Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kerm Yerman who wrote (8776)	3/31/2002 1:09:52 PM
From: Lorne Larson	Read Replies (1) \| Respond to of 24922

Juniors I either own or giving a serious look are as follows: Ventus (VTU) - took a big hit last year, with write-down on reserves. That's now behind them. Have new management. Oversold. Cavell (KVL) - Unique in 2001 in that they chose to strengthen their balance sheet rather than making expensive acquisitions. Debt is lower than in 2000, with production higher, and no dilution of shares. Like their contrarian approach. Keywest (KWE) - Extremely strong management, with excellent track record of low-cost growth. Won't be spectacular, but as solid a junior as you're going to find. Debt creeping up a bit to over 2 times cash-flow. Impact (IEY) - Looking to 2003 rather than 2002. Production should increase dramatically in 2003, which may intersect nicely with rebounding NG prices. Gauntlet (GAU) - been in and out a few times. Following the crowd a bit on this one. Peter Linder is absolutely crazy about GAU (calls it a "Must Buy"). Linder's been hot lately, so I'll tag along. Regards