To: Warpfactor who wrote (71040 ) 8/16/2000 5:34:06 PM From: jim_p Read Replies (1) | Respond to of 95453 Here are the cash flow rankings as closing today. The only changes in analyst ratings from 8/8/2000 are: CPE 1.08 was 1.10 EOG 1.36 was 1.42 OEI 1.38 was 1.42 NEV 1.79 was 1.71 The headings are as follows: 1. Stock price 2. 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 8/16/2000 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 $1.38 3.40 0.40 6.00 $20.40 1383% 151.02% 40 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% 96.03% 0 3.00 0.00 -18.85% -5.25% 6.30% -1.40% $3.15 77.75% MEXP $1.31 1.37 0.96 6.00 $8.22 526.10% 49.12% 17 3.00 0.00 -18.01% -4.00% -5.30% 0.00% 81.49% PANA $1.92 1.44 1.33 6.00 $8.64 350.00% 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% BELW $7.13 3.64 1.96 6.00 $21.84 206.53% 74.87% 99 1.67 0.00 16.44% -3.04% -3.30% -0.80% $3.44 57.67% KWK $7.75 3.88 2.00 6.00 $23.26 200.07% 76.12% 142 1.40 0.00 82.30% 29.55% 10.10% 0.30% 81.13% EEX $5.38 2.62 2.05 6.00 $15.70 192.09% 60.28% 231 1.86 -0.14 -1.64% -6.64% 4.10% 8.60% $13.54 77.05% RRC $4.06 1.94 2.09 6.00 $11.64 186.49% 77.57% 177 2.25 0.00 -24.00% 0.67% -4.2% -2.60% $3.55 73.40% BNO $2.06 0.90 2.29 6.00 $5.40 161.75% 105.67% 61 0.00 0.00 -7.33% 1.39% -0.70% 0.60% 99.87% TMR $5.88 2.56 2.29 6.00 $15.36 161.45% 81.80% 274 2.29 0.00 9.00% -5.02% -1.40% 0.50% $5.58 55.00% EEE $2.31 0.93 2.5 6.00 $5.58 141.05% 60.23% 305 n/a n/a 4.40% -5.79% -1.90% 0.30% 75.99% EPEX $2.81 1.06 2.65 6.00 $6.36 126.09% 9.80% 26 1.25 0.00 20.37% 15.53% -4.00% 0.00% $10.55 79.22% BOG $8.56 3.12 2.74 6.00 $18.72 118.61% 83.62% 266 1.25 -0.08 11.00% 4.43% 1.10% 0.30% $4.53 62.88% ROIL $6.88 2.42 2.8 6.00 $14.52 111.20% 31.81% 148 1.33 0.16 21.00% 4.00% 0.30% 0.20% 62.24% TLM $33.81 11.11 3.04 6.00 $66.66 97.14% 37.66% 4,678 1.10 0.00 43.00% 1.47% 2.90% -0.90% 39.28% GRL $9.19 2.92 3.1 6.00 $17.52 90.68% 22.04% 808 1.50 -0.17 -2.90% 0.42% 0.70% -0.60% 57.08% CRK $8.50 2.60 3.3 6.00 $15.60 83.53% 63.28% 218 1.64 0.00 6.00% -2.60% 2.10% -1.00% $5.34 72.11% 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% KP $16.88 5.02 3.4 6.00 $30.12 78.49% 38.41% 196 1.00 -0.33 2.82% -5.51% 6.90% 0.50% 60.80% GOU $5.38 1.56 3.4 6.00 $9.38 74.59% 60.23% 1,879 1.64 0.00 -17.85% 2.95% -0.50% 0.20% 43.09% PLX $17.25 4.98 3.5 6.00 $29.88 73.22% 92.31% 310 2.00 0.25 18.13% 6.94% -5.20% -3.50% $0.68 95.00% TXLI $7.00 1.98 3.5 6.00 $11.88 69.71% 31.53% 47 1.50 0.00 49.71% -1.34% -0.70% 0.00% 42.75% MHR $6.81 1.85 3.68 6.00 $11.10 62.92% 82.92% 138 1.33 -0.17 7.00% -5.50% 0.60% 0.00% 70.58% OXY $20.69 5.56 3.72 6.00 $33.38 61.37% 64.48% 7,631 2.19 0.00 13.00% 45.45% 0.70% 1.20% 38.30% POG $19.63 5.18 3.8 6.00 $31.08 58.37% 43.66% 333 1.50 0.00 8.00% -3.00% 3.10% 3.20% $1.07 77.00% 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% PXD $13.25 3.40 3.9 6.00 $20.39 53.91% 67.88% 1,321 2.09 -0.04 -23.57% 2.74% 0.60% 4.00% $2.21 47.24% SFS $12.13 3.06 4.0 6.00 $18.36 51.42% 48.05% 2,235 1.48 0.00 35.29% 2.68% -1.00% -1.70% $6.56 52.00% CHK $7.00 1.76 3.98 6.00 $10.56 50.86% 113.77% 829 1.50 0.00 1.63% 0.54% 4.30% 1.20% $4.02 86.00% AOG $40.13 10.02 4.0 6.00 $60.12 49.83% 44.80% 5,722 n/a n/a 14.00% 1.00% 0.00% 0.10% 77.93% VPI $19.06 4.74 4.0 6.00 $28.44 49.19% 48.85% 1,191 1.28 0.00 19.19% 5.23% 2.80% 0.80% $1.18 