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To: pezz who wrote (61232)	3/21/2005 11:40:11 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

The time to dial 1.800.GET.ME.OUT is when the lines are not busy, and seats on the chopper plentiful :0)

To: pezz who wrote (61232)	3/22/2005 3:04:50 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Diligence (Trade 1): Discovered a potentially valuable mine of preciousness, rich source of moolah, thick vein of scratch, dense pile of bread, and heavy bucket of coins, and so: (a) Bought a tranche of China Health finance.yahoo.com at 2.45/shr (b) Bought a trache of Far East Consortium finance.yahoo.com at HKD 3.725/shr Chugs, Jay

To: pezz who wrote (61232)	3/22/2005 3:32:07 AM
From: Raymond Duray	Read Replies (2) \| Respond to of 74559

Re: Some day this is gonna be the right thing to do. I just don't know when. Those who know don't talk. Those who talk don't know. Those who talk about not knowing will never suffer having their children assassinated as Joe Kennedy did. In a country where FASCISM is taking over, being a Pezz is probably as good as you could hope for. My advice to you? Don't know. Don't tell. And don't get caught.

To: pezz who wrote (61232)	3/22/2005 11:02:56 PM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Maneuvers: I ordered my AUD/CAD based CASH troops to pack up the camps, abandon positions, and head for the USD hills, because the cataclysm may soon be, and I want as few positions exposed as possible. I observe that my housing shorts are beginning to turn in my favor, and the feeling is good, because it is personal :0) I note that the reinforcements I had sent to housing shorts way, in the form of long puts on housing, appear to be timely, at the cusp of criticality, just right to do some good, just as the battle begins to turn. I figure the housing share shorts/puts can be added to, reinforced again in tranche strength with fresh troops, in hot pursuit, as the homies begin to realize, scatter, panic, scream, and drop. I am all giggles when looking at that super duper top secret position I had taken up on the dark side, which I had informed you in PM (I calculate that you owe me a beer), now that I see we are one with the Force, and the Force is beginning to work our biddings ;0) I am relieved that the financial buyer of the building has signed on the dotted line and paid their goodwill deposit; given the nature of HK law, which really works (unlike the varieties one finds elsewhere, which may or may not work, and even if working, costs a lot to utilize), collection will be as easy as getting a judge to write a letter based on presentation of irrefutable documentary proof of case, without court fight. All the screens are cold blood crimson, planet-wide re-pricing close at hand, and the day of no-bids can soon be. Given that times are about to turn tough, and the scene fades to ugly, I will get on the plane this Friday and head to Cebu cebu-travel.com , together with wife and baby coconut for Easter weekend. I will not bring my laptop, but only a book amazon.com As the book may be a fast read, given its nature, I may re-read any one of these gems achamchen.com We will be met by friends on Cebu, and they will bring an army of nannies, so that the adults can spend quality time talking about schema, convolution, the Ways of Moolah, and forward path. Chugs, Jay

To: pezz who wrote (61232)	3/23/2005 12:13:49 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, More Motion: Just as mysteriously as buying these Message 21156864 , I now sell them at a loss, so as to live another day ... (a) Dumped the tranche of China Health finance.yahoo.com at 2.30/shr (b) Shoved the trache of Far East Consortium finance.yahoo.com at HKD 3.625/shr "The Blue-nosed Dolphin is in the Water" I heard. The atmosphere is not right, environment unfriendly, and it is time to run, hard, fast, into the night. The sort of folks who sounded the Red Alert for me back in 1997 (enabling me a clean getaway from Asian Financial Crisis) has done so again, and the code word is 1.800.GET.ME.OUT I guess folks are expecting badness on NYSE/Nasdaq tonight. Let's watch to see if they are right. Very excited. Chugs, Jay

