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To: Think4Yourself who wrote (73400)9/14/2000 1:55:36 PM
From: John Doyle  Read Replies (1) | Respond to of 95453
 
Try TMR



To: Think4Yourself who wrote (73400)9/14/2000 3:21:09 PM
From: The Fix  Read Replies (1) | Respond to of 95453
 
John, re: Unhedged NG producers.

I really favor some micro Canadians here. Take a real look at these (All on the Toronto Exchange and real laggards). All trading (except BKP) at 2X Cash flow.

Compton (CMT), Tri Gas (TGX), Berkley (BKP), Purcel (PEL), Tethys (TET), Magin (MGY).

fIXER



To: Think4Yourself who wrote (73400)9/14/2000 3:38:40 PM
From: Tommaso  Read Replies (2) | Respond to of 95453
 
If prices stay high for six months, I wonder if the hedged producers might not start to look good. My problem is trying to glean from annual reports just how much production is hedged, at which prices, and to which dates. Apparently the acceptable practice is just to admit that there is hedging and to provide average prices realized. There's lots of variation in the way that the data is presented and it is hard to make comparisons.


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