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

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To: GREENLAW4-7 who wrote (18043)	2/9/2003 11:31:24 AM
From: GREENLAW4-7	Read Replies (1) of 206121

One last point, how can we sustain 5-6 NG? Is it that you believe shoulder season will be weak? Lets consider that I am wrong, and NG storage does not replenish itself, where do you see the product going? Either way you have to make the argument as Que correctly states that the play of current shortage is on FUTURE equity pricing. Future that I believe won't come until early next fall. So this gives me plenty of time to buy equities to take advantage of a possible surge next fall. Currently I don't see any rush to go long these issues. For the record OSX could consolidate as I stated before in the 65-85 area for a while before a sustainable rally kicks in. This will not happen until Late summer or early fall. The problem with that scenerio of tight supplies holding through spring and summer, is what happens if crude crashes w. the other energy complex? Will the NG plays be held for the squeeze into the fall?? Its a question that I cannot answer yet. So, my plan simply is to allow the market to dicate which trade to make, and currently its a sell on the energy sector. Good luck! you make excellent points as does QUE on why OSX may be the place tobe but clearly its not now, it later in the year.

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