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

To: quehubo who wrote (16127)	12/22/2002 5:32:42 PM
From: Bearcatbob	Respond to of 206334

que & all, My heart is with the E&P companies but my brain says for the story to be true the real profit has to be in the drillers. Any input on some small cap drillers would be appreciated. Bob

To: quehubo who wrote (16127)	12/22/2002 8:09:39 PM
From: Ed Ajootian	Read Replies (1) \| Respond to of 206334

que, The gas storage polls are fun and I would join it but after doing this last one I realized I don't even have a clue at this, and when you got guru's such as Robry (sp?) on CWEI doing all that analysis why even bother? But I will join the fray as I say. The idea of the '03 stock picks is great. My suggestion is that we use the SI portfolio system, and indicate when we set it up that we want the portfolio to be available to the public. Then we can each email the links to Big Dog and (assuming His Dogginess agrees to do this) he can post them on his OilViews site -- that way anyone can go to that site to see each of our portfolios without having to dig through past SI posts to find the links. Whadaya think there, BD? BTW, belated thanks for taking the time (and spending your own $$) to put up that site. My thought would be each person submit up to 3 portfolios, as you described.

To: quehubo who wrote (16127)	12/22/2002 10:21:39 PM
From: energyplay	Read Replies (1) \| Respond to of 206334

Hi Quehubo - Great idea ! How about also an estimate for rig counts on June 1, and an estimate of gas storage on October 1, 2003 ? Also a peak gas price this winter and a June 1 gas price. My reason is I think the drilling response will be muted, and the gas found by the drilling won't be as plentiful, AND with decline rates increasing...we are likely looking at a multi-year bull market for gas...with higher gas prices AND higher P/E multiples as the gas shortage is not relieved. I think the bull case for Natural gas will run a long time... Resulting in a big, 2 year run up in E&P, royalty trust, and OSX prices. 2X to 2.5 X today's prices. Also the opportunity to get long term capital gains teax treatment.