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Strategies & Market Trends : Winter in the Great White North -- Ignore unavailable to you. Want to Upgrade?


To: Frank Pembleton who wrote (1585)11/2/2001 10:33:40 AM
From: teevee  Read Replies (1) | Respond to of 8273
 
Frank,

I’m primarily an O&G type of guy, and I have no intentions of apologizing for that. :)

If you haven't already, I highly recommend you take a close look at PEY. Lowest finding costs, lowest operating costs, highest netbacks in the industry and one hell of a production growth curve with no end in sight.

peyto.com

Also, fresh horses have just been hitched up to the RLN wagon. Its the old Grad and Walker team (less Walker). You might recall that Crestar bought out Grad and Walker, which was bought by Gulf, which was recently bought by Conoco. A 1:3 rollback is about to happen, but if you like to bet on the jockey, especially at startup, you should do some dd on that one too. Do you have any O & G ideas? I'd be happy to hear about them if you do.

cheers.....



To: Frank Pembleton who wrote (1585)11/4/2001 3:31:30 PM
From: marcos  Read Replies (1) | Respond to of 8273
 
Cautionary qualifiers and laid-out big IFs are never out of place, but i wonder how crucial they are in the gold juniors lately - looks like there's very few of us left, all veterans ... it's like you can count a month's players in any single stock on your fingers and toes ... in some of them one hand will do ... and the companies in much the same position - the promotional fluff long gone, what's left are survivors, and while they could all use some funds they don't absolutely need them tomorrow ... they're high-leverage no-expiry options on the PoG, and none of us put a significant portion of net worth into any particular one ... by the time the momo players are doing that we'll have done well indeed

Haven't cruised your thread for some time ... you're back to oil -g- ... some talk of my Suncor even - #reply-16604403 ... got to catch up there .... still a lot of interesting stuff on the old CanO&G thread as well - #Subject-3540