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发表于 18-9-2010 03:35 PM | 显示全部楼层
本帖最后由 葉芬 于 18-9-2010 03:38 PM 编辑
在美国市场,我只是小小的股东。我手头上有bac 100unit,ctic 300unit,dej 180 unit 和ssn 200unit。  ...
richardoloo1979 发表于 18-9-2010 03:24 PM



不錯。不錯。
請別說自己是小小股東,小有小的買,是投資就好。


P/s: 要是接下來有機會,可以把LVS加入你的投資名單中。
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发表于 18-9-2010 03:41 PM | 显示全部楼层
本帖最后由 richardoloo1979 于 18-9-2010 03:42 PM 编辑
不錯。不錯。
別說自己是小小股東,小有小的買,是投資就好。


P/s: 要是將來有機會,可以把L ...
葉芬 发表于 18-9-2010 03:35 PM


哈哈,LVS我已经错过了。我不会在去看它。 除非它再次跌到$3.00啦!
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发表于 18-9-2010 03:44 PM | 显示全部楼层
哈哈,LVS我已经错过了。我不会在去看它。 除非它再次跌到$3.00啦!
richardoloo1979 发表于 18-9-2010 03:41 PM



哈哈,留口水的价钱。
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发表于 18-9-2010 03:53 PM | 显示全部楼层
哈哈,LVS我已经错过了。我不会在去看它。 除非它再次跌到$3.00啦!
richardoloo1979 发表于 18-9-2010 03:41 PM

哈哈,留口水的价钱。
richardoloo1979 发表于 18-9-2010 03:44 PM



LVS對我來說 並沒有錯過的這回事。
不要忘了之前是百多元 @ 1粒的。

哎呀 別再提3元了,要是真的跌到那價位,也意思是說全世界的經濟
呵呵 不敢想。
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发表于 18-9-2010 03:59 PM | 显示全部楼层
LVS對我來說 並沒有錯過的這回事。
不要忘了之前是百多元 @ 1粒的。

哎呀 別再提3元了, ...
葉芬 发表于 18-9-2010 03:53 PM


多来一次两年前的金融风暴。
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发表于 18-9-2010 04:03 PM | 显示全部楼层
本帖最后由 葉芬 于 18-9-2010 04:05 PM 编辑
多来一次两年前的金融风暴。
richardoloo1979 发表于 18-9-2010 03:59 PM



呵呵 別了 別了 這樣的經驗一次就夠。


P/s:  哦 不止1次,97的算風暴嗎?
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发表于 18-9-2010 04:23 PM | 显示全部楼层
呵呵 別了 別了 這樣的經驗一次就夠。


P/s:  哦 不止1次,97的算風暴嗎?
葉芬 发表于 18-9-2010 04:03 PM



97的風暴我没经历过,因为那时我还在读书。对了,SSN,还有什么news吗?
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发表于 18-9-2010 06:14 PM | 显示全部楼层
97的風暴我没经历过,因为那时我还在读书。对了,SSN,还有什么news吗?
richardoloo1979 发表于 18-9-2010 04:23 PM




我只知道接下來的SSN銀行裡有US$70M放著 及 公司會還完全部的債務。
一旦全部$$到手後,SSN的價值是值得 1.82 @ 1粒。

當每次我有把母股套利的衝動時,我就快快看回BEXP的1年Chart。
呵呵 可真的有效呢。


P/s: 耐心到最後就是贏家。
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发表于 18-9-2010 10:53 PM | 显示全部楼层
haiz... 最近走晦气ya. 买什么lost什么. lost about USD10k liaw. 身体又不好. 不知道做什么!!!!!!!! 神呀救救我吧....
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发表于 18-9-2010 11:28 PM | 显示全部楼层
haiz... 最近走晦气ya. 买什么lost什么. lost about USD10k liaw. 身体又不好. 不知道做什么!!!!!!!! 神呀救 ...
巨大的西瓜 发表于 18-9-2010 10:53 PM



別嘆氣太多了leh。。。應該 對身心都好。
還有,能夠的話別投機了,投資就好。
6個月後你看回就會偷偷笑了。

LVS,GMCR,SSN,DEJ, Genting Spore, Genting HK, LVS-HK 這些都可以,就是別碰 金融股。

+++++++++++++++++++++++

美國本週6銀行倒閉 今年來已達125家
2010年09月18日 13:33 來源:中國新聞網
 


  中新網9月18日電 據“中央社”消息,美國本週再傳6家銀行倒閉,其中喬治亞州的Community & Southern Bank收購其中3家銀行,總計接收了8億美元存款。美國今年以來倒閉銀行家數已達125家。

