I wouldn't be surprised if most of the PP was shorted before the deal was completed. This isn't intended to be a knock against DMX. I think this is what happens to most PPs. Dave

To: Cal Gary who wrote (13126)	11/16/2003 2:09:29 PM
From: axial	Read Replies (1) \| Respond to of 14101

"I also believe the PP had a few hickups along the way, evidenced by the length of time to close, the chart action since jul, mid sept, then mid october. I also believe much of the selling from July onwards was to get the price down to 1.20 to effect a 1.00 price, most of these (unlikely) sellers ie CIBC will probably refill their share holding with subscriptions from the PP." Cal, excellent recap on trading. The failure of sellers to penetrate the $1 mark was a clue: it never happened. Does analyzing summer/fall trading in light of the financing explain all the activity? Which sellers, acting with knowledge of the financing, will be back, IYO? Would you say, for example, that Resolute sold to buy back in, or just sold? CIBC dropped off the map after March, only to re-emerge, big-time, in July. Assuming Dimethaid achieves its promise, it was a great buying opportunity - far better than the RO. Regards, Jim