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To: ItsAllCyclical who wrote (40167)	6/12/2006 11:44:51 PM
From: Stephen O	Respond to of 60910

I quite like the posts of mr Merks, he's much more towards my style of investing and he's quite right about you being very juvenile by telling him to f*** off in a pvt msg.

To: ItsAllCyclical who wrote (40167)	6/22/2006 2:24:07 PM
From: hubris33	Respond to of 60910

Help needed....Hedging/Collar. I seem to recall that recently one of the miners (Junior/Mid-Tier?) bought/sold a collar. I remember it because the majors are selling down their hedge books like crazy in the 1Q06. I can't remember who it was, nor if it was a counter move to a forced forward sale ala a non-recourse loan. Can anyone help me with who it was that has a collar? H3

To: ItsAllCyclical who wrote (40167)	7/24/2006 1:25:57 PM
From: hubris33	Read Replies (1) \| Respond to of 60910

Oh look! Our favorite NG is being swallowed up by ABX! Guess we have a new pattern in the PM market: big fish eating little fish before they can grow to a viable size. Is there any point in chasing the 'almost producer' model anymore if 25% is the most one could hope for on a takeover premium? Looks like the buyers are waiting for the dip in prices before making their offers. Perhaps we'll see more M&A action before the seasonal bottom is put in. H3