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To: Taikun who wrote (7668)9/21/2004 10:32:13 PM
From: energyplay  Respond to of 11633
 
Unless one RLI is less than about 5-6 years, and the other over 9 years, I think the difference gets swamped out by differences in the degree of conservatism or not in estimates, and the availability of gas behind pipe, re-work knowledge and experience, etc.

My expectation with PMT is they get a pile of money and drill with it...



To: Taikun who wrote (7668)9/22/2004 9:11:07 AM
From: KyrosL  Respond to of 11633
 
I agree with you on the relative value of PMT and BTE. I hold both. About 3:1 ratio of BTE to PMT.



To: Taikun who wrote (7668)9/22/2004 10:24:25 AM
From: Bread Upon The Water  Respond to of 11633
 
Taikun (and others):

Harvest Energy (TSX: HTE.UN-T) just got recommended by a columnist in Fortune Magazine (9/20 edition pg. 246). Would you, or anyone else, have an opinion on this one?

Thanks.


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