SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: Frank who wrote (38966)2/3/2005 9:23:53 PM
From: quehubo  Respond to of 206321
 
The draws over the last 3 weeks have been consistent with a demand rate of ~-1.57* GW HDD +170. Very similar to last Winter's draws. Last weeks draw was stronger than expected and this one weaker.

Just the same I raised another 15% cash or so, I should be about 65% loaded.

The weather appears bearish for the next week or so, if the weather does not flip after we might be in for a rough patch. I suspect we may need to find some demand $5.50 or so this shoulder season.

A good deal of the E&Ps have reported production and I dont see FLUSH production overcoming steep decline rates yet.



To: Frank who wrote (38966)2/4/2005 9:42:17 AM
From: excardog  Read Replies (2) | Respond to of 206321
 
BOA upgrades some offshore drillers today. BTW at OSX 130. Didn't Wicklund downgrade everything about a year ago at OSX 100?

We should be so lucky to have his job!