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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 (81432)12/12/2000 3:35:22 PM
From: sportsman  Respond to of 95453
 
Jim,
6 times volume. I wonder if HP would be interested in TBDI? In their last conference call they stated they were looking at acquisitions. This is purely a wag on my part.
Sportsman



To: jim_p who wrote (81432)12/12/2000 3:36:57 PM
From: Archie Meeties  Read Replies (1) | Respond to of 95453
 
I passed up the idea of going long TBDI this am. It was the only land driller that I follow besides BOU, that didn't participate in the rally of the past few days. As I said, I mistakenly passed it up, but b/c of its size it remains undervalued vs the other plays.



To: jim_p who wrote (81432)12/12/2000 3:43:11 PM
From: Archie Meeties  Read Replies (1) | Respond to of 95453
 
Any thoughts on how seismic will respond to a Bush win?

I first thought it was a layup b/c of ANWR, but then I remembered that ANWR has been mostly seismoid over. But then there's the Florida-Jeb Bush connection and the chance that more East Gulf exploration will be opened, or the 100 mile restriction lifted.


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