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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: quehubo who wrote (16127)	12/22/2002 10:21:39 PM
From: energyplay	Read Replies (1) of 206334

Hi Quehubo - Great idea ! How about also an estimate for rig counts on June 1, and an estimate of gas storage on October 1, 2003 ? Also a peak gas price this winter and a June 1 gas price. My reason is I think the drilling response will be muted, and the gas found by the drilling won't be as plentiful, AND with decline rates increasing...we are likely looking at a multi-year bull market for gas...with higher gas prices AND higher P/E multiples as the gas shortage is not relieved. I think the bull case for Natural gas will run a long time... Resulting in a big, 2 year run up in E&P, royalty trust, and OSX prices. 2X to 2.5 X today's prices. Also the opportunity to get long term capital gains teax treatment.

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