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: jim_p who wrote (71476)	8/23/2000 11:56:02 AM
From: SliderOnTheBlack	Read Replies (1) of 95453

jim p - right on !- the XOI moving is key; TX up $2 !?!? ...this is a biggie; the XOI stocks have the liquidity to absorb some major sector rotation & they're getting it. TX is so cheap compared to its 52 week high that's its embarrasing at $32 Crude... Jim L - LSO has that elephant field in Lybia and it's basically a play on their poor, poor management, but their great, great assets & NAV - the pressure is on bigtime; to sell from what I hear... a safe, safe, laggard play & a prime buyout candidate in a continuing Euro-consolidation environment. Their Intnl assets need partnering, or a sellout to realize their potential - this has to be the best scenario for them to be bought & to be sold... I added TLM today - thanks all for pounding the table on this one - I think a Razor fav from a year+ ago, & jim p of late - just to damn strong fundamentally & all that Sudan negative sentiment - makes this THE mid-lg Cap laggard today - I'm in for a nice position. Got a bit more NEV as well & I've got my FGH, got yours ? Sarge, listening ? - time to finally "get paid" by FGH imo; sentiment/bad news & technical bottom looks to be in. PS - great time to add some small caps - they're going to get "filled" in soon - on this breakout of the leaders...

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