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

To: quehubo who wrote (18759)	2/22/2003 10:43:44 PM
From: energyplay	Read Replies (1) \| Respond to of 206110

Looking for the Super Bull case for natural gas. I think to standard bull case is very solid - what I am looking for are things that make the energy sector more popular, and drive prices outside of the normal cyclical highs and lows. If this happens I want to hold on for the ride. So I'm verbally speculating on the Super-Bull case, and looking for evidence for and against. In the super bull case, E&Ps and OSX would act like 1974, or like one of the tech booms. This board should see maybe > 120 -150 posts on some days. Everyone is seems will be talking about decline curves, lifting costs, and 3-D sesimic. We will see a pick up in mergers and acquisitions. Congressional hearings on how we got into energy crisis number 4. I would expect DVN, EOG, and BR to be over 100. APC and APA to be over 130.

To: quehubo who wrote (18759)	2/23/2003 1:01:10 AM
From: upanddown	Read Replies (1) \| Respond to of 206110

Has this been posted previously???? Matt does go on and on and on (44 pages) and he loves his charts and still a mega-bull BUT......lots of great info here. simmonsco-intl.com

To: quehubo who wrote (18759)	2/23/2003 9:19:22 AM
From: Archie Meeties	Read Replies (3) \| Respond to of 206110

Que, in a market where existing capital is ground down and new buyers scarce, the bear case for all equities, including energy related equities is clear. I think the commodity based equities can fight this, as gold equities have (although they are not performing as well as they would in a bull), but I have no illusions about how difficult a sustained bull market in energy stocks will be. All in all, however, we're going to have a good Spring. Post Iraq may be a time to take profits, we'll just have to see what shakes out.