it might start waking up a bit,, been talking to a few smallcappers who are into value and growth at a 'reasonable' price.

market pulled back, NR building up. Other defensive plays too. You guys have a great night. See you in the morning

stkl-good dip area tho- typo- oops, wrong again. I am watching/have too many stocks

how about a trailing stop, move it up each day as it goes up. looks like you are enjoying a nice ride :)

my pizza order got lost,, so I am going to go get a burger,, anyway,, my views are not so much against you, as much as I have great respect for the currency traders - they allow or dis-allow green markets. And as I have been following them, I have even more respect for their style, to many of them it is just a game of balance not f/a. And they (rightfully so) see stock traders as 'less than'- nope I am not a currency trader, but I dont mind a learning process or a good warning.

Im hungry- be back later

fuels, alt energy stocks are a godd defensive area to be in if the market were to turn down

soon oversold,,,,


currency traders are wanting to run the yen and the $usd together,, today it is getting ducks in a row.. $usd tested 20dma with the 10dma right below and huge support at 89.50-89.00

not to bash or anything,, as many of you know I was long satc a long time ago, then it became a channel stock,,, you would buy it in the 'near 2.50 area' and sell near the 3 area,, I did note this to subs sometime back. Now this time around it is 200dma,, I do not know if this the final test to pop off and shake the channel play.

Concerning the company- I like it very much,, it is that channel thing that holds it back, so for me I will stick with that point of view as for a 'play'. At this point- I do not have a positon.-

fcel-nice pricing today, the gap down the other day was rather small, odds are 50/50 on a fill, which is good this early in the game,, seems like alt energy stocks are getting contracts with the big boys lately

alt energies should do well, dont forget, on the late news here in houston, they are doing a story about bio fuels,,, the teasers showed a gas pump supplying 'fuel' made from crops,, they noted cheap and renewable.

jj- nice eye, soon many low floats will get picked.

it is a sound company, and should do well going forward. I am very defensive, and not trading too many cheap stocks.

NR is starting to get wiggly, 6.01 wakes it up, 6.24 makes it run, still needs vol

today is just a good bounce, a 'yeild' play, those currency traders are the very best at hit and run, street not giving much press to the problem of handing over saddam + pows on june 30th, so this may not be such a smooth process. And as far as the dow,naz, s&p goes, they are all very near headbump areas, the best spray paint the dow can get is 10500. Msft is telling you,,,ooops look out, the real bottom and reversal in the markets doesnt begin until near june 30th, traders just trying to get a head start.-jmho

msft+C, you know what I am watching

I understand that, but the yield is going up soon

sorryto disagree, the play is to run it to 5%, today the markets are up on 'yield' but the market is not adjusting for the currency plays, can become a huge sucker rally.

power/energy plays are waking up nicely

I thought the history of e's was very impressive, and there is 11% short, this was $11, getting at least 9 when the alt energy plays wake up seems like a gimme

keep an eye on STKL- they do more than grains,(StakeTech Steam Explosion Group markets proprietary non-wood processing technology with significant licensing and application potential in the pulp, food processing and bio-fuel industries.)

SunOpta Announces First Quarter Results and Increases Revenue Guidance
Wednesday May 5, 4:35 pm ET
Reports Record Quarterly Revenues and Earnings


TORONTO--(BUSINESS WIRE)--May 5, 2004--SunOpta Inc. (SunOpta or the Company) (Nasdaq:STKL - News; TSX:SOY - News) today announced results for the three months ended March 31, 2004. All amounts are expressed in U.S. dollars.
The Company achieved record revenues for the three months ended March 31, 2004, realizing its 26th consecutive quarter of record revenue growth compared to the same quarter in the previous year, and the first quarter in the Company's history with revenues in excess of $60 million. Revenues in the quarter increased by 51% to $62,502,000 as compared to $41,411,000 in the first quarter of the prior year. These results were led by a 55% increase in revenues within the Company's vertically integrated natural and organic food operations, driven by a combination of internal growth and the acquisitions completed in 2003.

Net earnings for the first quarter increased by 66% to $1,870,000 or $0.04 per basic common share compared to $1,127,000 (adjusted to U.S. GAAP) or $0.03 per basic common share in the first quarter of 2003. This increase was due to a number of factors including expanded revenues within our Ingredients Group lead by oat fiber products and specialty food ingredients, improved revenues and margins within our distribution businesses and the impact of the 2003 acquisitions. These gains were partially offset by foreign exchange losses incurred in the current year compared to foreign exchange gains in the prior year, and the impact of one time closure costs of $186,000 related to the rationalization of the previously announced St. Thomas and Hamilton facilities.

The Company continues to maintain a strong balance sheet with working capital of $57,619,000 and total assets of $179,059,000. The long term debt to equity ratio for the Company is 0.20 to 1.00 as at March 31, 2004.

