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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: SliderOnTheBlack who wrote (59848)2/6/2000 1:57:00 AM
From: Think4Yourself  Read Replies (2) of 95453
 
Just finished listening to the XTO con call. All I can say is: Wow, I REALLY liked what Simpson had to say. Won't spoil it for those who haven't heard it yet but if you hold or are thinking of trading XTO you really should take the 42 minutes to listen to it.

Simpson said some incredible things. He appears to have a clear picture of what is really happening in the industry. I also like that he doesn't appear to think much of the industry "experts".

OK, I'll spoil one of the surprises a little. They think the stock price is less than half it's worth and have a solid plan to get it where they feel it belongs.

OK, I'll spoil another surprise. You know that $10 mil mark to market loss on their equity holdings as of 12/31? They have made $11 mil of it back as of the con call.

OK, one more little clue. Load up in the next few weeks or be left crying over a lost opportunity.
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