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


To: Second_Titan who wrote (2281)6/22/2001 1:59:20 PM
From: excardog  Read Replies (1) | Respond to of 206195
 
One comment on todays downward earnings revisions.

This may well be perceived as more supportive of natural gas prices thus E&P could benefit ie less drilling less gas. Just trying to see the forest for the trees.

Best



To: Second_Titan who wrote (2281)6/22/2001 2:02:05 PM
From: upanddown  Read Replies (3) | Respond to of 206195
 
Analysts warn of slowdown in natural-gas drilling

Someone should tell BHI.

Rig counts this AM

Gas rigs up 21 and oil down 11. Oil/gas ratio now 16.5% vs.83.5%.

GOM was down 4 which might reflect softening jackup demand.

John