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To: quehubo who wrote (27773)12/6/2003 12:44:39 PM
From: JCS  Respond to of 206272
 
Speaking of Dabum, I miss his very knowledgeable posts. Any one know why he is not posting?



To: quehubo who wrote (27773)12/6/2003 12:45:04 PM
From: excardog  Read Replies (3) | Respond to of 206272
 
Have you been watching the coal stocks? The bcolonel posted some interesting thoughts on China and coal exports over on the CWEI board. One more piece of the energy puzzle.

FWIW bcolonel knows his stuff. IMO



To: quehubo who wrote (27773)12/7/2003 7:54:05 AM
From: MWitte  Read Replies (1) | Respond to of 206272
 
"Let CRK be an example in 2004, dont sell too early. "

What are you going to base the sell decision on? Warmer weather, i.e. high spring storage level? Increasing rig counts?

JMHO, but there seems to be about a two year window here before LNG can "rescue" us...I'm sort of planning to hold for that long...