Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jim_p who wrote (68305)	6/16/2000 8:11:00 AM
From: jim_p	Read Replies (1) \| Respond to of 95453

Updated oil and gas review list for yesterdays close. No new additions, but I have adjusted the estimated DCFPS for KWK to reflect their acquisition on 3/31/00. KWK is selling at 3.00 times this years estimated cash flow, and grew production at 43% last quarter which does not include the recent acquisition that will more than double the current gas production. The leverage as of 3/31/00 does include the full purchase price of the acquisition. The company will be showing future growth rates in excess of 100% and should have additional coverage from several analyst. Enjoy, Q-1 Adj Lev Mkt Growth Inst. Percent Finding $ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Analyst 06/14 Rate Holdings Change Cost 06/16 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/14 06/06 ($/boe) KCS $1.25 2.82 0.44 8.00 $22.54 1702.94% 195.80% 37 5.0 (1.0) -24.00% -1.20% 0.00% MEXP $1.44 1.24 1.16 8.00 $9.92 590.09% 53.00% 18 3 0.0 -24.00% -5.30% -0.20% RRC $2.56 2.00 1.28 8.00 $16.00 524.39% 80.48% 100 2.3 0.0 -27.00% -1.7% 0.00% $3.55 PANA $1.47 1.08 1.36 8.00 $8.64 488.56% 121.62% 35 n/a n/a -1.76% -0.07% 0.00% WZR $3.25 1.72 1.89 8.00 $13.76 323.38% 68.64% 29 n/a n/a -29.00% 2.50% 0.00% EEX $5.13 2.65 1.93 8.00 $21.20 313.66% 55.00% 153 2.3 0.0 -2.00% -4.60% 1.60% $13.54 BOG $7.69 3.40 2.26 8.00 $27.20 253.82% 80.71% 240 1.3 0.2 8.00% 0.80% 0.00% $4.53 TMR $5.44 2.35 2.32 8.00 $18.77 245.16% 91.11% 253 2.1 0.0 15.32% -1.90% 0.00% $5.58 BELW $9.50 3.72 2.55 8.00 $29.76 213.26% 74.27% 125 1.5 0.0 5.00% -2.50% 0.30% $3.44 CRS.TO $16.05 6.09 2.63 8.00 $48.74 203.73% 53.65% 902 1.3 0.1 -7.00% n/a 0.00% RES.TO $10.13 3.70 2.74 8.00 $29.59 192.08% 31.45% 1,601 2.4 0.4 5.00% n/a 0.00% EPEX $3.38 1.19 2.83 8.00 $9.54 182.76% 14.47% 31 1.3 0.0 -27.00% -4.00% 0.00% $10.55 MHR $4.94 1.72 2.87 8.00 $13.76 178.68% 81.41% 101 1.5 0.0 15.00% 0.60% 0.50% KWK $7.00 2.33 3.00 8.00 $18.68 166.80% 76.95% 129 1.5 0.1 43.65% 9.80% -0.20% TLM.TO $34.81 11.16 3.12 8.00 $89.28 156.46% 35.59% 4,811 1.2 0.0 41.00% 3.80% -0.10% CHK $5.88 1.88 3.13 8.00 $15.04 156.00% 125.65% 823 1.8 (0.1) 2.00% 4.20% -0.30% $4.02 BNO $3.13 1.00 3.13 8.00 $8.00 156.00% 105.59% 93 n/a n/a -11.80% -1.40% -0.20% AXAS $1.50 0.48 3.14 8.00 $3.82 154.56% 94.57% 34 n/a n/a -23.16% -2.70% 0.00% $3.15 GRL $8.94 2.84 3.15 8.00 $22.72 154.21% 26.91% 786 1.5 0.5 3.97% 1.30% 0.20% ROIL $6.97 2.20 3.17 8.00 $17.60 152.56% 38.21% 118 1.3 0.3 39.00% 0.10% -0.30% GOU.TO $4.81 1.41 3.41 8.00 $11.28 134.39% 60.90% 1,680 1.7 0.0 -12.71% -0.70% 0.00% TXLI $6.94 2.00 3.47 8.00 $16.00 130.63% 35.69% 88 2.0 0.0 64.00% -0.70% 0.00% KP $16.69 4.68 3.57 8.00 $37.44 124.36% 41.29% 204 1.0 0.0 5.29% 6.40% -1.50% RGO $5.44 1.52 3.58 8.00 $12.16 123.63% 34.03% 685 1.9 0.0 0.52% -0.90% 0.00% DNR $6.19 1.72 3.60 8.00 $13.76 122.38% 64.41% 283 2.3 0.0 24.00% -1.40% 0.10% $1.83 CRK $8.31 2.30 3.61 8.00 $18.40 121.35% 65.00% 195 1.8 0.1 -4.00% 3.20% 5.40% $5.34 HSE $28.50 7.84 3.64 8.00 $62.72 120.07% 75.00% 516 1.3 0.0 16.00% 5.50% -0.00% $2.95 POG $19.06 5.00 3.81 8.00 $40.00 109.84% 45.59% 415 1.6 (0.2) 15.00% -0.10% 0.60% $1.07 NEV $19.88 4.92 4.04 8.00 $39.36 98.04% 67.33% 350 1.4 0.0 -5.00% -7.20% 0.00% $1.10 PXD $13.63 3.36 4.06 8.00 $26.88 97.28% 68.00% 1,326 2.1 0.1 -25.00% -3.40% 0.00% $2.21 BEXP $2.69 0.64 4.20 8.00 $5.12 90.51% 91.54% 36 2.0 0.0 4.00% 10.20% -0.20% OEI $14.88 3.39 4.39 8.00 $27.12 82.32% 57.00% 2,491 1.4 0.1 22.00% 3.60% 0.50% $5.13 XTO $20.38 4.60 4.43 8.00 $36.80 80.61% 77.00% 831 1.6 0.1 17.00% -2.80% -1.00% $4.23 CWEI $27.75 6.15 4.51 8.00 $49.22 77.36% 33.83% 255 2 0.0 15.50% 0.80% 0.20% BSNX $17.81 3.80 4.69 8.00 $30.40 70.67% 16.00% 322 2.1 0.0 16.00% -1.80% -6.00% $6.83 VPI $22.38 4.73 4.73 8.00 $37.84 69.11% 52.45% 1,427 1.3 (0.1) 19.00% 2.00% 0.00% $1.18 SFS $12.69 2.68 4.73 8.00 $21.44 68.99% 49.00% 1,993 1.4 0.1 63.00% 0.70% 0.10% $6.56 PPP $22.63 4.56 4.96 8.00 $36.48 61.24% 57.00% 1,006 2.0 0.1 44.00% 3.40% -0.10% THX $25.25 5.04 5.01 8.00 $40.32 59.68% 48.00% 652 1.8 0.1 20.00% 0.70% 1.10% $6.52 KMG $59.69 11.52 5.18 8.00 $92.16 54.40% 59.00% 5,530 2.1 (0.1) 10.00% 11.10% 0.70% PLX $16.81 3.23 5.21 8.00 $25.82 53.55% 91.14% 497 1.8 0.2 11.43% -0.90% 2.10% $0.68 BR $39.88 7.64 5.22 8.00 $61.12 53.28% 45.00% 9,647 1.6 (0.1) 4.00% 3.20% 0.50% $4.22 TEXP.O $6.31 1.21 5.23 8.00 $9.66 53.09% 37.07% 254 1.5 0.0 -14.00% -1.50% 2.20% APA $57.25 10.59 5.41 8.00 $84.72 47.98% 41.00% 6,695 1.6 0.1 43.00% 3.50% -0.10% $5.94 MARY $40.13 7.12 5.64 8.00 $56.96 41.96% 6.67% 552 1.2 0.1 76.00% -1.00% -1.30% $3.25 COG $23.13 3.96 5.84 8.00 $31.68 36.99% 28.67% 573 1.8 0.0 -6.00% -1.00% -1.70% $5.49 EOG $33.25 5.65 5.88 8.00 $45.20 35.94% 45.00% 3,645 1.4 0.1 5.00% -2.50% 0.90% $4.86 PRZ $26.38 4.45 5.93 8.00 $35.57 34.85% 67.87% 385 n/a 0.0 n/a 0.00% -3.40% LD $33.19 5.40 6.14 8.00 $43.21 30.20% 53.57% 1,354 1.7 0.1 5.05% 4.80% -0.90% $4.23 NBL $36.75 5.93 6.20 8.00 $47.44 29.09% 41.00% 2,253 1.8 0.1 -20.00% 3.30% 1.90% $2.13 SFY $28.56 4.52 6.32 8.00 $36.16 26.60% 40.45% 595 1.7 0.1 -9.00% 1.00% 0.00% $7.40 FST $16.06 2.50 6.44 8.00 $19.96 24.28% 54.52% 863 1.7 0.1 -14.00% -5.60% -2.00% DVN $59.50 9.23 6.45 8.00 $73.82 24.07% 43.09% 5,129 1.2 0.1 113.00% 2.70% -1.20% $5.20 ESNJ $3.75 0.58 6.49 8.00 $4.62 23.26% 30.91% 72 1 1.0 n/a 3.40% -1.20% NFX $40.31 6.00 6.72 8.00 $48.00 19.07% 36.36% 1,727 1.6 0.2 16.60% -0.60% 0.40% $6.18 TMBR $21.00 2.92 7.19 8.00 $23.36 11.24% 15.00% 603 1.9 0.0 34.00% 3.60% -0.20% $4.21 BRR $36.63 4.72 7.76 8.00 $37.76 3.10% 50.85% 1,205 1.8 (0.1) -28.18% 0.80% -1.40% $3.09 SGY $59.19 7.44 7.96 8.00 $59.52 0.56% 26.39% 1,105 1.4 (0.1) 2.54% 4.30% 0.00% $8.18 EEE $1.94 0.24 8.07 8.00 $1.92 -0.90% 39.98% 205 n/a n/a 23.00% -2.20% -0.10% CRZO $7.00 0.80 8.75 8.00 $6.40 -8.57% 43.76% 104 3.0 0.0 51.00% -0.80% -36.00% PQUE $2.88 0.28 10.27 8.00 $2.24 -22.09% 21.61% 69 1.0 0.0 60.00% 9.90% 0.00% CPE $16.44 1.53 10.71 8.00 $12.28 -25.31% 44.48% 203 1.3 0.0 -11.98% 1.10% -5.90% $3.40 PENG $35.94 3.20 11.23 8.00 $25.60 -28.75% 0.00% 305 2 (0.2) 27.00% 3.20% -0.40% APC $50.31 3.91 12.88 8.00 $31.25 -37.90% 50.00% 6,440 1.6 0.1 2.00% 4.60% 0.60% $4.87 OIL $36.44 2.77 13.14 8.00 $22.18 -39.13% 44.74% 2,131 1.9 (0.2) -18.83% 14.60% 0.60% MMR $14.88 0.96 15.55 8.00 $7.65 -48.55% 33.96% 186 2.5 (0.5) -7.45% 0.10% 0.00% Average 3.70 5.07 132.48% 55.09% 1,174 1.8 0.03 10.38% 1.20% -0.73% $4.40