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


To: Razorbak who wrote (3968)9/5/2001 10:04:31 AM
From: Archie Meeties  Read Replies (1) | Respond to of 206328
 
OSX co's with high% of revenues from international exploration. International exploration is almost entirely driven by crude prices.

BJS 48%
BHI 61%
DO 46%
GLBL 46%
GGY 66%
HAL 66%
NE 60%
PGO 70%
SII 51%
TDW 66%

The other side of this list would be co's whose revenues is overwhelmingly from NA land drilling such as
NBR, GW, PDS. For them, the collapse in NG prices signals a return to 1998 levels.