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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 (85895)	2/1/2001 12:11:09 PM
From: excardog	Read Replies (1) \| Respond to of 95453

Jim Over the past few months gas futures have declined pretty heavily at months end. From my perspective this would be due to producers selling the next months production, and since were into making calls mine would be barring some huge weather warming pattern that gas will be headed back up here. If that will be good for the gas names remains to be seen. Natural gas has come off 35 to 40% and the large producers only 25%ish. When oil fell 10 bucks or 35% most of the oils I follow corrected roughly the same percentage. For me at least it's getting harder to find any names on the E&P side which get me excited.I've compared PQUE for example to DYOLF, both have roughly the same daily production @22 mmcfpd PQUE has 30 million shares outstanding and sells for $4 1/2, DYOLF has 18 million shares outstanding and sells for $1 9/16. Yes there are other differences but most major in my book is that PQUE has analyst coverage and DYOLF doesn't. Really starting to like PKD over the next couple months. Analyst upgrades should be forth coming and it's cap size and trading volumes allow the bigger players entry and exit. So in that vein I'm headed in on the heavy side. Hope I'm right. Glad to hear your tech trades are working. Best Scott