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

To: Frank who wrote (23727)	6/12/2003 4:38:14 PM
From: energyplay	Read Replies (1) \| Respond to of 206160

Flush production Vs. Hot weather - Real WWGF grudge match ! Be interesting to see by what margin flush production wins or loses - IF production wins big against normal summer weather, we will a big shoulder season build. If production loses, but on a little against a very hot summer month, then we could still see big shoulder builds. If there's only a small win against normal weather, then pick 'em. IF production loses to a normal summer month, I may want to be long term long.

To: Frank who wrote (23727)	6/13/2003 1:45:59 PM
From: energyplay	Read Replies (3) \| Respond to of 206160

Sold much of my royalty trusts today - ERF, SJT, PVX, PGH, and some NCN. Keep some in taxable accounts that have low cost basis. Bought a little KCS (a small, debt -heavy NG E&P) since it has increasing production, stock holding up well today, and they will do great with even $4.50 gas. Still very bullish on gas, but the royalty trusts got WAY ahead with almost vertical charts (see SJT for a nice clean chart, NCN for near vertical part) I expect big storage builds next 2 weeks will damp enthusiasm, just like after the March price run up. My biggest holdings are now on the small cap E&P side, TMR, CWEI, KCS, CRK, a little ROYL & GASE, and medium cap E&P THX After the royalty trust drop some more, I plan to buy back most of what I sold. May move to the Canadians which aren't on US exchanges, since they seem to ahve a discount to the dual traded RTs. I think JimP may be right - and if we see lots of flush production AND demand destruction, I may need to wait until fall to get back in.