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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 (70881)	8/14/2000 2:07:26 PM
From: Wowzer	Respond to of 95453

Thanks appreciate your opinion. Rory

To: jim_p who wrote (70881)	8/14/2000 2:22:22 PM
From: jim_p	Read Replies (1) \| Respond to of 95453

Here are the cash flow rankings as of 1:03 pm today. The only companies not undated are MEXP, ESNJ and MMR. EEE has not released, but their numbers were available on Edgar. WZR looked better than I expected, leverage declined from 69% to 64% and production increased 5.54% from 1Q. Selling at 1.82X cash flow. The headings 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 Institutional ownership as of 7/28/2000. 14. Change in net institutional ownership from 7/18 vs. 7/28 15. 1999 finding cost per $BOE 16. Percent of current production is NG. Jim 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 KCS $1.56 3.40 0.46 6.00 $20.40 1205% 151.02% 46 0.00 0.00 -14.29% -2.33% -1.20% 0.00% 81.17% AXAS $2.88 3.07 0.94 6.00 $18.43 541.04% 94.57% 0 3.00 0.00 -18.85% -5.25% 6.30% -1.40% $3.15 77.75% MEXP $1.44 1.24 1.16 6.00 $7.44 417.39% 53.00% 18 3.00 0.00 -24.00% -5.30% 0.00% PANA $2.19 1.44 1.52 6.00 $8.64 294.52% 96.87% 0 n/a n/a 15.39% 8.14% -0.07% 0.00% 62.91% WZR $2.94 1.82 1.61 6.00 $10.92 271.68% 64.29% 26 n/a n/a -13.03% 5.54% 2.70% 0.20% 53.99% RRC $3.75 1.94 1.93 6.00 $11.64 210.40% 77.57% 164 1.86 -0.14 -24.00% 0.67% -4.2% -2.60% $3.55 73.40% EEX $5.31 2.62 2.03 6.00 $15.70 195.50% 60.28% 228 1.86 -0.14 -1.64% -6.64% 4.10% 8.60% $13.54 77.05% KWK $8.00 3.88 2.06 6.00 $23.26 190.69% 76.12% 146 1.40 0.00 82.30% 29.55% 10.10% 0.30% 81.13% TMR $5.31 2.56 2.08 6.00 $15.36 189.10% 81.80% 248 2.29 0.00 9.00% -5.02% -1.40% 0.50% $5.58 55.00% BELW $7.94 3.64 2.18 6.00 $21.84 175.13% 74.87% 110 1.67 0.00 16.44% -3.04% -3.30% -0.80% $3.44 57.67% EEE $2.06 0.93 2.2 6.00 $5.58 170.26% 60.23% 272 n/a n/a 4.40% -5.79% -1.90% 0.30% BNO $2.13 0.90 2.36 6.00 $5.40 154.12% 105.67% 63 0.00 0.00 -7.33% 1.39% -0.70% 0.60% 99.87% BOG $8.38 3.12 2.68 6.00 $18.72 123.52% 80.71% 260 1.25 -0.08 11.00% 4.43% 1.10% 0.30% $4.53 62.88% EPEX $2.94 1.06 2.77 6.00 $6.36 116.47% 14.47% 27 1.25 0.00 20.37% 15.53% -4.00% 0.00% $10.55 79.22% ROIL $7.06 2.42 2.9 6.00 $14.52 105.58% 31.81% 152 1.33 0.16 21.00% 4.00% 0.30% 0.20% 62.24% TLM $33.69 11.11 3.03 6.00 $66.66 97.87% 37.66% 4,646 1.10 0.00 43.00% 1.47% 2.90% -0.90% 39.28% GRL $9.13 