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

To: quehubo who wrote (17854)	2/5/2003 7:45:48 AM
From: whitepine	Respond to of 206200

Que, I hear an echo.... online.wsj.com partial excerpt CANADA TIP SHEET: Linder Sees Possible Nat Gas Crisis By LYNNE OLVER Of DOW JONES NEWSWIRES VANCOUVER -- Peter Linder is accustomed to making assertive top-down calls on the oil and gas sector and his move to a hedge fund hasn't changed that. "In my 25 years of looking at natural gas prices, I've never been as bullish as I am today. Never," said the former energy economist, natural gas consultant and equity analyst. "And that's not for the next three to six months, that's for the next three to eight years," he adds for good measure. Since last summer, Linder has been senior strategist for the C$10 million DeltaOne Energy Fund LP, one of Canada's few energy-focused hedge funds. The philosophy is simple: get the commodity-price direction right, and the fund, through long or short positions, should make money. "I'm having the time of my life," says Linder, based in Calgary. He visits the same oil and gas executives as when he was a research analyst, but instead of writing reports for clients, he and Toronto-based portfolio manager Scott Walters act on their ideas. Linder is bullish on natural gas because North American supply is dwindling and producers are having trouble replacing it. "I believe there's potential for a natural gas crisis later this year," Linder said. The Canadian natural-gas storage situation is more dire than the U.S. storage situation, "which people don't talk about," Linder said.