Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (53141)	9/10/2004 12:06:59 AM
From: Cogito Ergo Sum	Read Replies (1) of 74559

Jay NG is less of a concern with Viking... (35% of production approx) It's pretty oily. BTW it's light in the hedge department too... A double edged sword as you know... So far they've been lucky.. but yes whither energy prices is the question... If Frank P is correct on his 20$ oil call VKR.Un will suffer... if we get 100$ oil I've reap a plenty ... but I'll be very happy if it just stays in the current range... Viking is my largest trust position as I bought a lot of the last offerring. Paramount is my second largest and I concur with EP. pay your nickel and take your chances ... Gambling Cat...

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