投资快报 3

victan

回复 3340# SUNNY仔


    确定了就敢敢去。。心大心小的反而累事。设定止损价就好啦。
   套芬姐那句。。。 机会下次还是会有的。

葉芬

SHZ也上来了,这两天可能一冲就上8元了!你要注意喔!
migo 发表于 3-2-2011 08:02 PM

shang le xie, xian zai you die hui le ...

SSN   die le xie xie ...

plug bu cuo...

blue_angel_007

SHZ还能进吗????想拿来收一段时间.....

葉芬

SHZ还能进吗????想拿来收一段时间.....
blue_angel_007 发表于 3-2-2011 11:36 PM

bu yao wan contra shi OK de ...

blue_angel_007

进了一点SHZ - 6.60 及SSN - 2.55.............希望能收到迟来的红包....

SUNNY仔

回复 3342# victan


    所以咯....之后就以八毛四的价钱进了三万多,在八毛七多时一市场价直接卖,在按了后的一秒就直插入八毛五多,结果呢..本来赚八百五美元的变成百六多美元,也好啦,初一收到PLUG的五百多块马纸的小红包,总好过住套房,借芬姐的签名,有赚时就拿,好过之后亏本...

victan

回复 3347# SUNNY仔


    对对，最重要是有赚就好。  

blue_angel_007

Q4 adjusted EPS 42 cents vs Street view 39 cents

* Revenue $2.02 billion vs Street view $2.07 billion

* Shares fall 6.6 percent (Adds analyst comment)

By Deena Beasley

LOS ANGELES, Feb 3 (Reuters) - Las Vegas Sands Corp (LVS.N), the casino operator run by billionaire Sheldon Adelson, posted sharply higher quarterly revenue, but the total fell short of estimates, and the stock dropped nearly 7 percent.

The company, which earns most of its money in Asia, had booming business in Macau and at its new resort in Singapore -- its single most profitable casino -- but the results fell short of some investors' lofty expectations.

Singapore profits were boosted by above-normal table game winnings for the casino. Adjusting for a normal "hold" rate (rates normally revert to a normal level over time), the property would have had earnings before interest, tax, depreciation and amortization (EBITDA) of around $290 million, rather than the reported $306 million, according to UBS analyst Robin Farley.

Rolling chip volume, or business from VIP tables, at the $5.7 billion Singapore casino resort, which began operating in April 2010, fell 21 percent to just over $8 billion compared with the previous quarter.

In Macau, the world's largest gambling market, the government said last month that gambling revenue rose more than 66 percent year-over-year in December.    今晚糟糕了.....

blue_angel_007

LVS跌好重.......

葉芬

回复  victan


    所以咯....之后就以八毛四的价钱进了三万多,在八毛七多时一市场价直接卖,在按了后的 ...
SUNNY仔 发表于 4-2-2011 04:00 AM

    恭喜，又要請芬姐多喝杯茶了。。。 呵呵

葉芬

回复  SUNNY仔


    确定了就敢敢去。。心大心小的反而累事。设定止损价就好啦。  
   套芬姐那句。 ...
victan 发表于 3-2-2011 11:15 PM

我認同，有時候顧慮太多，機會就這樣白白見它溜走。。。

葉芬

今天至星期二會在汶萊。

要等到星期4晚才能再上來聊天。

SUNNY仔

回复 3351# 葉芬


    不管赚钱亏钱,喝茶随时都没问题
前晚上云顶前排$0.849进了三万多PLUG...心想到上去后可以去星巴克或老城咖啡排卖的..结果呢,星巴克满座,老城无线网络...激心...:@ 不然八六多就卖掉了...结果收市报八二...等明天再看咯....

终景

回复  PolisDiRaja


    orex有回弹的现象。
victan 发表于 3-2-2011 11:08 PM

    OREX 大起。恭喜！恭喜！

victan

回复 3355# 终景


   谢谢。在看看今晚的走势如何才卖出去。

victan

OREX.. 跌70% 是机会还是毒瘤
bibubibu700 发表于 1-2-2011 09:59 PM

    你有买进吗？

blue_angel_007

OREX 强.....!!!

victan

回复 3253# migo


    hdy 5块多了。。恭喜恭喜。

blue_angel_007

SSN今晚飙高了....

