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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Richard Saunders who wrote (8444)	9/8/2001 8:49:05 PM
From: Bill McCabe	Read Replies (2) \| Respond to of 24921

Richard, Per Jim Buckee TLM CEO on the conference call prior to the earnings conference call, I asked Jim what was a realistic US$ market value if they had to sell Sudan should the US impose sanctions in Sudan and he stated nearer US $1.5B. I believe I am correct in saying Sudan is 10% of TLM revenues. That leads me to say the entire company would bring + or - US$15B / 135M shares = US $110 a share less discounts. I think we all agree TLM is undervalued. Devon gave Anderson a 50% premium ?? Anderson TLM 8.62 P/E 7.8 2.95 EAR/SH 5.07 3.3B MARKET CAP 5.4B I agree there is pie in the sky but I also believe TLM management has put together a nice package that is turn key that someone will pay a good premium for. Does this make sense ? Thanks Bill