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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: SliderOnTheBlack who wrote (43928)5/4/1999 10:15:00 PM
From: Think4Yourself  Read Replies (1) of 95453
 
Anyone, please feel free to comment on my logic below. I would very much like to know if my reasoning is flawed.

Well Slider, I must admit you have influenced my trading today. While not selling, most of my purchases were small E&P players with heavy natural gas exposure. This for two reasons:

1. These guys have not risen much, but are highly leveraged AND can immediately take advantage of higher prices. Translation: return to profitability this quarter.

2. The high depletion rates of natural gas wells is constantly coming up in my mind. With the big boys not drilling and the little boys ARE drilling, the little guys are going to benefit BIG from the inevitable coming shortage.
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