葉芬

SSN今晚飙高了....
blue_angel_007 发表于 7-2-2011 11:06 PM

    http://seekingalpha.com/article/ ... ?source=marketwatch

Samson Oil and Gas: 10 Bagger
February 03, 2011                           |


We have seen plenty of info on Samson Oil and Gas (SSN) lately; it seems to be developing a cult-like following, which is to be expected as this stock is up %1046 over the past year.  Samson has two locations it is focusing on: One small position in the Bakken, and a sizable piece in the Niobrara.  

Its Bakken position is 1,200 net acres.  This area has proven production within the immediate area that is adjacent to 2,000-3,000 BOPD wells.  Samson states that it is looking to increase its McKenzie County holdings in the near term.  It has completed the development stage of this holding.  It has two wells waiting on frac, scheduled for February: One 5,000-foot well to complete on 640-acre spacing and four additional 10,000-foot wells to complete on 320-acre spacing.  

SSN's Niobrara position has been what many are speculating on.  Samson initially inked a deal with Chesapeake (CHK), and a short time later announced a deal with Haliburton (HAL), followed by yet another deal with with Cnooc (CEO). All of this has been very bullish for Samson's stock in the short term.

Even with all the excitement with respect to Samson's stock moving upward, there has been a significant position of shorts buildingalso. Even more recently, another more precise article on the value of Samson's stock was writtenwith respect to valuation. Zman and Toby Shute have both done a very good job of giving investors an idea of what this company is truly worth, although from opposite viewpoints.  

Other catalysts have been research reports from two separate companies.  Enercom released an August  2010 catalyst report that was bullish on the stock, followed by a Hartley's report in November 2010.  Enercom released another reportin December 2010 that more fully described its position on Samson's valuation, while Hartley's reported again on Jan. 27.  All of the reports listed can be found here.

Samson currently has its 3-D seismic done on the Niobrara play.  It has completed the 24,000-acre sale for $74 million.  HAL has been farmed in.  Two appraisal wells are fully carried and now it just needs to develop the resource.  As stated in earlier articles, it is looking to sell its Rockies gas assets.    After the JV with HAL, it has 14,000 net acres.  CHK has two rigs running.  Samson has $10.3 million in debt and $68.6 million in cash.  

SSN's Bakken and Niobrara holdings are similar in several ways.  They both have been productive with respect to vertical wells.  They are thermally mature, and bounded by shale seals.  Both are naturally fractured and have modest clay content.  For these and other reasons, Samson, Chesapeake, and Haliburton seem to believe the horizontal technology applied to the Bakken can also be used on the Niobrara.  Samson states that the Bakken is capable of producing 30-40 million barrels of oil per square mile and the Niobrara will be able to produce 10-20 million over the same area.  

In Hawk Springs there are several big players such as:

• EOG Resources (EOG): 400,000 acres
• Noble Energy (NBL): 750,000 acres
• Chesapeake: 800,000 acres
• SM Energy (SM): 25,000 acres
• CNOOC: $1.27 billion investment
• Samson Oil and Gas: 14,000 acres and two new 5,000 foot laterals carried

In Samson's most recent presentation, it stated several positions with respect to the net barrels of oil translated to it by its position in the Niobrara:

• Robert Coskey: 10.9-21.9 million net barrels
• Samson's estimate: 36.1 million net barrels
• Chesapeake's estimate: 109 million net barrels

On page 20 of this presentation, Samson states it is attributing 413,000 Bbls per well with 160-acre spacing, with recovery of 2,581 bbls per acre.  Its net 14,000 acres would produce a NPV-10 $682 million, or $8.21 per ADS.  Samson states that the value metrics may change, so this value may not be accurate and is only to be used as an estimate.  But these numbers do correlate with the last Enercom report, with a final estimate with respect to Bakken production per well, ultimate recovery of 750,000 barrels and the Niobrara 413,000 barrels.  

In summary, these numbers may or may not be a disappointment to share holders as many were very optimistic with respect to Samson's possible holdings.  I do believe this stock is fairly valued here, and we have upside over the next few months.  It must be said that if Samson has any disappointments with respect to its acreage, it will see a sharp move down with respect to stock price and market cap.

Disclosure: I am long SSN.