Strictly: Drilling and oil-field services Message Board

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

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To: ItsAllCyclical who wrote (84792)	1/19/2001 7:19:26 PM
From: isopatch	Read Replies (1) of 95453

JimL. Thx. I'd not seen that. Dan's a good FA man. Plays like EEE, SMOP and perhaps at some point ESNJ are the times when I'm most comfortable with deferring to the best quantitative and fundamental guys. Quite a few folks have pointed out that deals have been coming in a little below expected valuation norms during this entire up cycle. Hope Dan's on the money. Even very hi 3s a REAL nice rate of return for a 4-5 week hold(G) Speaking of suitors. I'd like to see KMG buy EEE. They're already slated to run the exploration effort on that huge block of highly NG prospective offshore Nova Scotia acreage. Heck KMG is already in for 1/2 the W.I. on that acreage. Why not go for the rest? IMHO that's the real jewel. But they'd also get all that nice foothills acreage (west of Calgary) which is right "in the fairway" of another very strong NG trend. Cheers Iso

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