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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Broken_Clock who wrote (21598)5/6/1998 8:22:00 PM
From: Big Dog  Read Replies (1) of 95453
 
Pineapple Breath -- Forget cousins, TCMS and FGII ain't even of the same genus.

I have been to the TCMS "yard" in New Orleans. That is their Red Fox unit. They have a nice big "shop" and they are on the river. They also have a place at New Iberia I have not seen.

Do not invest in TCMS with regard to their rig services or refurb etc. If you want to see the value of TCMS, look to the transistion zone and shallow water infratstructure business. Which should be a good business.

I don't have anything bad to say about TCMS. I, too, think they look like a good buy. Nothing sexy, just solid business. But don't even dare to put them on the same planet with FGII.

Oh and dr thin -- I was at Felix's a few weeks ago when in NOLA...also at Acme. (The crawfish were disgusting...I told them they should be emabarassed to sell such terrible 'dads. She said, "Look at the name above the door. What does it say? Does it say Acme Crawfish? No. It says Acme Oysters." I couldn't argue with that.

big

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