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Gold/Mining/Energy : Bema(Bgo) and Arizona Star -- Ignore unavailable to you. Want to Upgrade?

To: john a who wrote (7995)	10/26/1997 3:59:00 PM
From: frenchy	Read Replies (3) \| Respond to of 10482

To all: How long can POG stay so depressed if South African mines cash costs are above $350, exploration financing has all but dried up and NorthAmerican & Australian producers will shut down, idle high cost mines. Supply & demand still rules. Any speculations? (eom)

To: john a who wrote (7995)	10/26/1997 10:47:00 PM
From: charred	Respond to of 10482

John a, I agree with you. If you look at my past posts, I use the numbers which they released. I don't know anything about the NB's report so I don't listen to it. Bema reported the payback of 6.5 years 1.3 billion cap costs, IRR at 11.4%, with those numbers the CC deposit is not a sure thing therefore there will be no take over. JV likely. Only my opinon. Terry Swift says yes and he makes a good arguement. I say no with the same information. I value your input on the thread. There are many interesting views. Cheers Charred