31.14% NEV $18.31 4.46 4.1 6.00 $26.76 46.13% 68.37% 322 1.79 0.08 -4.61% -2.53% -2.40% 4.70% $1.10 14.18% KMG $59.88 14.27 4.2 6.00 $85.63 43.01% 56.70% 5,642 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% OEI $14.44 3.39 4.3 6.00 $20.35 40.94% 55.00% 365 1.38 -0.07 -28.00% -10.00% 7.50% 4.20% $5.13 50.00% THX $23.88 5.40 4.4 6.00 $32.40 35.71% 46.09% 696 1.96 0.17 11.00% 0.20% 0.40% -0.10% $6.52 97.31% UCL $33.69 7.26 4.64 6.00 $43.56 29.30% 52.30% 8,181 1.66 -0.09 5.20% 0.20% -1.10% 0.10% 65.48% BSNX $18.50 3.96 4.7 6.00 $23.76 28.43% 16.00% 343 2.14 -0.09 -25.00% -12.00% -2.10% 0.30% $6.83 76.00% XTO $23.63 4.82 4.9 6.00 $28.92 22.41% 77.89% 1,088 1.50 0.00 -3.02% -4.59% -0.70% 2.10% $4.23 92.00% CID $19.81 4.02 4.9 6.00 $24.12 21.74% 5.13% 321 1.14 -0.11 -11.79% -5.10% -1.10% 0.00% 73.49% SFY $26.44 5.28 5.0 6.00 $31.68 19.83% 54.66% 553 1.62 0.00 2.00% 2.77% -1.90% -2.30% $7.40 64.00% MARY $39.75 7.92 5.0 6.00 $47.52 19.55% 6.08% 555 1.25 -0.02 78.25% 3.86% -0.50% 0.50% $3.25 73.50% PPP $23.31 4.49 5.2 6.00 $26.92 15.49% 55.05% 941 1.94 -0.12 68.22% -2.25% 3.70% 0.30% 97.31% 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% FST $13.81 2.61 5.3 6.00 $15.64 13.24% 49.96% 740 1.65 0.00 -14.00% 1.92% -7.20% -1.60% 70.73% EOG $35.25 6.58 5.4 6.00 $39.45 11.93% 45.00% 4,097 1.36 -0.07 -8.15% -3.88% -3.10% -0.40% $4.86 99.00% LD $31.50 5.73 5.5 6.00 $34.36 9.09% 59.09% 1,278 1.72 -0.14 4.00% 2.30% 5.80% 0.30% $4.23 87.27% NBL $36.25 6.59 5.5 6.00 $39.54 9.07% 41.32% 2,020 1.65 0.00 -14.24% -17.05% 3.20% 1.90% $2.13 71.94% BR $38.38 6.94 5.5 6.00 $41.64 8.51% 44.38% 8,270 1.62 0.10 2.00% -7.00% 4.20% 1.10% $4.22 93.00% COG $19.25 3.42 5.6 6.00 $20.52 6.60% 53.78% 557 1.83 0.00 -7.12% -4.00% -0.60% 0.50% $5.49 92.00% PRZ $21.13 3.56 5.9 6.00 $21.36 1.11% 66.04% 280 1.00 0.00 n/a 14.90% 0.00% 0.00% 51.11% CWEI $38.88 6.53 6.0 6.00 $39.16 0.74% 29.62% 357 2.33 0.00 18.04% 32.28% 0.50% -0.30% 37.55% MMR $10.88 1.82 6.0 6.00 $10.94 0.60% 83.95% 133 1.83 0.00 -29.20% -22.44% 2.20% 2.10% 68.89% NFX $38.94 6.50 6.0 6.00 $39.00 0.16% 32.66% 1,654 1.65 0.02 21.00% 12.00% 3.00% 3.40% $6.18 77.00% BRR $33.50 5.42 6.2 6.00 $32.52 -2.93% 50.52% 1,092 1.58 -0.19 14.00% -2.65% 2.30% 1.40% $3.09 95.00% DVN $55.25 8.79 6.3 6.00 $52.77 -4.49% 45.06% 4,784 1.26 0.03 111.00% 1.06% 2.00% -0.20% $5.20 69.58% TMBR $22.00 3.30 6.7 6.00 $19.80 -10.00% 11.00% 78 1.78 -0.10 46.00% 5.56% 2.30% -0.70% $4.21 82.24% CPE $14.63 2.15 6.8 6.00 $12.91 -11.73% 44.03% 179 1.08 -0.02 8.22% -12.79% 0.30% -0.80% $3.40 90.00% SGY $57.88 8.48 6.8 6.00 $50.88 -12.09% 27.63% 270 1.35 0.04 12.00% 7.00% 0.20% -1.80% $8.18 67.73% CRZO $8.25 1.00 8.3 6.00 $6.00 -27.27% 41.02% 140 3.00 0.00 69.00% 14.00% -0.80% 0.00% 80.00% PQUE $2.97 0.32 9.3 6.00 $1.92 -35.33% 6.94% 72 1.00 0.00 52.00% -0.39% 10.10% 0.20% 80.25% ESNJ $2.88 0.28 10.4 6.00 $1.65 -42.44% 30.57% 54 1.00 0.00 469.26% -6.61% 3.40% 0.00% 85.84% PENG $40.81 3.42 11.9 6.00 $20.51 -49.74% 0.00% 346 2.33 0.00 25.02% 2.75% 3.50% 0.30% 79.07% APC $59.84 4.75 12.6 6.00 $28.52 -52.35% 50.00% 14,512 1.41 -0.11 15.45% 7.58% 5.50% 1.40% $4.87 70.52% OIL $46.06 2.78 16.6 6.00 $16.69 -63.76% 43.73% 1,665 1.88 0.13 -5.31% 9.25% 13.60% 0.00% 0.00% Average $20.13 4.213 4.69 6.00 $25.28 90.15% 54.57% 1,494 1.63 -0.019 18.65% 0.84% 1.46% 0.344% $4.40 67.81%