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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Czechsinthemail who wrote (5142)12/15/1997 7:38:00 AM
From: Thean  Read Replies (1) of 95453
 
Baird, your analysis is pretty accurate. Don't overlook the price of natural gas. In reality the natural gas prices will have greater impact on the drillers bottom line than crude. The ratio of importance is more like 70:30. So if crude go to $15 and natural gas go to $4 (not suggesting this is likely short term), the drillers bottom line will be even fatter. Just ask Mike if there is doubt.
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