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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Frank who wrote (84100)1/11/2001 9:28:11 AM
From: chowder  Read Replies (2) of 95453
 
Hi Frank! So you expect GW to benefit, eh? Thanks pal! That insight came a day after I sold. (Just kidding Frank!)

The most significant of your bullish points, in my opinion, is >> (3)increased NG fired electrical generation <<

Higher demand, and on an increasingly consistent basis, is a lock since many of the new plants did not allow for switching fuels, if I recall correctly.

It's those plants that will bring me back into the patch once the futures prices settle down.

Thanks for your contributions and insights to the thread.

dabum
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