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: SliderOnTheBlack who wrote (70686)	8/10/2000 10:20:06 AM
From: Jon Cave	Respond to of 95453

Market sentiment is changing here. Perhaps a little tech money is moving to the energy sector. The XOI index is moving and is above 500 again. Looks like TX is on the move along with some of the other integreted oils. This has to bold very well for the OSX issues also.

To: SliderOnTheBlack who wrote (70686)	8/10/2000 10:59:52 AM
From: jim_p	Read Replies (3) \| Respond to of 95453

Slider, The following list is updated as 9:38 am today and has 51 of the 66 companies updated for 2Q results. I've changed the DCFPS multiple from 8 to 6 since we have had historically high oil and gas prices in the 1H 2000. Since the headings don't line up they are as follows: 1. Stock price 2. 1Q or 1H annualized cash flow 3. Price/DCFPS 4. DCFPS times 6 5. Adjusted stock price using 6X cash flow 6. % increase or decrease in stock price 7. Leverage 8. Market Cap 9. Analyst rating as of 8/8/2000 10. Change in rating since 7/28/2000 11. 2Q 2000 vs. 2Q 1999 production growth 12. 1Q 2000 vs. 2Q 20000 production growth 13. Net change in Instructional ownership as of 7/28/2000. 14. Change in net instructional ownership from 7/18 vs. 7/28 15. 1999 finding cost per $BOE 16. Percent of current production is NG. Enjoy KCS $1.44 3.40 0.42 6.00 $20.40 1318% 151.02% 42 0.00 0.00 -14.29% -2.33% -1.20% 0.00% 81.17% MEXP $1.41 1.24 1.13 6.00 $7.44 429.16% 53.00% 18 3.00 0.00 -24.00% -5.30% 0.00% PANA $2.24 1.44 1.56 6.00 $8.64 285.71% 121.62% 0 n/a n/a 15.39% -13.34% -0.07% 0.00% 62.91% WZR $2.94 1.72 1.71 6.00 $10.32 251.26% 68.64% 26 n/a n/a -29.00% 2.70% 0.20% RRC $3.69 1.94 1.90 6.00 $11.64 215.62% 77.57% 148 1.86 -0.14 -24.00% 0.67% -4.2% -2.60% $3.55 73.40% TMR $5.13 2.56 2.00 6.00 $15.36 199.71% 81.80% 239 2.29 0.00 9.00% -5.02% -1.40% 0.50% $5.58 55.00% EEX $5.50 2.62 2.10 6.00 $15.70 185.45% 55.00% 236 1.86 -0.14 -1.64% -6.64% 4.10% 8.60% $13.54 77.05% BNO $2.19 1.00 2.19 6.00 $6.00 174.22% 105.59% 65 0.00 0.00 -11.80% -0.70% 0.60% BELW $8.44 3.72 2.27 6.00 $22.32 164.52% 74.27% 117 1.67 0.00 5.00% -3.30% -0.80% $3.44 BOG $8.31 3.12 2.66 6.00 $18.72 125.19% 80.71% 258 1.25 -0.08 11.00% 4.43% 1.10% 0.30% $4.53 62.88% EPEX $2.88 1.06 2.71 6.00 $6.36 121.22% 14.47% 26 1.25 0.00 20.37% 15.53% -4.00% 0.00% $10.55 79.22% ROIL $6.63 2.42 2.7 6.00 $14.52 119.17% 31.81% 142 1.33 0.16 21.00% 4.00% 0.30% 0.20% 62.24% GRL $8.25 2.92 2.8 6.00 $17.52 112.36% 22.04% 725 1.50 -0.17 -2.90% 0.42% 0.70% -0.60% 