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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Warpfactor who wrote (668)4/23/2001 4:24:58 PM
From: CommanderCricket  Respond to of 206329
 
Frank,

Congrats on your KEG holdings. I sold out too soon. Oh well...

I'm up to my gills in GW, PKD, PDE and PGO.

Have built a nice long term position in LOILY. Lundin is my only E&P and I've promised myself I wouldn't touch it this year.



To: Warpfactor who wrote (668)4/23/2001 5:11:08 PM
From: Frank  Respond to of 206329
 
Warp--on land GW,PTEN,KEG --offshore COD,PKD,PDE,RDC. I have said loudly GW will run some day but I think RIG ESV ATW etc are all very attractive. The Bush backout from Alaska means more GOM and deepwater --where will we find the NG in the quantities we will need for turbines without going deep?--Good Luck--Frank


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