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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: EL KABONG!!! who wrote (33864)5/18/2003 3:56:58 AM
From: smolejv@gmx.net  Read Replies (1) of 74559
 
>>IF the price of natural gas rises (as expected) << what can go wrong with this assumption? Recession? I dont think J6P would be ready to freeze his behind through it...

Did sensitivity study on Jay's numbers (just for Enervest). Seems like 1% increase in prices gives cca 2% in IRR. General price inflation makes much less dent...

EDIT: Re Can$ / US$ exchange rate: "The swings of outrageous fortune" will probably not be excessive in the future. What does the crystal ball say?
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