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

To: Frank who wrote (37071)12/3/2004 7:50:58 PM
From: quehubo  Read Replies (1) | Respond to of 206166
 
Well the relationship between draws and GW HDD will reveal itself more clearly going forward on a daily basis. With the present weather we should be drawing 17+ bcfpd to end up with draws around -125. GW HDD ramp up over 200 a week going forward over the next two weeks and between now and Xmas we should see the daily draws from Robry rise from 17 bcfpd to 25 bcfpd.

Right now I agree with Lehman's assessment that over the last 5 weeks we have averaged 2 bcfpd less than expected after adjusting for weather. It seems RJ is looking for a draw of 110-120 next week.

beacon1.rjf.com



To: Frank who wrote (37071)12/4/2004 4:36:13 PM
From: energyplay  Read Replies (1) | Respond to of 206166
 
If Bastardi is right - and we should see the odds of his view increasing by Thursday or next weekend - we could have a very nice buying opportunity.

Spring could be 1300 or 800 bcf....


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