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To: Dav!d who wrote (41042)5/24/2007 11:58:32 PM
From: ogi  Read Replies (1) | Respond to of 78426
 
Hi David: Lost on eox because I did not believe the pump to 84 was the best they would come up with!! POS for sure I knew it and I should not have bothered with it. Teck buying in was what kept me around.

Country risk is important but I could still see reasons for accepting more risk. NW is an example in Bolivia, I don't own it but for the potential it is cheap and will face a discount but could still produce multiples from here.

Hope you are right, I don't follow the indexes, closely as I want discovery and or asset building which can occur no matter where the index is.

Calling it a night
Cheers,
Ogi