Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Second_Titan who wrote (1645)	3/14/2001 7:49:05 PM
From: Aggie	Respond to of 23153

Quehubo007, hello Regarding Grey Wolf's price spike: You may be aware that Grey Wolf Exploration Co. (GWX) posted earnings of 0.17 today, and it would appear that at least one or two reporting entities got them mixed up. See the post from Ron Reece over on the GW thread. I wonder if a mis-applied earnings whisper is what led to the price spike this afternoon? Just curious. Dumped by GW drilling two days ago, will probably jump back in when I see a trough. Regards and Be Careful Out There. Aggie

To: Second_Titan who wrote (1645)	3/14/2001 9:03:39 PM
From: Sharp_End_Of_Drill	Read Replies (1) \| Respond to of 23153

Quehubo, I take it from your chicken little reference that you don't think the sky will be falling any time soon. What's your take on the macro economy situation? TIA, Sharp

To: Second_Titan who wrote (1645)	3/14/2001 9:43:41 PM
From: whitepine	Respond to of 23153

Perhaps PYP warrants review; they just announced great earnings and sport a low p/e. Conduct your own DD. Not praising or endorsing; just posting a link for those who may not follow this small company. cut> globeinvestor.com <and paste> =c3531&date=20010314&archive=cnw&cf=GlobeInvestor/config (if link does not work, go globeinvestor.com and PYP for symbol for latest press release today on annual earnings summary.) Whitepine

To: Second_Titan who wrote (1645)	3/16/2001 2:09:48 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 23153

Hi Quehubo007, As a newbie in da patch, I'm curious about the term shoulder season. Amplify, por favor. I'm witnessing something at energynewslive.com and in white bread media reports that crude futures are dropping like a like a D-cup in a Tijuana whorehouse and I really can't see a reason for this lack of titillation in a market that seems ripe for speculation on the failure of our jack up rigs to produce the abundance they formerly did in the fields of plenty in OK, TX and A-oK. Not to mention the gulf between that cup and the lip of SoCal at the Barstow nipple. So what I mean to say is this. Why in the world is there seasonality? Just because we still got spices? Or because we are in the eye-yi-yi of the storm? What storm, you ask? Storage. My man, I'm a tech investor, I've heard for years that storage is where it's at, or gonna be. But when I look at the outlook for storage of methane, butane, propane, iso-propane and derivative stinky gas..... well, (no pun intended) I don't see it. I mean, I don't see the builds in storage that equate to sane markets. Like, between backwardation in a crisis and contango due to complacency, how's a simple tech investor to think about an industry that is at the crux of modern society in North America and seemingly is unable to sustain its own capacity for renewal season after season? Am I clueless? Or does the Simmon's report on production v. rig rate, the fact that we on the West Coast are about to bring 65Mw of generating capacity online with 90% of it gas-fired without a clue as to where all that CH$$$ is going to come from, and seemingly.... the insane are in the management positions in the assylum. Well, you get the picture. Wells are no longer a great or even a good answer. They're getting pretty puny as far as our pincushioning of this continent is concerned. Planet next. I'm seeking some really well managed, honest O&G trusts that have bona fide reserves. These are what we will pay our eye-tooths for as the halls come tumbling down. Got any candidates to recommend? So, am I suffering from Big-Picture-Itis? Tou Louse, Low Trek