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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Golconda who wrote (54611)	10/21/2004 11:41:09 AM
From: Taikun	Respond to of 74559

G, I've seen these reccs-thanks. I still own Maurel. As far as I'm concerned if some company can find 300 billion barrels in the Congo I have an obligation to invest in them. Burren was quite active today and will be even more so as their hedging program comes off going into 05. If my memory serves me, don't they have a shipping op in the Caspian? Isn't one of the others in the Caspian also (OYLu perhaps?) Thanks again, David

To: Golconda who wrote (54611)	10/21/2004 1:06:27 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

I have taken profits in most of my foreign picks, now heavily in US and Canada, since that's where the price spikes are, especially in NG. Still have ATPG, happy. Added TMXN a Caspian area oil play Have a little EGY Sold TRGL - long wait for next news. Recent Buys and call buys TMR NG production expanding, CHK lots of NG, debt, so leveraged GASE asset play (no options) Utah Wyoming ERF dual listed trust, 225 oil adds upside, royalty trust trend helps EGSR slow development on NG ,tiny stock, no options Have NSS and MVK, drill pipe & tubular goods suppliers. Holding a nice fat position in Paramount energy trust PMT, PMGYF, there is upside with Alberta settlement, great distributions.