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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Valuepro who wrote (36832)	1/16/2006 11:24:08 AM
From: LLCF	Respond to of 39344

I'm giving wood on the rest of the overweight 'tax sell' portfolio today if I can... Nothing like it since biotech at least 5 years ago. DAK

To: Valuepro who wrote (36832)	1/16/2006 11:52:41 AM
From: Louis V. Lambrecht	Respond to of 39344

The first answer I am looking for is by how much Angloshanti is hedged? Then, isn't diverting the gold mine a way to throw the SA gov (and Black Empowerment) a bone as to get the steel, Tarmac and packaging sold without taxes to be too heavy? A bone worth 12% of the market cap, less the money they will get for. Reuters has a nice summary of Anglo investor.reuters.com Anglo would keep all the mining and base materials beyond gold. Strange. Unless ... they would diversify geographically. The goal being to not qualify as a SA corporation anymore. Worth 12% bonuso the SA gov.<ng> Btw: DeBeers? They "diverted" De Beers to be privately held, I translate by sonna cosa nostra (Italian for: that's none of your business). Ties still seem solid.