投资快报 3

roberto

roberto

roberto

   

roberto

grasslow

回复 5201# roberto


    DEJ 只是时机未到。

睡不着

机会是常常有的，不要见股就买，不然脱裤也赔不完,TIV 我就不跟了

L.A.LEONG

回复 5205# roberto


    TIV昨天USD0.52一直在犹豫要买不买。今天大起，算了吧。因为前几天投机太多。如SHZ,ROYL，CFW和LEI，不过今天卖了SHZ和ROYL

blue_angel_007

TIV的基本面好糟糕......

好像是投机股吧.....

L.A.LEONG

回复 5205# roberto


   看来 TIV是一只值得花时间去留意和深入了解的股。初步了解有潜能。

L.A.LEONG

这里有谁知道Oil Sand 的 break even production cost是多少？？

klsensgx

ssn 飞了， 4。。。。。。。。。。。。。

blue_angel_007

$$N 4.00..........

LeeCo

漂亮的破四了。。

blue_angel_007

4.05 最高.......希望能重演2008年5月21号的历史.....

睡不着

赚钱了赚钱了,大家开心等到RM7.50吧

blue_angel_007

赚钱了赚钱了,大家开心等到RM7.50吧
睡不着 发表于 23-3-2011 11:07 PM

   睡不着小弟....你要睡多点啦......是USD$....不是RM......
如果是RM7.50,那么就是USD$2.47了.....

睡不着

aiyah，太累了吧，每次都搞错。希望大家开开心心赚钱

葉芬

Libyan Unrest Sends Small Cap Oil and Gas Sector Surging - March 23, 2011, 7:35 a.m. EDT

The Bedford Report Provides Analyst Research on Abraxas Petroleum and Samson Oil & Gas

NEW YORK, NY, Mar 23, 2011 (MARKETWIRE via COMTEX) -- In recent weeks, investors have been focused on small cap oil and gas companies that do not have exposure to Libya and other troubled spots, but stand to benefit from oil's recent spike in price. While analyst consensus is that the world can function without Libya's exports, Victor Shum, an energy analyst at Purvin and Gertz, warns "the worry is about what's next. What if protests persist in Iran and things get out of hand?" The Bedford Report examines the outlook for companies in the Oil and Gas sector and provides research reports on Abraxas Petroleum Corporation /quotes/comstock/15*!axas/quotes/nls/axas (AXAS 5.00, +0.13, +2.67%) and Samson Oil & Gas Ltd. /quotes/comstock/14*!ssn/quotes/nls/ssn (SSN 3.90, +0.07, +1.83%) . Access to the full company reports can be found at:

www.bedfordreport.com/2011-03-AXAS

www.bedfordreport.com/2011-03-SSN

Riding small-cap energy's huge 2011 run, shares of Samson Oil & Gas hit new 52 week highs earlier this month. Last week the company reported that gross profit for the first half of 2010 increased 69 percent to $1.3 million from $0.7 million for the year-ago period. Net assets at the end of the period increased to 476.6 million from $25.1 million at the beginning of the period.

Despite significant oil and gas resources in North America, extraction from oil sands and shale properties is expensive. Resources have to be removed using high-pressure blasting of water and chemicals from rock and sand formations. Much of the oil from the Middle East is extracted by more traditional drill-down methods.

Abraxas Petroleum is a developer of oil shale properties primarily in the Rocky Mountain, Mid-Continent, Permian Basin, and Gulf Coast regions of the United States. Last week, the company said that it lost $13.9 million in the fourth quarter of 2010. The company's CFO, Chris Williford explained that the loss was primarily due to non-cash expenses associated in part with hedge contracts. For 2010, Abraxas reported a profit of nearly $1.8 million, or 2 cents a share, compared to a net loss of $18.8 million or 34 cents a share, for 2009.

葉芬

Ideas for Hedging Against the Possibility of $220 Oil
March 21, 2011

A few days ago I got an email saying oil could go to $220. It was just a promotional email about a stock newsletter. But I wanted to investigate this theory.

