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

To: ItsAllCyclical who wrote (71390)	8/22/2000 4:59:36 PM
From: jim_p	Respond to of 95453

Cash flow rankings as of todays closing. 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 $1.19 3.40 0.35 6.00 $20.40 1617% 151.02% 35 0.00 0.00 -14.29% -2.33% -1.20% 0.00% 81.17% AXAS $2.94 3.07 0.96 6.00 $18.43 527.30% 96.03% 0 3.00 0.00 -18.85% -5.25% 6.30% -1.40% $3.15 77.75% MEXP $1.56 1.37 1.14 6.00 $8.22 425.96% 49.12% 20 3.00 0.00 -18.01% -4.00% -5.30% 0.00% 81.49% PANA $2.26 1.44 1.57 6.00 $8.64 282.30% 96.87% 0 n/a n/a 15.39% 8.14% -0.07% 0.00% 62.91% WZR $3.13 1.82 1.72 6.00 $10.92 249.44% 64.29% 28 n/a n/a -13.03% 5.54% 2.70% 0.20% 53.99% KWK $8.38 3.88 2.16 6.00 $23.26 177.67% 76.12% 153 1.40 0.00 82.30% 29.55% 10.10% 0.30% 81.13% EEX $5.69 2.62 2.17 6.00 $15.70 176.02% 60.28% 245 1.86 -0.14 -1.64% -6.64% 4.10% 8.60% $13.54 77.05% BELW $8.00 3.64 2.20 6.00 $21.84 173.00% 74.87% 111 1.67 0.00 16.44% -3.04% -3.30% -0.80% $3.44 57.67% BNO $2.00 0.90 2.22 6.00 $5.40 170.00% 105.67% 59 0.00 0.00 -7.33% 1.39% -0.70% 0.60% 99.87% RRC $4.44 1.94 2.29 6.00 $11.64 162.28% 77.57% 194 2.25 0.00 -24.00% 0.67% -4.2% -2.60% $3.55 73.40% 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 $2.25 0.93 2.4 6.00 $5.58 147.80% 60.23% 296 n/a n/a 4.40% -5.79% -1.90% 0.30% 75.99% BOG $9.00 3.12 2.88 6.00 $18.72 108.00% 83.62% 280 1.25 -0.08 11.00% 4.43% 1.10% 0.30% $4.53 62.88% ROIL $7.19 2.42 3.0 6.00 $14.52 102.00% 31.81% 154 1.33 0.16 21.00% 4.00% 0.30% 0.20% 62.24% EPEX $3.19 1.06 3.01 6.00 $6.36 99.50% 9.80% 29 1.25 0.00 20.37% 15.53% -4.00% 0.00% $10.55 79.22% TLM $33.50 11.11 3.02 6.00 $66.66 98.99% 37.66% 4,635 1.10 0.00 43.00% 1.47% 2.90% -0.90% 39.28% GRL $9.44 2.92 3.2 6.00 $17.52 85.63% 22.04% 830 1.50 -0.17 -2.90% 0.42% 0.70% -0.60% 57.08% DNR $5.81 1.78 3.3 6.00 $10.68 83.73% 60.20% 267 2.00 -0.25 22.00% 2.00% -1.40% 0.00% $1.83 24.37% GOU $5.25 1.56 3.4 6.00 $9.38 78.74% 60.23% 1,832 1.64 0.00 -17.85% 2.95% -0.50% 0.20% 43.09% PLX $16.81 4.98 3.4 6.00 $29.88 77.72% 92.31% 302 2.00 0.25 18.13% 6.94% -5.20% -3.50% $0.68 95.00% KP $17.50 5.02 3.5 6.00 $30.12 72.11% 38.41% 203 1.00 -0.33 2.82% -5.51% 6.90% 0.50% 60.80% 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% CRK $9.63 2.60 3.7 6.00 $15.60 62.08% 63.28% 246 1.64 0.00 6.00% -2.60% 2.10% -1.00% $5.34 72.11% MHR $6.88 1.85 3.72 6.00 $11.10 61.45% 82.92% 139 1.33 -0.17 7.00% -5.50% 0.60% 0.00% 70.58% AOG $37.44 10.02 3.7 6.00 $60.12 60.59% 44.80% 5,339 n/a n/a 14.00% 1.00% 0.00% 0.10% 