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: ItsAllCyclical who wrote (49527)	8/19/1999 1:54:00 PM
From: SliderOnTheBlack	Read Replies (4) of 95453

TMR ... does anyone have any analyst commentary since their qtrly ? This looks poised for a breakout - I agree with everyone here; but I have my ''speculative $ in MEXP (though it's not speculative to me) & EEX. I am hesitant to enter on TMR - without receiving some fundamental news from the analysts - particularly DLJ who basically, in what is very rare - and was a bold slap in the face to mgmt - basically accussed mgmt of NOT answering their questions.... ? I have not had the time to do the homework on this one that I would like since the blowout - & the DLJ fracass... comments anyone ? Not dissing the play here at ALL - guys, I want in - but the 'ole gut - is signaling hesitation.... sticking with EEX here - broke through the magic $5 barrier as well - thanks Big Dog for the heads up on this when it blew off - the analyst report was enough for me to venture back in - this has been a good trader from the mid $4's to $7ish.... and is supported fundamentally for being undervalued here sub $6 regardless of the prior drilling failures... RRC is still the play imho... Deutsche says its worth $10 - gotta be likin that return % - JohnC; got milk ? .... got RRC ? MEXP - told yall ''Blackfeet'' play was free.... still time here, $4 after Q3, $6 by Q1 2000 .... $8 by mid year 2000 and $12 again by 2001 if we all make it that far... edit/ add - Tulvio; yes I am saying that RRC has 30-50% upside in 90 days... so does OEI, MEXP, EEX from the recent low here. Like MEXP for 50% in the bank - RRC for 30-50% and OEI EEX for 30%+ TMR has the finger twitching - but not pushing the button here..

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