The Company previously announced that it expected to achieve revenues of $275,000,000 in 2004, an increase of 38% versus 2003, which was based on a combination of continued internal growth and the impact of the food based acquisitions completed in 2003. Based on current trends and the recently completed acquisitions, the Company is now increasing its revenue guidance to $300,000,000 for 2004.

Jeremy N. Kendall, Chairman and CEO of SunOpta, commented that "We are pleased with our first quarter results, realizing an internal growth rate of 16% in revenues and achieving a gross profit margin of 19.6%, versus 17.2% in 2003. The acquisitions we have completed this year are all profitable and will be accretive to earnings. When combined with continued growth in core businesses we are confident that business performance will continue to improve throughout the year."

SunOpta Inc. is an owner/operator of high-growth ethical businesses, focusing on integrated business models in the natural and organic food markets. For the last five consecutive years, SunOpta was included in Profit magazine's 'Profit 100' list of the 100 fastest growing companies in Canada. The company has three business units: the SunOpta Food Group, which specializes in sourcing, processing and distribution of natural and organic food products integrated from seed through packaged products; the Opta Minerals Group, a producer, distributor, and recycler of environmentally friendly industrial materials; and the StakeTech Steam Explosion Group that engineers and markets clean pulping systems using patented steam explosion technology. Each of these business units has proprietary products and services that give it a solid competitive advantage in its sector.

for those looking for long liquid runner EP 7.24+/-, winter target 12+/-

geez, I hope not for your sake and the others in your area.

florida and rain every day it seems with the sun shining-lol

I dont think I could live in Louisiana, near the shore, mosquitoes are considered 'state birds' got a real funny story about them and my son when we were on vacation.--he slept with his mouth open and had braces at the time- never could get that kid to brush his teeth right until that day, now the dentist scolds him for 'over-doing it' he has a 'system' and uses 3+ toothpastes at least 3 times a day now.

freaking thunderstorms right now, how about you guys?

magic/mflutie: are otc allowed or not?

houston tv ch.11 (10pm)-on tuesday is going to do a story on bio-energy I have a few alt energy stocks,, some are otc,, 2 are bio fuel.

I noticed stocks that are staying on, and the new additions, got a mm stall to shake out shares.

yes low vol, tends to be that way,,, lack of sellers, should find bidders soon from those that sold last month

IMX offering a very nice dips 12.64, remember folks this is a nibble as you go holding long.

jon, glad to have you, GEB sorta like nano tech for cancer treatment. Just a matter of time before the 'big boys' find it.

"why is everyone getting so anal over a BB stock?"- I dont thnk anyone is getting anal over the stock, but some may have bought the .15, and they may harbor false hope of a rebound. If that is the case, a warning from somebody may save them deeper losses. The only reason I addressed the stock was due to email request and spam on the stock. So I did look into the stock and noted what I saw. As for otc stocks, many are not bad companies, with a pretty decent 'structure'. But you are right, no otc stocks are to be posted- I am guilty of that myself.

I figure the mm's are hitting hard with a short, they had to have bought when it was .02+, then they let bidders take it higher, I just dont think the real pain has really 'begun' yet.

Monday, June 14, 2004 -IBD

Natgas Producers Target Denver In M&A Frenzy For New Growth
BY MARILYN ALVA

INVESTOR'S BUSINESS DAILY

They're going to Denver from Canada, Texas and Oklahoma. And they have one thing on their minds: Rocky Mountain natural gas.

Petro-Canada (PCZ) said Wednesday it would pay $534 million for Denver-based Prima Energy. (PENG) It's the fourth time since April that a Denver gas producer agreed to sell out to a larger, out-of-state firm.

Petro-Canada was the second Canadian firm to pick off a Denver producer. In mid-April, EnCana (ECA) agreed to buy Denver's Tom Brown for $2.7 billion.

As for the other Denver deals, Texas-based Pioneer Natural Resources (PXD) will buy Evergreen Resources (EVG) for $2.1 billion. And Oklahoma's Kerr-McGee (KMG) will pay $3.4 billion for Westport Resources. (WRC)

"It's a lot for the industry. And it's especially a lot to have them all in one city," said Jon Hughes, head of mergers and acquisitions for Petrie Parkman & Co., an energy industry specialist.

The buyers are looking for something that's now scarce: long-term growth. Output from big gas-producing regions in the Gulf States and Canada has been slowing.

And life spans of those conventional drilling areas are much shorter than in the Rockies, where reserves can produce for up to 50 years.

"North American (gas production) is a liquidating industry. There's a general lack of opportunities," said Scott Sheffield, chief executive of Texas' Pioneer Natural Resources. "The Rockies is the last area in North America that has a lot of upside."

