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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Gary Burton who wrote (46245)	6/10/1999 9:11:00 PM
From: Mark Adams	Respond to of 95453

Sterling might become weaker with the British lowering their interest rates, but I doubt that would be material. Their Current ratio, per yahoo's profile is > 4, which I like. TMAR and HMAR score lower on this measure, yet seem to be in the same subindustry (but greater exposure to the Gulf). Price to Book near 1, and Price to earnings near 6 suggest lower earnings to come, but I believe their revenues are more stable due to longer term contracts, possibly associated with the North Sea market. If this is a valid position, then they may be the 'baby thrown out with the bathwater'. I know it's traded up over the past week or two, so this might just be some profit taking. I just don't like to see the divergence (strength in the large cap OSX contrasting weakness in thinly traded issues).