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: inchingup who wrote (64576)	4/14/2000 11:29:00 AM
From: SliderOnTheBlack	Read Replies (2) of 95453

Bullsky - buying yet ?/ I'm loadin up on KEG ! Big Dog - thanks for the Dain Rauscher info on KEG - I'm now in large, real large... Small caps over-reaction from indiv investor selling - UFAB HOFF KEG FGH all very nice here imo, HOFF absolutely is in a sweet spot niche here - I like GLBL too, but HOFF is just dirt cheap here - low cfps multiple and a great fundamental buy here; this runs thru $10 to $12ish imo on the next sustained leg. UFAB - throw it in the drawer its a 2-3 bagger to peak cycle. KEG - basing here for the next breakout thru prior resistance of $12 imho. Any of you guys following the land based Nat Gas E&P's- know what kind of ramp up in onshore drilling activity is taking place as we speak - onshore drilling utilization in Q2 vs. Q1 is going to be huge - KEG will benefit as no one else in that workover niche - I think the most significant thing Dain mentioned is their price target may be too low - given the potential for accelerated EBITDA. HOFF KEG - both with good volume/liquidity for traders vs. say UFAB; have 40%ish/80% marginable moves just back to prior levels here...if the rotation "sticks" here - and I think it will; big money in a few nice short term trades here... if KEG dips under $8 - you'll see one big ole' margined trade flash by (mine @ 7 7/8) and you may not hear from me for a few days/weeks; I'll be bunkering down tighter than SargeK here - aluminum foil over the windows & all "KEGged" out... PS - Gary , thanks on the Firstrade info _ I'll check them out.

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