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: Tommaso who wrote (87742)	2/19/2001 3:23:48 PM
From: isopatch	Read Replies (2) of 95453

Oops! The secret is out(g). Not really. All kidding aside, I've no doubt you and other folks who picked bought into the excellent LT fundamentals of LOILY are well aware of the additional appreciation we're likely to get as the US dollar weakens. This is going to be an excellent stock. Been my largest E&P since early Jan when I bumped the position up another 20%. Excellent risk/reward look on this one for the next 12 months+ IMHO. Could even see some sector money shifting to it from other E&Ps in anticipation of the El Naga startup (plus longer term $$ wanting in on the ground floor of the development of big Sudan discovery not to mention ongoing LT dev in the Gulf of Thailand). Are you adding on this dip or are you already fully positioned? TIA. Isopatch

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