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: Think4Yourself who wrote (56285)	12/7/1999 2:02:00 PM
From: SliderOnTheBlack	Read Replies (1) of 95453

O/T JQP - there you go again... (VBG) Oil w/ EVER ? this is THE gas play john boy... C'Mon.... asking about EVER's oil production is like asking how many touchdowns Ken Griffey Jr. scored last year... Lingerfelt - Grab some bench (VBG)... Go to their excellent web site: Learn the story, see that they have virtually the lowest "cost" of any nat gas producer, and one of the best growth rates,that they have a great market niche and that they are valued on their growth prospects - what's still in the ground more than their present production. EVER is kind of the "Ferrari" of smaller cap gas plays... and they are NOT the new kid on the block - or ANY type of a pump & dump. PS - please be carefull with that cyphering you're doing with that spreadsheet - you're gonna hurt someone...(VBG). evergreen-res.com marc c remembers this from what $14ish ? I had to start to dip back in here - and will allow $2 steps on down if they want to take it back to those levels. I'll gladly add her, add at $16 and load once again at $14. I hold EVER in my longterm drawer - and allways will in the forseeable future... EOG was my major buy today. NBL here on a break of $20. Lovin UPR here - off of a major discovery (Etouffee) - with other nearby prospects, turning around the balance sheet and cheeeeeeeeeeeeep. This baby bounced twice off of $16 AFTER - the original blowoff Oct 8th with very strong institutional buying. UPR is on EVERY single institutional/analyst buy list that I've seen - and the consistant comment on their valuation & price target; is that their estimates may be "conservative" as UPR turns production around after completing their asset sales & balance sheet restructuring... UPR could easily hit $ cfps in 2000 - near historic low multiple of 2.5 - 3 x cfps here (thats cash flow - not cubic feet JQP). Balanced producer - like UPR #1` for my balanced play here, OEI #2. Gas play NBL #1, EOG #2 buying a little PXD APA EVER FST XTO as well... Waiting on UTI RIG and watching OII as well; may dip into BHI here and HAL - as these will certainly get the initial institutional mo - mo when the move starts. Man, BHI sub $20 is a no freekin brainer with $25+ crude oil ?!?! OSX has held pretty damn well in comparison to E&P's - I stay overweighted to that irrational E&P selloff unless the OSX dips sub 68ish. Samurai Slider - livin, or dyin by the sword right here... sometimes you gotta decide when a major league opportunity is knocking - I am right here with just a tinch left for tomorrow in case we get some hinky API's tonight... don't think so however.

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