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

To: jim_p who wrote (74301)	9/22/2000 5:54:02 PM
From: pbd007	Read Replies (1) \| Respond to of 95453

jim p OT You Big Dog are probably right on VRC, that was my only guess, but it is still a great but today. L.E. Simmons will not do a bad deal. Wonder how he likes IO about now.

To: jim_p who wrote (74301)	9/22/2000 5:55:25 PM
From: jim_p	Respond to of 95453

Cash flow rankings as of today's closing. Take a look at SMOP and see how it compares with it's peers. 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 $2.00 3.40 0.59 6.00 $20.40 920% 151.02% 59 0.00 0.00 -14.29% -2.33% 22.00% 23.20% 81.17% AXAS $3.75 3.07 1.22 6.00 $18.43 391.47% 96.03% 85 3.00 0.00 -18.85% -5.25% 6.30% 7.50% $3.15 77.75% MEXP $1.72 1.37 1.25 6.00 $8.22 378.23% 49.12% 23 3.00 0.00 -18.01% -4.00% -2.60% -8.90% 81.49% EEX $4.94 2.62 1.89 6.00 $15.70 217.94% 60.28% 213 1.86 -0.14 -1.64% -6.64% -4.80% -8.90% $13.54 77.05% BELW $7.19 3.64 1.97 6.00 $21.84 203.84% 74.87% 100 1.67 0.00 16.44% -3.04% 6.40% 9.70% $3.44 57.67% SMOP $3.00 1.40 2.1 6.00 $8.40 180.00% 33.00% 42 n/a n/a -23.00% -3.41% -1.50% 0.00% 52.00% PANA $3.25 1.44 2.26 6.00 $8.64 165.85% 96.87% 0 n/a n/a 15.39% 8.14% -2.00% 3.30% 62.91% KWK $8.75 3.88 2.26 6.00 $23.26 165.77% 76.12% 158 1.20 -0.20 82.30% 29.55% 1.30% -8.80% 81.13% TMR $6.13 2.56 2.39 6.00 $15.36 150.78% 81.80% 292 2.29 0.00 9.00% -5.02% -0.80% 0.60% $5.58 55.00% RRC $4.69 1.94 2.42 6.00 $11.64 148.29% 77.57% 205 2.25 0.00 -24.00% 0.67% -4.1% 0.10% $3.55 73.40% WZR $5.00 1.82 2.75 6.00 $10.92 118.40% 64.29% 45 n/a n/a -13.03% 5.54% 2.70% 2.77% 53.99% BOG $9.00 3.12 2.88 6.00 $18.72 108.00% 83.62% 283 1.25 -0.08 11.00% 4.43% 0.10% -1.00% $4.53 62.88% BNO $2.81 0.90 3.13 6.00 $5.40 91.97% 105.67% 83 0.00 0.00 -7.33% 1.39% 2.50% 3.20% 99.87% TLM $34.81 11.11 3.13 6.00 $66.66 91.48% 37.66% 4,816 1.10 0.00 43.00% 1.47% 2.80% -0.10% 39.28% GOU $5.38 1.56 3.4 6.00 $9.38 74.59% 60.23% 1,876 1.64 0.00 -17.85% 2.95% 0.20% 0.70% 43.09% PLX $18.19 4.98 3.7 6.00 $29.88 64.28% 92.31% 326 2.00 0.25 18.13% 6.94% -2.10% 3.10% $0.68 95.00% ROIL $9.00 2.42 3.7 6.00 $14.52 61.33% 31.81% 193 1.33 0.16 21.00% 4.00% 5.40% 5.10% 62.24% XTO $17.94 4.82 3.7 6.00 $28.92 61.22% 77.89% 1,246 1.50 0.00 -3.02% -4.59% 12.30% 13.00% $4.23 92.00% EPEX $4.03 1.06 3.80 6.00 $6.36 57.78% 9.80% 37 1.25 0.00 20.37% 15.53% -2.80% 1.20% $10.55 79.22% CHK $6.72 1.76 3.82 6.00 $10.56 57.17% 113.77% 972 1.50 0.00 1.63% 0.54% 11.90% 7.60% $4.02 86.00% DNR $7.00 1.78 3.9 6.00 $10.68 52.57% 60.20% 321 2.00 -0.25 22.00% 2.00% -0.50% 0.90% $1.83 24.37% HSE $32.44 8.22 3.9 6.00 $49.32 52.04% 75.74% 594 1.43 