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

To: Think4Yourself who wrote (71128)	8/17/2000 4:25:39 PM
From: jim_p	Read Replies (2) \| Respond to of 95453

Cash flow rankings as of todays closing. POG was adjusted for the conversion of the preferred stock. 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 $1.25 3.40 0.37 6.00 $20.40 1532% 151.02% 37 0.00 0.00 -14.29% -2.33% -1.20% 0.00% 81.17% AXAS $2.81 3.07 0.92 6.00 $18.43 555.40% 96.03% 0 3.00 0.00 -18.85% -5.25% 6.30% -1.40% $3.15 77.75% MEXP $1.50 1.37 1.09 6.00 $8.22 448.05% 49.12% 19 3.00 0.00 -18.01% -4.00% -5.30% 0.00% 81.49% PANA $1.74 1.44 1.21 6.00 $8.64 396.55% 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 $7.00 3.64 1.92 6.00 $21.84 212.00% 74.87% 97 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 $4.13 1.94 2.13 6.00 $11.64 182.18% 77.57% 180 2.25 0.00 -24.00% 0.67% -4.2% -2.60% $3.55 73.40% TMR $5.81 2.56 2.27 6.00 $15.36 164.24% 81.80% 271 2.29 0.00 9.00% -5.02% -1.40% 0.50% $5.58 55.00% 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% 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 $2.88 1.06 2.71 6.00 $6.36 121.22% 9.80% 26 1.25 0.00 20.37% 15.53% -4.00% 0.00% $10.55 79.22% BOG $8.69 3.12 2.78 6.00 $18.72 115.47% 83.62% 270 1.25 -0.08 11.00% 4.43% 1.10% 0.30% $4.53 62.88% ROIL $6.81 2.42 2.8 6.00 $14.52 113.12% 31.81% 146 1.33 0.16 21.00% 4.00% 0.30% 0.20% 62.24% TLM $34.25 11.11 3.08 6.00 $66.66 94.63% 37.66% 4,738 1.10 0.00 43.00% 1.47% 2.90% -0.90% 39.28% GRL $9.75 2.92 3.3 6.00 $17.52 79.69% 22.04% 857 1.50 -0.17 -2.90% 0.42% 0.70% -0.60% 57.08% PLX $16.75 4.98 3.4 6.00 $29.88 78.39% 92.31% 301 2.00 0.25 18.13% 6.94% -5.20% -3.50% $0.68 95.00% DNR $6.00 1.78 3.4 6.00 $10.68 78.00% 60.20% 275 2.00 -0.25 22.00% 2.00% -1.40% 0.00% $1.83 24.37% KP $17.06 5.02 3.4 6.00 $30.12 76.52% 38.41% 198 1.00 -0.33 2.82% -5.51% 6.90% 0.50% 60.80% CRK $9.00 2.60 3.5 6.00 $15.60 73.33% 63.28% 230 1.64 0.00 6.00% -2.60% 2.10% -1.00% $5.34 72.11% GOU $5.44 1.56 3.5 6.00 $9.38 72.56% 60.23% 1,901 1.64 0.00 -17.85% 2.95% -0.50% 0.20% 43.09% TXLI $7.06 1.98 3.6 6.00 $11.88 68.20% 31.53% 47 1.50 0.00 49.71% -1.34% -0.70% 0.00% 42.75% MHR $6.94 1.85 3.75 6.00 $11.10 59.99% 82.92% 140 1.33 -0.17 7.00% -5.50% 0.60% 0.00% 70.58% BEXP $2.03 0.52 3.9 6.00 $3.12 53.62% 94.42% 34 2.00 0.00 2.20% 3.13% 10.20% 0.00% 66.00% OXY $21.75 5.56 3.91 6.00 $33.38 53.49% 64.48% 8,023 2.19 0.00 