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To: TobagoJack who wrote (52898)	9/1/2004 1:06:05 PM
From: Bert	Read Replies (1) \| Respond to of 74559

Droke offers a counterview re: the future: news.goldseek.com Bert

To: TobagoJack who wrote (52898)	9/1/2004 1:12:35 PM
From: elmatador	Respond to of 74559

CVRD: <<Brazil Reiterates Interest in Moatize Coal>> "The Brazilian government instructed us to give support to all the dreams of Mozambique and the CVRD", claimed Lessa. allafrica.com Brazil to Cancel Almost All Debt Owed by Mozambique VOA News 01 Sep 2004, 15:19 UTC Brazilian President Luiz Inacio Lula da Silva has forgiven nearly all of the $331 million in debt Mozambique owes his country. President da Silva Tuesday signed an agreement to write off 95 percent - or $315 million - of the debt. The move came at a ceremony in Brasilia attended by Mozambique's President Joaquim Chissano. The Brazilian president said his cancellation of the debt could serve as an example so countries as large as Brazil can make a similar gesture to other poor nations. Brazil itself is one of the world's most indebted countries, with more than $200 billion in foreign debt outstanding. Some information for this report provided by AP and AFP.

To: TobagoJack who wrote (52898)	9/1/2004 1:13:44 PM
From: elmatador	Respond to of 74559

Seara but: Cargill to Buy Brazilian Meat Company Seara for $130 Million Sept. 1 (Bloomberg) -- Cargill Inc., the world's largest agricultural company, signed an agreement to buy control of Brazilian meat processor Seara Alimentos SA for about $130 million, Seara said. Cargill agreed to buy 52.4 billion preferred and common shares in Seara for $2.48 per 1,000 shares, Seara said in a statement to securities regulators. Cargill also plans to make an offer for the remaining shares in Seara and delist the company after receiving approval from Brazilian regulators, Seara said.

To: TobagoJack who wrote (52898)	9/1/2004 4:11:36 PM
From: energyplay	Respond to of 74559

Interesting company - low dividend, no debt, keeps hoarding gold..... GG Goldcorp ****************************************** Goldcorp Declares Ninth Monthly Dividend Payment For 2004 Monday August 30, 11:13 am ET (All dollar amounts in United States dollars (US$)) TORONTO--(BUSINESS WIRE)--Aug. 30, 2004-- GOLDCORP INC. (NYSE:GG - News; TSX:G - News) is pleased to declare its ninth regular monthly dividend payment for 2004 of $0.015 per share. Shareholders of record at the close of business on Monday, September 13, 2004 will be entitled to receive payment of this dividend on Friday, September 24, 2004. Goldcorp intends to make twelve (12) monthly payments of $0.015 per share in 2004 for a total annual dividend payment of $0.18 per share. Goldcorp's Red Lake Mine is the richest gold mine in the world. The Company is in excellent financial condition: has NO DEBT, a Large Treasury, positive Cash Flow and Earnings and pays a Dividend twelve times a year! GOLDCORP is UNHEDGED and currently withholds one-third of annual gold production in anticipation of higher gold prices. Goldcorp's shares are listed on the New York and Toronto Stock Exchanges under the trading symbols of GG and G, respectively and its options trade on the American Stock Exchange (AMEX), the Chicago Board of Options Exchange (CBOE) and the Pacific Stock Exchange (PCX) in the United States and on the Montreal Exchange (MX) in Canada.

To: TobagoJack who wrote (52898)	9/1/2004 9:20:34 PM
From: energyplay	Respond to of 74559

Rough summary of current holdings by category. I own stocks or calls on these. * indicates new buys. Within group, rank in rough order of size of holdings, largest first. Energy, still my favorite - E&Ps and one service company TRGL* should report big NG find off Turkey soon TMR production increasing OMNI oil service, problem child, turn around play discussed on BBR thread EGSR tiny value play, thin stock, looking to 2005 GASE Utah value play looking to 2005 KCS increasing low cost production FXEN Polish gas play Royalty Trusts - PMT Paramount lots of upside, could happen in next 6 months. I'm most likely to buy this trust. VET Vermillion Euro exposure AVN Advance BAY Baytex hedges will come off AE Acclaim heavy ROC i stax benefit BNV BuenaVista lots of land to drill Utilities - doing better as GWB victory makes dividend exemption look solid, interest rates stay steady SRP Sierra pacific Resources, recovering UTE, book $13, price $8.50 XLU * Utilites sector ETF, diversity Precious Metals small holdings RGLD pays a dividend AGT* beaten up, $0.70, cash is $0.30 other - SWP.b SSKWF Sas. Wheat Pool long term target, small holding Mutual Funds - mostly to get diversity & exposure to sector RYBIX* Basic Materials RYEIX Energy Selected Tech Longs SUNW* Biz looking up in expensive servers. NTAP* Network Appliance Network Storage, growing rapidly. ********** Shorts/Puts SWH* Shoftware holders look at graph. November puts are cheap. CHS CHico's FAS, has a high valuation CYMI Cymer, lasers for semiconductor mfg.