Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Frank Pembleton who wrote (5529)	12/17/2001 8:39:36 AM
From: russwinter	Read Replies (1) of 36161

<My favorite play here is Pan Canadian Exploration (PCX)> Really agree on PCX: one of heck of a company, and keeps popping up on all my filters. Should be a core holding for anyone who wants exposure in energy. About the lowest cost producer in Canada, and discovery costs in Montana and Southern Alberta only about a buck on NG. Delivery costs are low, avoids the large royalty costs most Canadian companies are saddled with. Valuation is ridiculous for a company of this quality. I'll bet the mega caps are droolling over this one. What would you say they add to reserves from these ignored Nova Scotia, North Sea discoveries? 300 million, 500? Quick down and dirty on the NG secular play: dieoff.org The charts from the Anadarko presentation are excellent for understanding the fundamentals. Note the one where they say $3.00 is the minimum threshold for most meaningful well development: corporate-ir.net And looks like the warm weather forecast for the rest of the year sets up the entry point: grads.iges.org grads.iges.org Drilling (and future production) fading fast: biz.yahoo.com

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