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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Kerm Yerman who wrote (7608)	9/24/2000 9:58:20 AM
From: WWS	Respond to of 24905

Kerm, if you're doing a newsletter nowadays, regardless of free or pay, how about providing us a link to it. And, thanks for everything that you've done to date to help others understand the Canadian o&g scene.

To: Kerm Yerman who wrote (7608)	9/24/2000 9:28:15 PM
From: Richard Saunders	Respond to of 24905

Kerm - glad to see you're still watching. Some definitely interesting times. 2Q numbers for most situations were nothing short of spectacular and once 3Q results start appearing in the next 1 - 2 months suspect there'll be somemore improvements. Not sure how closely you're still watching things. Some of the flags that I've seen flutter a bit are that the wet theme for some of the northern Alberta situations didn't disappear in the 2Q and will also translate into some production tie-in delays. Consensus also would seem that many producers, especially gas, should start to deliver previously discovered gas finds once freeze-up begins to occur in the next couple of months. As long as gas prices remain at/above current levels the 4Q and 1Q'2001 numbers for gas leveraged producers should be incredible. Suspect this season will be no different - "buy when first snowfall is starting to occur and sell when winter snow begins to melt." Snow's already fallen in Calgary. Hopefully this finds you in good health & have appreciated past helps.