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Gold/Mining/Energy
Ensco International Inc. (ESV)
An SI Board Since February 1997
Posts SubjectMarks Bans Symbol
2005 19 0 ESV
Emcee:  jim p. holcomb Type:  Unmoderated
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ReplyMessage PreviewFromRecsPosted
830 Baird Thanks! mpfDeep Margin-3/5/1998
829 mpf, Good places to get information would be the websites for some of the drillCzechsinthemail-3/5/1998
828 Baird I need some technical background in this industry. What are the differencDeep Margin-3/5/1998
827 Doug Thanks! Very helpful. The risk, I guess, is having to liquidate my positioDeep Margin-3/5/1998
826 Baird, I am in ESV, TMAR, and BJS currently which "spreads" my dollarDouglas V. Fant-3/4/1998
825 Thanks Doug, Is your understanding of this that "deep" refers to floCzechsinthemail-3/4/1998
824 Baird, OK here's some data in a February 23, 1998 Natural Gas Week article Douglas V. Fant-3/4/1998
823 Deep Margin, Sure! These boards are to pass information- and I've learned aDouglas V. Fant-3/4/1998
822 Doug I'm new on the board here. Just read your note about selling out-of-thDeep Margin-3/4/1998
821 Baird, Who baby! I just came back from a meeting in New Orleans with a number oDouglas V. Fant-3/4/1998
820 Baird, The deep/shallow distinction is hard to call, but I do note that our DriDouglas V. Fant-3/3/1998
819 Doug, If demand remains strong for the offshore drillers unless/until oil pricCzechsinthemail-3/2/1998
818 Baird, Right- just because one will not drill a marginal play in your portfolioDouglas V. Fant-3/2/1998
817 Thomas, Well I have a good sense of humor- and I saw a chance to make a joke...Douglas V. Fant-3/2/1998
816 My wood butcher comment was not directed at you, I'm a wood butcher. Just Jamuck-3/2/1998
815 Doug, I've seen no evidence of any delays or pushouts in any offshore projCzechsinthemail-3/2/1998
814 Doug, Does the $3/bbl represent full cost of exploration and production includCzechsinthemail-3/2/1998
813 Doug, that's important to know. Thanks! GM <eom>Gottfried-3/1/1998
812 Gottfried, Believe it or not, yes the good companies have pushed their costs/bbDouglas V. Fant-3/1/1998
811 Baird, Anything over $2.00/mcf is drillable in shallow water and onshore. AboutDouglas V. Fant-3/1/1998
810 Thomas, Bummer-you're right! I went back to the Feb 12th dividend announcemDouglas V. Fant-3/1/1998
809 I wouldn't put too much stock into the 3-5 year projection. It's expresDavid Lawrence-3/1/1998
808 David, Thanks for your most informative post. This is a very good overview ofjim p. holcomb-3/1/1998
807 I think you put the decimal point in the wrong place as concerns the dividend yJamuck-3/1/1998
806 Bill, Thanks for the DLJ highlights. Do you know what percentage of ESV'sCzechsinthemail-2/28/1998
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