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Gold/Mining/Energy : Harken Energy Corporation (HEC)

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To: AARON DIDICH who wrote (2327)1/10/1998 11:25:00 PM
From: Gabriela Neri  Read Replies (1) of 5504
 
I just want to second that the dicussion concerning Faulkners comments was excellent and very productive and value added commentary. I really mean it. You guys are good thinkers and I appreciate you thinking your thoughts out loud on the thread. I happen to agree with your logic about potential takeovers. And I also agree that 3 investment firms paid quite a handsome sum just to get a sliver of the action-this is very significant and has not been fully appreciated in terms odf the price of the stock, IMO. You can bet they have studied information not available to the public at large. Doesnt mean they are right, but it does signify that specialized investors with a good amount of expertise have given the contract area a big time thumbs up. This crappy market we are in currently is providing a big time opportunity to get in early on this play. As form the violence question, it is a relevant one, but not yet too important . The risks of doing business in Columbia , I think, are factored into the price. Lets face it, if this type of play were located in the US, the stock price would be a lot higher, notwithstanding lower cost structure in the US.
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