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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Kerm Yerman who wrote (10057)	1/5/2004 4:02:20 PM
From: Mannie	Read Replies (3) \| Respond to of 24921

I am interested in learning more about the Canadian Oil Sands deposits... Anyone on the thread that can point to some good information, I would appreciate it. At what price point of oils does it become viable to extract these resources? What companies are positioned well? What kind of a time frame are we looking at? Thank you, Scott

To: Kerm Yerman who wrote (10057)	1/24/2004 10:40:33 AM
From: Kerm Yerman	Read Replies (1) \| Respond to of 24921

Material Change Report / TIER III Portfolio Beginning Cash Component $26,211.72 Over the last few weeks, it has become apparent to me that I needed to add an international junior to either my Tier II or III Portfolio. I bit the bullet and have added a U.S. company to my Tier III Portfolio. Up until this point in time, the only U.S. holdings in my portfolios were the companies contained in my Tier I Portfolio. Most of those shares were acquired as a result of the U.S. companies buying out Canadian companies of which I held at the time. So, this event is more or less a new territory of coverage for me. Added 20040123 1500 Shares VAALCO Energy Ltd. (VEIX) @ US $2.13 Converted to CDN $2.91 (rounded) Total Investment CDN $4,365.00 Complete analysis detail can be found in this Saturday's edition of our newsletter "That Was The Week That Was In The Canadian Oil-Patch." If you are not a current subscriber, just request the free newsletter via email at kermskorner@adelphia.net Ending Cash Component $21,846.72