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To: ms.smartest.person who wrote (2708)	7/5/2007 10:01:55 PM
From: ms.smartest.person	Read Replies (1) \| Respond to of 3198

&#8362 David Pescod's Late Edition July 4, 2007 CONNACHER OIL & GAS (T-CLL) $3.81 +0.01 RALLY ENERGY (T-RAL) $7.18 +0.19 Dominick & Dominick oil guy Andy Gustajtis is having a good day, as one stock on his top 10, Rally Energy is having a hummer of day hitting a new high. When we chat with Gustajtis today, it’s all about his new passion which is sailing. It’s a great thing he says for those in their older ages, particularly husbands and wives. “Where else” he asks, “can a guy sit back enjoy the captaining of things while the wife has to put out fenders, jump up and tie up the boat, make meals and swap the deck”. Maybe he’s got something here. As far as the market though, Gustajtis who’s been very much on the more bullish side of the energy spectrum has a few comments with oil at $71.00 a barrel. First of all, he points out once again that there’s lots of crazy people in charge of areas of the world that lots of the oil people will depend upon. Also while we’ve had a good run in the energy stocks, he’s suggesting that we simply haven’t seen anything yet and it doesn’t look like we’ve entered the mania stage of the energy market when things might be getting out of control. The analogy to the high tech boom is probably one we can all relate to, when valuation simply got stupid. Right now most valuations Gustajtis points out on many energy stocks are still on the very conservative side when valuation he suggest starts getting ridiculous like in the, high tech boom then you know we might be getting close to the end of the good days in energy. Meanwhile, the invitations have gone out to the followers of Connacher, to the official commissioning set to August 10th. Connacher is number 3 on Gustajtis’s list of favorite stories and to be honest it hasn’t performed as of late. But that may be about to change. Gustajtis says that “the Canadian oil sands remain the one significant option available to international funds and international oil and gas companies.” He suggests that “Connacher right now, is one of the cheapest ways to play that sector.” 100 percent ownership of close to 100,000 acres in the oil sands and down the road up to 50,000 barrels a day of production, he calls it cheap. Gustajtis is a again on the bullish side with the target for Connacher of $8.00 a year down the road, and we would have certainly been happy with something less, but there are more and more whispers coming from Calgary about Petrolifera, the subsidiary of Connacher. There’s lots of analyst reports people should be reading about Petrolifera and its assets in Argentina that many suggests is probably worth $25.00 to $30.00 a barrel. But that’s not what got us excited. For those looking for THE BIG, BIG PLAY it’s probably coming up in the first quarter of next year when Petrolifera starts exploring two huge significant targets in Peru, that could, if successful send Petrolifera much higher or make that much, much higher. Meanwhile, Connacher is having a big due on August 10th to celebrate commissioning of their Great Divide Project in Fort McMurray. ENPAR TECHNOLOGIES (V-ENP) $0.59 +0.05 We are in a boom time for commodities, whether it’s nickel, tungsten, uranium, copper or you-name-it and in a booming Third World, suddenly everyone wants what the Western World is used to...cars, dishwashers, cell phones, etc. - all of which require metals. We tend to forget that there’s one commodity that’s much more essential than any of those just mentioned...and that’s water! It is estimated by different agencies that there’s billions of people who simply don’t have access to good quality water and there’s more than a handful of public companies out there that are developing new processes of water treatment to take care of this problem that is very much needed, particularly in places you’ve all heard of like India and China. Enpar Technologies is just one of the groups with new technologies that’s trying to attract attention and also garner a much bigger market. They have announced in the last while, partnerships with the research centre of the Veolia Environment to develop water treatment systems for municipal markets and they’ve also got deals with Swiss distributors and the unit is being tested by Singapore Utilities. Interests in South Africa have also ordered some of their high efficiency cells. As we’ve mentioned, there are several different public companies in this market, but whoever comes up with a good solution for bad water, has got a market much more sizeable than many of the other commodities we previously mentioned.