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

To: Kerm Yerman who wrote (9033)	4/24/2002 1:06:24 PM
From: Robert Raymond	Read Replies (1) \| Respond to of 24920

To Kerm: Welcome back. I remember fondly all your work from what seems a long time ago. I was wondering of anyone out there has done any DD on Centurian (CUX on the TSE). They have production in Egypt and Tunisia that's currently 4800 BOED set to go to 5300 BOED in June and to double that next year if Egyptian government approves the additional production level. Directors seem to be experienced and have overcome some recently setbacks. Currently trading at about one half book value, two times this year's estimated cash flow and six times this year's estimated profit. I have a small position and would like to know if I have missed anything. regards Robert Raymond

To: Kerm Yerman who wrote (9033)	4/24/2002 10:24:29 PM
From: Scott Mc	Read Replies (1) \| Respond to of 24920

Kerm, you're so diplomatic... Nice to see you back, not sure if this is part of the O&G cycle or the Kerm cycle, but glad to see you back nevertheless. Since I should throw my 2 cents in Nat Gas storage levels heading up, Scott highlandenergy.com

To: Kerm Yerman who wrote (9033)	4/26/2002 8:25:46 AM
From: The Osprey	Read Replies (1) \| Respond to of 24920

Kerm, Thank you for the perspective albeit brief regarding the OEL.V.....As you are obviously a person who is noted as a newsletter writer(correct me if you were not) I have taken it upon myself to deliver your verbatim inquiry directly to OEL's office for appropriate response re: reserves Proven and estimated or behind pipe as well as a response to the current status of Crosby 36A which is the well I believe you were referring to.Once I have received the current information I will post it in a reply to you.I will also add that I have always had concerns about where they were listed VSE/CDNX but I think that content rather than origin will preclude that from further discussion. Until then keep your eye on the birdie. The Osprey