To: pezz who wrote (61232)	3/23/2005 5:48:25 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, European Theater of Operation, Report: I continued to liquidate, looting across geographies, and then running into the shadows, following the rising of the sun. Off-loaded burdens: (a) BG Group finance.yahoo.com @ GBP 4.12, bought here Message 20238938 [June 21st, 2004 ... Bought a tranche of BG Group ... at GBP 3.545/shr] ... thus recording a 16% gain plus currency win; (b) Areva finance.yahoo.com @ Euro 325, left over from this trade Message 20575176 [September 27th, 2004 ... at Euro 270] ... booking a gain of 20% plus currency gain of whatever (c) Maurel et Prom finance.yahoo.com @ Euro 16.6, purchased here on Anton's advice at Message 20531726 [September 16th, 2004 ... at Euro] ... (11.56/share) 10:1 reverse split adjusted, booking a gain of 44% plus currency take. (d) Decided not to raid my S.Africa AFLEASE investing.reuters.co.uk , bought here ... Message 21052469 [February 16th, 2005 ... I bought two tranches of AFLEASE ... at ZAR 3.85] ... now valued at ZAR 4.50, since its gold and uranium are priced in USD terms, its cost is accounted for in ZAR maner, and I expect physical gold to hold reasonable value, uranium to stay high, ZAR to weaken,and USD to rise. (e) I am waiting for the sun to rise where you are, so as to continue the ferocious liquidation looting, and asymptotically reach for net zero equity as much as possible, by selling down the longs and adding to the shorts. Chugs, Jay

To: pezz who wrote (61232)	3/23/2005 6:42:29 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Dialed 1.800.GET.ME.OUT repeatedly, and got 1.900.GIVE.ME.CASH. I sold massively, with some deliberation, but with more aggression, because it is time, I think, but hope more: (a) Sold all ARC Energy finance.yahoo.com at CAD 18.15/shr, bought at CAD 15.35 Message 20288284 [July 7th, 2004], received mucho distributions (b) Sold all Advantage Energy finance.yahoo.com at CAD 20.20/shr, bought at CAD 15.20 Message 18895990 [April 30th, 2003], collected lots of distributions (c) Sold all Petro Fund finance.yahoo.com at CAD 18.05/shr, bought at CAD CAD 10.82 Message 18915962 [May 5th, 2003], harvested plenty of distributions (d) Sold all Primewest finance.yahoo.com at CAD 29.50/shr, bought at CAD 16.15 Message 18381801 [December 30th, 2002], and aggregated a bundle of distributions (e) Sold all Viking Energy finance.yahoo.com at CAD 7.10/shr, bought at CAD 5.24 Message 19565624 [December 5th, 2003], and took in generous distributions (f) Sold Petro Fund in the US account finance.yahoo.com at USD 14.82, bought at USD 7.29 Message 18381801 [December 30th, 2002], and yes, plenty of you know what along the way. (g) Sold Biogen IDEC finance.yahoo.com at USD 38.49, bought at USD 37.37 Message 21114099 [March 8th, 2005]. May buy back later. (h) Shorted, without mercy, more JOBS finance.yahoo.com at USD (16-17?) some price as yet not reported. When I started shorting last night, the buyers scrambled, in the other direction. I had opened the original short position earlier Message 20993702 [January 28th, 2005] at USD 22 :0) (i) Shorted, without hesitation, Google finance.yahoo.com at USD 180/shr, as I see no reason why only the insiders at Google should profit from their shares after diligent work when I can do the same, but substituting bravery for diligence. (j) Doubled again the short position on Centex finance.yahoo.com at USD 58.2/shr, for it has no substance. (k) Doubled again the short position on Lennar finance.yahoo.com at USD 55.37/shr, for it is not burdened with merit. (l) Doubled again the short position on Pulte finance.yahoo.com at USD 71.53/shr, for I do not know why folks bother to own it. I may also have sold off Blackrock Ventures and Connarcher Oil/Gas, but have not received reports. On these, a loss, but manageable one, and so will get to fight another day. I think the dark side is the way to moolah for 2005, and I believe, perhaps wrongly, that shorting shares is a cheap way to collect that most precious of commodities, CASH. Chugs, Jay

To: pezz who wrote (61232)	3/30/2005 3:22:49 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today's Action: I purchased a tranche of FE Consortium (hk.0035) finance.yahoo.com at HKD 3.425/shr. Yes, you are correct, I did sell it earlier at HKD 3.625 under the influence of unreasoned panic Message 21160214 March 23rd, 2005 ... (b) Shoved the trache of Far East Consortium finance.yahoo.com at HKD 3.625/shr But no, I still do not know why I am buying it, nor what I hope to see. One day Coconut will ask, "daddy, what do you do?", and I will have to answer truthfully, "I haven't a clue". Chugs, Jay