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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (39869)	11/1/2010 7:55:19 PM
From: Mattyice	Read Replies (1) of 78782

Congrats EKS, I heard the news at about 7am this morning and thought of you, and if a blackberry could operate the damn internet i would have sent congrats sooner I am actually over in the Haynesville shale these past two weeks for meetings. XCO is building out there assets exponentially and it is truly remarkable, not only that but the execution seems to be better than other operators in the area including the company i trade for... very interesting miller trying to offer a 30% premium, my gut reaction is this is worth more and he is trying to basically get a steal. After your post i wanted to buy but only around the $10 range... what was i thinking i dont know... I am curious why you are selling off your stake? Is $20 your price target? My only concern if you do decide to stay in is the rates of decline of the cotton valley low co2 wells are far greater than what we thought and is the cost benefit of the continuation of building out there gathering lines, amine facilities etc going to pay off while also considering the competition in the area.... but giving it the eyeball test they seem to be producing at a very good economies of scale. Congrats on a very good value play that i am kicking myself for sitting on my hands

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