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inflationista

10/10/08 1:37 AM

#80061 RE: mystic krewe #80060

a person that i trust has talked about the repatriation of our material reliances including manufacturing and things like oil from abroad -

without getting political - i feel that the shift back toward self reliance may have finally been forced upon us, just as alt-e was with the prior spike in oil prices, as this repatriation will be a way of supporting the american economy, and will be encouraged by a smart government (which is yet to be determined) -

OPEC's first move will be to cut production IMO because they're not all that sharp and are excessively greedy - this will compound resentment -

american oil is on to those guys, IMO, and now has the opportunity to tell them to cram it with walnuts -

piping out of your back yard even with tax and local political bureaucracy pales in comparison to the costs of dealing in the middle east and shipping back here -

only right before it's too late will OPEC try to flood the market, or cut delivery to america in a dramatic fashion, but now that they have china, we're low on their priority list -

with respect to DPDW, the off shore ban has now been effectively lifted and our balance sheet and location are well positioned to be in the right place at the right time at this important cross-roads in history -

that we provide important services across many industries within the offshore sector, before, during and after initial well placement - well, it's just a matter of time -

nothing is trading on fundamentals right now, which is why you hear about the VIX being so high -

the big boards have turned into the pinksheets -

i'd rather be in a solid, fundamentally sound, undervalued company when the reversal happens than anything else because the PE's are not going to be the same and companies are going to be judged once more on their merit and their leadership -

i feel good about DPDW's spot in this world -