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Oil & Gas Exploration & Production Co.'s
An SI Board Since January 2003
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Emcee:  Ed Ajootian Type:  Unmoderated
The main purpose of this board is to provide an easy access to an index I have created to measure the performance of the US large and mid-cap E&P companies, which I am calling the "US E&P Index". See portfolio attached, which was created by taking all of the E&P companies with market caps under $5 Billion that were included in the Dow Jones US Energy Index, weighted by market cap as of 12/31/02, starting out with a portfolio value of $1,000,000 on that date. I did not want to take any of the companies larger than $5 B (Apache, etc.) since they would end up taking too high a percentage of the index. Also, since I typically invest in companies smaller than even the smallest one in this portfolio, I'm not really interested in how the behemoth E&P companies are doing.

For a quote of the DJ Energy index, see^DJUSEN

For future comparison purposes, the XNG index was at 146.12 at 12/31/02, and the OSX index was at 86.70.

The motivation for all this work to set up this index was borne by my frustration at looking at the XNG index, for example, that got severely distorted by the crashes of EP, DYN and WMB in '02, none of whom are E&P companies. The DJ Energy index is OK but that also has coal companies and oil service companies.

So all you E&P fans may wanna bookmark this subject so you can track this index, and also feel free to post any thoughts and comments. I plan to use this as a "diary" of sorts so that I can go back later and see what I was thinking at certain points in time, to hopefully learn from past mistakes.

Let's talk O&G E&P companies!
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112I`m new at this site but I hope it`s ok to give my recomendation? It`s a compaSteve243-6/7/2015
111 Adena Field Project In two transactions in May and December 2011, Black RavenEd Ajootian-8/23/2013
110POTG exploration-stage company, not healthy, almost no cash in the bank, being ademersal-7/15/2011
109Neal Dingmann: Genuine Energy Growth Still Lives in E&Ps March 30, 2011 seekJakeStraw-3/30/2011
108Be on the look out. TRDY is a clean debt free shell and we expect to see an O&amDipNoid-11/18/2010
107Denbury Sharpens Enhanced Oil Recovery Focus Copyright © 2009 Energy IntelEd Ajootian112/6/2009
106Thanks Ed,will do. I see GMXR having a nice day today! Good LuckCeltictrader-4/17/2009
105Jerry, I'm not really looking very closely at natgas companies right now becEd Ajootian-4/16/2009
104Hi Ed,do you have any favorite Beaten down Natural gas plays?Bloomberg this mornCeltictrader-4/16/2009
103Maybe Not,just found this article! Natural gas prices tumble almost 75% ASSOCIATCeltictrader-4/11/2009
102Hi Ed,Just wondering if you have a take on NGAS down at this level? I own alittlCeltictrader-4/11/2009
101no, sorryEd Ajootian-1/13/2008
100Hi Ed,long time lurker here.Do you know anything about this co,Genoil GNOLF? ThaCeltictrader-1/11/2008
99UK energy prices rise in 2007, drive retail tariff rise London (Platts)--4Jan2Ed Ajootian-1/4/2008
98Alcan May Buy Gas From Rift Oil for Australian Plant By Angela Macdonald-Smith Ed Ajootian-3/21/2007
97Test <img src='http://'> &Ed Ajootian-3/1/2007
96Hi Ed: Thanks for the feedback. FXEN has dropped back but I view it as a healtArktic-3/3/2004
95Contract Feb. 23 Week's Feb. 23 Month p/therm High/Low $/MMBtu Mar. Ed Ajootian-2/27/2004
94Arktic, Belated congrats on a phenomenal call here with FXEN. It took a lotta Ed Ajootian-2/27/2004
93Yes, I'm holding in a big way. I picked up about 80,000 shares below $2.10 Arktic-10/6/2003
92KCS has done well during the first half and grew proved reserves by 20% over 200Ed Ajootian-10/6/2003
91Paul, I've slowly built up a pretty healthy position in FX Energy, see my lEd Ajootian-10/4/2003
90Delt, Thanks, will try to look at that one. I've been considering looking aEd Ajootian-10/4/2003
89I've been searching the Canadian sheets lately, Ed, and entered True Energy DELT1970-10/3/2003
88Thank you, Ed. Tomtom pope-9/28/2003
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