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To: JungleInvestor who wrote (57618)	12/30/1999 2:20:00 PM
From: Roebear	Respond to of 95453

JI, Thanks, very interesting post! Best Regards, Roebear

To: JungleInvestor who wrote (57618)	12/30/1999 2:37:00 PM
From: BigBull	Read Replies (1) \| Respond to of 95453

Jungle, I think it is important that the exact wording be placed up front and in completely open view so that people may be aware of just how contrary such news, (if true) is to some recent independent analyses recently posted here and on other threads. Some blip <g> "..., orders are picking up and inquiries are accelerating. Requests for bids are accelerating from a high level. Bids asked for and made but not yet awarded now are at unprecedented levels. UNIFAB now believes there will be effectively no available shipyard space at UNIFAB or in the industry by mid calendar year 2000. Many contracts will probably have to be withdrawn after the first surge of contract awards due to lack of capacity within the next six months." I love the smell of backlog in the morning - smells like VICTORY! <g>

To: JungleInvestor who wrote (57618)	12/30/1999 2:52:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Jungle - best and maybe the "only" post of substance on the fabs in months (VBG) ! Seriously! Buying UFAB as we speak - thats all I needed. Now, why cant Kelly Miller of MEXP learn from CEO's like Dore, Beard, XTO's Bob Simpson etc... * damn, maybe, just maybe - some more of those FGH shorts will cover, the company will post some real news, and they'll "Show them the money" come qrtlry time ? Maybe we see $5 before we see the qtrly however (VBG) ? - I think UFAB is the safer bet TODAY fwiw and I'll wait for $4 7/8ths FGH (VBG) untill I see something to change my mind. My mind is still open - but they MUST show me the money first.... hell $4 7/8ths back to $7 3/8ths by the end of 2000 would be a respectable 50%+ return ! Actually - I am kidding on "got MEXP ?" - no need to hype my small position of 30 x SargeK's net FGH holdings (VBG) - but, "Got CRK ?" may be very realistic... this little mite is firing on all cylinders and have a huge increase in both cap ex spending & drilling activity here during Q4 - should be great news coming in the qtrly imo. Old hedges expired, production turning around, drilling hits & cheap, cheap, cheap. RRC - look at the NET Institutional buying all during the last 3 mos , not huge, but the fact that they were buying & not selling - is a biggie imo. yahoo.marketguide.com I like to see Institutions acquire shares during a 50% blow off - all the way down; RRC looks technically supported here imo. Range has been very, very good to me and it has more than a few Analysts pounding the table on it as well - including one of the most negative & toughest "b@$tards on the Street fwiw... There are times to buy, times to hold & times to sell the volatile RRC; its time to buy - bank on it. TMR on that same marketguide link; had a 2:1 Sell by the Institutions - pretty substantial actually - BUT ! I see, feel and smell capitulation on TMR, especially on the Yahoo thread, where selling their euphoria and buying their gloom pays dividends (VBG) - a technical and an emotional bottom imho;and a nice bounce play at the VERY least; CRK RRC MEXP - I hold for a while; TMR looking for quick & easy $...

To: JungleInvestor who wrote (57618)	12/30/1999 3:19:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 95453

Yes, I agree. Boom 2000 - You ain't seen nothing like it. FYI -- NASDAQ up 12% Dec. 10 (When The Dog published the 'Ten Feet Tall and Bullet Proof' article in ODB.) to Dec. 30 mid-day. OSX up 17% in same time period. big atoffshore.com

To: JungleInvestor who wrote (57618)	12/30/1999 5:11:00 PM
From: upanddown	Respond to of 95453

The marine construction industry, particularly in the areas where independent oil companies more typically operate, has bids outstanding but not yet awarded at levels never before seen If this is true, this would be great news for all marine construction companies. FGH UFAB GIFI HOFF TCMS are all selling for no more than 1/3 of their highs during the 96-98 boom and some are selling for less than 20%. It appears we may be on the cusp of a marine construction boom as least the equal of the prior one and if these companies can return to the levels they reached then, they are all four to five baggers. John

To: JungleInvestor who wrote (57618)	12/31/1999 11:40:00 AM
From: SargeK	Read Replies (2) \| Respond to of 95453

Supply/Demand Bias Shifting for FGH With only a couple hours of tax-selling remaining, it appears that Bargain Hunters and buying support from Longs (who are now reestablishing positions)relinquished last month for the '99 deduction are meeting the challenge of last minute tax sellers. It also appears that 6 5/16 ( the all time low set on Dec 23rd) marks the turning point for the expected turn around and the trend from that level should continue UP. While the demand side might be expected to accelerate; the supply is expected to weaken - possibly sharply. The BIAS should almost definitely be on the BUY side beginning Monday (since tax selling pressure will be behind us). FGH/IR says backlog is sizable, inquiries are pouring in, and other issues which have clouded the company for months are generally expected to be resolved over the next few weeks including announcements of NEW ORDERs. FGH/IR is expecting to release favorable news the first part of next month (I expect - next week). Happy New Year, Good luck and fortune to all SargeK