Hi Tom,
A good friend of mine and I have jumped into BPI Energy Holdings. I thought I might as well let AIM manage it. We tease each other all the time as I found Colonial Data Technology(CDT) years ago around 80 cents or so, I got out around $6, he got out in the $teens,, it hit $27 one day then fell to the teens and was bought out. He rides me all the time about finding our next CDT,,,,, we believe BPG is the next CDT so we are in. My thoughts on energy,,, well global warming is currently killing the heating markets right now, nat gas(BPG) and heating oil. I am very optimistic though long term on natural gas. The current glut in nat gas is all caused by global warming. Huge amounts of new drilling has kept US output only about steady to slight decline for 5 years now. This nat gas market is on big hurricane or 2 weeks of sub zero weather away from prices that will dwarf Katrina prices. So I'm long term bullish, but there are lots of short term pressures with this winter being so warm. Ken
