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

To: excardog who wrote (1179)	5/15/2001 10:22:49 AM
From: Second_Titan	Respond to of 206131

Lehman said 100 I believe, so Larry's 111 seems good to me. Besides he is batting 100% it seems. I wont be sweating AGA's unless they are way over 100 or they dont go down big time in July.

To: excardog who wrote (1179)	5/15/2001 10:30:32 AM
From: jim_p	Respond to of 206131

I'm in, put me down for 110.50. Pru estimated 110, so I'll go half way between Larry and Pru. Jim

To: excardog who wrote (1179)	5/15/2001 10:40:54 AM
From: chowder	Read Replies (2) \| Respond to of 206131

Cardog! Put me down for 114. I think next week is where we'll start seeing a pullback in the energy sector. Earnings will be out of the way, Bush's energy policy will be out of the way, injections will continue to build and analysts will start talking about high valuations. As I did last week, I'll be willing to play it either way; up or down. I'm seeing more and more analyst's reports coming out with comments about their concern for increasing inventories and predicting the price of NG to come down. I don't think it'll matter in the long run, but I'd like to take advantage of the short term fluctuations, should they arise. We're seeing some runups in the companies viewed as possible takeover candidates, specifically the Rocky Mountain companies. I would suspect some of these will fall sharply if the sector shows weakness in the near term and we don't see any further mergers. Just thinking aloud, trying to formulate some plans, just in case......... dabum

To: excardog who wrote (1179)	5/15/2001 12:03:14 PM
From: upanddown	Read Replies (1) \| Respond to of 206131

I'm leaning as of now to thinking that the deficit will be zero by no later than the AGA report week ending 6/15/01 Based on current trends, that looks like a reasonable point to overtake 2000 and that has to lead to some price erosion. June also has the earliest possible options expiration (triple witching?) of 06/15/01. So how do we play it? My short calls on the OSX/XNG for May are looking kinda sucky right now but I may just lick my wounds and try it again for June. I will also be looking for pricier issues to sell naked calls for June. Any suggestions as to who would be most vulnerable to an NG dip into the 3's? Not interested in going beyond June because of the uncertainty of NG demand during the summer. John