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

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To: kodiak_bull who wrote (41243)4/1/2005 6:23:02 PM
From: xxreno  Read Replies (1) of 206209
 
Read up on them. Listen to Mark Papa's last presentation. The fundamentals have the potential to be tremendous. Unhedged. Growing production and reserves. Very large Barnett position. Low debt. Liquidity. Large enough for the major investors to hold. Possible (but unlikely) buyout candidate for both their NA NG and their staff. It is by far my largest position, now almost all LT.

The only thing that surprises me is that no one has downgraded them this week. I see the fact that no one has downgraded them to try and pick up some cheaper shares as a bearish indicator <g>.

Good luck.

xxreno
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