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.

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

To: Tommaso who wrote (19526)	3/3/2003 5:07:26 PM
From: energyplay	Respond to of 206089

dabum - would you look at the charts of the first 3 of these and give us your opinion ? CanRoys on U.S. Exchanges - ERF - biggest NCN - unhedged PGH PVX PWI

To: Tommaso who wrote (19526)	3/3/2003 11:58:30 PM
From: jim_p	Read Replies (2) \| Respond to of 206089

"I cannot understand the relative lack of interest on this thread in Canadian natural gas trusts, especially those listed on US exchanges, and most especially NCN. This pays a huge dividend already, and will soon be showing grotesquely increased earnings from the continuing squeeze on natural gas. The dividend return alone outstrips by far what one can expect from long term stock investment" You can't compare a royalty trust to a long term stock investment. Royalty trust under perform because most people realize that you are buying a depleting asset and unless you have months of time to spend on one company and a PE degree, there is no way for the investor to figure out how much of the return is yield vs. a return of capital. Most of the royalty trust I've taken the time to analyze have turned out to be bad investments. If you want a more direct ownership in the asset, buy it yourself and get a 15-20% yield on top of your retune of capital and without all the expensive management fees charged by the trust. Jim