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

To: Think4Yourself who wrote (73823)	9/19/2000 4:56:00 PM
From: Think4Yourself	Read Replies (1) \| Respond to of 95453

API's out... by: supplyside_econ 9/19/00 4:52 pm Msg: 16786 of 16786 Crude down 2.035 mil bbls Gasoline down .021 mil bbls Distillates up 1.251 mil bbls Refinery rates 94.7 vs 95.55 More in a minute Pretty good so far API Guess via Bridge News by: supplyside_econ 9/19/00 11:33 am Msg: 16774 of 16786 Crude up 0.8 - 1.2 mil bbls Gasoline up 0.3 - 0.6 mil bbls Distillates up 1.4 - 1.7 mil bbls Refinery rates unchanged to 0.3%

To: Think4Yourself who wrote (73823)	9/19/2000 5:22:01 PM
From: jim_p	Read Replies (1) \| Respond to of 95453

Lots of red today. The average of 66 oil and gas stocks have now declined 12.36% since 9/12/00 to an average of 5.34 times this years estimated cash flow. 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 8/29/2000 10. Change in rating since 8/18/2000 11. 2Q 2000 vs. 2Q 1999 production growth 12. 1Q 2000 vs. 2Q 20000 production growth 13. Net change in Institutional ownership as of 8/29/2000. 14. Change in net institutional ownership from 8/29 vs. 7/18 15. 1999 finding cost per $BOE 16. Percent of current production is NG. Jim KCS $2.44 3.40 0.72 6.00 $20.40 737% 151.02% 71 0.00 0.00 -14.29% -2.33% 22.00% 23.20% 81.17% AXAS $3.88 3.07 1.26 6.00 $18.43 375.61% 96.03% 88 3.00 0.00 -18.85% -5.25% 6.30% 7.50% $3.15 77.75% MEXP $1.84 1.37 1.35 6.00 $8.22 345.81% 49.12% 24 3.00 0.00 -18.01% -4.00% -2.60% -8.90% 81.49% PANA $3.00 1.44 2.08 6.00 $8.64 188.00% 96.87% 0 n/a n/a 15.39% 8.14% -2.00% 3.30% 62.91% BELW $7.75 3.64 2.13 6.00 $21.84 181.81% 74.87% 108 1.67 0.00 16.44% -3.04% 6.40% 9.70% $3.44 57.67% SMOP $3.03 1.40 2.2 6.00 $8.40 177.14% 33.00% 43 n/a n/a -23.00% -3.41% -1.50% 0.00% 52.00% KWK $8.50 3.88 2.19 6.00 $23.26 173.59% 76.12% 154 1.20 -0.20 82.30% 29.55% 1.30% -8.80% 81.13% EEX $5.88 2.62 2.25 6.00 $15.70 167.23% 60.28% 253 1.86 -0.14 -1.64% -6.64% -4.80% -8.90% $13.54 77.05% TMR $6.19 2.56 2.42 6.00 $15.36 148.22% 81.80% 295 2.29 0.00 9.00% -5.02% -0.80% 0.60% $5.58 55.00% RRC $5.00 1.94 2.58 6.00 $11.64 132.80% 77.57% 218 2.25 0.00 -24.00% 0.67% -4.1% 0.10% $3.55 73.40% BNO $2.50 0.90 2.78 6.00 $5.40 116.00% 105.67% 74 0.00 0.00 -7.33% 1.39% 2.50% 3.20% 99.87% BOG $9.25 3.12 2.96 6.00 $18.72 102.38% 83.62% 291 1.25 -0.08 11.00% 4.43% 0.10% -1.00% $4.53 62.88% WZR $5.75 1.82 3.16 6.00 $10.92 89.91% 64.29% 51 n/a n/a -13.03% 5.54% 2.70% 2.77% 53.99% TLM $38.25 11.11 3.44 6.00 $66.66 74.27% 37.66% 5,292 1.10 0.00 43.00% 1.47% 2.80% -0.10% 39.28% GOU $5.56 1.56 3.6 6.00 $9.38 68.69% 60.23% 1,941 1.64 0.00 -17.85% 2.95% 0.20% 0.70% 43.09% PLX $18.31 4.98 3.7 6.00 $29.88 63.16% 92.31% 328 2.00 0.25 18.13% 6.94% -2.10% 3.10% $0.68 95.00% TXLI $7.69 1.98 3.9 6.00 $11.88 54.53% 31.53% 51 1.50 0.00 49.71% -1.34% 6.00% 6.70% 42.75% EPEX $4.13 1.06 3.89 6.00 $6.36 54.18% 9.80% 38 1.25 0.00 20.37% 15.53% -2.80% 1.20% $10.55 79.22% ROIL $9.44 2.42 3.9 6.00 $14.52 53.85% 31.81% 203 1.33 0.16 21.00% 4.00% 5.40% 5.10% 62.24% GRL $11.81 2.92 4.0 6.00 $17.52 48.31% 22.04% 1,038 1.50 -0.17 -2.90% 0.42% 0.20% -0.50% 57.08% OXY $23.50 5.56 4.22 6.00 $33.38 42.06% 64.48% 8,669 2.19 0.00 13.00% 45.45% 2.30% 1.60% 38.30% XTO $20.44 4.82 4.2 6.00 $28.92 41.50% 77.89% 947 1.50 0.00 -3.02% -4.59% 12.30% 13.00% $4.23 92.00% CHK $7.56 1.76 4.30 6.00 $10.56 39.63% 113.77% 1,094 1.50 0.00 1.63% 0.54% 11.90% 7.60% $4.02 86.00% NEV $19.19 4.46 4.3 6.00 $26.76 39.46% 68.37% 337 1.82 0.11 -4.61% -2.53% 3.10% 5.50% $1.10 14.18% AOG $43.31 10.02 4.3 6.00 $60.12 38.80% 44.80% 6,176 n/a n/a 14.00% 1.00% 0.00% 0.00% 77.93% DNR $7.75 1.78 4.4 6.00 $10.68 37.81% 60.20% 355 2.00 -0.25 22.00% 2.00% -0.50% 0.90% $1.83 24.37% KP $21.88 5.02 4.4 6.00 $30.12 37.69% 38.41% 268 1.00 -0.33 2.82% -5.51% 6.20% -0.70% 60.80% HSE $36.00 8.22 4.4 6.00 $49.32 37.00% 75.74% 659 1.43 0.05 14.00% 3.07% 4.50% 1.90% $2.95 79.35% CRK $11.63 2.60 4.5 6.00 $15.60 34.19% 63.28% 298 1.64 0.00 6.00% -2.60% 0.70% -1.40% $5.34 72.11% KMG $64.06 14.27 4.5 6.00 $85.63 33.66% 56.70% 6,037 1.97 0.06 10.67% -1.57% 0.40% -8.60% 31.54% PXD $15.50 3.40 4.6 6.00 $20.39 31.57% 67.88% 1,538 2.06 -0.03 -23.57% 2.74% 3.40% 2.80% $2.21 47.24% MHR $8.63 1.85 4.66 6.00 $11.10 28.70% 82.92% 174 1.33 -0.17 7.00% -5.50% -0.30% -0.90% 70.58% VPI $22.75 4.74 4.8 6.00 $28.44 25.01% 48.85% 1,428 1.28 0.00 19.19% 5.23% 4.50% 1.70% $1.18 31.14% THX $26.13 5.40 4.8 6.00 $32.40 24.02% 46.09% 761 1.96 0.17 11.00% 0.20% 0.50% 0.10% $6.52 97.31% OEI $16.50 3.39 4.9 6.00 $20.35 23.33% 55.00% 4,360 1.38 -0.07 -28.00% -10.00% 3.40% -4.10% $5.13 50.00% BSNX $19.38 3.96 4.9 6.00 $23.76 22.63% 16.00% 359 2.23 0.09 -25.00% -12.00% -3.50% -1.40% $6.83 76.00% UCL $36.25 7.26 4.99 6.00 $43.56 20.17% 52.30% 8,804 1.66 -0.09 5.20% 0.20% 1.40% 2.50% 65.48% BEXP $2.63 0.52 5.0 6.00 $3.12 18.86% 94.42% 44 2.00 0.00 2.20% 3.13% 0.00% -10.20% 66.00% BR $36.75 6.94 5.3 6.00 $41.64 13.31% 44.38% 7,920 1.66 0.00 2.00% -7.00% -0.50% -4.70% $4.22 93.00% CID $21.38 4.02 5.3 6.00 $24.12 12.84% 5.13% 347 1.14 -0.11 -11.79% -5.10% 0.00% 1.10% 73.49% APA $62.50 11.36 5.5 6.00 $68.16 9.06% 43.00% 7,133 1.67 -0.01 26.00% 0.61% 5.70% 1.90% $5.94 50.00% POG $21.81 3.82 