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

To: Frank who wrote (46710)	8/11/2005 9:40:39 PM
From: quehubo	Respond to of 206131

NG Shorts, not likely many will survive the Summer of 05. Anyone who did their homework just had to wait for a reasonably bullish weather pattern to evolve. This Summer locks us in for another bullish run for the foreseeable future. Whats going to happen next Summer? This Winter or when the tropical weather returns. Imagine these bullish injections with these ng prices? Where is the demand price sensitivity? Good thing heating oil stocks are rising if we get a normal Winter we may need to conserve NG by switching to heating oil at $12 mbtu.

To: Frank who wrote (46710)	8/11/2005 10:10:33 PM
From: quehubo	Respond to of 206131

Frank, dont worry Kyle Cooper of Citibank is still bearish because the injection did not hit his 36 bcf target. Its all because the Summer is warmer than normal. platts.com

To: Frank who wrote (46710)	8/12/2005 9:03:08 AM
From: diana g	Respond to of 206131

XEC --- I agree that the company is attractive on the basis of it's cost relative to its potential. My decision to put my money elsewhere was based on my opinion that WS wouldn't look fondly on XEC for a while yet. With other E&Ps moving up nicely now, it made more sense to me to hold those now & rotate into XEC (and other laggards) when we see that the people who control the big money are moving into them. --- Now with Crammer cheerleading for XEC it could move up immediately. I don't pay much attention to him (I don't like all the shouting and posturing) but clearly his nod had effect yesterday. I'd buy some XEC now on spec and watch what happens but I'm already over 190% in and just don't have the margin left to take more than a token position. It will have to show great strength for me to rotate out of my favs at this point, but I'm watching. --- NOV doing nicely, eh? I wish I'd held the NOI I sold last Dec!! That and not buying RIG when I considered it (under $20) are my biggest regrets stockwise. But hey, I'm not complaining. As it is I'm going to have to build an addition onto my Money Bin. ;) regards, diana