57.08% TLM $33.19 11.11 2.99 6.00 $66.66 100.86% 37.66% 4,577 1.10 0.00 43.00% 1.47% 2.90% -0.90% 39.28% DNR $5.63 1.78 3.2 6.00 $10.68 89.87% 64.41% 258 2.00 -0.25 22.00% 2.00% -1.40% 0.00% $1.83 24.37% KP $16.00 5.02 3.2 6.00 $30.12 88.25% 38.41% 186 1.00 -0.33 2.82% -5.51% 6.90% 0.50% 60.80% GOU $5.00 1.56 3.2 6.00 $9.38 87.68% 60.23% 1,748 1.64 0.00 -17.85% 2.95% -0.50% 0.20% 43.09% CRK $8.38 2.60 3.2 6.00 $15.60 86.27% 63.28% 213 1.64 0.00 6.00% -2.60% 2.10% -1.00% $5.34 72.11% MHR $6.00 1.85 3.24 6.00 $11.10 85.00% 82.92% 121 1.33 -0.17 7.00% -5.50% 0.60% 0.00% 70.58% KWK $7.75 2.33 3.32 6.00 $14.01 80.73% 76.95% 142 1.40 0.00 43.65% 10.10% 0.30% NEV $16.81 4.92 3.4 6.00 $29.52 75.58% 67.33% 296 1.71 0.00 -5.00% -2.40% 4.70% $1.10 HSE $29.75 8.22 3.6 6.00 $49.32 65.78% 75.74% 581 1.38 0.05 14.00% 3.07% 2.60% -2.00% $2.95 79.35% TXLI $7.19 1.98 3.6 6.00 $11.88 65.28% 31.53% 48 1.50 0.00 49.71% -1.34% -0.70% 0.00% 42.75% PXD $12.47 3.40 3.7 6.00 $20.39 63.55% 67.88% 1,243 2.09 -0.04 -23.57% 2.74% 0.60% 4.00% $2.21 47.24% OXY $20.44 5.56 3.67 6.00 $33.38 63.34% 54.80% 7,534 2.19 0.00 13.00% 45.45% 0.70% 1.20% 38.30% SFS $11.38 3.06 3.7 6.00 $18.36 61.41% 48.05% 2,074 1.48 0.00 35.29% 2.68% -1.00% -1.70% $6.56 52.00% CHK $6.69 1.76 3.80 6.00 $10.56 57.89% 125.65% 792 1.50 0.00 1.63% 0.54% 4.30% 1.20% $4.02 86.00% POG $19.69 5.18 3.8 6.00 $31.08 57.86% 43.66% 334 1.50 0.00 8.00% -3.00% 3.10% 3.20% $1.07 77.00% AOG $39.13 10.02 3.9 6.00 $60.12 53.66% 44.80% 5,579 n/a n/a 14.00% 1.00% 0.00% 0.10% 77.93% OEI $13.69 3.39 4.0 6.00 $20.35 48.67% 55.00% 6,530 1.39 -0.13 -28.00% -10.00% 7.50% 4.20% $5.13 50.00% VPI $19.44 4.74 4.1 6.00 $28.44 46.31% 48.85% 1,215 1.28 0.00 19.19% 5.23% 2.80% 0.80% $1.18 31.14% BSNX $16.25 3.96 4.1 6.00 $23.76 46.22% 16.00% 301 2.14 -0.09 -25.00% -12.00% -2.10% 0.30% $6.83 76.00% KMG $59.06 14.27 4.1 6.00 $85.63 44.98% 56.70% 5,560 1.97 0.06 10.67% -1.57% 9.00% -1.90% 31.54% BEXP $2.19 0.52 4.2 6.00 $3.12 42.60% 94.42% 37 2.00 0.00 2.20% 3.13% 10.20% 0.00% 66.00% THX $23.56 5.40 4.4 6.00 $32.40 37.50% 46.09% 686 1.88 0.00 11.00% 0.20% 0.40% -0.10% $6.52 97.31% XTO $21.19 4.82 4.4 6.00 $28.92 36.49% 77.89% 976 1.50 0.00 -3.02% -4.59% -0.70% 2.10% $4.23 92.00% UCL $32.94 7.26 4.54 6.00 $43.56 32.25% 54.47% 7,999 1.66 -0.09 5.20% 0.20% -1.10% 0.10% 65.48% PPP $21.00 4.49 4.7 6.00 $26.92 28.21% 57.00% 848 1.94 -0.12 68.22% -2.25% 3.70% 0.30% 97.31% CID $19.25 4.02 4.8 6.00 $24.12 25.30% 5.13% 312 1.14 -0.11 -11.79% -5.10% -1.10% 0.00% 73.49% SFY $25.56 5.28 4.8 6.00 $31.68 23.93% 40.45% 534 1.62 