*what an absolute bargain*, page-15

re: *what an absolute bargain* .. davfitz davfitz

Would appreciate your summary of discussions with Dean. HC is generally easier to use once the markets are closed.

How's everyone managing? Still positive? This selling has gone beyond "fundies reweighting out of energy" as I have suggested previously. As I don't believe a failure at Tevet Deep would be this material to HDR's sp I have to restate my other theory as the best explaination . Tiof... or delay in Tiof development...that 's my guess.

I'm afraid I've been continuing to reduce my exposure. Will be VERY happy to rebuy if we find a bottom in coming days/weeks.

H