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


To: Dennis Roth who wrote (35755)10/14/2004 9:43:32 AM
From: Tommaso  Respond to of 206131
 
I owned Ipsco for a while as well as MVK. They both look like very good companies. The only reason I sold was to put as much money as I could into Energy Split and subsequently into Oil Sands Split, where the leverage and the potential for huge payouts was tied directly to energy prices.

Too many good ideas around!



To: Dennis Roth who wrote (35755)10/14/2004 9:47:21 PM
From: Bearcatbob  Respond to of 206131
 
Amazing what coherrent energy policy could do. The case must be made to the public to shame the naysayers into their rat holes!



To: Dennis Roth who wrote (35755)10/14/2004 10:46:10 PM
From: cherrypitter  Read Replies (2) | Respond to of 206131
 
Dennis: Thanks for bringing to the board this history of the various gas pipelines currently in the planning stage.

The Mackenzie route appears to be stalemated by a First Nation group that wants Native land claims settled by Ottawa before they will allow this line to proceed.

As I believe you reported recently from the Fairbanks News-Miner, the Alaska route has been put back on the front burner by late action by the Congress. ConocoPhillips was holding out for minimun guarantees but Exxon Mobile and BP don't feel them necessary. Nor do Senators Murkowski, Stevens and Representative Young. They do not envision gas prices getting so low in the future that well-head guarantees would be necessary. Can't envision ConcoPhillips not grabbing the brass Ring.

Add Schnitzer Steel (SCHN), a Portland scrap steel processor, to your list of companies that could prosper from a new pipeline.

Regards,

Rich