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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: upanddown who wrote (81837)12/15/2000 2:40:42 PM
From: Think4Yourself  Read Replies (2) of 95453
 
You just hit on the primary justification I used to put so many unhedged NG producers and land O/S companies in my portfolio last spring. If KEG's yards are empty and NG production isn't keeping up with demand even with the recently added 1.3 BCF/day of canadian production, what does that say about NG producers and land oriented O/S companies during 2001? It tells me the investment is a no-brainer. While the stocks will fluctuate the general direction for stock prices in the next year is clearly up.

Then there is the steadily increasing demand caused by the new power generation turbines coming online every day, a fact that has been key to the current situation yet ignored by most bears. That trend is unlikely to change unless producers cannot adapt to the new higher demand levels. I believe they will adapt but it won't be for at least a year.

Given the current circumstances I have concerns that we will not even be able to "run" fast enough to keep up in the near term.
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