Global Santa Fe (GSF) (formerly Global Marine) Message Board

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Gold/Mining/Energy : Global Santa Fe (GSF) (formerly Global Marine)

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To: Stitch who wrote (1189)	2/18/1999 6:28:00 AM
From: rest42	Read Replies (2) of 2282

hey Stitch!WDC has me ouched,but Im not one to panic!I'd still be on the Titanic saying "Nah,this baby won't sink."But to GLM,I wonder at these prices,what are the companies assets worth.We must be reaching a level where if dismantled GLM's value would equal or exceed current prices.I believe the frost is off in Asia and any ramp up in the tiger economies will start to have an impact on oil and its production.I would think that if all is normal and our oil production over the last 15 months has reached a comfortable level to supply or oversupply need then any new demand on oil will reveal capacity restraints.In other words,if Asia pops,all the cutting we have been doing recently will reveal shortages in our abilities to meet renewed demand.I don't think a war is needed to get these puppies to fly,but if you want one Stitch,I'm all for it!Cause your my man!

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