  根據美國聯邦存款保險公司(FDIC),這6家倒閉的銀行位於喬治亞、新澤西、俄亥俄和威斯康辛等州,總計造成FDIC的存保基金損失3.476億美元。

  受到房市不振,景氣低迷影響,美國的銀行倒閉速度較去年加速,美國去年計有140家銀行倒閉,創1992年來最高。FDIC上月表示,截至第2季底,問題銀行家數增至829家,總資產達4030億美元,較第1季的775家增加7%。
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发表于 19-9-2010 12:28 AM | 显示全部楼层
genting hong kong 0.5200
lvs   32.01
GMCR 35.43
DEJ 0.31
ssn 1.28
LVS-HK ???? ( wat code?)


lvs and GMCR expensive ar. haiz
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发表于 19-9-2010 08:04 PM | 显示全部楼层
genting hong kong 0.5200
lvs   32.01
GMCR 35.43
DEJ 0.31
ssn 1.28
LVS-HK ???? ( wat code?)


...
巨大的西瓜 发表于 19-9-2010 12:28 AM



http://www.aastocks.com/en/LTP/RTQuote.aspx?&symbol=00678
Hk-Genting HK


http://www.aastocks.com/en/LTP/RTQuote.aspx?&symbol=01928
HK-Sands China
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发表于 19-9-2010 08:05 PM | 显示全部楼层
本帖最后由 葉芬 于 19-9-2010 08:06 PM 编辑

不錯的分享: 文章太長,Click Link 去那網站看看吧。

SSN Update - Rodman & Renshaw Conference + updated valuation

September 19, 2010 – Comments (0) | RELATED TICKERS: SSN , EOG

ADS = American Despositary Share, BOE/d = barrels of oil equivalent per day, IP = initial production

Samson Oil & Gas presented at the Rodman & Renshaw Annual Global Investment Conference in New York on September 15th, 2010 at 10:00 AM Eastern time. I listened in to the conference live via webcast and took notes, and have decided to post an update as a result. Before that, though, I'd like to congratulate Samson's Managing Director, Terry Barr, on receiving his U.S. citizenship. Congratulations, Terry.

http://caps.fool.com/Blogs/ssn-update-rodman-amp/448405
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发表于 19-9-2010 08:11 PM | 显示全部楼层
別嘆氣太多了leh。。。應該  對身心都好。
還有,能夠的話別投機了,投資就好。
6個月 ...
葉芬 发表于 18-9-2010 11:28 PM



    以上股票我有3项,其中2项已经开番咯。

    耐心等待一定会有收获的。。。

    大家一起加oil !
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发表于 19-9-2010 08:15 PM | 显示全部楼层
本帖最后由 CHLaw 于 22-9-2010 07:47 PM 编辑

從頭看起。。

1) SSN - An undiscovered Oil Mine?
http://caps.fool.com/Blogs/ssn-an-undiscovered-oil/435714

2) SSN Update - Goshen Sale is a Go
http://caps.fool.com/Blogs/ssn-update-goshen-sale-is-a/440228

3) SSN Update - Here Comes the Money, Goshen Sale Closes
http://caps.fool.com/Blogs/ssn-update-here-comes-the/443904

4) SSN Update - Rodman & Renshaw Conference + updated valuation
http://caps.fool.com/Blogs/ssn-update-rodman-amp/448405

5) SSN Update - Trading Halt
http://caps.fool.com/Blogs/ssn-update-trading-halt/449940


P/s: 看完後就知道SSN有多大的發展空間。
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发表于 19-9-2010 08:40 PM | 显示全部楼层
SSN 接下來的Projects。。

Gene 1-24H well (30.6%) well is now producing at a daily rate of 510 BOD and 343 MCF/D

Gary 1-24H (37%) favorable Hydrocarbon readings yields 3,000 BBO at IP mid-October

Rodney 1-14H (27%) in line with Gary readings yields 3,000 BBO at IP end of October

Earl 1-13H (32%) Spud in October gets FRAC’s and IP by NOV readings yields 3,000 BBO at IP

