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Gold/Mining/Energy : SOUTHERNERA (t.SUF) -- Ignore unavailable to you. Want to Upgrade?

To: BozkurtD who wrote (2414)	2/4/1999 4:03:00 PM
From: DIAMOND JIM	Read Replies (2) \| Respond to of 7235

Link to the story : canoe.ca. Poorly written and researched article. Assumes plane crash due to hostile action, SUF has stated processing equipment for Camafuca will be flown in, not by road. Nothing new at all IMO . Earnings must be due fairly soon and hopefully will bring the fundementals back Regards DJ

To: BozkurtD who wrote (2414)	2/10/1999 5:23:00 PM
From: VAUGHN	Read Replies (2) \| Respond to of 7235

Hello BozkurtD and Confluence I think we are on the same page, just not hearing each other. Long term is long term and therefore I presumed that we all agreed that sooner or later the market would realize this plum. Short term was another matter and I was arguing that to address the market's current nervousness, that a short term (two year) strategy of investing in RSA earnings was warranted but that exploration $$ should be focused where markets believed in the political system, honesty of officials and level of the playing field. In the short term, markets are not focusing on earnings as much as they are on longevity and quality of assets. The guys with egg on their hats can argue all day about what a stock price should be, but then the market goes ahead and drives up internet and fuel cell plays to ridiculous levels because of "belief". Like the man said, don't confuse me with facts. The market does not care one iota about fact right now. Only analysts care about them. Its the story that is selling a play or killing it, and SUF can't shake the story hanging around its neck like an albatross. It needs a new story and new dream for the market to believe in. The old necessities like earnings will be unarguably vital in the long run but the majority (market) simply doesn't care right now. We need Canadian pipes with 3 carrat blue whites falling out of 2" cores. That is what will get the market's attention. Regards