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To: Lee Lichterman III who wrote (98005)4/25/2001 10:22:20 PM
From: John Pitera  Read Replies (2) | Respond to of 436258
 
Lee, as a matter of fact yes, here is some info on NG as used for electricity generation.

Message 15669309

I remember seeing the Midwest utilities sign agreements last spring to use NG to generate there power since it's
the clean burning fuel.

This is a 60 page report which I read a good part of one night, it details global energy production and
consumption and breaks it down by Natural Gas, +crude, nuclear, etc.

Message 15684847

the next few weeks going into Memorial Day are when we could see the Lows for the NG futures.

and in terms of the NG stocks... hey BR has earnings of 1.56 this past quarter compared to .35 same Q
last year, no wonder the stocks are not going down a lot

biz.yahoo.com

John



To: Lee Lichterman III who wrote (98005)4/26/2001 12:47:36 AM
From: LLCF  Respond to of 436258
 
These things are still cheap IMO:

Subject 17783

If you read back you'll find info on all sorts of O&G trusts [Canadian]... the largest positions in my entire portfolio are: Enerplus, PrimeWest, Maximum Energy, ShinningBank, NCA. These are ALL Canadian, and all trusts that spin off revenues to the holder. Read up if your interested as they have limited life supposedly and some nice tax consequences. Some are listed in NY also.

DAK

Warning... I own lots from lower levels, this may be shameless touting.