Texas - Diamondback (100%) drilled in late October. FRAC’d and then IP by end of Nov IP 500 BOD 1500 MCF/D

plus 4.8% of the following;

49-015-20191 325 Approved 08/30/2010 CHESAPEAKE OPERATING INC INTREPID US 22 STATE 1-16H 16 SE SE 330 FNL and 1980 FEL AP

49-015-20190 325 Approved 08/30/2010 CHESAPEAKE OPERATING INC ENTERPRISE US 27 ST 1-36H 36 NW NW 300 FNL and 1980 FWL AP

49-015-20189 325 Approved 08/30/2010 CHESAPEAKE OPERATING INC COURAGEOUS US 26 ST 1-16H 16 NW NW 330 FNL and 1980 FWL AP

plus 100% of the HALL 24-63 19 #1H

All of the above will be cranking black bubbly (黑金!) in the next 3 -6 months MAX
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发表于 19-9-2010 08:42 PM | 显示全部楼层
以上股票我有3项,其中2项已经开番咯。

    耐心等待一定会有收获的。。。

    大家 ...
ng33 发表于 19-9-2010 08:11 PM




恭喜 恭喜
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 楼主| 发表于 19-9-2010 10:42 PM | 显示全部楼层
HallShadow's CAPS Blog

SSN Update - Rodman & Renshaw Conference + updated valuation
September 19, 2010


ADS = American Despositary Share, BOE/d = barrels of oil equivalent per day, IP = initial production
SamsonOil & Gas presented at the Rodman & Renshaw Annual GlobalInvestment Conference in New York on September 15th, 2010 at 10:00 AMEastern time. I listened in to the conference live via webcast and tooknotes, and have decided to post an update as a result. Before that,though, I'd like to congratulate Samson's Managing Director, TerryBarr, on receiving his U.S. citizenship. Congratulations, Terry.
Ifyou have been following my blog, you'll know that I am quite bullish onSamson's prospects, viewing it as trading at a substantial discount toits net asset value even in the most conservative of scenarios. If youhave not yet read my posts on Samson, you can read my most recentupdate here,with links to my original post available on that blog. A lot haschanged about Samson since I originally posted about it. When I firststarted sharing my research on Samson, the company had more debt thancash, and was burning through what little cash they had quickly due tothe development of their Bakken acreage in Williams County. With theclosing of the Goshen sale, the majority of Samson's firm-specific riskhas been eliminated. With $70 million of cash in the bank, another$10.7 million to come on September 20th, and only $11.1 million of debtoutstanding  Samson is now in great financial health, and will havemore than enough cash to begin the development of its remaining Goshenacreage which targets the Niobrara shale. To put this in perspective,Terry Barr stated at the Rodman & Renshaw conference that Samson'scost basis on this acreage was about $1 million dollars, acquired threeyears ago, and they just sold it for about $74.4 million, with $63.7million already having been received. I don't know about you, but Iwish I could get a seventy-four bagger in three years. That's acompound annual growth rate of about 320%! Certainly not a bad deal forthe company or its shareholders.
Management expects an average of1,000 BOE/d initial production rate from its wells in the Niobrara.Samson expects to drill one well per 160 acres, giving it a potentialof 99 wells at a 50% working interest and another 53 wells at 100%working interest. With an estimated 413,000 barrels of oil ultimatelyrecoverable per well, Samson projects the NPV-10 of this project to be$799 million in the long-term, or roughly $9.69 per ADS, though itnotes that this estimate is dependent upon the wells performing toexpectation. While the Niobrara is largely untested, there have beenseveral  1,000+ BOE/d wells drilled there recently using hydraulicfracturing techniques like those used in the Bakken, most notablyEOG’s  Jake #2-01H on the Colorado side of the border, which IP’d at1,558 BOE/d and SM Energy’s Atlas #1-19H on the Wyoming side, whichIP’d at between 1,200 and 1,500 BOE/d. While shale wells declinequickly from their initial production, EOG’s Jake still managed toproduce 50,000 BOE/d in its first 90 days, and SM’s Atlas has declinedto 500 BOE/d after two months.  While it’s still early, if we continueto see results like these it will become clear that Samson’s estimatesare not unreasonable, and if that is the case the stock will likelybecome a multi-bagger from current levels over the next few years.However, at current prices, we do not need to depend on Samson’sestimates for its Niobrara production to make this a profitable and nowrelatively safe investment.
Despite the massively positivedevelopments for Samson since I first wrote about it here on the Fool,the stock’s price has only increased from $1.15 to $1.28 per share, fora market capitalization of $106.496 million. With Samson’s $70 millionof cash and $11.1 million of debt outstanding, that gives Samson acurrent enterprise value of just $47.596 million. After the secondclosing on September 20th, Samson’s enterprise value will declinefurther to approximately $36.896 million. With $28.9 million of provenreserves even excluding its recent Bakken development, the Bakkenproject itself, its 4.8% royalty interest in the acreage it just soldin Goshen county, the retained Goshen acreage, and its extensivenon-Goshen acreage, this company is a huge bargain at today’s pricesand continues to trade at a large discount to even its near-term netasset value.  
NAV
$70 million cash
$10.7 million cash from secondary closing
$28.9 million proven reserves
$53.4 million Goshen retained acres
$26.5 million royalty on sold Goshen acres (50% of company’s estimate)
$33.75 million Bakken development (75% of company’s estimate)
($11.1) million debt
($25.69) million worst case tax liability (35% tax rate used)  
Summed,that comes out to a near-term net asset value of $186.46 million, or$2.24 per ADS. While I think this is probably a bit conservative basedon the tax liability, the discounting of the Bakken development and theroyalty interest, it should be noted that the company’s ownpresentations are more conservative – they give no value to the Bakkenproject or royalty interest in the near-term. I changed that becausethe development of the company’s remaining Bakken acreage should bedone by the end of the year and they have provided an estimate for itsvalue in the past, and the company’s consultants (Enercom) gave them avalue of roughly $53 million for their royalty interest. I did,however, choose to discount the Bakken development to be conservativeand discounted the royalty interest because we don’t know for sure justhow quickly the land will be drilled. You can change either of these towhatever makes you more comfortable – giving them a value of zeroprovides us with a near-term net asset value of $1.51 per ADS, which isabout as conservative as you can realistically get. Even so, that givesus a near-term net asset value of 18.5% above the current market priceof $1.28 per ADS, though again, that’s extremely conservative.
Insummary, despite the closing of the Goshen lease sale, the company’sADS has increased by just 11.3%. With the uncertainty of the company’sfinancial situation now in the past, I believe that the ADS is a betterbuy now than it was when I originally wrote about the company, andcontinue to hold and add to my position on big dips. With money in thebank and the development of the Niobrara coming with two wells to bedrilled in the first quarter of next year, I believe that Samson ispoised to trounce the market over the next few years and do very wellfor its shareholders.
If you are interested, you can listen to Samson’s presentation at the Rodman & Renshaw conference by clicking here. If you’re new to the company, it’s well worth your time.

