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 : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (29802)	3/24/2003 4:09:35 PM
From: isopatch	Read Replies (1) \| Respond to of 36161

CanRoys show relative strength vs E&Ps, OS stocks today/eom

To: isopatch who wrote (29802)	3/24/2003 5:34:08 PM
From: alburk	Read Replies (1) \| Respond to of 36161

Isopatch RE CRZO I have a small position just under 5 and under water now. I like the gas story though. It's starting to look like it may take a while to play out. I am mostly in cash with a little gold and some small special situations. Andy

To: isopatch who wrote (29802)	4/20/2003 10:37:39 PM
From: Ed Ajootian	Read Replies (1) \| Respond to of 36161

Iso, CRZO -- Are you loading up on this one or what? They got whacked in late March/early April due to a disappointing year-end reserves figure but a new day is dawning and their 4Q production was up 17% sequentially, with 1Q production likely to have increased another 20% sequentially over 4Q. Best part is they are going to be presenting at the IPAA on 4/29, where they will be hyping their next set of elephant-hunting wells. Last time they hyped a big well the stock popped a dollar or so. I'd sold some of this on the disappointing reserve adds but am back in the saddle at this point.