0.00 2.00% 2.77% -1.90% -2.30% $7.40 64.00% AXAS $2.31 0.48 4.84 6.00 $2.86 23.87% 94.57% 0 3.00 0.00 -23.16% 6.30% -1.40% $3.15 MARY $38.81 7.92 4.9 6.00 $47.52 22.43% 6.08% 542 1.25 -0.02 78.25% 3.86% -0.50% 0.50% $3.25 73.50% PRZ $22.25 4.45 5.0 6.00 $26.67 19.89% 67.87% 295 1.00 0.00 n/a 0.00% 0.00% FST $13.06 2.61 5.0 6.00 $15.64 19.75% 49.96% 699 1.65 0.00 -14.00% 1.92% -7.20% -1.60% 70.73% APA $56.94 11.36 5.0 6.00 $68.16 19.71% 43.00% 6,475 1.66 0.03 26.00% 0.61% 3.80% 0.30% $5.94 50.00% COG $17.56 3.42 5.1 6.00 $20.52 16.84% 53.78% 439 1.83 0.00 -7.12% -4.00% -0.60% 0.50% $5.49 92.00% EOG $34.13 6.58 5.2 6.00 $39.45 15.62% 45.00% 4,005 1.38 -0.05 -8.15% -3.88% -3.10% -0.40% $4.86 99.00% PLX $16.75 3.23 5.2 6.00 $19.36 15.59% 91.14% 301 2.00 0.25 11.43% -5.20% -3.50% $0.68 ESNJ $3.00 0.58 5.2 6.00 $3.47 15.56% 30.91% 57 1.00 0.00 n/a 3.40% 0.00% CWEI $34.31 6.53 5.3 6.00 $39.16 14.14% 29.62% 315 2.33 0.00 18.04% 32.28% 0.50% -0.30% 37.55% BR $37.00 6.94 5.3 6.00 $41.64 12.54% 45.00% 7,966 1.62 0.10 2.00% -7.00% 4.20% 1.10% $4.22 93.00% LD $31.00 5.73 5.4 6.00 $34.36 10.85% 59.09% 1,258 1.72 -0.14 4.00% 2.30% 5.80% 0.30% $4.23 87.27% NFX $36.19 6.50 5.6 6.00 $39.00 7.77% 36.36% 1,537 1.63 0.00 21.00% 12.00% 3.00% 3.40% $6.18 77.00% NBL $33.13 5.93 5.6 6.00 $35.58 7.41% 41.00% 1,845 1.65 0.00 -20.00% 3.20% 1.90% $2.13 DVN $52.00 9.23 5.6 6.00 $55.37 6.48% 45.06% 4,503 1.26 0.03 111.00% 1.06% 2.00% -0.20% $5.20 BRR $30.81 5.42 5.7 6.00 $32.52 5.54% 50.52% 1,005 1.58 -0.19 14.00% -2.65% 2.30% 1.40% $3.09 95.00% SGY $57.00 8.48 6.7 6.00 $50.88 -10.74% 27.63% 568 1.35 0.04 12.00% 7.00% 0.20% -1.80% $8.18 67.73% TMBR $21.50 2.92 7.4 6.00 $17.52 -18.51% 15.00% 76 1.78 -0.10 34.00% 2.30% -0.70% $4.21 PQUE $2.56 0.32 8.0 6.00 $1.92 -25.09% 21.61% 35 1.00 0.00 52.00% -0.39% 10.10% 0.20% n/a CRZO $6.88 0.80 8.6 6.00 $4.80 -30.18% 43.76% 117 3.00 0.00 69.00% 7.00% -0.80% 0.00% 80.00% EEE $2.06 0.24 8.6 6.00 $1.44 -30.20% 39.98% 272 n/a n/a 23.00% -1.90% 0.30% CPE $15.25 1.53 9.9 6.00 $9.21 -39.62% 44.48% 187 1.10 0.02 -11.98% 0.30% -0.80% $3.40 PENG $36.00 3.42 10.5 6.00 $20.51 -43.02% 0.00% 305 2.33 0.00 25.02% 2.75% 3.50% 0.30% 79.07% APC $54.13 4.75 11.4 6.00 $28.52 -47.31% 50.00% 13,125 1.41 -0.11 15.45% 7.58% 5.50% 1.40% $4.87 70.52% MMR $11.69 0.96 12.2 6.00 $5.74 -50.89% 33.96% 143 1.83 0.00 -7.45% 2.20% 2.10% OIL $43.88 2.78 15.8 6.00 $16.69 -61.95% 43.72% 1,586 1.88 0.13 -5.31% 9.25% 13.60% 0.00% 0.00% Average 19.22 4.102 4.74 6.00 $24.61 78.40% 54.27% 1,522 1.62 -0.026 10.27% 1.71% 1.46% 0.344% $4.40 66.09%