Strictly: Drilling and oil-field services Message Board

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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: que seria who wrote (71513)	8/23/2000 4:21:37 PM
From: WWS	of 95453

Que Seria...you said it well, BKP.TO is for those who "believe" in their "story." But it is a lot easier for me to believe in the sure-thing prospects of the ngas SECTOR as a whole than in the risky fate of a single, and quite controversial, company. Too many things have to go right in order for BKP.TO to "hit it big". But the rewards in the e&p sector are going to go to those companies able QUICKLY to grow production in this shortfall environment. So, I'm looking for big companies with the largest producible reserves, existing gathering infrastructure, high levels of current drilling activity and the smallest possible hedges. Employing such a screener will retrieve names such as AOG, TLM, AXL.TO, CNQ.TO and PCP.TO. The ability to respond quickly with production increases from ready reserves allows these larger companies to capture TODAY's higher prices.

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