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To: Tommaso who wrote (7863)10/9/2004 2:19:52 AM
From: Taikun  Respond to of 11633
 
Tommaso,

I read the Sedar document as well and I agree. Although this does not have the diversification of ES, the levered exposure to COS gives you one great opportunity.

Perhaps it was not here, but I did read some speculation that the Preferred would be called. That is unlikely.

We may get cash in 2010 or an extension, we'll see, but receiving COS shares are unlikely. I agree this should be a great deal, even if overvalued according to COS-OSTPfd=OST.UN.

David