Still fertile, but high-cost deep water wells in the Gulf of Mexico produce only for five to 10 years, Sheffield says.

The Rocky Mountains are known for their "unconventional" mining-like drilling opportunities in tight sands and coal-bed methane reserves. New technology to extract the gas has opened up new development opportunities, especially for small, entrepreneurial outfits.

"Expense is not really an issue. It's really an issue of acreage. So there's sort of a land grab going on right now," said Irene Haas, analyst with Sanders Morris Harris.

The Rockies is expected to show the greatest increase in natural gas output in the U.S. over the next 20 years, says the Energy Department.

Until recently, Canada was hailed as one of the most promising sources of new natural gas. But the northern lights there have dimmed.

Natural gas output in Alberta, the key gas-producing region of Canada, fell 2.5% in 2003, the second yearly decline, says the Alberta Energy and Utilities Board. Despite a 46% jump in drilling, the board sees falling output through at least 2013.

Once-promising prospects on Canada's east coast have disappointed.

"For years we relied on Canada to provide us with extra natural gas," Haas said. "But now Canada's wells are mature, too. It shows the tightness of the system. There is not a whole lot of hunting ground, especially for the big finds."

So it's on to the Rockies.

"This allows us a new platform for immediate growth. Pipelines are already in place," said Petro-Canada spokeswoman Michelle Harris of Petro's pending Prima Energy buy.

Some buyers are paying rich premiums to get into the Rockies. "Some of the amounts paid per million cubic feet of production and proven reserves have been extremely high," said Mark Hellerstein, chief executive of Denver-based St. Mary Land & Exploration. (SM)

Petro-Canada has agreed to pay $39.50 a share for Prima Energy. That's par with the stock price at the time of the offer. But oil and gas stocks are near their 52-week highs.

Joseph Allman of RBC Capital Markets says Prima's net asset value is $27 a share. "It's a substantial premium to what we thought the company was worth," he said.

But buyers are flush with cash due to high gas prices, observers note.

"The risk is if you don't buy the assets now, someone else will come in and take them," Allman said.

Sellers are more willing now to let go because they believe they can fetch prices at or near their highs, analysts say.

Buyers have made the deals more attractive through shrewd hedging. They're locking in high prices for the first two or three years based on futures prices. Futures prices are significantly higher than price estimates by First Call analysts.

"By locking in these (futures-based) hedges, the acquirer locks in higher cash flow than the analysts are projecting," said Hughes.

EnCana plans to hedge up to 100% of Tom Brown's production in this way through 2006, he says. Kerr-McGee locked in 90% of Westport's expected output, also through 2006.

This is not the first time Rocky Mountain gas producers have been targets. But it's been quiet in the Rockies the last three years. Analysts say 9-11, the Enron scandal and price volatility kept buying at bay.

"There's pent-up demand," said Hughes.

Who's the next Rockies target? High on the list are Western Gas Resources (WGR) and Patina Oil & Gas. (POG)

Related Resources:



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http://www.investors.com/editorial/feature.asp?v=6/12

interesting article from 2/04,,after making a quick glance at a couple of the stocks listed,, SIR+amis+ahg+nfp are just about where they were back in 2/04,,,except rmd- wow, just keeps going.


if I understand the play correctly, KMRT would get sold off for going to russell 1000...""Stocks that migrate to the large-cap index from the Russell 2000 may be included at a lower weighting, resulting in net selling of the stock."""

fwiw - I did read something to that effect in another article. KMRT has had a very nice run too, but looks a little tired.-jmho


http://www.boston.com/business/markets/articles/2004/02/15/investors_debating_russell_rebalance/

sounds like KMRT may be a gimme on a short soon,, so I went looking for any stock $5-$100 with similar chart details:


(RSTG) 6.90 that is an otc, not real sure how it would work out
(NAVR) 13.61 - I have been dead wrong on this one in the past.
(KMRT) 65.16 per the article

the real R - was really hoping it would drop to 2-2.50 on lack of bidders, :(,, now I gotta watch it closer to add.

check out USCOX,, that is 1 of their funds, I am looking at.

mflutie- PRVB


in the past they bought $3.8mil lease for $.10 (stock) based on from an old pr I can not find ""...using gas prices of $2.50 per mcf and oil prices of $25 per barrel. " ,,,,,,,,, at the time and since then oil+gas were higher and have been rising. of course they must be able to produce the oil-gas. if they do produce, then at todays prices and this coming winter+world demand useage, they will have made a very nice deal.

