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

To: Pete Young who wrote (40112)	3/16/1999 4:33:00 PM
From: SliderOnTheBlack	Read Replies (3) \| Respond to of 95453

Pete; ie: Triton Energy Pete; imho - a classic case where the Street has lost confidence in management & even the Colombian plays to an extent. SEV HEC may be better plays in Colombia. You have the terrorist factor, bombing pipelines, Colombian Oil sells cheap, hard to get top crew/field people to work in Colombia with kidnappings, terrorists etc. IMHO a better huge upside exploration play is FXEN in Poland with Apache doing all the drilling. Here you have a safer enviroment, lower risk for development and have one of the premier companies doing the work in Apache. VPI also has an interesting play in Yemen with TGLEF - but doesn't have its entire future on that one play... FEN - has a huge upside play in Australia - and is a risk/speculative play without it... CPMNY/SPPTY - see SI links for 2 interesting new technology plays in Australia - the Stuart Oil shale plays - you may have seen Gary Kamminsky of Cowen & Co on CNBC this week speak to this play as one of the alltime upside plays - but obviously with accompanying risk.