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

To: jim_p who wrote (67724)	6/6/2000 3:33:00 PM
From: Telemarker	Read Replies (1) \| Respond to of 95453

jim_p, regarding MNDA: FWIW, Mitchell seems to be one of those diversified business models rather than a straight E&P company. Significant processing, gathering and marketing operations. Their E&P activities represented 30% of their revenues and 46% of segmented earnings for the FYE 1/31/00. I own the stock and like the operations, but am not sure that cfps would be as appropriate a measure of value as for other E&P's on your list. The marketplace at times can seem to have trouble valuing such diversified models - PETD comes to mind. Thanks for putting TLM on the list. Also, FWIW I believe that the cfps reflected on the list is in Canadian $ and should be adjusted downward. At present, $0.6757US = $1Can, thus TLM's cfps annualized from Q1'00 would be $11.16US. Still looks quite attractive to me for the reasons which you mentioned. Thanks again. Regards,