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

To: BigBull who wrote (62218)	3/15/2000 4:42:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Was that EEX & ETP partnered with APC on all those leases !?!? Time to buy mo EEX & ETP - let the "Brains" at APC save your ass Tom Hamilton...- smart move. Post Patrol - FLC at $12 will take a lot more than OSX 90 ?!?!? - Cliffie, you lost some credibility on that - now you're sounding like Cartman & just pulling #'s out of your a$$ (VBG). FLC would be near $14/15 @ OSX 90 imho - it would take OSX 80ish to take FLC to $12 - and it will never get there - that Press release from GLM today was a cold reality slap in the face - one that I have been dying to see ! The fundies have just made a paramount turn for the drillers - Q2 is ALLWAYS a major move - and nothing has changed here. Did I say I loooooooooooooooooooooooooooove the shallow water GOM - "laggard/retraced" drillers here - FLC GLM + little DO thrown in. FLC with a $50 price target - Roebear, I may get that Hummer, or Landcruiser on the back of ole' Falconeddie just yet... Cliffie - don't miss the boat - That Crude is still $27-30 here this close to the OPEC meeting is PHENOMENALLY BULLISH - it exceeds anyone's expectations - buy it - don't miss the mail truck on this one Clifford ! Your point is well taken on the triple witching phenomena - buy be poised to leverage it imho. good luck Happy as a pig in $hi^

To: BigBull who wrote (62218)	3/16/2000 12:29:00 AM
From: upanddown	Read Replies (1) \| Respond to of 95453

Bull I'am witcha on PGO. Not sure whether the selloff was prompted by the Duff & Phelps rating on the debt issue. biz.yahoo.com BBB - is that junk???...the accompanying text was pretty positive. Here's another kicker you get with PGO besides the FPSO's. SPNX - Spinnaker Exploration - which was an important bidder in this sale and also the previous sale. This was an IPO last fall. It dipped below the offering price and I took a hard look and didn't bite since it was hard to understand the financials. Dumb move...it has since doubled. My read is that this outfit has MAJOR ambitions to be an important player in the Gulf. PGO (thru PGS...the Oslo end of PGO...weird corporate structure..I don't claim to understand it) owns 26.4% of SPNX. It got the equity from supplying a bunch of 3-D seismic to SPNX.....no cash. PGO - more than seismic and dirt cheap here. JMO. John