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.

Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (26803)	1/4/2003 3:04:29 AM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello energyplay, back from quick swim. On the issue of US troops in Taiwan or around Taiwan, operating together with Taiwan troops, I am willing to bet a beer with you, that it happens in 2003. My Taiwan friends are cheering on the prospects, without realizing the dangers. Events are about to turn truly interesting as opposed to casually fascinating. I need to tap your experience: These hotsy-totsy high yielding energy royalty trusts I am buying should be valued on the basis of proven reserve, annual production, management quality, energy price, and on whether the trust is one of finite life or can replenish reserves. I have been accumulating ERF, HGT, NCE, PWI and SJT, and their respective indicated yields are high, which presumably mean the yields are hiding a large amortization of reserve component, and the trusts are of the finite life variety? Else why are they yielding so much? Is this the case? Second question. These royalty trusts obviously react to gas price and interest rate moves, but do they tank when general equity markets tank, if such tanking is caused by broad all-around panic sell, as opposed to interest rate going up? What % are you allocated to these high yielders? How long have you played with energy royalty trusts? Chugs, Jay

To: energyplay who wrote (26803)	1/4/2003 3:18:44 PM
From: Seeker of Truth	Respond to of 74559

The Chinese government will never tolerate actual nuclear weaponry in North Korea. What would the US do if Mexico decided to make some atom bombs? "You don't need that, we'll protect you." The project would not be allowed to get anywhere. Remember that China fought VietNam not so long ago in a very bloody short war. Communists don't trust each other. The enmity between Soviet Communists and Chinese Communists was bitter. Moreover, nuclear arms in NK would result quickly in the same in South Korea and Japan. China would stop that scenario before it even began.