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

To: Rob Shilling who wrote (33642)	12/28/1998 10:08:00 PM
From: SliderOnTheBlack	Respond to of 95453

Rob Shilling; re: LUKOY I agree 100%. @ .20 of sales & .25 book is unbelieveable. An Oil stock in Russia has to be the absolute ''contrarian'' play. Everything I read says LUKOY is the most transparent company in Russia. The valuation/ reserves and upside exploration potential vastly exceed any risk of nationalization; over taxation or failure. Kazakh is interesting and they have many partnerships working with the majors. Tengiz has everyones attention and investment; it is only a matter of when & not if... LUKOY @ $100; even 3-4 years would be a fantastic return. I will buy soon; this is priced like an option. Hoping to catch a move here in the OSX - then use some profits to buy LUKOY. good luck