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Gold/Mining/Energy : SOUTHERNERA (t.SUF) -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (7121)11/28/2003 8:49:03 AM
From: Canuck Dave  Respond to of 7235
 
I'm interested, in fact I follow it closely.

Message 19528466

Might even get a little but the tape is still pretty grim. There's always lot of supply. Any bids quickly get filled. Lots of better ways to make money right now.

Just my opinion.

CD



To: russwinter who wrote (7121)11/29/2003 11:07:03 AM
From: Letmebe Frank  Respond to of 7235
 
Hello Russ. I get nervous when YOU (the Guru) are asking me my opinion! FWIW, the few reasons for the lack of interest that I can see, may have to do with lack of coverage by the NLW's. I haven't seen any report on SUF for a long time, but there are many recommending ARQ, PTM, etc. Perhaps SUF could do more to get their stories out. Their web site has a list of 11 analysts that apparently cover SUF, but there are NO links to any reports. Why are there no reports made available, I wonder?
southernera.com

I agree that SUF should be viewed as "an incredible situation" given the current PGM prices & trend, ramping up to 1 mill oz's of PGM's, diamond revenues from camafuca, Gabon gold, etc.

Kind of reminds me of Aber at 8 bucks a few years back.

Regarding being taken out, the longer SUF is at the bottom of the heap, the more likely it is. Given a large % owned by Funds, it could happen.

Take care Russ, lets hope we are not missing something here, and that our patience is rewarded.

LMBF