77.93% HSE $31.50 8.22 3.8 6.00 $49.32 56.57% 75.74% 577 1.38 0.05 14.00% 3.07% 2.60% -2.00% $2.95 79.35% OXY $21.50 5.56 3.86 6.00 $33.38 55.27% 64.48% 7,931 2.19 0.00 13.00% 45.45% 0.70% 1.20% 38.30% PXD $13.50 3.40 4.0 6.00 $20.39 51.06% 67.88% 1,340 2.09 -0.04 -23.57% 2.74% 0.60% 4.00% $2.21 47.24% CHK $7.00 1.76 3.98 6.00 $10.56 50.86% 113.77% 1,013 1.50 0.00 1.63% 0.54% 4.30% 1.20% $4.02 86.00% SFS $12.25 3.06 4.0 6.00 $18.36 49.88% 48.05% 2,258 1.48 0.00 35.29% 2.68% -1.00% -1.70% $6.56 52.00% 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 $61.25 14.27 4.3 6.00 $85.63 39.80% 56.70% 5,772 1.97 0.06 10.67% -1.57% 9.00% -1.90% 31.54% VPI $20.50 4.74 4.3 6.00 $28.44 38.73% 48.85% 1,287 1.28 0.00 19.19% 5.23% 2.80% 0.80% $1.18 31.14% OEI $14.81 3.39 4.4 6.00 $20.35 37.37% 55.00% 3,421 1.38 -0.07 -28.00% -10.00% 7.50% 4.20% $5.13 50.00% THX $24.00 5.40 4.4 6.00 $32.40 35.00% 46.09% 699 1.96 0.17 11.00% 0.20% 0.40% -0.10% $6.52 97.31% UCL $33.81 7.26 4.66 6.00 $43.56 28.83% 52.30% 8,212 1.66 -0.09 5.20% 0.20% -1.10% 0.10% 65.48% BEXP $2.50 0.52 4.8 6.00 $3.12 24.80% 94.42% 42 2.00 0.00 2.20% 3.13% 10.20% 0.00% 66.00% MARY $38.88 7.92 4.9 6.00 $47.52 22.24% 6.08% 542 1.25 -0.02 78.25% 3.86% -0.50% 0.50% $3.25 73.50% SFY $26.19 5.28 5.0 6.00 $31.68 20.97% 54.66% 547 1.62 0.00 2.00% 2.77% -1.90% -2.30% $7.40 64.00% BSNX $19.69 3.96 5.0 6.00 $23.76 20.68% 16.00% 365 2.14 -0.09 -25.00% -12.00% -2.10% 0.30% $6.83 76.00% CID $20.38 4.02 5.1 6.00 $24.12 18.38% 5.13% 331 1.14 -0.11 -11.79% -5.10% -1.10% 0.00% 73.49% APA $60.25 11.36 5.3 6.00 $68.16 13.13% 43.00% 6,877 1.66 0.03 26.00% 0.61% 3.80% 0.30% $5.94 50.00% XTO $25.75 4.82 5.3 6.00 $28.92 12.31% 77.89% 1,186 1.50 0.00 -3.02% -4.59% -0.70% 2.10% $4.23 92.00% NBL $35.88 6.59 5.4 6.00 $39.54 10.21% 41.32% 2,004 1.65 0.00 -14.24% -17.05% 3.20% 1.90% $2.13 71.94% POG $21.00 3.82 5.5 6.00 $22.93 9.19% 41.54% 356 1.50 0.00 8.00% -3.00% 3.10% 3.20% $1.07 77.00% 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% BR $38.69 6.94 5.6 6.00 $41.64 7.63% 44.38% 8,338 1.62 0.10 2.00% -7.00% 4.20% 1.10% $4.22 93.00% EOG $36.69 6.58 5.6 6.00 $39.45 7.54% 45.00% 4,264 1.36 -0.07 -8.15% -3.88% -3.10% -0.40% $4.86 99.00% LD $32.25 5.73 5.6 6.00 $34.36 6.55% 59.09% 1,309 1.72 -0.14 4.00% 2.30% 5.80% 0.30% $4.23 87.27% PPP $25.38 4.49 5.7 6.00 $26.92 6.11% 55.05% 1,025 1.94 -0.12 68.22% -2.25% 3.70% 0.30% 97.31% COG $19.69 3.42 5.8 6.00 $20.52 4.23% 53.78% 570 1.83 0.00 -7.12% -4.00% -0.60% 0.50% $5.49 92.00% PRZ $20.56 3.56 5.8 6.00 $21.36 3.88% 66.04% 273 1.00 