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

To: Ed Ajootian who wrote (34984)	9/11/2004 11:41:16 AM
From: excardog	Read Replies (2) \| Respond to of 206325

There was a pretty big seller in TGA yesterday. Stock seems like a fair value in here. ATLS is worthy of a look. It's being spun out of REXI. Very thinly traded at this time but insiders seem to like it in the high teens. We don't talk much about MMR but they are doing some serious deep water gulf drilling in Q3 and Q4. If they strike something it could be a winner. Wouldn't risk a lot on it but a few shares tucked away could surprise you. Best

To: Ed Ajootian who wrote (34984)	10/4/2004 7:29:41 PM
From: Ed Ajootian	Read Replies (3) \| Respond to of 206325

Interoil, IOC --- Ray James just initiated coverage with a Strong Buy rating, US$35 price target, see full 33 pg. report at currentcapital.com . RayJames does not hand out Strong Buys on any old company. Basically the thesis is, at the current quote you are mainly just paying a fair price for their refinery and gas stations, and then you get the exposure to their upstream upside for a coupla bucks a share. Not too shabby given they have identified targets with undiscovered resource potential of 4.5 Billion Bbls.! No one has posted on this in spite of my mentioning it several times, so I'll assume there is no interest going forward unless somebody speaks up.