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Gold/Mining/Energy : KOB.TO - East Lost Hills & GSJB joint venture -- Ignore unavailable to you. Want to Upgrade?

To: Dave Z who wrote (3526)	7/15/1999 12:42:00 PM
From: Check	Respond to of 15703

Based on ELH alone and assuming 3TCF, (which for openers seems reasonable), KOB followed by HTP are the best leveraged plays based on yesterday's closing prices. If you were to assume the same reserves for the GSJBJV, (a bit premature, IMO), TMK wins hands down followed by HTP. If you were to go more conservative 3+1 TCF, the ranking goes HTP, KOB, ELK, WML and TMK, in that order. (Just my numbers.) CIO

To: Dave Z who wrote (3526)	7/15/1999 2:08:00 PM
From: J. Mcgrath	Respond to of 15703

Dave z, I think you have your money fairly well placed. I also believe TMK has the greatest percentage upside potential based on the amount they are leveraged and their low share price compared to the other players. Most of the other companies involved are $3+. TMK has by far the smallest float and is pretty tightly held. There have been some large crosses at just over a buck so you know they are getting ready for a good run. Best of luck for everyone, no matter which companies they own. I think there is little doubt that this is the resource play of the summer. We'll all be very happy in next little while. J.M.