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Gold/Mining/Energy : Caussa Capital (formerly Antares) T.CAU -- Ignore unavailable to you. Want to Upgrade?

To: Bay Street Rat who wrote (3787)	7/10/1998 11:35:00 PM
From: The Fix	Respond to of 4718

Was that ANZ mining or ANZ the Aussie Bank? fIXER

To: Bay Street Rat who wrote (3787)	7/10/1998 11:59:00 PM
From: Bay Street Rat	Read Replies (2) \| Respond to of 4718

And now for some clarifications over a number of concerns raised: (1) The Rand/CAD exchange rate The drop in the value of the Rand will not affect CAD $2.1M to be received from the sale of Rappa. The currency exchange rate was set at the time the deal was signed, it is in the contract. (2) Lady Lina property Lady Lina property will most probably be sold. The rumour is that Antares is already entertaining an offer. (Yes, people never stop talking in locker rooms, elevators, pubs, bars etc. etc.) The proceeds will probably be used for the new venture in Zimbabwe. (3) Indonesia Insider tracking indicates that the dumping by the Indonesian over the past few months is probably over. The selling currently being done are by those who bought in, 6 to 18 months ago and are bailing.

To: Bay Street Rat who wrote (3787)	7/11/1998 10:05:00 AM
From: Brian Warner	Respond to of 4718

BSR, Is this the fund? pal.com SCEPTRE EQUITY GROWTH Fund Sponsor: Sceptre Investment Counsel Ltd. Telephone: 416 360 4826 Tollfree: 800 265 1888 Ancillary Information Fund Type: Canadian diversified equity Region of Investment: Canada Inception Date: Nov 20 1986 RRSP: Y Expense Ratio: 1.42 Minimum Investment: 5000. Total Assets($M): 495.85 Load Structure: No Load Investment Objective The investment objective is to achieve over the longer term the highest posssible return that is consistent with a conservative fundamental investment philosophy through investment primarily in Canadian equity securities. However, when deemed appropriate, investments in Canadian debt securities and foreign equity and debt investments to allowable limits may be made. Performance as of: May 31 1998 Latest NAVPS: 36.58 One Month Return Six Month Return One Year Return Three Year Return Five Year Return -5.53% 5.51% 9.39% 26.62% 24.98% One Month Quartile Six Month Quartile One Year Quartile Three Year Quartile Five Year Quartile 4 4 3 1 1 A fund that has performed in the top 25% of all Canadian diversified equity funds will have a quartile value of '1'. If it was in the bottom 25%, it would be ranked '4'. Holding Analysis as of: May 31 1998 Cash Canadian Equity US Equity Non-US Foreign Equity 3.02% 90.86% 1.96% 2.00% Canadian Bonds Foreign Bonds Preferred Equity Mortgage-backed Securities 0.24% 0.00% 0.08% 0.00% Investment Funds Index Futures Warrants Other Derivatives Other Securities 0.00% 0.00% 1.84% 0.00% 0.00% Geographic Allocation Canada United States United Kingdom Germany France 95.56% 2.35% 0.29% 0.16% 0.16% The Rest of Europe Mexico South & Central America Middle East Japan 0.53% 0.08% 0.15% 0.01% 0.22% Hong Kong Other Pacific Other Asia(incl. China) Africa 0.09% 0.35% 0.05% 0.00% TOP 10 Holdings as of May 31 1998 METRO-RICHELIEU INC CLASS A 3.0 YOGEN FRUZ WORLD-WD CLASS A 2.8 MITEL CORPORATION COMMON 2.8 CIBC COMMON 2.7 BANK OF MONTREAL COMMON 2.5 BCE INC COMMON 2.4 HARROWSTON INC CLASS A COMMON 2.3 ROYAL BK CDA COMMON 2.3 DOREL INDUSTRIES INC CLASS B 2.2 TORONTO DOMINION BK COMMON 2.1 This summary page was Last updated on Jun 11 1998