Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: bw who wrote (19697)	4/20/1998 5:00:00 PM
From: Bazmataz	Read Replies (1) \| Respond to of 95453

bw: I couldn't agree more. I've been posting on this thread for a couple of weeks how GLM is acting "different" from the other stocks in this group - not just the deepwater drillers. It closes down when the group is up, but sometimes on down days, doesn't go down quite as much. Yeah, its beta is lower, but something subtly "negative" is being priced into this stock. I don't know exactly what it is, though. Could it be their seemingly strange increase in turnkey operations, and increasing turnkey exposure in the GOM? The co. seems to state it as a positive, but is the market perceiving it as a negative? I've asked the thread for any info anyone might have for weeks now, and no one has posted anything that really satisfied my suspicions. This makes me worry more, because the people who post regularly on this thread are the most knowledgeable ones I know in this business... Any comments, any comments AT ALL are appreciated.... Baz