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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Tommaso who wrote (6846)2/21/2002 10:14:15 AM
From: Frank  Read Replies (2) of 206121
 
Tommaso--I'm betting a substantial part of my net worth that the increased production you mentioned was related to skimming off the cream with the easy to drill prospects. These companies took advantage of high prices to exploit most drillable sites, perhaps even damaging them. Now that many of these sites are rapidly depleting, the need for new prospects will become increasingly apparent. Hence, my bets on seismic (PGO/ VTS/ SEI) and sundry other areas--including compression (HC), environmental (NR),and deep land (GW). This approach will involve patience as the drama plays itself out--but I am committed to testing this hypothesis with about 65 % of my portfolio--good luck--Frank
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