2.92 3.1 6.00 $17.52 92.00% 22.04% 802 1.50 -0.17 -2.90% 0.42% 0.70% -0.60% 57.08% KP $16.25 5.02 3.2 6.00 $30.12 85.35% 38.41% 189 1.00 -0.33 2.82% -5.51% 6.90% 0.50% 60.80% GOU $5.06 1.56 3.2 6.00 $9.38 85.34% 60.23% 1,770 1.64 0.00 -17.85% 2.95% -0.50% 0.20% 43.09% DNR $5.94 1.78 3.3 6.00 $10.68 79.86% 60.20% 272 2.00 -0.25 22.00% 2.00% -1.40% 0.00% $1.83 24.37% CRK $8.81 2.60 3.4 6.00 $15.60 77.01% 63.28% 224 1.64 0.00 6.00% -2.60% 2.10% -1.00% $5.34 72.11% MHR $6.44 1.85 3.48 6.00 $11.10 72.41% 82.92% 130 1.33 -0.17 7.00% -5.50% 0.60% 0.00% 70.58% PLX $18.00 4.98 3.6 6.00 $29.88 66.00% 92.31% 324 2.00 0.25 18.13% 6.94% -5.20% -3.50% $0.68 95.00% TXLI $7.25 1.98 3.7 6.00 $11.88 63.86% 31.53% 48 1.50 0.00 49.71% -1.34% -0.70% 0.00% 42.75% OXY $20.63 5.56 3.71 6.00 $33.38 61.86% 64.48% 7,608 2.19 0.00 13.00% 45.45% 0.70% 1.20% 38.30% HSE $31.25 8.22 3.8 6.00 $49.32 57.82% 75.74% 610 1.38 0.05 14.00% 3.07% 2.60% -2.00% $2.95 79.35% POG $19.81 5.18 3.8 6.00 $31.08 56.87% 43.66% 336 1.50 0.00 8.00% -3.00% 3.10% 3.20% $1.07 77.00% NEV $17.06 4.46 3.8 6.00 $26.76 56.83% 68.37% 300 1.71 0.00 -4.61% -2.53% -2.40% 4.70% $1.10 14.18% PXD $13.06 3.40 3.8 6.00 $20.39 56.11% 67.88% 1,302 2.09 -0.04 -23.57% 2.74% 0.60% 4.00% $2.21 47.24% SFS $11.88 3.06 3.9 6.00 $18.36 54.61% 48.05% 2,189 1.48 0.00 35.29% 2.68% -1.00% -1.70% $6.56 52.00% AOG $38.94 10.02 3.9 6.00 $60.12 54.40% 44.80% 5,553 n/a n/a 14.00% 1.00% 0.00% 0.10% 77.93% CHK $7.06 1.76 4.01 6.00 $10.56 49.51% 125.65% 837 1.50 0.00 1.63% 0.54% 4.30% 1.20% $4.02 86.00% OEI $13.94 3.39 4.1 6.00 $20.35 46.00% 55.00% 1,179 1.39 -0.13 -28.00% -10.00% 7.50% 4.20% $5.13 50.00% 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% KMG $60.13 14.27 4.2 6.00 $85.63 42.42% 56.70% 5,660 1.97 0.06 10.67% -1.57% 9.00% -1.90% 31.54% VPI $20.19 4.74 4.3 6.00 $28.44 40.88% 48.85% 1,262 1.28 0.00 19.19% 5.23% 2.80% 0.80% $1.18 31.14% THX $24.06 5.40 4.5 6.00 $32.40 34.65% 46.09% 701 1.88 0.00 11.00% 0.20% 0.40% -0.10% $6.52 97.31% BSNX $18.13 3.96 4.6 6.00 $23.76 31.09% 16.00% 336 2.14 -0.09 -25.00% -12.00% -2.10% 0.30% $6.83 76.00% UCL $33.75 7.26 4.65 6.00 $43.56 29.07% 54.47% 8,196 1.66 -0.09 5.20% 0.20% -1.10% 0.10% 65.48% CID $19.50 4.02 4.9 6.00 $24.12 23.69% 5.13% 316 1.14 -0.11 -11.79% -5.10% -1.10% 0.00% 73.49% MARY $38.75 7.92 4.9 6.00 $47.52 22.63% 6.08% 541 1.25 -0.02 78.25% 3.86% -0.50% 0.50% $3.25 73.50% XTO $23.81 4.82 4.9 6.00 $28.92 21.45% 77.89% 1,097 1.50 0.00 -3.02% -4.59% -0.70% 2.10% $4.23 92.00% PPP $22.63 4.49 5.0 6.00 $26.92 19.00% 55.05% 914 1.94 -0.12 68.22% -2.25% 3.70% 0.30% 97.31% SFY $26.63 5.28 5.0 6.00 $31.68 18.99% 40.45% 556 1.62 0.00 2.00% 2.77% -1.90% -2.30% $7.40 64.00% APA $59.19 11.36 5.2 6.00 $68.16 15.16% 43.00% 6,731 1.66 0.03 26.00% 0.61% 3.80% 0.30% $5.94 50.00% ESNJ $3.06 0.58 5.3 6.00 $3.47 13.18% 30.91% 58 1.00 0.00 n/a 3.40% 0.00% EOG $34.88 6.58 5.3 6.00 $39.45 13.13% 45.00% 4,093 1.38 -0.05 -8.15% -3.88% -3.10% -0.40% $4.86 99.00% NBL $35.06 6.59 5.3 6.00 $39.54 12.76% 41.00% 1,953 1.65 0.00 -14.24% -17.05% 3.20% 1.90% $2.13 71.94% FST $13.94 2.61 5.3 6.00 $15.64 12.23% 49.96% 746 1.65 0.00 -14.00% 1.92% -7.20% -1.60% 70.73% COG $18.38 3.42 5.4 6.00 $20.52 11.67% 53.78% 459 1.83 0.00 -7.12% -4.00% -0.60% 0.50% $5.49 92.00% BR $38.25 6.94 5.5 6.00 $41.64 8.86% 45.00% 8,235 1.62 0.10 2.00% -7.00% 4.20% 1.10% $4.22 93.00% LD $31.75 5.73 5.5 6.00 $34.36 8.23% 59.09% 1,288 1.72 -0.14 4.00% 2.30% 5.80% 0.30% $4.23 87.27% NFX $38.25 6.50 5.9 6.00 $39.00 1.96% 32.66% 1,625 1.63 0.00 21.00% 12.00% 3.00% 3.40% $6.18 77.00% PRZ $21.38 3.56 6.0 6.00 $21.36 -0.07% 66.04% 284 1.00 0.00 n/a 14.90% 0.00% 0.00% 51.11% BRR $33.13 5.42 6.1 6.00 $32.52 -1.83% 50.52% 1,080 1.58 -0.19 14.00% -2.65% 2.30% 1.40% $3.09 95.00% DVN $54.44 8.79 6.2 6.00 $52.77 -3.07% 45.06% 4,714 1.26 0.03 111.00% 1.06% 2.00% -0.20% $5.20 69.58% CWEI $40.75 6.53 6.2 6.00 $39.16 -3.89% 29.62% 374 2.33 0.00 18.04% 32.28% 0.50% -0.30% 37.55% TMBR $22.38 3.30 6.8 6.00 $19.80 -11.51% 11.00% 80 1.78 -0.10 46.00% 5.56% 2.30% -0.70% $4.21 82.24% CPE $14.88 2.15 6.9 6.00 $12.91 -13.21% 44.03% 183 1.10 0.02 8.22% -12.79% 0.30% -0.80% $3.40 90.00% SGY $58.75 8.48 6.9 6.00 $50.88 -13.40% 27.63% 274 1.35 0.04 12.00% 7.00% 0.20% -1.80% $8.18 67.73% PQUE $2.44 0.32 7.6 6.00 $1.92 -21.25% 21.61% 35 1.00 0.00 52.00% -0.39% 10.10% 0.20% n/a CRZO $8.00 1.00 8.0 6.00 $6.00 -25.00% 41.02% 136 3.00 0.00 69.00% 14.00% -0.80% 0.00% 80.00% MMR $11.00 0.96 11.5 6.00 $5.74 -47.81% 33.96% 134 1.83 0.00 -7.45% 2.20% 2.10% APC $58.13 4.75 12.2 6.00 $28.52 -50.94% 50.00% 14,095 1.41 -0.11 15.45% 7.58% 5.50% 1.40% $4.87 70.52% PENG $41.88 3.42 12.2 6.00 $20.51 -51.01% 0.00% 355 2.33 0.00 25.02% 2.75% 3.50% 0.30% 79.07% OIL $45.75 2.78 16.4 6.00 $16.69 -63.51% 43.73% 1,654 1.88 0.13 -5.31% 9.25% 13.60% 0.00% 0.00% Average 20.05 4.202 4.65 6.00 $25.21 86.23% 54.11% 1,489 1.62 -0.026 11.86% 1.42% 1.46% 0.344% $4.40 66.93%