0.00 n/a 14.90% 0.00% 0.00% 51.11% MMR $10.69 1.82 5.9 6.00 $10.94 2.36% 83.95% 131 1.83 0.00 -29.20% -22.44% 2.20% 2.10% 68.89% CWEI $39.00 6.53 6.0 6.00 $39.16 0.42% 29.62% 358 2.33 0.00 18.04% 32.28% 0.50% -0.30% 37.55% NFX $40.44 6.50 6.2 6.00 $39.00 -3.56% 32.66% 1,718 1.65 0.02 21.00% 12.00% 3.00% 3.40% $6.18 77.00% BRR $33.81 5.42 6.2 6.00 $32.52 -3.82% 50.52% 1,102 1.58 -0.19 14.00% -2.65% 2.30% 1.40% $3.09 95.00% DVN $56.31 8.79 6.4 6.00 $52.77 -6.29% 45.06% 4,876 1.26 0.03 111.00% 1.06% 2.00% -0.20% $5.20 69.58% TMBR $21.75 3.30 6.6 6.00 $19.80 -8.97% 11.00% 77 1.78 -0.10 46.00% 5.56% 2.30% -0.70% $4.21 82.24% CPE $14.50 2.15 6.7 6.00 $12.91 -10.97% 44.03% 178 1.08 -0.02 8.22% -12.79% 0.30% -0.80% $3.40 90.00% SGY $58.50 8.48 6.9 6.00 $50.88 -13.03% 27.63% 268 1.35 0.04 12.00% 7.00% 0.20% -1.80% $8.18 67.73% PQUE $3.31 0.32 10.4 6.00 $1.92 -42.05% 6.94% 80 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% CRZO $10.88 1.00 10.9 6.00 $6.00 -44.83% 41.02% 185 3.00 0.00 69.00% 14.00% -0.80% 0.00% 80.00% PENG $42.75 3.42 12.5 6.00 $20.51 -52.01% 0.00% 362 2.33 0.00 25.02% 2.75% 3.50% 0.30% 79.07% APC $60.44 4.75 12.7 6.00 $28.52 -52.82% 50.00% 7,879 1.41 -0.11 15.45% 7.58% 5.50% 1.40% $4.87 70.52% OIL $46.38 2.78 16.7 6.00 $16.69 -64.00% 43.73% 1,677 1.88 0.13 -5.31% 9.25% 13.60% 0.00% 0.00% Average $20.52 4.192 4.87 6.00 $25.15 85.96% 54.54% 1,459 1.63 -0.019 18.65% 0.84% 1.46% 0.344% $4.40 67.81%

To: ItsAllCyclical who wrote (71390)	8/22/2000 5:13:14 PM
From: Winkman777	Read Replies (1) \| Respond to of 95453

Hi Jim. I edited to "probably" has years to go. WTI>$20, my gut feeling and the fact that we are already running low on the sweeter crudes. In attempting to see the forest = big picture, like many others, I believe that we have entered a new age. The increased productivity of this information age has altered the realm of probabilities. The world will certainly have future recessions, but the only likely cause for a really big one is a future shortage of energy. In fact a severe energy shortage is inevitable. It's only a matter of time. My children and grandchildren are more likely to see it than I am. Although in some respects we are seeing preliminary (correctable) shortages now. What concerns me is that historically humankind has tended to use migration to new frontiers and warfare in times of overpopulation and resource scarcity. There are no more new frontiers. Maybe this thinking a little out of the box is somewhat OT. All JMHO. I've been wrong before. Take care all. Winkman