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

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To: aerosappy who wrote (27400)	11/24/2003 2:40:07 PM
From: excardog	Read Replies (1) of 206338

<<After examining the most recent earnings release versus prior releases, I concluded that HOFF management has misled investors regarding PEMEX collection timing.>> Not sure the folks at HOFF have a clue about the PEMEX timing myself. Q2 cc I believe they were hoping/expecting before year end. As far as barge valuations are concerned I haven't a clue. That said volume is up the past couple days and I am long from the $3.80's. Last quarter was cash flow positive I believe. Better than some worse than others in this sector which remains mighty tough business wise. Who knows?

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