13.00% 45.45% 0.70% 1.20% 38.30% AOG $39.38 10.02 3.9 6.00 $60.12 52.69% 44.80% 5,615 n/a n/a 14.00% 1.00% 0.00% 0.10% 77.93% HSE $32.44 8.22 3.9 6.00 $49.32 52.04% 75.74% 633 1.38 0.05 14.00% 3.07% 2.60% -2.00% $2.95 79.35% 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% SFS $12.31 3.06 4.0 6.00 $18.36 49.11% 48.05% 2,270 1.48 0.00 35.29% 2.68% -1.00% -1.70% $6.56 52.00% PXD $13.94 3.40 4.1 6.00 $20.39 46.31% 67.88% 1,389 2.09 -0.04 -23.57% 2.74% 0.60% 4.00% $2.21 47.24% VPI $20.00 4.74 4.2 6.00 $28.44 42.20% 48.85% 1,250 1.28 0.00 19.19% 5.23% 2.80% 0.80% $1.18 31.14% KMG $60.44 14.27 4.2 6.00 $85.63 41.68% 56.70% 5,695 1.97 0.06 10.67% -1.57% 9.00% -1.90% 31.54% NEV $19.00 4.46 4.3 6.00 $26.76 40.84% 68.37% 334 1.79 0.08 -4.61% -2.53% -2.40% 4.70% $1.10 14.18% OEI $15.06 3.39 4.4 6.00 $20.35 35.09% 55.00% 3,171 1.38 -0.07 -28.00% -10.00% 7.50% 4.20% $5.13 50.00% THX $24.25 5.40 4.5 6.00 $32.40 33.61% 46.09% 706 1.96 0.17 11.00% 0.20% 0.40% -0.10% $6.52 97.31% BSNX $18.81 3.96 4.8 6.00 $23.76 26.30% 16.00% 348 2.14 -0.09 -25.00% -12.00% -2.10% 0.30% $6.83 76.00% UCL $34.94 7.26 4.81 6.00 $43.56 24.68% 52.30% 8,485 1.66 -0.09 5.20% 0.20% -1.10% 0.10% 65.48% CID $20.06 4.02 5.0 6.00 $24.12 20.22% 5.13% 326 1.14 -0.11 -11.79% -5.10% -1.10% 0.00% 73.49% XTO $24.69 4.82 5.1 6.00 $28.92 17.14% 77.89% 1,137 1.50 0.00 -3.02% -4.59% -0.70% 2.10% $4.23 92.00% MARY $41.00 7.92 5.2 6.00 $47.52 15.90% 6.08% 573 1.25 -0.02 78.25% 3.86% -0.50% 0.50% $3.25 73.50% SFY $27.38 5.28 5.2 6.00 $31.68 15.73% 54.66% 572 1.62 0.00 2.00% 2.77% -1.90% -2.30% $7.40 64.00% POG $19.94 3.82 5.2 6.00 $22.93 15.00% 41.54% 338 1.50 0.00 8.00% -3.00% 3.10% 3.20% $1.07 77.00% PPP $23.94 4.49 5.3 6.00 $26.92 12.47% 55.05% 967 1.94 -0.12 68.22% -2.25% 3.70% 0.30% 97.31% APA $61.63 11.36 5.4 6.00 $68.16 10.60% 43.00% 7,033 1.66 0.03 26.00% 0.61% 3.80% 0.30% $5.94 50.00% FST $14.44 2.61 5.5 6.00 $15.64 8.34% 49.96% 773 1.65 0.00 -14.00% 1.92% -7.20% -1.60% 70.73% EOG $36.50 6.58 5.6 6.00 $39.45 8.09% 45.00% 4,242 1.36 -0.07 -8.15% -3.88% -3.10% -0.40% $4.86 99.00% BR $39.13 6.94 5.6 6.00 $41.64 6.43% 44.38% 8,432 1.62 0.10 2.00% -7.00% 4.20% 1.10% $4.22 93.00% LD $32.38 5.73 5.7 6.00 $34.36 6.14% 59.09% 1,314 1.72 -0.14 4.00% 2.30% 5.80% 0.30% $4.23 87.27% NBL $37.50 6.59 5.7 6.00 $39.54 5.43% 41.32% 2,089 1.65 0.00 -14.24% -17.05% 3.20% 1.90% $2.13 71.94% COG $19.75 3.42 5.8 6.00 $20.52 3.90% 53.78% 