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

To: Hannoverian who wrote (182851)	3/2/2014 9:23:06 PM
From: Bearcatbob	2 Recommendations Recommended By Biotech Jim Hannoverian Read Replies (1) \| Respond to of 206334

Well - that post required some work to digest. I had to do a copy and paste word - and then separate the individual thoughts so I could feed my simple brain digestible packets of data. Thanks for sharing the your perspectives - they are appreciated. There were a lot of assumptions that made the message and the math balance. Perhaps my biggest take was the number of rigs in the past to maintain a lower production rate vs the number now. But then there is the associated gas supply (greatly reducing flaring seems like a no brainer). Perhaps the message is to invest in the drillers and the E&Ps. Last weeks earnings reports showed clearly that some drills simply do not produce per plan. None the less the driller gets paid. No matter how the math works out vis a via the assumptions - the message is clear - the draw of this winter will make for an interesting summer. Go Utica - Ohio needs the money! Bob PS: It is all of 12F here in NE Ohio so we are again taking one for the team. I note this is particularly difficult for us as we just returned from 10 days on Sanibel/Captiva. PSS: As cold as it is here - the snow is nailing the southern part of the state and it looks like ice for the middle states - eg Kentucky and back to the SW - ugly. PSSS: The futures are ugly. It looks like the markets have discovered events in the Ukraine. PSSSS: What was the saying about "may you live in interesting times"?