0.05 14.00% 3.07% 4.50% 1.90% $2.95 79.35% TXLI $7.84 1.98 4.0 6.00 $11.88 51.45% 31.53% 52 1.50 0.00 49.71% -1.34% 6.00% 6.70% 42.75% GRL $11.63 2.92 4.0 6.00 $17.52 50.71% 22.04% 1,022 1.50 -0.17 -2.90% 0.42% 0.20% -0.50% 57.08% OXY $22.28 5.56 4.00 6.00 $33.38 49.83% 64.48% 8,219 2.19 0.00 13.00% 45.45% 2.30% 1.60% 38.30% AOG $40.88 10.02 4.1 6.00 $60.12 47.08% 44.80% 5,829 n/a n/a 14.00% 1.00% 0.00% 0.00% 77.93% PXD $14.13 3.40 4.2 6.00 $20.39 44.37% 67.88% 1,402 2.06 -0.03 -23.57% 2.74% 3.40% 2.80% $2.21 47.24% KP $21.06 5.02 4.2 6.00 $30.12 43.00% 38.41% 259 1.00 -0.33 2.82% -5.51% 6.20% -0.70% 60.80% CRK $11.06 2.60 4.3 6.00 $15.60 41.01% 63.28% 283 1.64 0.00 6.00% -2.60% 0.70% -1.40% $5.34 72.11% NEV $19.06 4.46 4.3 6.00 $26.76 40.38% 68.37% 335 1.82 0.11 -4.61% -2.53% 3.10% 5.50% $1.10 14.18% OEI $14.78 3.39 4.4 6.00 $20.35 37.67% 55.00% 3,181 1.38 -0.07 -28.00% -10.00% 3.40% -4.10% $5.13 50.00% KMG $62.44 14.27 4.4 6.00 $85.63 37.14% 56.70% 5,884 1.97 0.06 10.67% -1.57% 0.40% -8.60% 31.54% VPI $21.19 4.74 4.5 6.00 $28.44 34.23% 48.85% 1,330 1.28 0.00 19.19% 5.23% 4.50% 1.70% $1.18 31.14% MHR $8.31 1.85 4.49 6.00 $11.10 33.53% 82.92% 167 1.33 -0.17 7.00% -5.50% -0.30% -0.90% 70.58% THX $24.63 5.40 4.6 6.00 $32.40 31.57% 46.09% 717 1.96 0.17 11.00% 0.20% 0.50% 0.10% $6.52 97.31% UCL $34.84 7.26 4.80 6.00 $43.56 25.01% 52.30% 8,462 1.66 -0.09 5.20% 0.20% 1.40% 2.50% 65.48% BSNX $19.25 3.96 4.9 6.00 $23.76 23.43% 16.00% 356 2.23 0.09 -25.00% -12.00% -3.50% -1.40% $6.83 76.00% BR $34.91 6.94 5.0 6.00 $41.64 19.29% 44.38% 7,523 1.66 0.00 2.00% -7.00% -0.50% -4.70% $4.22 93.00% CID $20.44 4.02 5.1 6.00 $24.12 18.02% 5.13% 332 1.14 -0.11 -11.79% -5.10% 0.00% 1.10% 73.49% POG $19.69 3.82 5.2 6.00 $22.93 16.46% 41.54% 334 1.50 0.00 8.00% -3.00% 5.10% 2.00% $1.07 77.00% APA $59.13 11.36 5.2 6.00 $68.16 15.28% 43.00% 6,748 1.67 -0.01 26.00% 0.61% 5.70% 1.90% $5.94 50.00% PRZ $18.63 3.56 5.2 6.00 $21.36 14.68% 66.04% 248 1.00 0.00 n/a 14.90% 0.30% 0.30% 51.11% COG $18.75 3.42 5.5 6.00 $20.52 9.44% 53.78% 543 1.83 0.00 -7.12% -4.00% 23.90% 24.50% $5.49 92.00% BEXP $2.88 0.52 5.5 6.00 $3.12 8.52% 94.42% 48 2.00 0.00 2.20% 3.13% 0.00% -10.20% 66.00% MARY $22.00 3.96 5.6 6.00 $23.76 8.00% 6.08% 613 1.25 -0.02 78.25% 3.86% -1.20% -0.70% $3.25 73.50% PPP $25.00 4.49 5.6 6.00 $26.92 7.70% 55.05% 1,010 1.83 -0.11 68.22% -2.25% 1.10% -2.60% 97.31% NBL $36.81 6.59 5.6 6.00 $39.54 7.40% 41.32% 2,056 1.65 0.00 -14.24% -17.05% 3.40% 0.20% $2.13 71.94% FST $14.88 2.61 5.7 6.00 $15.64 5.16% 49.96% 805 1.65 0.00 -14.00% 1.92% 2.20% 9.40% 70.73% EOG $38.00 6.58 5.8 6.00 $39.45 3.83% 45.00% 4,417 1.39 0.01 -8.15% -3.88% 8.50% 11.60% $4.86 