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

To: ChanceIs who wrote (106608)	8/5/2008 6:31:06 PM
From: Bearcatbob	Read Replies (1) \| Respond to of 206184

Chancels, I think we are being presented with an opportunity to restructure our portfolios in a manner that can yield great future wealth. We can now buy solid companies at a discount and do not have to speculate on home run drill plays to make money. DNR, CHK, XTO and others - wow - what an opportunity. My perspective is the investing world really believes it is all speculation - some have to for their self esteem - some simply do not know any better. If we really have a supply and demand driven price we have a great opportunity. Bob

To: ChanceIs who wrote (106608)	8/5/2008 6:33:55 PM
From: gregor_us	Read Replies (2) \| Respond to of 206184

Hi Chancels. The tight supply of NG/LNG in the GCC countries was a story that caught my eye when I noticed that the UAE decided to cancel a large smelting plant to be built by RioTinto. Reason: they needed the NG for other stuff. Then when Rubin of CIBC covered the story, I then started researching. First, read Rubin: (go towards the end to read eye opening stuff on power generation growth) research.cibcwm.com Then, see my articles from my delicious page on the GCC: delicious.com I would put the odds at 60% that the government would get all starry eyed over NG and start mandating its use. Yes, that's exactly what is going to happen. It will be the perfect confluence of politics and price pressure. Although I have exposure to NG via NXY, ECA, CHK and XTO--as we get down the road here a little further, maybe in September, or maybe after the election, I might just pull out the list of the XNG components, and buy 'em all. G