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

To: Think4Yourself who wrote (68365)	6/16/2000 7:59:00 PM
From: BigBull	Read Replies (1) \| Respond to of 95453

JQP, here are some very interesting articles out of the Arab press about oil policy, I thought you and thread may be interested in: arabia.com\|22483,00.html arabia.com\|22705,00.html arabia.com\|22291,00.html

To: Think4Yourself who wrote (68365)	6/17/2000 12:49:00 AM
From: BigBull	Read Replies (2) \| Respond to of 95453

JQP, Re MDR. Yes many on the thread are aware of the incredible value MDR represents. 1. Priced way below book 2. An utterly absurd PSR; .23? (c'mon, that's ridiculous) 3. Just entering the up phase of it's sub cycle. 4. Over $3/shr in cash. 5. Very reasonable debt level. 6. Contracts coming in, with both Shell and KMG. 7. J Ray alone is worth more than current price. 8. The rest of the businesses are FREE! As I've stated I think this stock is coiling now. I wonder what the catalyst will be that unlocks the value? B&W settlement? More orders? Analyst upgrade? What? Care to speculate? How about you Razor? TIA Bull PS Something to think about: If the judge lets B&W live, this could become an incredible China play. Over 95% of China's eletric plants are coal fired and dirty as the Devil Himself. As China makes the very long transition to NG (probably decades in the making)don't you think just a few scrubbers will get ordered. Boy, if I was the Attorney handling B&W, I'd sure throw in the "save 1.3 billion Chinese from lung cancer and emphasema" argument!