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To: E. Charters who wrote (7524)8/3/1998 1:57:00 AM
From: Elizabeth Andrews  Respond to of 26850
 
Eric, everybody is a critic. Of those who, publish and get paid to do so, the bar (read standard) is a little higher. You ARE losing it! Your job as an analyst is too make sure everybody ALWAYS gets the best relative value,in your view of course. If you are wrong and you don't get paid off you will have the infuence on capital that you deserve.

The opinion shouldn't be partial to your asset mix even though you don't write about that topic. Eric, is Gitennes, at its current market, the best relative value? That's the question. If you were right when Gitennes was at $6 it must be a huge bargain now.
Relative to its peers? Then? Now?

"o, rhte beesti ude of cvliemty moanuuliae esty bloowupski en owusoom takennseanes"?

I'm sorry due to my lineage and genacolgy I can only translate this by way of private message if you are interested.

This is an old (Welsh?) saying, I think, that deals with the walls in Scotand.



To: E. Charters who wrote (7524)8/3/1998 9:22:00 PM
From: E. Charters  Read Replies (1) | Respond to of 26850
 
The important difference to recognize is that most other letter writers abandon a play if its market dies.. not that I am that much different about that thorny reality but I can tell you who has mines and who does not.. irrespective of market price.. the other letter writers I note do not stop at that station.. either because they do not have a train or they do not know the location...

A resource and stock price are two different things though....

echarter@vianet.on.ca

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