Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: isopatch who wrote (6258)	1/9/2002 7:55:23 PM
From: russwinter	Read Replies (1) of 36161

<whining and negativity about how these stocks can't rally because there's too much NG in storage> Yes, so true, I've had a full tank on the junior PMs for a year to year and half, and this is big time payoff, and looks like plenty more to come this time. But most of my current buying focus has been in NG. If I have to wait a year on that too, so what. Picked up my full position in PCX (great core company, even for conservative investors)and PEL today. The other area that's prime are PGMs, which are still kind of quiet despite a steady rally in the metals. SUF is starting to move, but not too late to get on board. In a year they will be gushing cash flow, especially relative to this market cap. And why the HELL, doesn't somebody here pick off that 50 cent offer on ARQ. I've enough, please take it. Snippet from the latest Simmons: GOM rig count 1Q/99 to 1Q/01 was up 91% GOM production 1Q/99 to 1Q/01 down 3%

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