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To: Kerm Yerman who wrote (4143)11/14/1997 1:59:00 PM
From: HAZ  Respond to of 24916
 
Kerm / TM / Newport

dido for me, thanks for the call TM. I also called this morning but IR person was on the phone (probably talking with TM).

I will also wait until Q3 is out to make an investment decision.

Fidelity or another fund just recently bought a big chunk of shares, I can't see them making such a decision without talking with management first and getting to know the company better. They would have been informed by mgnt that the numbers would be weaker until new production starts up by Q1 98. They must feel comfortable with business plan to invest such large dollars.

As I've always preached, the hardest time to buy a stock is when it is falling, and the hardest time to sell is when it is rising.

It is just opposite to human nature but as long as I know the companies and understand the operation the decision to buy or sell should be an easier one to make, although it is still hard to overcome.

Anyway, I think it is already recovering from the low of $ 6.10 so the leap of faith would have paid off in the short term.

Cheers and good investing.



To: Kerm Yerman who wrote (4143)11/14/1997 2:22:00 PM
From: James Flynn  Respond to of 24916
 
Kerm/Haz:all......a quick thanks to you all for this excellent forum, I looked evrywhere for info on NPP's fall this am and found nothing except here. Even the F. Post was showing NPP earnings were expected today and it was frustrating not being able to get the info. You all are a providing a great service to the small investor and there are likely many many more like me out there who appreciate it. Keep up the good work Kerm, you likely have many more readers then you realise.

Jim



To: Kerm Yerman who wrote (4143)11/15/1997 8:42:00 AM
From: Stocker  Read Replies (1) | Respond to of 24916
 
Kerm / Upton Resources

Kerm, I'm wondering if you feel the same way about Upton as Newport. To me their situations are very similar in terms of management, delays etc. Upton's price has broken down below $6.00, a level I felt it would not cross. I do own some more expensive shares and am definately considering buying more at these levels. What are your feelings on the stock at the moment?

Also, I too have yet to find anything on who bought Cavell's properties. Anyone out there have any luck?



To: Kerm Yerman who wrote (4143)11/19/1997 6:14:00 PM
From: TheMajor  Read Replies (1) | Respond to of 24916
 
Kerm/Newport
Well, I did not expect NPP to dive as much as it did following release of 3rd quarter results, or lack of them. Thought I would have to look at a $6.00 entry point, not $4.50! In any event, with shaking hand, I pressed the buy button on-line this afternoon and jumped right back in at $4.45. I'm probably being less than objective here, but I see only delays in the company operations, not abandonments or melt-down or anything like that. So, if you believe the plays are just as good as yesterday, and management retains your faith, then the fundamentals will come through as well, albeit somewhat later than hoped-for. Additionally, with or without production delays,look at some other well-regarded companies. AEC, Berkeley, Pacalta, Paramount, Startech, all well off their highs. Just seems to me, Newport's downside is minimal. We'll see.
Kind regards
TM