投资快报 3

L.A.LEONG

今天是Silver股的天下，据说美国投资银行大量扫现货。

这几天功课还没做完，飞机就起飞了

roberto

回复 3961# L.A.LEONG

HL , EXK , SLW

pcmont

當初看sunny仔買ssn
就好跟了。。。
爲什麽不跟。。。。

乐静思

HPQ 投机T5打平。  。 昨晚户口还有usd 3千多资金。一粒SSN 或者 三粒 DPTR.
我买了后者。
victan 发表于 1-3-2011 10:10 PM

我买了前者,
USD 0.70卖了2粒 DPTR （亏了60%多）买一粒SSN，现在

乐静思

回复  仙家大炮王


接到芬姐这个财神咯
KPW 发表于 2-3-2011 12:40 AM

今年的财神----叶芬姐

LeeCo

也感谢SUNNY哥及ROBERT哥还有其它大的分享......
blue_angel_007 发表于 2-3-2011 12:49 AM

无可否认。。

除了芬姐无私的分享和解释，这两位大大的分享也要言谢。。

L.A.LEONG

回复  L.A.LEONG

HL , EXK , SLW
roberto 发表于 2-3-2011 05:28 AM

    多谢了。 昨晚还没摸清Silver股就挑EXK买了点。没发紧急时刻，Silver Spot 跑的好快。

KPW

除了芬姐无私的分享和解释，这两位大大的分享也要言谢。。+1

roberto

最近冲油股 , 再来一个  

Abraxas Petroleum(NASDAQ: AXAS) Built Around Solid Assets
One of the smaller players in the Bakken is Abraxas Petroleum Corp. (ABP). Abraxas is located in San Antonio, Tex. and has holdings in several shales in the United States. It has about 21,000 net acres in the Bakken, with approximately 100 (1,280-acre) units. Abraxas has no lease expirations in this area. Although its acreage is not very sizable, if we are to look at net Bakken acres per $1 million of enterprise value, we see that this ratio places ABP at close to the same size at Whiting Petroleum Corp. (WLL), which places its holdings higher than the likes of EOG Resources Inc. (EOG) and Hess Corp. (HES).

Abraxas has 8,333 acres in Eagle Ford. This location, part of a $25 million equity investment, is 43% oil, 35% gas/condensate, and 22% gas window. The company also has approximately 14,000 acres in the Niobrara shale, with 3,800 gross acres leased and 11 producing wells. Its holdings are in the same area with Chesapeake (CHK) and EOG Resources. In the Southern Alberta Bakken it has approximately 10,000 acres leased. Abraxas also has a small holding in the Pekisko Fairway in Canada.

On Nov. 30, 2010, Abraxas stated that its current proven reserves came to $3.31 in NAV/share. With its proved and identified reserves in the Bakken, Eagle Ford and Niobrara, it came up with a value of $13.51 NAV/share. When adding together proved plus identified plus resource reserves in Bakken, Eagle Ford and Niobrara, the value comes to $31.35.

These figures do not give a good idea of the true value of the company, but does highlight what the company will be worth if its current leaseholds have the value that is being speculated. Abraxas is about half-owned by institutions, with approximately 10% insider-owned. High-quality assets seem to be the key. The locations this company has are in good areas. This year it will be spending $40 million on capex. The company is well-hedged to protect to the downside.

Its proved reserves are 24.9 MMboe; proved developed is 56%; net proved reserves as of December 31, 2009 had 36% coming from the Gulf Coast, 29% from the Rocky Mountains, 22% Permian Basin, and 13% MIdcontinent. Daily net production from September 30, 2010 had 32% from the Permian Basin, 28% Rocky Mountain, 27% Gulf Coast and 13% Midcontinent.

Going forward, there are several near-term catalysts that can help Abraxas' stock appreciation. It operates wells in the Bakken, West Texas, South Texas, and Canada. Abraxas has outside operated wells in the Bakken. Most of its capex is going to producing more oil. Its goal this year is to try to get to a 50% oil/gas mix. In the Eagle Ford, it would like to accelerate its partnership with the JV. Last year it had asset sales of $34 million (non-core and non-operated). The money is used for this year's capex and to pay down debt. It would like to eventually get 90% of its assets operating.