http://biz.yahoo.com/bw/040602/25688_1.html
Powder River Basin Gas Corp. Purchases Drilling Company
Wednesday June 2, 1:49 pm ET
VANCOUVER, British Columbia--(BUSINESS WIRE)--June 2, 2004--Powder River Basin Gas Corp. "PRVB" (OTCBB:PRVB - News) has completed the purchase of S & S Drilling, a Wyoming company, effective June 1, 2004. The purchase includes working interests and overrides in several Oil & Gas properties in Wyoming as well as some equipment.
The purchase includes all the State of Wyoming as well as Federal bonds and authorities required to operate in the state; which was the primary reason for the acquisition.
The Purchase price was $425,000.00 payable by way of $2,500.00 to Wyoming Corporation Commission, $125,000.00 by assumption of a Bank Loan, $24,000.00 payable in monthly installments of $2,000.00 each, $273,500.00 payable with 1,000,000.00 shares of common stock in PRVB restricted for one year to June 1, 2005.
The company paid a consulting fee to Mr. T. Schumacher in the amount of $20,000.00 payable by the issuance of 200,000 (@$.10)shares in PRVB for the completion of the purchase. The purchase allows the company to meet all the requirements of the regulatory bodies in order to move towards bringing wells on production in Wyoming. Powder River Basin Gas Corp. is active in production and acquisitions of crude oil and natural gas. -------->>>>paid a consulting fee to Mr. T. Schumacher in the amount of $20,000.00 payable by the issuance of 200,000 (@$.10) that is more than 2x's the current trading price,, the consultant would have to believe there is a payoff on this deal, to make this agreement- getting paid later. otherwise he would have wanted at least 500k shares for the current and long basing price of $.04. then there is the 1 mil shares that are restricted for a year $273.5k=$.27,, 5-6x's the $.04 the stock trades at now they would have to believe there is a payoff on this deal, to make this agreement- getting paid later. otherwise he would have wanted at least 6.8mil shares for the current and long basing price of $.04. .

http://biz.yahoo.com/bw/040525/255806_1.html
Powder River Basin Gas Corp. First Quarter Update
Tuesday May 25, 2:10 pm ET
VANCOUVER, British Columbia--(BUSINESS WIRE)--May 25, 2004--Powder River Basin Gas Corp. "PRVB" (OTCBB:PRVB - News) has completed the first quarter ended March 31, 2004 under the new management who took over in January 2004. The company realized its first ever revenue from oil and gas sales in the amount of $39,063. PRVB is currently scheduling a rig to re-work one well in Louisiana and expects to have the well in production by June 1, 2004. </B>
The company is also working to complete one gas well in Wyoming which has been delayed due to negotiations with the pipeline company and the development of a working relationship with the regulatory state bodies. Pending the final agreement with the pipeline company the first well in Wyoming will be in production by mid June.
<bManagement expects revenue to increase by 50% in the second quarter of 2004 based on work in progress and current oil and gas prices. Powder River Basin Gas Corp. is active in production and acquisitions of crude oil and natural gas.

http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001140377%2D04%2D000153%2Etxt&FilePath....
10q 3/31/04

STOCKHOLDERS' EQUITY
Common stock, par value $.001 per share; 50,000,000 shares authorized; 87,828,689 shares issued and outstanding- not really a lot of shares and those that do get issued are for biz purposesand some are now restricted for a year, not making the ceo-insiders rich.

I guess my point is, they have been putting their ducks in a row for sometime, and are starting to see some fruitation coming to the surface now. And you already know my views about oil-gas. Except maybe that I think n.gas will get more attention than oil soon, and that on a 'price performance ratio, n.gas is going to rocket. Making any gas they contain worth more expontentually. Then there is the simple chart aspect of the stock, on a 2-3 year chart you see the 200dma forming a bowl,, (11/27/2001 is roughly the date they took a shell ticker) 1.20-1.70,, in 2003 is when the real duck lining up got aggressive. now I am not saying this will go straight up or anything like that. What I am saying is that if you were willing to buy 5k shares($200 or even less, it dont matter) here and there on dips and just tuck away for awhile at least until this winter,,the .20-.27 range will be here at least,, much more imho,, and you saw how gush and tide have done,, gush not around anymore I think, it doesnt hurt having the new naked shorting rules in place.

I understand,, I am a firm believer of staying in sector,, and an addict to the overall market. Right now,, I think traders are trying to force an reversal pre-june 30th area. Highest risk right now, being is the $usd,, as before, after G8 meetings, enough was said to raise the $usd (=down markets),, gold has a pretty good chance of falling thru 375,, it like tech often requires a green market.

Anyway, thanks for the reply

hey guys, I am sort of lost on the ihub,, was looking for a group that trades +$5-? Stocks,, anyway,, any thoughts on SRV getting into the re-balance on the russel? The spec has been working o/t to control the price, as it slowly creeps up-

ps-if I need to be on another board,, just let me know. Tia-:)

gscash, :) long and yawning

SRV-plenty of block action going up- I own, and have it on russel re-balance potential along with a few others