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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (58976)5/10/1999 12:31:00 PM
From: SeaViewer  Read Replies (1) | Respond to of 132070
 
MB:

Which companies are the producers of titanium? I am bullish on airplane business (long term). When asia recovers, the first thing they need is the expansion of air traffic.

Thanks in advance.

Jeff



To: Knighty Tin who wrote (58976)5/10/1999 12:34:00 PM
From: Don Lloyd  Read Replies (3) | Respond to of 132070
 
MB - (I like titanium because Boeing had a well-publicized down sizing. That took the price to under what I consider fair value. Also, much of Boeing's losses are Airbus's gains, so the titanium is still being used. )

They'll have to outbid the credit card providers for it. -g-

Regards, Don



To: Knighty Tin who wrote (58976)5/10/1999 5:41:00 PM
From: Broken_Clock  Respond to of 132070
 
MB,
How do you play titanium? Edit: i saw your answer. Thx.



To: Knighty Tin who wrote (58976)5/11/1999 10:13:00 PM
From: ForYourEyesOnly  Read Replies (2) | Respond to of 132070
 
Palladium Alert!

Engelhard just tripled its Pd long position on the TOCOM from 2000 contracts to about 6000 contracts.

Something tells me this "dip" might not last.

Any thoughts?

THC

PS: Thanks for the Titanium info.