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Re: Zeev Hed post# 377372

Wednesday, 04/06/2005 11:14:57 AM

Wednesday, April 06, 2005 11:14:57 AM

Post# of 704041
Joined you on DECK in the lower 34's.

Also bought some EXM around 18 -- they recently had a private placement at 21 and used the proceeds to buy and deploy more ships. They should earn near $6/share this year and look to have put in a pretty good bottom.

Also bought more MMGG, which I see as a tremendous bargain here in the 1.5-1.7 area, with about $3 billion of zinc proven as well as significant amounts of other minerals and a market cap of under $40 million, despite moving closer and closer to production (feasibility study should be done around the end of the year). Profit taking from the PP at $1 from over a year ago has kept the stock price down, but it should move up much higher once those sellers are done.

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