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: articwarrior who wrote (55277)	11/23/1999 11:10:00 AM
From: SliderOnTheBlack	Read Replies (2) of 95453

Don't you just love tuesdays (VBG) !?!?! ... this pre-API selloff game is getting to be rather predictable. I would say about a 12 Million BOE "BUILD" has been priced into APA BR NBL PXD OEI et al today (VBG) ! ... hmmmm; give us a 3 M boe drawdown & what happens to those E&P's with some balanced crude production - as OEI has ? I am buying NBL here as my "main" play on Nat Gas - 10%ish from its 5 year low here ? 50% upside to its recent highs and they have huge cap ex increases in 2000 compared to 1999 - a unique story with NBL here; a great play. Stops being run, some shorting, some dumping-trimming etc. If I ran Fidelity Select Energy; I would only have to work on "tuesdays" (VBG)... what an opportunity for some fund managers today; they can make their "year" for next year-2000 today. 50%'rs to "doubles" littering E&P land.

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