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

To: russwinter who wrote (16170)	7/21/2002 4:23:51 PM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 36161

Southeast demand: 19,000 MW of new gas fired generation this year. 75 new plants this year and 73 next. Unprecedented gas sucking over the next 18 months. Yeah I'm not smart enough to trade'em but I've liked the NG landscape for a long time so I've got my hedged trusts and holding on...

To: russwinter who wrote (16170)	7/21/2002 9:38:16 PM
From: nspolar	Read Replies (1) \| Respond to of 36161

russ, What happened to the effects of all the nukes going offline for seasonal maintenance? Are they back online or still offline? Do you have any statistics as to how many of of those recent gas fired turbine installations are setup for gas to liquid conversion possibilities? TIA.

To: russwinter who wrote (16170)	7/22/2002 8:35:31 AM
From: Frank Pembleton	Respond to of 36161

Russ, I look for some key indicators when I begin a speculation; cheap valuations, growing demand, in a bull market surrounded by investors in denial. I also like it when the brokerage houses are negative on this sector too. I'm a simple man so my entries are usually considered a "no brainer" - at this point in time it ain't. I thought I'd post the RJ document for it's top ten list... Raymond James’ Energy “Stat of the Week”, July 8 170.12.99.3 Regards, Frank P.