572 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% MMR $10.94 1.82 6.0 6.00 $10.94 0.02% 83.95% 134 1.83 0.00 -29.20% -22.44% 2.20% 2.10% 68.89% CWEI $39.63 6.53 6.1 6.00 $39.16 -1.16% 29.62% 364 2.33 0.00 18.04% 32.28% 0.50% -0.30% 37.55% NFX $40.25 6.50 6.2 6.00 $39.00 -3.11% 32.66% 1,710 1.65 0.02 21.00% 12.00% 3.00% 3.40% $6.18 77.00% BRR $34.25 5.42 6.3 6.00 $32.52 -5.05% 50.52% 1,117 1.58 -0.19 14.00% -2.65% 2.30% 1.40% $3.09 95.00% DVN $56.75 8.79 6.5 6.00 $52.77 -7.02% 45.06% 4,914 1.26 0.03 111.00% 1.06% 2.00% -0.20% $5.20 69.58% TMBR $22.19 3.30 6.7 6.00 $19.80 -10.76% 11.00% 79 1.78 -0.10 46.00% 5.56% 2.30% -0.70% $4.21 82.24% CPE $14.56 2.15 6.8 6.00 $12.91 -11.36% 44.03% 179 1.08 -0.02 8.22% -12.79% 0.30% -0.80% $3.40 90.00% SGY $59.19 8.48 7.0 6.00 $50.88 -14.04% 27.63% 269 1.35 0.04 12.00% 7.00% 0.20% -1.80% $8.18 67.73% CRZO $8.44 1.00 8.4 6.00 $6.00 -28.89% 41.02% 144 3.00 0.00 69.00% 14.00% -0.80% 0.00% 80.00% PQUE $2.94 0.32 9.2 6.00 $1.92 -34.65% 6.94% 71 1.00 0.00 52.00% -0.39% 10.10% 0.20% 80.25% ESNJ $2.94 0.28 10.7 6.00 $1.65 -43.68% 30.57% 55 1.00 0.00 469.26% -6.61% 3.40% 0.00% 85.84% PENG $44.00 3.42 12.9 6.00 $20.51 -53.38% 0.00% 373 2.33 0.00 25.02% 2.75% 3.50% 0.30% 79.07% APC $61.94 4.75 13.0 6.00 $28.52 -53.96% 50.00% 8,075 1.41 -0.11 15.45% 7.58% 5.50% 1.40% $4.87 70.52% OIL $46.69 2.78 16.8 6.00 $16.69 -64.24% 43.73% 1,688 1.88 0.13 -5.31% 9.25% 13.60% 0.00% 0.00% Average $20.62 4.192 4.81 6.00 $25.15 89.37% 54.54% 1,471 1.63 -0.019 18.65% 0.84% 1.46% 0.344% $4.40 67.81%

To: Think4Yourself who wrote (71128)	8/17/2000 4:43:45 PM
From: isopatch	Respond to of 95453

That's my read as well John. Just happy I got fully invested early on. Whenever a rally begins off what looks like an intermediate low, it always takes a little time for it to show what kind of strength and staying power it has. But during the past 2-3 weeks since we came off the lows, the evidence has continued to come in that this is a very powerful rally with further to go. Like I said, the other day, am looking for nothing more than 1 or 2 day consolidations on the way up. My guess is a lot of institutional money is going to be forced in (the pressure to perform) at higher prices as we get closer to the end of the 3rd quarter. In fact, wouldn't be surprised to some real fireworks as we get into September. Damn, I love it when a plan comes together<G>. Isopatch