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

To: Big Dog who wrote (25028)6/30/1998 10:24:00 PM
From: Broken_Clock  Respond to of 95453
 
Big, Thean thinks the drillers are dead money, but I think anyone buying in now can make some pretty steady $ selling calls on RIG, RON, FGII etc. The downside risk looks a lot less now...

What are you hearing from the fronlines about the service guys like RON, SII, EVI etc.? Do you think they will be affected much?



To: Big Dog who wrote (25028)6/30/1998 10:32:00 PM
From: Gator II  Read Replies (1) | Respond to of 95453
 
Hi Big,
You wrote: I have a little theory on these drilling companies -- on why they can just only make so much money before they limit out.

I've always thought so, too. Suppose this has anything to do with the fact the drillers are deep, deep cyclicals? Fifteen year or so between cycles?

GatorII


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