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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (1310)	9/10/2001 9:13:43 PM
From: Frank Pembleton	Respond to of 36161

Isopatch, I just took a cursory look at the chart and it seems to me it's bottomed -- maybe. Enerplus is 50/50 crude/NG mix and has a nice yield of 20% and they have 55% of the crude and NG hedged until the end of the year... -- until the end of the year... Nice presentation, nice management, nice yield, it's becoming more and more difficult to tell these trusts from the real deal. They drill, explore (limited extent) and do take-overs. Nice, real nice, by the way, has this sector bottomed yet? Regards Frank P.

To: isopatch who wrote (1310)	9/11/2001 12:03:19 AM
From: rails99	Respond to of 36161

Iso: Know that Heinz Blasnik was doing some serious DD on the various trusts, oil, gas, tankers, etc. Do not know yet of his results. Will invite him to address the thread. Should be of help. Rails