Strictly: Drilling and oil-field services Message Board

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

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To: SliderOnTheBlack who wrote (39489)	3/10/1999 8:03:00 PM
From: James Cherney	Read Replies (1) of 95453

SOTB...Integrated oils Yes I'm looking at PZL MRO with the latter holding most of my attention for the following reasons. 49% interest in the Permian Basin. Merger of down stream operations with Ashland taking a 62% stake in the combined Marathon-Ashland LLC..1.6B BOE with 57% in the good ole USofA with E&P global; North Sea, GOM, Saklin Island...MAP LLC operates seven refineries...Pipeline... and sells gas through 5500 outlets...Marathon operates the only LNG export business in the US... Cap $6.35B...Enterprise value of $9.75B (subtract cash $135MM add $3.5B LTD) BV= $14.75/share...yields 3.9% today... MAP partnership expects to shave $100MM in expenses this year I don't think Marvins Starvin<g>...I'm countin on pull backs tomorrow to get in to PZL&MRO

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