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

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To: SliderOnTheBlack who wrote (75175)10/1/2000 10:18:30 AM
From: Sharp_End_Of_Drill  Read Replies (1) of 95453
 
$lider, you strike me as a betting man, so would you take me up on a gentleman's wager regarding your GLBL, PGO, and ATW picks?

I'll take:

SCSWF vs. GLBL for subsea construction
KEG vs. PGO for service (not a pure comp, but I won't buy any seismic)
PDE vs. ATW for drilling contractors

I think #1 may give you a slight edge, #2 gives me a large edge, and #3 is pretty even. Will you bite?

All at Friday's close SCSWF 14 7/8, GLBL 12 1/2, KEG 9 13/16, PGO 17 1/4, PDE 26 1/2, ATW 41 11/16.

Sharp

P.S. Out of respect for the gold story I bought some HM Jan 2002 5 calls, since buying them they have ticked up a little but the spread is so large they are now just break even.
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