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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: jim_p who wrote (82579)12/24/2000 11:59:49 AM
From: Tommaso  Read Replies (1) of 95453
 
Now that I have got you on the line, so to speak, what is your latest thinking about BELW?

I gather that one way of looking at it is that the company's price is being held down by its having hedged most of its production at very low prices, but that its gas holdings make it a very attractive takeover candidate. Is that how you see it?

I don't own any yet. Just got my attention drawn to it by that Barron's piece.
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