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From the East Bay

01/14/04 1:03 PM

#192868 RE: ItsAllCyclical #192866

If HUI should hit 200, my "buy" on PDG at 14.75 ought to be lower.
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basserdan

01/14/04 3:01 PM

#192960 RE: ItsAllCyclical #192866

Agree on NXG. Also own a nice size position. Currently it's my only miner as I expect this near term correction to continue possibly hitting HUI 200 or lower.

Do you have an opinion on CBJ?
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Hi IAC,
With today's PR in mind, my opinion w/r to Cambior is much better than it was a few months ago when I last looked at it.

Their million oz plus hedged position always put me off and I'm glad to see that they've worked it down to approx 600K oz and seem intent on getting unhedged in what I take to be the not too distant future.

It doesn't seem right that a producer of a half million oz of gold should be selling so cheaply and I guess I'll start trolling for a position in it, especially if the ..... um ..... er....uh......"strength" in the almighty buck continues a bit longer.

I'm sorry to say that much of my old DD poop is on my recently retired old computer and I don't remember if there were any other 'issues' that were of concern to me and unless I find a compelling reason to transfer the files to my new Dell I prolly will remain semi-ignorant on the stuff I read so avidly in the past.

Good luck with it........