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Gold/Mining/Energy : Swift Energy (SFY) -- Ignore unavailable to you. Want to Upgrade?

To: FloydP who wrote (1402)	2/1/2001 7:07:12 PM
From: add	Respond to of 1602

SFY will not ramp, it will rise in fits and starts because of the nature of the way SFY operates and releases information. 20 mmboe in NZ in not going to raise the price. Earnings out look is so so given the price. Production out of NZ will only compensate for the drop in prices. It will be a while before SFY books 100 mmboe and raises production by 50% and it will happen gradually. Best Bet is to buy on dips and sleep easy. It will eventually move up by the end of the year.

To: FloydP who wrote (1402)	2/9/2001 12:11:11 AM
From: PuddleGlum	Read Replies (1) \| Respond to of 1602

Dead money is certainly better than less money. According to the recent press release we had $6.03 per share in cash flow. The typical e&p p/cf range is 4 - 8 and we're just under 6 after a relatively lackluster production showing in 2000. If we believe the Raymond James report that e&p companies may sport higher p/cf ratios in the future AND we take into account SFY's production outlook for this year and beyond I'd say we have some fundamentally sound reasons to consider this stock a screaming buy without Kauri. Now, did I say anything that Truth hasn't already repeated several times? Don't think so.

To: FloydP who wrote (1402)	4/18/2001 12:03:44 AM
From: Archie Meeties	Read Replies (1) \| Respond to of 1602

Been a while since I've been around the SFY board. I thought SFY would take out its previous high in 2000, and I think it has a shot at it again this year. While I don't think a repeat performance (% wise) is in store for 2001, I think the doldrums SFY has been in for 2-3q's are just about over. And I expect this grinding to be resolved up, not down. -g- Beyond that, strength of resistance to new highs will be determined by how commodity prices are trending. All IMHO. Message 13341057