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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Tulvio Durand who wrote (16981)3/28/1998 7:46:00 PM
From: Chuzzlewit  Read Replies (1) of 95453
 
Tulvio, I'll post analyses as they roll off the press. Consider carefully the implications of that hypothetical I posted and you will see why the bullish case for the sector is so compelling. As the old song goes: "Oh Lordy how the cash rolls in ...".

But notice that the critical issues are the length of the bull cycle and restraint in building new rigs.

Regards,

Paul
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