A quick Google search gave “Nomura Predicts $220 Oil If Just Libya, Algeria Cut Output.” Well, Libyan output is likely gone, especially with Gadhafi’s recent violation of a cease fire. International forces have already launched military attacks on his forces. About Algeria, the current situation does not seem threatening, but it could turn out to be just as bad as the Libya crisis.

Some of the key aspects Nomura points out is that the current crisis in the Middle East and North Africa is similar to that of the 1991 Gulf War. If Libya and Algeria shut down, then 2.1 million barrels/day will be lost, similar to the 1.8 million barrels/day lost during the Gulf War, when prices surged 130%. Interestingly, Nomura also points out Wikileaks' claim that Saudi Arabia is massively overstating its reserves.

If you take $80 a barrel as a normal price, 130% higher would be $184 a barrel. If you take $100 a barrel as a normal price, 130% higher is $230 a barrel. Either way, oil seems to be heading higher.

But even if Algeria stays fine, what about Bahrain and Yemen? Saudi Arabia has its own problems with rebels, too. And do we really need to lose Algeria? Production figures in 2009 for Algeria, Libya, Bahrain, Yemen, and Saudi Arabia were 2.125, 1.790, 0.0485, 0.288, and 9.764 million barrels a day, respectively. Thus, just by losing Libya, we are already close to the 1.8 million barrels/day lost during the Gulf War. Add Bahrain and it is even closer. Plus, Iran said that it is against any output increase.

    With Libya now effectively in a state of full-scale civil war and production down to a trickle, other OPEC countries may need to further ramp up production in the weeks and months ahead to offset lost output of 1.5 to 1.6 million barrels a day,

the IEA said. But that might not happen, since Iran seems strongly against it. Plus, OPEC has already increased production in the month of February. How much more can those countries increase production, and do they really want to increase them?

And do not forget Nigeria, which has been in conflict for a long time and reported a 3.8% decline in oil production in February.

Oil picks

As oil is likely to rise, I stand by my old picks: Atlas Pipeline (AHD), Delta Petroleum (DPTR), First Majestic Silver (AG), Great Panther Silver (GPL), and Royale Energy (ROYL) from my $140 oil article. These stocks will likely perform the best if oil rises. As for Toyota (TM), the current tsunami in Japan has crippled the stock, and it now seems a buy not on oil but as a value play. On Chemical & Mining Company of Chile (SQM); lithium will be in very high demand if oil soars.

Two additional picks I would recommend are Samson Oil & Gas (SSN) and Kodiak Oil (KOG). Both have significant interest in the Bakken Shale in the U.S. and seem poised to jump if oil surges.

Other plays I would recommend are oil services. As oil rises or falls (it will be volatile as news of the Middle East and North Africa situation come out) companies that provide services to oil producers will still be in high demand.

In the segment, deepwater drilling has been a hot area. Transocean (RIG) is the dominant player. The stock has been hit hard by the BP (BP) oil spill, but has since steadily recovered. The price is still below its pre-BP oil spill price, so it still seems undervalued from that perspective. Dryships (DRYS) is an interesting play since it is mainly a drybulk shipper, but it also owns Ocean Rig, an operator of deepwater drillships. In an earlier article, I claimed that the drillships unit is worth $2-2.5 billion, much higher than the company’s $1.4 billion market cap.

Lastly, Hercules Offshore (HERO) looks the best value-wise. This is more a duel deepwater and shallow-water drilling company. The company sold its unit, Pride International, for $7.3 billion. It still has not sold its Seahawk unit. At a current market cap of $632 million, shares look greatly undervalued.

And you can’t forget railroads, Warren Buffett’s favorite picks over the last few years. His top holdings includes Union Pacific (UNP) and Norfolk Southern (NSC), two of the nation’s largest railroads. His company, Berkshire Hathaway (BRK.A) even bought Burlington Northern Santa Fe, which has turned out to be a very profitable move. The idea is that railroads are a more energy efficient way to transport goods than by truck.

Disclosure: I am long SSN, DRYS.

葉芬

AUS-SSN

0.190
+0.005 (2.70%)
Delayed:   11:20AM AEDT
ASX data delayed by 20 mins


澳洲SSN這2天一直在0.19之間徘徊。
Volume 2.02M = 很低。