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

To: Roebear who wrote (35874)	1/26/1999 6:40:00 PM
From: Gary Burton	Read Replies (1) \| Respond to of 95453

API--Crude inv UP 5.4, refinery operating rate down 3-4percentage points.

To: Roebear who wrote (35874)	1/26/1999 9:42:00 PM
From: SliderOnTheBlack	Read Replies (2) \| Respond to of 95453

Roebear; re: DAN/ Daniel Industries... Where did you find these guys ? DAN & HC are 2 niche companies than could benefit from the growth in the Natural Gas business. HC has greatly expanded it's mfg capability for it's business and has strong market share with solid growth. The expansion of Nat Gas pipelines and the strong growth trend in Nat Gas Power Plants could bode well for both HC & DAN. HC has strong growth in their compressor business and has greatly increased their manufacturing capacity. DAN manufactures on a Global basis, high tech performance measurement and control products for Energy Management. However, they are not immune to the Global spending cuts in the Energy world. I think they both will ride out the storm rather well. They are in niches where they could post moderate increased in revenue, earnings and shareprice appreciation against the grain of the oilpatch stocks. But, their upside is somewhat limited. DAN appears to have pricing power and has increased margins of late. When Asia recovers, DAN should post solid growth, they are very Globally diversified. DAN has good presence in Canada, Scotland,England, France & Denmark. Scotland just had a huge Nat Gas find by ETP ? and is in a big Nat Gas expansion mode. Canada is in the midst of major pipeline capacity expansion as well. DAN could be a real sleeper. I haven't really read their news releases, 10K's etc. Maybe call their IR person and ask if they are getting any large contracts from this Canadian pipeline expansion. Globally, Nat Gas has a bright future and DAN seems poised to get a piece of the action. Very high tech company - I like what I see fwiw.