99.00% CWEI $38.75 6.53 5.9 6.00 $39.16 1.07% 29.62% 357 2.00 -0.33 18.04% 32.28% 1.40% 0.90% 37.55% SGY $51.69 8.48 6.1 6.00 $50.88 -1.56% 27.63% 716 1.35 0.04 12.00% 7.00% 4.30% 4.10% $8.18 67.73% LD $35.81 5.73 6.3 6.00 $34.36 -4.05% 59.09% 1,546 1.76 -0.10 4.00% 2.30% 10.40% 4.60% $4.23 87.27% DVN $56.44 8.79 6.4 6.00 $52.77 -6.50% 45.06% 4,911 1.30 0.03 111.00% 1.06% 7.90% 5.90% $5.20 69.58% MMR $12.00 1.82 6.6 6.00 $10.94 -8.83% 83.95% 190 1.83 0.00 -29.20% -22.44% 14.70% 12.50% 68.89% BRR $35.69 5.42 6.6 6.00 $32.52 -8.88% 50.52% 1,181 1.58 -0.19 14.00% -2.65% 6.30% 4.00% $3.09 95.00% NFX $43.31 6.50 6.7 6.00 $39.00 -9.96% 32.66% 1,840 1.64 0.01 21.00% 12.00% 0.40% -2.60% $6.18 77.00% SFY $38.38 5.28 7.3 6.00 $31.68 -17.45% 54.66% 851 1.62 0.00 2.00% 2.77% 9.00% 10.90% $7.40 64.00% TMBR $24.00 3.30 7.3 6.00 $19.80 -17.50% 11.00% 90 1.83 -0.05 46.00% 5.56% 6.30% 4.00% $4.21 82.24% CPE $15.94 2.15 7.4 6.00 $12.91 -19.00% 44.03% 196 1.08 -0.02 8.22% -12.79% 11.90% 11.60% $3.40 90.00% BKP $8.95 1.20 7.5 6.00 $7.19 -19.69% 37.98% 903 1.64 0.00 11.00% 3.98% n/a n/a 51.23% CRZO $9.94 1.00 9.9 6.00 $6.00 -39.63% 41.02% 139 3.00 0.00 69.00% 14.00% -0.20% 0.60% 80.00% PQUE $3.63 0.32 11.3 6.00 $1.92 -47.03% 6.94% 107 1.00 0.00 52.00% -0.39% 2.10% -8.00% 80.25% ESNJ $3.31 0.28 12.0 6.00 $1.65 -50.05% 30.57% 63 1.00 0.00 469.26% -6.61% 6.40% 3.00% 85.84% APC $61.58 4.75 13.0 6.00 $28.52 -53.69% 50.00% 8,028 1.45 -0.05 15.45% 7.58% 18.60% 13.10% $4.87 70.52% OIL $40.56 2.78 14.6 6.00 $16.69 -58.84% 43.73% 1,467 1.86 0.22 -5.31% 9.25% 4.60% -9.00% 0.00% PENG $51.06 3.42 14.9 6.00 $20.51 -59.83% 0.00% 433 2.33 0.00 25.02% 2.75% 8.30% 4.80% 79.07% 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 20.50 4.050 5.07 6.00 24.30 61.43% 53.17% 1,450 1.62 -0.021 17.58% 0.89% 3.73% 2.313% $4.40 66.43%

To: jim_p who wrote (74301)	9/24/2000 10:01:56 AM
From: kollmhn	Read Replies (1) \| Respond to of 95453

Jim p=- I found your post particularly interesting due to the fact that I am a large bondholder of sub debt of KCS which is about to reach a re-org plan that sounds very similar to SMOP's. This proposed (not yet approved)plan also calls for warrants that excercise at a price equal to the bonds getting paid out in full with accrued. Exactly how many shares exist, right now? Does that include the newly registered 10mm or the 3mm potentially new ones from warrant excercise? You said they did a 5 for 1 reverse. I presume that means the old 12.9mm are now 2.6mm but, does that mean the 10mm new shares are added to that number? Have you got a link to the actual confirmation of a plan and the details so I can read it for myself? TIA