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Gold/Mining/Energy : Canadian Oil & Gas Companies -- Ignore unavailable to you. Want to Upgrade?

To: Kerm Yerman who wrote (6398)	5/6/1999 3:14:00 AM
From: Craig C	Respond to of 24892

Kerm - Poco share price has stumbled for many months now, especially when compared to say Paramount or Rio Alto. Based on cash flow Poco must be trading under 5x. For what its worth I think the experts (?) think Poco paid to much for the companies they picked up this past year. Therefore no one is banging the drum to buy them. I do know they are still drilling with three-four rigs working as of two weeks ago. I believe there debt is high around 2.5-3x CF so maybe that is a weight on the share price. I'm still holding my shares. Next winter gas maybe a good area to be in. Watch those storage numbers out of the states every Thursday and see how inventories are building. I have been watching the last few months and the numbers are weak in comparision to previous year. FWIW. Take care Kerm.

To: Kerm Yerman who wrote (6398)	5/6/1999 11:16:00 AM
From: Jim Bishop	Respond to of 24892

Canoworms agrees with us on GEX. We are pleased to deliver an email version of today's Canaccord Capital Daily Letter directly to you. For a more complete version that includes tables and graphs please visit our web site at canaccord.com Daily Letter Analysts' Breaking News Thursday, May 6, 1999 RECOMMENDATIONS 1. UPDATE Franco-Nevada (FN : TSE : $29.00 : Issued 80.4M) UPDATE Euro-Nevada (EN : TSE : $25.70 : Issued 101.M) James * Year-end results 2. Genesis Exploration Ltd. (GEX : TSE : $7.35 : Issued 36.4M) Fiell * Reports excellent Q1 results * Should be able to meet or exceed 1999 targets * Reiterating ACCUMULATE Recommendation

To: Kerm Yerman who wrote (6398)	5/7/1999 1:48:00 AM
From: RIK	Read Replies (1) \| Respond to of 24892

RE : POCO the Laggard Agree that the acquisitions [ Pan East & Canrise ] have caused them to lag their peers in the marketplace . As the saying goes ‘short term pain for long term gain'. I would not be surprised to see AEC take a run at them. It would be a good fit and would top-off AEC's cherry picking the industry. AEC have made two great acquisitions ; they are on a roll so I expect them to do a third , only this time with a more gassy flavor. If not POC , then maybe some company like Newport. Comments ?