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

To: Frank who wrote (47506)	8/27/2005 1:29:08 PM
From: Tommaso	Read Replies (2) \| Respond to of 206317

I was just looking at the Cimarex (XEC) annual report, and it looks to me as if less than 10% of their production could be affected by Katerina. They do not break down their "Gulf Coast" operations enough to figure it out more exactly. Conversely, that means that 90%, maybe more, of their production stands to benefit from higher prices. They were already on track to hugely increased profit. I wish I could have bought more XEC recently without cutting other positions. I would think that all Canadian producers, including and perhaps especially the tar sands operations, might be a good bet. As I have often posted, I have about half my personal net worth in COS.UN (some via OST.UN) and ES.

To: Frank who wrote (47506)	8/27/2005 1:49:03 PM
From: ChanceIs	Read Replies (1) \| Respond to of 206317

LOOP Expects To Stop Operations Sat Afternoon For Storm >>>Frank - I keep Barrons online open, and type in "Katrina" on the search box and hit return every half hour.<<< DOW JONES NEWSWIRES August 26, 2005 5:32 p.m. -- NEW YORK (Dow Jones)--With a new forecast for Hurricane Katrina threatening to pass through the oil-rich oil and gas producing areas of the Eastern Gulf of Mexico, the Louisiana Offshore Oil Port expects to stop operating Saturday afternoon, according to the port's spokeswoman. "It does look like the models are showing the storm move more west," said Barb Estermann. "We'll continue operating until we shut down tomorrow afternoon." Earlier Friday, LOOP began evacuating nonessential workers from its offshore platform, according to the port's scheduling manager. "We are not suspending operations," says LOOP's Mark Bugg. "We are evacuating those who are not involved in keeping the oil flowing." The port is a vital link between foreign oil tankers and domestic petroleum refineries. Forecasts for Hurricane Katrina changed significantly Friday evening, with the storm now seen hewing to a more westerly track that will take it into the eastern side of0 the Gulf of Mexico's energy-producing areas and give the storm time to strengthen considerably. The U.S. National Hurricane Center now sees Hurricane Katrina tracking through the central Gulf of Mexico and making landfall Monday morning in Mississippi, a path that would spare Florida a second direct hit. Private forecasters see a more dire scenario, with the storm growing into a powerful Category 4 hurricane and tracking even farther west, making landfall near New Orleans.