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Gold/Mining/Energy : Strictly: Oil and Gas Exploration Companies -- Ignore unavailable to you. Want to Upgrade?

To: PuddleGlum who wrote (125)	1/29/1999 9:36:00 PM
From: Robert T. Quasius	Respond to of 318

I like the prediction about much higher gas and oil prices next winter. He also mentioned that without much natural gas drilling, any surplus will be gone before long. This confirms what I've heard from other sources, that gas wells are depleted much faster. I am more heavily weighted towards stocks that are 100% natural gas (EVER and PETD) or heavily so (SFY and SMIN), and not as much for companies with much oil, except for AXAS. Of these stocks, EVER, PETD, and SFY will definitely continue to show positive earnings even in this environment. SMIN and AXAS will show losses, but are so ridiculously undervalued relative to their prospects that I continue to hold. I recently tripled my SMIN holdings, and will probably do likewise for AXAS. I saw a report recently giving a risk adjusted break-up value for AXAS of $14/share, yet the stock is selling for less than $3.

To: PuddleGlum who wrote (125)	2/2/1999 3:44:00 PM
From: Gator	Read Replies (1) \| Respond to of 318

I have been told that major buying is about to come in to VECT (Vector Energy) in the next three days. I've been holding off on this one for a little while until the timing seemed right. The float is practically non-existent, so it will move fast (it has moved a lot in the past). The company is now fully reporting (reports on Edgar). They have already been approved for Amex, they just need to get stock price over $3 (currently $2 7/8). $2 book value, major acquisition will be announced shortly which will increase that significantly. Great management, they specialize in picking up natural gas assets in bankruptcy court for pennies on the dollar, and vastly increasing productivity in the properties with their financial backing and management experience. Gator