5.7 6.00 $22.93 5.12% 41.54% 370 1.50 0.00 8.00% -3.00% 5.10% 2.00% $1.07 77.00% NBL $38.19 6.59 5.8 6.00 $39.54 3.53% 41.32% 2,133 1.65 0.00 -14.24% -17.05% 3.40% 0.20% $2.13 71.94% EOG $38.81 6.58 5.9 6.00 $39.45 1.65% 45.00% 4,511 1.39 0.01 -8.15% -3.88% 8.50% 11.60% $4.86 99.00% COG $20.19 3.42 5.9 6.00 $20.52 1.64% 53.78% 584 1.83 0.00 -7.12% -4.00% 23.90% 24.50% $5.49 92.00% PPP $26.69 4.49 5.9 6.00 $26.92 0.89% 55.05% 1,078 1.83 -0.11 68.22% -2.25% 1.10% -2.60% 97.31% PRZ $21.44 3.56 6.0 6.00 $21.36 -0.36% 66.04% 285 1.00 0.00 n/a 14.90% 0.30% 0.30% 51.11% MARY $23.94 3.96 6.0 6.00 $23.76 -0.74% 6.08% 667 1.25 -0.02 78.25% 3.86% -1.20% -0.70% $3.25 73.50% MMR $11.19 1.82 6.1 6.00 $10.94 -2.21% 83.95% 177 1.83 0.00 -29.20% -22.44% 14.70% 12.50% 68.89% CWEI $40.13 6.53 6.1 6.00 $39.16 -2.39% 29.62% 370 2.00 -0.33 18.04% 32.28% 1.40% 0.90% 37.55% FST $16.19 2.61 6.2 6.00 $15.64 -3.37% 49.96% 876 1.65 0.00 -14.00% 1.92% 2.20% 9.40% 70.73% SGY $53.63 8.48 6.3 6.00 $50.88 -5.12% 27.63% 299 1.35 0.04 12.00% 7.00% 4.30% 4.10% $8.18 67.73% LD $36.94 5.73 6.4 6.00 $34.36 -6.97% 59.09% 1,594 1.76 -0.10 4.00% 2.30% 10.40% 4.60% $4.23 87.27% BRR $35.44 5.42 6.5 6.00 $32.52 -8.23% 50.52% 1,173 1.58 -0.19 14.00% -2.65% 6.30% 4.00% $3.09 95.00% SFY $35.06 5.28 6.6 6.00 $31.68 -9.65% 54.66% 777 1.62 0.00 2.00% 2.77% 9.00% 10.90% $7.40 64.00% DVN $58.94 8.79 6.7 6.00 $52.77 -10.47% 45.06% 5,128 1.30 0.03 111.00% 1.06% 7.90% 5.90% $5.20 69.58% NFX $45.72 6.50 7.0 6.00 $39.00 -14.70% 32.66% 1,942 1.64 0.01 21.00% 12.00% 0.40% -2.60% $6.18 77.00% TMBR $23.63 3.30 7.2 6.00 $19.80 -16.19% 11.00% 88 1.83 -0.05 46.00% 5.56% 6.30% 4.00% $4.21 82.24% BKP $8.90 1.20 7.4 6.00 $7.19 -19.24% 37.98% 898 1.64 0.00 11.00% 3.98% n/a n/a 51.23% CPE $16.75 2.15 7.8 6.00 $12.91 -22.93% 44.03% 206 1.08 -0.02 8.22% -12.79% 11.90% 11.60% $3.40 90.00% PQUE $3.81 0.32 11.9 6.00 $1.92 -49.65% 6.94% 112 1.00 0.00 52.00% -0.39% 2.10% -8.00% 80.25% CRZO $12.38 1.00 12.4 6.00 $6.00 -51.52% 41.02% 174 3.00 0.00 69.00% 14.00% -0.20% 0.60% 80.00% APC $63.05 4.75 13.3 6.00 $28.52 -54.77% 50.00% 8,220 1.45 -0.05 15.45% 7.58% 18.60% 13.10% $4.87 70.52% ESNJ $3.75 0.28 13.6 6.00 $1.65 -55.87% 30.57% 71 1.00 0.00 469.26% -6.61% 6.40% 3.00% 85.84% PENG $51.25 3.42 15.0 6.00 $20.51 -59.97% 0.00% 435 2.33 0.00 25.02% 2.75% 8.30% 4.80% 79.07% OIL $47.63 2.78 17.1 6.00 $16.69 -64.95% 43.73% 1,722 1.86 0.22 -5.31% 9.25% 4.60% -9.00% 0.00% EEE $2.63 0.12 21.8 6.00 $0.72 -72.43% 40.04% 349 n/a n/a -18.55% -10.99% 9.10% 11.00% 75.99% Average 21.48 4.050 5.34 6.00 24.30 52.49% 53.17% 1,525 1.62 -0.021 17.58% 0.89% 3.73% 2.313% $4.40 66.43%