TS TELECOM (www.tstelecom.com): ASPIRING TELECO Message Board

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Gold/Mining/Energy : TS TELECOM (www.tstelecom.com): ASPIRING TELECO

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To: Gordo who wrote (1465)	3/5/2000 6:35:00 PM
From: John Trudeau	Read Replies (1) of 1762

Gordo - off topic - conclusion: Great info, thanks. I certainly like what I see so far (well, they could beef up their web site). I think you've got a winner here, but I'm very cautious before committing to O & G plays, that is, within the context of a "quality play". If I get the green light on their mgmt, I'm in. I received the invite this aft for the Equity Link Conference via email. I should be able to make it. I'll probably have my answer on their mgmt before then, but may drop by anyway. I think you've underestimated their potential... which is always good. I think there's a good chance we'll see cash flow multiples of around 6 x if the March 27 OPEC meeting goes well. I'd like industry/investors to see $25 / bbl as a stable avg price for 2000. A 4x - 6x target band is reasonable when setting one's expectations in this scenario. Once again, thanks for the pick. Regards, JT

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