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


To: Robert Floyd who wrote (20917)4/30/1998 4:34:00 PM
From: Douglas V. Fant  Read Replies (1) | Respond to of 95453
 
Robert, HMAR,TMAR, and TDW all look like good value plays here.... Remember- Offshore platforms still need constant weekly and sometimes even daily servicing by marine vessels even when no drilling rigs are around.... 365 days/year....(except when hurricanes or typhoons blow through!)....

That's also why as an industry person, I like the equipment manufacturers, and well servicing companies too.....

But I do own a couple of drillers, too RDC and ESV, mainly shallow water drillers - and RDC has the LeTorneau Rig Yard in Vicksburg, Mississippi, as a kicker, so they are a manufacturer too...

Say have I mentioned here why the first thing that a pumper looks for when he/she inspects the wells in an onshore field every morning is cow dung and rattlesnakes? Know where and why?

Sincerely,

Kwitanonoa (Navajo for "Dung Carrier")