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

To: profile_14 who wrote (27475)	11/26/2003 11:45:07 PM
From: Bearcatbob	Read Replies (2) \| Respond to of 206191

Profile - I agree - but agreeing has cost me money! For now gold is hot and energy is cold. Bob

To: profile_14 who wrote (27475)	11/27/2003 12:43:10 AM
From: Mark Adams	Read Replies (1) \| Respond to of 206191

LNG facilities will require additional tankers to transport LNG. Since the distance is much greater that a trip from Africa to Europe across the Med. Sea, many more tankers will be needed to transport the same amount of gas per cycle since the transit time is much greater across the Atlantic Trinidad is loaded with gas, with LNG trains in production. Trinidad is a short hop from to the gulf coast, a bit longer to the atlantic. Message 19411443 re the ships; Message 19038974 LNG won't dominate the market overnight. Yet it already plays a role in storage builds. We appear to be in a bit of a bubble in terms of new regas platforms & capacity announcements. Companies now appear to be getting a perk on their market cap for having LNG exposure. Perhaps the capital allocation machine will work if we craft and tell the 'right story'. A story capable of capturing the imagination. Preferably, a story based in hope rather than fear.

To: profile_14 who wrote (27475)	11/27/2003 12:25:16 PM
From: russwinter	Respond to of 206191

Excellent recap, but I think I'd take #13 and throw it up to #1. The situation there is in runaway mode, plus you have the speculators and hedge funds piling into everything. They've unleashed the "dogs and demons",and energy's next with first cold spell, if not sooner. Message 19541344 and this: Message 19541103 and this: Message 19538433 shipping rate index: quote.bloomberg.com I think it's happening now in energy, and in fact the energy stocks had a great week, as even the drillers, managed to get off the canvas (that's because your #15 point about WS shows how badly disconnected they are). Plus unlike the metal stocks, Message 19540768 the neglect in energy stocks has made them the low risk trade. The question is going to be when does this led to a bust. I sure don't think a long overdue quarter or half point fed fund increase will derail commodities generally, or energy specifically (although it will financials, and retailers). In fact it's my belief that it will be the energy (and other materials) blowoff at $40 oil and $8 gas that will cause the real bust (tsunami coming from Asia). The Fed will be irrelevant at that point. Until then I think it's party hat time (even if breifly) for those of us invested in the sector.