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: SliderOnTheBlack who wrote (21581)	5/6/1998 3:34:00 PM
From: 007	Read Replies (1) \| Respond to of 95453

HMAR conference call was all positive. No visible threat to dayrates going forward. IMO, boats are outstanding value investments and should do very well for a long time. They each have a lot of resistance, but they should move continually upward from here.TDW, TMAR, and HMAR are all excellent picks trading at pe's around 10. 007 Long UTI, TCMS, TMAR

To: SliderOnTheBlack who wrote (21581)	5/6/1998 3:38:00 PM
From: Grommit	Read Replies (1) \| Respond to of 95453

Link to HMAR CC notes: Message 4351109 Good to see the boats getting some respect on this thread!!

To: SliderOnTheBlack who wrote (21581)	5/6/1998 5:21:00 PM
From: P.Prazeres	Respond to of 95453

Slider, If you like TCMS, you'll love HOFF...check out its thread and see what I mean. It was one of the few that were up today. (and UTI also, :-) Paulo www2.techstocks.com

To: SliderOnTheBlack who wrote (21581)	5/6/1998 7:58:00 PM
From: Big Dog	Read Replies (1) \| Respond to of 95453

Slide Dude -- If you don't thin FGII will dip below 36 for a buy, why don't you sell some 30 or 35 puts? Great income generator! By the way guys, I met with an investment banker from Bear Stearns today. He says the bond market is red hot for these 144a bond issues. They are getting issued in record time and oversubscribed. And they are loving the oil sector deals -- witness Chiles Offshore getting 100 million at 10 year interest only for 10 percent...these are two jackups that have no contracts and the company does not even have operating capability yet. And I hear they may have even could have done bank financing. I saw Bill Chiles last night... he was smiling. What this tells me is that there is a bunch of money going for this sector. Maybe it is red hot in the bond right now, but I am sure this will spill over in to equities. His Puppitude