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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: jim_p who wrote (72207)9/3/2000 9:12:58 AM
From: Second_Titan  Read Replies (3) of 95453
 
Jim_p

I have been watching TLM, AOG, GRL & OXY for some time. Seems TLM & OXY have a PR problem and I dont know when they will move if ever. But of the two I think I might take a small position in TLM. AOG Im not sure what is holding them back. With GRL working in Indonesia , maybe the country risk will hold it back for some time.

What is the scoop on ROIL? From your spreadsheet it looks like it should be valued similar to CRK or better because of the growth. I recall some legal issues being discussed here. Next stop for me is to read ROIL's 10-Q.

CRK is expecting to have good production growth this quarter and the next. With this debt do you think CRK will reach 6 times CFPS or is a multiple of 6 more applicable to companies with lower debt ratios?
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