Scott

Disclosure: Long SSN
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 楼主| 发表于 20-9-2010 08:39 AM | 显示全部楼层
本帖最后由 roberto 于 20-9-2010 08:58 AM 编辑

Samson Oil & Gas Advisory on North Stockyard Operations
Press Release  Source: Samson Oil & Gas Limited On Sunday September 19, 2010, 8:00 pm         


DENVER--(BUSINESS WIRE)--Samson Oil & Gas Limited (NYSE AMEX: SSN) provides the       following operational advice on wells within the North Stockyard       Oilfield.

Gary #1-24H well (37% working interest).
Fracture stimulation operations re-commenced on Thursday, September 16th       on the Gary #1-24H well (37% working interest). As of Sunday afternoon       September 19th, stages 2 through 8 have been pumped and the       program should be finished by the middle of the week at which time the       well will be prepared for production.

Earl #1-13H well (32.2% working interest).

The next Bakken Formation well to be drilled in the North Stockyard       Field, the Earl 1-13H, is expected to spud on or about September 25th.


For and on behalf of the board of
SAMSON OIL & GAS LIMITED
TERRY BARR
Managing Director
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发表于 20-9-2010 08:48 AM | 显示全部楼层
Press Release                 Source: Samson Oil & Gas Limited                 On Sunday September 19, 2010, 8 ...
roberto 发表于 20-9-2010 08:39 AM





謝謝分享。


SSN-ASX
0.068 +0.002(3.03%)


Delayed: 10:25AM EST
ASX data delayed by 20 mins

Volume: 1.14M
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