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To: SliderOnTheBlack who wrote (46825)6/23/1999 6:57:00 PM
From: Winkman777  Respond to of 95453
 
Slider, good to see you back. Did you just "graduate"?

What do you like, besides polymers? If you have time, please share your erudition with us.

I sold almost all of my VRC (10 on average), and am now in mostly FSESX with some RIG (may buy more). With a great deal of luck I got out of FGI at 16.5. Looking for a place(s) in patch for excess cash, since I'm bullish for long term. TIA for any advice/opinions.

Aufweidersehen.




To: SliderOnTheBlack who wrote (46825)6/24/1999 2:36:00 PM
From: davedb  Read Replies (1) | Respond to of 95453
 
Sli,

What do you see that we don't with EGEO????

Thanks
Dave



To: SliderOnTheBlack who wrote (46825)6/24/1999 4:12:00 PM
From: Sam Miller  Read Replies (1) | Respond to of 95453
 
Slider I very rarely post But I am big into egeo too. Picked some more up at $1 today. They have brand new vessels that they bought using the debt that everyone is so worried about. Book value is still above $10. The new boats alone have to be worth $1 share to someone. Their management is full of experiecnced people from well know names. Only risk I see is whether Seitel relationship is strong. I think they will get some capital from somewhere to tide them over til early next year (like KEG did)