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

To: Cragganmore who wrote (32887)	12/16/1998 9:59:00 AM
From: SliderOnTheBlack	Read Replies (1) \| Respond to of 95453

Cragganmore; TCMS just a victim (and justifiablly so imho) of the Street's separation of the oilpatch into the major & minor players/ the strong and the weak. TCMS is a small company, still not quite firing on a cylinders in that their recent ''birth'' as a new company hasn't had a fair chance to show their potential synergies in an upbeat oilpatch enviroment. They would suffer as compared to GLBL for example in an extended negative enviroment. TCMS is a risky, longterm play here with great upside, remember they've done work for companies like RIG, perhaps they also get bought out here ??? overall; imho - why accept the risk or their allmost assurred underperformance as compared to the best of the best in the 'patch ? I think the majors like RIG RON WFT are the play and niche-tech players like CXIPY SCSWF PGO CDIS VTS CLB and FGI GLBL VRC NOI SDC look to be solid values and proven companies. I really like SDC here as the ''sleeper'' in the drillers. RIG/DO as the drilling leaders and FLC as the leveraged -risk play... As far as an ultra-value small cap - I like IIR or DRQ vs. TCMS; (allthough I would NOT be a seller of TCMS here - I see little downside) --- compare balance sheets. good luck - just my 2 cents.