Natural Resources >> Analyst Interviews >> February 21, 2000
ROBERT E. GILLON is a Vice President and Senior Equity Analyst at John
S. Herold, Inc. Mr. Gillon is Herold's most experienced Analyst,
covering North American E&P companies. He is also responsible for
Herold's Oil & Gas Perspectives (weekly report to institutional investor
clients) and is a co-editor of the Herold Energy Investment Outlook. Mr.
Gillon spent six years in exploration geology and geophysics with
Phillips Petroleum and 17 years as geological and financial consultant
to investment and exploration institutions and companies. Prior to
rejoining Herold in 1995, he was editor and publisher of Exploration
Monthly. He is a member of the National Association of Petroleum
Investment Analysts. Mr. Gillon earned a BS in Geology at the California
Institute of Technology and an MBA in Finance at the Wharton School,
University of Pennsylvania. Profile
LYSLE R. BRINKER is a Senior Vice President at John S. Herold, Inc.,
where he is an analyst in international oil economics and accounting.
He is responsible for coverage of many of the domestic and international
integrated companies and overseas independent E&Ps. In recent years,
Mr. Brinker has devoted extensive time to the design of Herold's Online
Petroleum Company Financial and Operations Database. He received his
Bachelor's degree in Petroleum Engineering from the Colorado School of
Mines. Mr. Brinker is a member of the National Association of Petroleum
Investment Analysts and the Oil Analysts Group of New York. Profile
JOHN B. PARRY is a Vice President, Senior Equity Analyst at John S.
Herold, Inc. Mr. Parry's research domain includes many of the
international integrated companies, domestic refiners, integrated
pipelines and certain diversified energy companies. He is also co-editor
of the Herold Energy Investment Outlook. Prior to joining the firm in
1990, Mr. Parry had 20 years of experience in equity analysis with firms
such as J. & W. Seligman, McLeod Young Weir, and Copeland, Wickersham,
Wiley & Co. He earned a BS in Chemical Engineering and an MS in
Industrial Management at Polytechnic Institute of Brooklyn. Mr. Parry is
a member of the National Association of Petroleum Investment Analysts,
the New York Society of Security Analysts and the Oil Analysts Group of
New York. Profile
TWST: Let's start with you, John. The price environment for oil andnatural gas has undergone quite a change over the past 12 months. When
did the price of oil and gas bottom, and when did it