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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Think4Yourself who wrote (73253)9/13/2000 11:52:36 AM
From: MetalTrader  Read Replies (3) of 95453
 
although I keep sitting on my hands as far as putting new money to work in the sector...TLM valuation and catalysts look rather good.

3.2 x 2001 cash flow with industry average 5.3.

Even with company aggressively increasing capex, there will be cash for a stock buyback which makes sense if the relative valuation doesnt improve.

management presumably wants to continue to participate in consolodation opportunities but needs to have an increased value currency. In my mind makes odds that the valuation will rise a good bet.

Sudan will eventually resolve.

mt
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