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 : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (41282)	11/11/2003 10:47:05 PM
From: Cogito Ergo Sum	Respond to of 74559

Provident? They have also changed their business model somewhat. biz.yahoo.com EDIT PVE’s apparent under-valuation may be due to its short reserve index. Interesting Harvest HTE.UN is right around where I sold a lot of it earlier this year. They have te shortest RLI in the business as I recall (except for maybe Paramount now, but they have the future possible compensation asset)

To: TobagoJack who wrote (41282)	11/11/2003 11:36:03 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Hi Jay - Right now, I think the CanRoys will depend on the short term price of gas. The short gas price will depend very much on the weather. If it gets to the warm side, the gas price will drop. Cold winter, the price will hold up. grads.iges.org Longer term (like next year) there is still decline of production, and less drilling in the Gulf of Mexico, and improving economy. Looking at the chart of SJT for 5 years, there's a dip from 18 to 10.... So I am waiting. I still hold the Canroys I bought at lower levels. I want to see ther price of gas close or under $4.00 , maybe $3.50, and Royalty trust prices down about 20-30% minimum.