To: Ed Ajootian who wrote (123 ) 4/2/1999 10:29:00 AM From: c.d Read Replies (1) | Respond to of 272
May not be the same group that I've heard of, but the Strain that comes to mind is a hired (although qualified to some degree) gun that promotes juniors. I've never read his reports. An analyst with a regional expertise on oil and gas would be the right approach. I'll check around. By the way, the Tex-star company, if connected, reported a hugh gas flow a couple of weeks ago in the Mississippi region of interest. (20.6 mmcfpd). This was in the gulf coast report - oil and gas rag - that nerds like me read. This is what has attracted me to the Benz page. If sustainable numbers of 10 to 20 mmcfpd is the trend, a lot of heads should be turning. Completion technologies may be the trend catalyst. I'll talk with some techs. Also Ed, I am not an analyst. Don't believe that guys like me know everything. We are useful but please don't consider me a hitch. I'll find out info, take an interest and watch. I'll look for the other players and see who is the Patten in the crowd of Execs. Oil and gas assets, unlike manufacturing/product oriented assets, can be identified and seized upon with multiple returns and happen like a thief in the night. Up until internet high tech stocks, no other investment community offered this... outside of mining. Mining is second to O&G. I have several holdings. Of which it is my policy never to discuss on anyone else's page. Benz has my interest today, but I may be gone tomorrow. I'm not in this deal. I am however convinced of the timing of what I see as a very remarkable play. These guys either have it or they don't. I participate as long as management follows the perscription. If I participate, I look for very large blocks. Anyone hear on the floor issue yet---debenture wise?