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

To: SargeK who wrote (58634)	1/18/2000 10:38:00 AM
From: SargeK	Read Replies (2) \| Respond to of 95453

O/T Slider the MOUTH ! (aka: Boiler Room cretin, Liar, Manipulator, Untrustworthy, etc.) Since you choose to continue your obsession with yours truly, I suggest you read the following post to evaluate your effectiveness in your never ending campaign. >VBG< In the likelihood you respond to this post. I will link you to numerous other posts and posters WHO find MY posts credible and informative and YOURs merely harassing, maniacal, diatribe. cntr2000: "Sarge: Not everyone here is out to bash you. Your posts are appreciated. Everyone holding this stock is frustrated, and as such will vent to whomever they can find. What has happened at FGH is not your fault, and it appears that you have attempted to enlighten everyone as much as possible. Keep the info flowing whenever you have it. Hopefully within the next 12 months the appreciation will be substantial and you can laugh and say "I told you so!" clearstation.com; Have a good day SargeK

To: SargeK who wrote (58634)	1/18/2000 12:06:00 PM
From: SliderOnTheBlack	Respond to of 95453

The Sweetspot: Cold NE Weather, record crude & fresh cash - so when do we sell - err, take profits ?~!?! ...gotta love this action. We've got some major individual breakouts here. I've allways loved VTS - accumulated in the low $13's as recently as Jan 14 - at 13 3/4's on margin; the less than one week return is 14+% & a margined 28%. Lots of stories like this out there... small caps moving nicely; RGO has been real strong of late, CRK RRC moving - not a bad day, to rotate some buying power/profit taking $/cash to some laggards - HOFF has a history of popping the day after a breakout - don't ask me why ? - I'll play this as a breakot rally laggard today - lots of others. E&P's that will have huge upside earnings surprises are still very, very cheap here. Nat Gas "pureplays" like NBL EOG are simply way, way oversold - NBL an unbelieveable fundamental value here - way too cheap in comparison to its peers here. SargeK; re: FGH - relax bubba; I got this at "the" bottom and this is a technical 40%+ "bounce" play to $7 here imo; or 80% return for those with "guts of iron" who would "dare" margin play this baby here (use TIGHT stops if on margin on this one). See you at $7 ish, or so - from there - you're on your own Sarge - unless; it shows legs... technically; this is a "deadrat" bounce gimmie. $6 today ? - as I said; those late entry "SHORTS" who piled on the final capitulation HAVE TO & WILL cover here. If we get strong API's which we very easily could - we will have the SWEETSPOT DREAM SCENARIO cookin: 1. Icey Cold New England Weather - to chill all the Wall St Oil Bears 2. Crude at record highs & in the headlines ! 3. OPEC indicating they WILL extend & maintain cuts ! 4. E&P's who will CRUSH their earnings expectations & OSX expectations very high going forward in next few qtrs 5. Fresh money - not necessarially from "rotation" - but, at the very least - we are getting a "lions share" of the NEW money that traditionally flows into the market in January. 6. Nat Gas recovering with the Weather. 7. Technicals ! - new highs & breakouts from the OSX & Individual names - when SLB HAL & BHI get on the wagon - look out ! **** Never to early to start thinking about "profit taking" - yes, you have to SELL (the dreaded "S" word) to make money folks... and when I see virtually everything (above) clicking on all cylinders - I start looking for profit taking opps & rotation ideas. remember last year we had a big Jan breakout only to be quickly followed up by a hard selloff - so; be nimble & don't be afraid to at least take "some" profits & perhaps rotate to laggards - with less downside/profit taking potential here - but, staying fully invested. - this has worked for me of late... We still have lots & lots of laggard, rotation plays here. I am presently only looking to take profits & rotate on individual one-two day major breakouts. On margin here & if I get some one day 10-12% pops - GONE ! HOFF looks like a rotation play today; watch this puppy pop 10% tomorrow... allways does ?!?! HOFF is the "Day After" pill for OSX traders - don't know why, just allways seems to follow this pattern. I dont follow MAVK closely, but also lagging the move here. I really love NBL here - BR & APA will get big moves & NBL and EOG will get action as the Institution's next choice when APA & BR move too far - too fast & separate in fundamental valuation multiples imho. I think NBL is cheaper here than EOG fwiw. UPR - will at the LEAST hit its 2,3 time prior resistance of late at $16 - a 20% trade looking like a chip shot as well. Small caps - RRC CRK - have easy 25%+ coiled spring moves here. TMR & RGO allready moving pretty well. **Trading/rotation/laggard ideas anyone ? This is CRUNCH TIME people - lets hear the register ring baby - selling "some" PGO - VTS on nice margined breakouts here... and everything I have - IS FOR SALE here ! I may take the damn day off today - yessssssssssssss, does this feel good or what ?

