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@MiningBookGuy Did The World's Biggest Oil Company Cheat In Valuing Its Reserves? http://bit.ly/2djn5wL $XOM #oil #gas #SEC #Reserves #ReservesAccounting #PiercePoints @PiercePoints #index
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@Highheat Natural gas breaking out!!
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@PamplonaTrader Anyone here have an opinion on $BXE? Sorry I should have been more diligent in following the discussion here.
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@Highheat @PamplonaTrader I'll take a look
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@Highheat Pamp I took a look at $BEL and other peers and imho a guy is not going to make a lot of money buying these guys due to share count and debt as well as the current natural gas overhang. I am a big nat gas fan but fear that a lot of gas would come on stream if prices hit $4.00 usd. Nat gas producers may have a fairly short window to get their house in order (raise money) if we get a tough winter.
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@Aurelio Book Launch - The Future of Natural Gas: Markets and Geopolitics https://www.youtube.com/watch?v=VGLd915wtGM+
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@Aurelio I have the impression that's it for the OPEC driven oil price rally... I'm shorting oil from now on.
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@MiningBookGuy Tanzania and DR Congo team up to explore Lake Tanganyika for oil, gas https://www.youtube.com/watch?v=yZG-byrYibY+ #Tanzania #DRC #LakeTanganyika #Oil #Gas #Africa #CCTVafrica
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@Highheat @miningBookGuy that's not gonna happen. They don't have the money or tech or even a PSC
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@MiningBookGuy @Highheat - what's not going to happen? are you referring to something in the clip I posted in ~oilandgas? let me know, and I can give you my thoughts
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@MiningBookGuy #Brazil - This Mega Oil Nation Just Opened First-Ever Access To Its Reserves http://bit.ly/2efAvLA #oil #gas #offshore #offshoreOil #Libra @PiercePoints #PiercePoints #index
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@Highheat Hey everyone I wanted to mention that I looked at the 5 oil and gas stocks that Comanus mentioned on the main board. I already have a position in Corridor Resources but I really like his $PXL Point Loma Resources pick. It appears to me to be cheap in the deep value area that I like. Be sure and do your own dd I may have missed something. Thanks @Stateside
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@stateside @Highheat - $PLX market cap of $12,500 per flowing BOE. $ATU just picked up a property similar to $PLX paying $32,000 per flowing BOE http://media.wix.com/ugd/d63ee4_4b86b03917e54b21aac2a8d5d8cb0425.pdf . Looks like $PLX valued around 1/3 that of what companies willing to pay in this market. Once this $.35 PP closes (no warrants and company has no warrants) I think a re-rating may occur. http://www.pointloma.ca/wp-content/uploads/2016/09/Point-Loma-Corporate-Presentation-092616-v2.pdf
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@stateside @Highheat - I've been following this property for years. I owned Online Energy when they had these lands prior to them being bought out by Madalena Energy. Madalena did this deal that formed $PLX this summer - new company, strong management (one is a director of Painted Pony), no pump, no exposure yet.
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@Highheat Very helpful @Stateside thanks again.
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@kjm Is anyone playing the gas producers in the Montney? I really like $PPY and $AAV, but ended up taking a position in BBI. It's an up and comer but has a crappy share structure, hence the cheaper price.
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@Highheat @kjm Bill Powers really likes AAV as well.
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@Highheat Nice Thanks @kjm
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@kjm Welcome
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@Highheat Gold continues it's pattern of selling off on low volume. #Weird
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@Vaughan Hey fellas. I spoke with pnn mngmt yesterday and posted the highlights of our conversation on the pnn channel if anyone is interested in exploration plays in albania. Cheers.
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@kjm NG getting hammered but I haven't seen why
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@PamplonaTrader @kjm Warm weather forecast for November and technical selling. #Natgas #gas
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@PamplonaTrader FWIW bought a little chesapeake energy $CHK today #natgas #gas
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@Highheat @PamplonaTrader @kjm Gas is only off about .18 over 4 days so it feels like a pretty normal pull back. Joe Bastardi said it is good to have heat now because early season cold is wasted. We'll see.
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@kjm BBI took off today but unfortunately I sold last week. Could have had an extra 8c
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@Highheat Good job @kjm to own it in the 1st place
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@kjm Thx @Highheat Another one to watch is $YGR
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@PamplonaTrader Bought some $IO Ion Geophysical
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@PamplonaTrader $IO moving on $SAEX sympathy. A $35m contract like $SAEX and $IO is going to rocket.
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@Highheat I just took a large position in $ALV Alvopetro Energy a stock I have watched for years but didn't think the price was right.
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@MiningBookGuy Prime Meridians - Is Your Oil And Gas Project Positioned For a Japan Buyout? http://piercepoints.com/energy-investment-exploration-oil-natural-gas-jogmec-japan-ma/ @PiercePoints #PiercePoints #Japan #JOGMEC #oil #gas #index
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@PamplonaTrader just bought back $IO. bounce off 50 and 200 day averages and hammer paint so far today.
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@PamplonaTrader I should specify US symbol $IO for Ion Geophysical not Inca One
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@Highheat Nice Pamp
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@PamplonaTrader @Highheat $IO Ion Geophysical $62m cash ($5.31/sh) and $15 debt. 5 years ago BGP, a subsidiary of CNOOC paid $175m for 16.66% of $IO. Current market cap less than $85m. 3Q16 bookings more than 1Q and 2Q combined and reported a profitable quarter. A contract like smaller rival $SAEX booked ($35m) and $IO is going to fly.
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@PamplonaTrader As noted earlier, the chairman keeps buying shs in the open market and owns over 10% of the company.
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@PamplonaTrader Drilling activity picking up in the GoM and Norway has also threatened to revoke licenses if E&P stalled activity in the North Sea.
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@PamplonaTrader $IO 12m shs out, 8m float, 11.7% short. Watch for a squeeze.
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@PamplonaTrader $IO Ion Geophysical decent pop at open
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@PamplonaTrader Oil service stocks like $RIG $SDRL $HAL $NE $DO $DWSN ripping today. It's time to buy oil service stocks with clean balance sheets like $IO Ion Geophysical.
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@PamplonaTrader Just like Iron Ore companies and Bulk Shippers were hot in November, oil service stocks are going to be hot in December. Just the beginning of an emerging bull.
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