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

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To: GREENLAW4-7 who wrote (39553)	2/26/2005 10:36:53 AM
From: quehubo	Read Replies (1) of 206307

Greenie contrary to what you and Profile say I see many of the OSX plays as being at a discount to forward guidance that is fairly clear. Take a look at ESV PTEN NBR NOI. If you look at what the market is saying about commodities in general the asset holders have boomed and the service companies that provide access to these assets have lagged. The present futures strip is either going to go way down or PTEN NBR are going way up. Either way PTEN NBR will be 25% higher from here before too long, its just a matter of whether there is a large sell off before hand. I no longer expect a large correction. In the near future I expect ng prices to fall <$6, but this may not play out until the first few injections arise. But if we are 25% below the expected draw on TH I will be surprised if the market disregards it.

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