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Gold/Mining/Energy
Big Dog's Boom Boom Room
An SI Board Since March 2001
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Emcee:  Big Dog Type:  Moderated
Introduction Compact
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40120Dabum, Regarding your comment, "with all due respect, going long anythingCommanderCricket-3/12/2005
40119Russ...That is well written, but I don't have a clue what you said. Who is Big Dog-3/12/2005
40118My notes on energy: Message 21127940russwinter-3/12/2005
40117One of the major drivers for turnarounds of operating units is safety. The key Bearcatbob-3/12/2005
40116I made no comment on total supply or total consumption. The best data available quehubo-3/12/2005
40115Wait a minute here. How do you conclude we consumed a given amount of gas? We Think4Yourself-3/12/2005
40114The ultimate measure of all factors is the prices paid for ng and the impact on quehubo-3/12/2005
40113Valid point about prices so I took a look at the drilling. Take a look at figurThink4Yourself-3/12/2005
40112>>> I like your courage, esp. as it seems to be going against the graichowder-3/12/2005
40111"Crude prices have rallied strongly despite further builds in US crude and big guy-3/12/2005
40110Weather looking bullish for another 10+ days. <1,200 bcf in storage on 4/1 a quehubo-3/12/2005
40109. i agree no refinery can run at 100% but there is room in refineries to run clJohn Carragher-3/12/2005
40108Yes, I considered this. But the margin between heating oil and the bid week NG pquehubo-3/12/2005
40107John, I work in operations. No generation plant or refinery can run 100% for lonquehubo-3/12/2005
40106u.s. refineries running around 90% capacity.. last i heard there was plenty of rJohn Carragher-3/12/2005
40105Man Bites Dog! KMG Suing Carl Icahn, see marketwatch.com Its great to see CarlEd Ajootian-3/12/2005
40104Lack of new refining capacity hurts oil supplies By Kevin Morrison Published: Mquehubo-3/11/2005
40103>>>One possible reason for this might be that dual fuel users should beTommaso-3/11/2005
40102"We are drawing down at the same rate as last Winter even with much higher Think4Yourself-3/11/2005
40101"Chart looks pretty ugly!!!" Its been ugly before Jim and look where big guy-3/11/2005
40100NOAA indicates 166 GW HDD for the week ending yesterday. A good draw would be 90quehubo-3/11/2005
40099Quicksilver Resources (IL/A): Higher costs, but strong production momentum GolDennis Roth-3/11/2005
40098Area51 Market cap/flowing barrel is the metric I was referring to when I postedTaikun-3/11/2005
40097Thanks. By the way I was sloppy when I said that ARD enterprise value was less Area51-3/11/2005
40096Yep and it could get uglier as attention turns away from distillates and into gaprofile_14-3/11/2005
40095<If t.boon pickens was so smart he would be the richest billionaire in the woTaikun-3/11/2005
40094Area, I added NEL.V today at 1.70 stockhouse.com 9,107,891 shares outstandingTaikun-3/11/2005
40093I should be taking out and shot! LOL Thanks, MichaelCommanderCricket-3/11/2005
40092Good going there, Commander Cricket! I like your courage, esp. as it seems to bPaul Senior-3/11/2005
40091stockcharts.com[h,a]daclyiay[pc20!c10!c50!c200!f][vc60][iut!Ub4!Ua12,26,9!Lh14,3jim_p-3/11/2005
40090michael, still long TGA, trading some as the winds shift back and forth. Added sketch-3/11/2005
40089EEGC- Pretty substantial reserve estimates (4-6 billion) here. Looks like mergerTech Master-3/11/2005
40088Nice chart. Thanks for posting it. I also agree that ARD is very interesting hArea51-3/11/2005
40087If there were barrier islands in the past, like Cape Hatteras, that could providenergyplay-3/11/2005
40086<i>"Crude prices have rallied strongly despite further builds in US cprofile_14-3/11/2005
40085Dabum, Yes, RDC has now completed the first step in signalling something is difkodiak_bull-3/11/2005
40084not familiar with "delaware canyon" I did work on a project for outerJohn Carragher-3/11/2005
40083More information on the Atlantic coast (not current but looks reliable): <b&Tommaso-3/11/2005
40082I suppose there could always be something there. But didn't some oil companyTommaso-3/11/2005
40081mobil was successful bidder for large fields off Carolina and i also assume theyJohn Carragher-3/11/2005
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