This company looks to be another oil and gas exploration and production company with great assets that, in time, could turn into something great if everything works out. It is well positioned, especially if oil gets up to around a $100 a barrel and stays there for a while.                                                                                                        

Sentiment : Strong Buy

roberto

回复 3966# LeeCo
回复 3968# KPW

不敢当。。。。 芬姐才是主角, 我是半桶水的下人而已  

葉芬

最近冲油股 , 再来一个  


One of the smaller players in the Bakken is Abraxas Petroleum Corp. ( ...
roberto 发表于 2-3-2011 09:30 AM

昨晚這2只的油股走勢不錯。

1）DEJ 這裡的網友多數都知道。
2）CFW 之前有看到，不過沒有認真查看。昨晚大漲。

另外要注意的1點是Volume.


P/s: 買賣自負。


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

Cano Petroleum, Inc. (Public, AMEXFW)

0.475 +0.125(35.80%)
After Hours: 0.590+0.115(24.13%)
Mar 1, 7:59PM EST  


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



Dejour Enterprises Ltd (USA) (Public, AMEXEJ)

0.343
+0.019(5.78%)
After Hours: 0.360+0.017(5.11%)
Mar 1, 7:50PM EST

葉芬

看来90% cari 国际区的网友今年都接到财神了
仙家大炮王 发表于 2-3-2011 12:24 AM

    我知道你也是其中一位。小弟你的SSN放了？

葉芬

回复  葉芬


    那就是说应该再观察，等待更好的进场时机？
kimiaki 发表于 2-3-2011 12:24 AM

我的意見：
要是有閒錢，現在要買SSN就OK。
要是要賣出其他的股票來買SSN就不同意。
除非是已賺錢的股票才建議轉台。

因為現在的SSN價錢已來到3元多，並不是像去年低過1元是價錢。

bennywt

昨晚這2只的油股走勢不錯。

1）DEJ 這裡的網友多數都知道。
2）CFW 之前有看到，不過沒有認真查看 ...
葉芬 发表于 2-3-2011 09:50 AM

DEJ大家都在等着那个神秘的JV公司。。。。。
五月将开始钻south langley，而且估计将有8m桶的油。
woodrush的project，也要开始，预计1200-1400桶油一天。
只是觉得dej的management都很神秘的。。。黑金，我要黑金。。。

SSN终于冷静下来了。。。冷静是好事来的。。。

葉芬

VYOG 没什么volume
Last Done  $5.90
roberto 发表于 1-3-2011 10:43 PM

    昨晚沒見到你的帖子，Code應該是 VOG，你的VYOG是之前的OTC Counter名字。

葉芬

芬姐能帮忙看看UNG可以买吗??现在算是历史新底吧??
loki505 发表于 1-3-2011 11:07 PM

是這只嗎？她是間Fund公司來的。
我大概看了1年的走勢圖表很難看。
N/Gas 和 油是不同的，要是可以買油的公司比較有價值。

還有是你真的要買Fund公司的，也可以參考黃金/銀的Fund公司。


United States Natural Gas Fund, LP (Public, NYSE:UNG)

United States Natural Gas Fund, LP (USNG) is a limited partnership. The Company is a commodity pool that issues limited partnership interests (units) traded on the NYSE Arca, Inc. (the NYSE Arca). The investment objective of USNG is for the changes in percentage terms of its units’ net asset value (NAV) to reflect the changes in percentage terms of the spot price of natural gas delivered at the Henry Hub, Louisiana as measured by the changes in the Futures Contract on natural gas traded on the New York Mercantile Exchange (NYMEX) that is the near month contract to expire, except when the near month contract is within two weeks of expiration, in which case the futures contract will be the next month contract to expire. The Company’s general partner is United States Commodity Funds LLC (the General Partner) and is responsible for the management of USNG.

葉芬

芬姐，可分析吗
夏之恋 发表于 2-3-2011 12:03 AM

    請參考 3973 樓。

葉芬

最近冲油股 , 再来一个  


One of the smaller players in the Bakken is Abraxas Petroleum Corp. ( ...
roberto 发表于 2-3-2011 09:30 AM

小弟 謝謝分享。

回复 3966# LeeCo
回复 3968# KPW

不敢当。。。。 芬姐才是主角, 我是半桶水的下人而已
roberto 发表于 2-3-2011 09:36 AM

小弟 你太謙虛了。。


呵呵 什麼主角 什麼半桶水人，芬姐不明白。

網友們的眼睛是明亮的，看得一清二楚我們的Roberto小弟是有料之人leh..

roberto

回复 3978# 葉芬

大家是不同的料, 我是ikan bilis , 您是sharkfin  

kimiaki

回复 3973# 葉芬


    明白了， 谢谢！ 不过暂时是没有闲钱了。。。