To: SargeK who wrote (58634)	1/18/2000 2:14:00 PM
From: ramcc54	Respond to of 95453

SargeK, looks like we are getting some action today on FGH. The FLC I picked up a couple of weeks ago is working out as well. What do you think of UFAB?

To: SargeK who wrote (58634)	1/18/2000 10:54:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

SargeK re: having a "clue" on FGH SargeK - not trying to engage in another food fight here; but ... I have been pretty open about trading FGH on purely a "mercenary" basis & it being "technically" oriented. What does amaze me; is that YOU and many here still have NO CLUE as to what is going on with FGH. I have not read one single post on Yahoo, here, or anywhere where ANYONE has commented accurately on what is going on with FGH !?!? ------------------------------------------------------------ SargeK; you made these comments this a.m.: <<Is the shipyard business picking up drastically? . . . Yes !!! Is FGH going to be the biggest player? . . . Yes!!! All you longs keep the faith, the shipyards shall rise again.? messages.yahoo.com; ------------------------------------------------------------- "Shipyards" huh ? THE story with FGH here is that they are "speculated" to be in the process of likely selling most, if not even all the "shipyard" business assets/yards that they purchased from HLX & are ONLY retaining assets/yards/personnel - who are related to the Rig Construction business ! All of the benefit of this "diversification" talk is no longer germane imho if this is true - and per Merrill's talks with FGH, it sounds like it is to me. So, Sarge - I would save all the talk about the "ship building business", the connections to "Trent Lott" etc. This is why Dane is gone - he's from the shipbuilding side - and it doesn't sound like the new FGH is going to be building too many ships ! - hence; no need for Dane ! They just spent big bucks on a merger with a damn shipbuilder - to buy the rig construction portion of the business ?!?!?!? This would be like BP/Amoco buying Chevron for their mini - markets; then selling off all the E&P assets ! Why buy a "Supreme" Pizza & pay triple the price with all the toppings - if all you wanted was the crust ? In the opinion of many; the only way FGH, or JL come's out of this positively; is "IF" they sell these assets at a significant profit. That may be difficult; given the necessity of FGH trimming expenses & overhead quickly in light of the potential loss of significant cash flow from the arbitrations. Merill has publically stated that in their talks with FGH; that they "believe FGH intends to sell many of the vessel construction & repair yards that made up the BULK of the Halter Marine's non-rig construction business." SargeK; you owe it to all the "Spamophiles" out there; to at least have a basic, elementary understanding of what FGH is doing - and perhaps WHAT business they will be in - in the future(ROFLMAO)!?!? Shipbuilding huh ? Jones Act Double Hull Tankers ? Trent Lott's help ? Government Ship Contracts ? Diversification from the highly cyclical Rig business ? ...play the technicals; because untill a lot of questions are answered & untill FGH wins those arbitrations - this is "gambling" - because 99.9% of individual investors/posters on FGH don't even have a clue what damn business they are in, or going to be in (VBG)... let alone what's going on... why Dane's gone etc. But; then again - maybe ole' JL's crazy like a fox... Wonder who's going to be buying those shipyards ? Wonder if Dane will resurface in a spinoff ? - just speculating ? Wonder if the FGH shareholders will get "top dollar" for the spinoff - or, potentially "IF" the Rich - get Richer on this deal as well ? - just speculating , but food for thought isn't it ? One hell of a lot of money "could" be made by "someone" here - depending on the prices paid - right ? I am positive that no one would be shuffling these assets out at "attractive" prices for the "new" buyers, would they ????? Maybe ingeniously; the "shipyards" will come public as a new entity later on ? Wouldn't that be interesting ??? ...and won't all the shareholders be needing tanker loads of preparation H to recover from this latest "deal" ? Are the Barbarians at the gates ?