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

To: k.ramesh who wrote (66935)	5/24/2000 3:08:00 PM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

k ramseh - nice list/ Jim L - did we just nail the NAZ bottom ? .. or just wishfull thinking ? ramseh - VTS is one of my very old fav's as well. I wish it would give me a chance to buy it back - sold on the big move to $20 and cant catch it here. Look at how far & fast it moved in 97 & 98. Good point on the Canadian plays - same reason I like Euro plays like PGO and some Euro Telcom plays in tech. VTS was one of THE stars of the last cycle - people do not realize how fast Seismics flow profits to the bottom line here - those data sales will ramp shortly - another reason I love PGO here. Nat Gas - I am becomming less & less skeptical of not being able to maintain these price levels... but, I won't chase, or hold the lg cap - higher multiple fav's like EOG NBL APC APA here - I like the midi's; BSNX is virtually my only real large NG play - bits of THX, nibbled some SFS, FST, got some NEV for Crude leverage - but 80% of my NG & E&P play is all on BSNX today, since I bought heavy today at $15 damn bucks - when it sold for what ? - $24 with $2.80 Gas ?!?!?! - let them show the analysts the production #'s come Q3 & Q4 and this is THE "to the Moon - Alice" NG play imho. I love it... and they have some hi-impact off shore drilling working. Easiest 50% upside mover in the stocks trading at $12-$15 and higher imho and the most downside protected given their ultra - pristine balance sheet. That is what makes BSNX special - their balance sheet. If/When they give the street 2-3 qtrs of upside expectation surprises in production - they go to a premium multiple and easilly could be a $30, even $35 stock by early-mid 2001 if the NG story stays intact. JimL - if we nail the NAZ - lets open a Hedge Fund - I'll let you do the PR - I'll just trade & research (VBG). Maybe jim p can shake some cash loose outta his ole banking buddies to bankroll us ? I bought a $h!^load of FLC today - by far my biggest holding in some time; that dayrate post by Terry D; is something that I've been hearing and if is anything like what happened in 1997 and especially in 1998; offshore drillers could just go nuts upon Q2 reporting - just go nuts ! Crude up $1.22 today - YOWSER ! what a day.... I bought more $ in stock today - than any single day I can recall - both Tech & Oilpatch. My cash went from being defensive to pretty damn offensive today... we shall see.