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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: quehubo who wrote (13886)	10/13/2002 6:07:45 AM
From: Ed Ajootian	Read Replies (1) \| Respond to of 206361

Quehubo, Thanks for your erudite synopsis. I'm now a believer! Looking at some interesting stuff and would like to throw out a few names in the off chance that someone else here is following these: 1) Callon Petroleum (CPE) -- Exciting deepwater Gulf plays. I actually already own a signficant amount of this one and am looking to add. 2) The Exploration Co. (TXCO) -- Found a big oil field in Maverick Basin, TX (its Commanche field) last spring, but having problems with water now. 3) The Meridian Resource Co. (TMR) -- The perrenial question is, why is it so undervalued? 4) Contango Oil & Gas (MCF) -- Just announced plans to sell virtually all of its production, which is worth almost double book, yet still selling for around book. 5) Mission Resources (MSSN) -- Way over-indebted but recently amended its credit agreement and is now virtually assured of survival for the foreseeable future, yet the stock has sunk to almost bankruptcy-expecting levels. Selling for less than the amount of cash it will probably generate in the next 2 quarters. Any comments on the above (or any other E&P microcap/smallcap ideas) would be appreciated.