投资快报 3

roberto

昨天的油股很多都起到很凶
PDO , DPTR , ROYL

葉芬

小弟相逢恨晚，来迟了国际区。。 发现这个好地方和各位高手时SSN已经2.++了。。我人生第一粒美股SS ...
LeeCo 发表于 1-3-2011 08:46 AM

2.60 買進價錢很不錯。

要是你要鎖住盈利，可以5元時放了部分，剩下的等她 - 自由飛。

LeeCo

昨晚 ROYL 報效US200喝咖啡。

過後在2AM 時見SSN股價停在3.4多好久，就決定買進 3.45x2粒 投機。
看今 ...
葉芬 发表于 1-3-2011 08:45 AM

简直是巴厘岛高级狸猫咖啡啦。。。

葉芬

回复  葉芬

这个月您有过来新加坡 ?
roberto 发表于 1-3-2011 08:38 AM

我們在前2頁有說 要來個SSN 股東大會！

本來是說 7月份，碰巧那時我有去1星期。不過要是股價一飛沖天，我看可能就會提早了。
去年的約定是說 股價 過2.50，就舉辦個網聚的。。還記得嗎？

LeeCo

2.60 買進價錢很不錯。

要是你要鎖住盈利，可以5元時放了部分，剩下的等她 - 自由飛。
葉芬 发表于 1-3-2011 08:53 AM

多谢芬姐的忠告，我会留意的。。

葉芬

昨天的油股很多都起到很凶
PDO , DPTR , ROYL
roberto 发表于 1-3-2011 08:47 AM

PDO 本來也是要投機，後來Limit不夠用。
眼光光看著她上從 7.3多 Shoot 上 7.8多。。 後來上更高。

葉芬

简直是巴厘岛高级狸猫咖啡啦。。。
LeeCo 发表于 1-3-2011 08:54 AM

呵呵 還不曾試過。有機會要試一試。

roberto

回复 3845# 葉芬

记得，大家都在等您下圣旨  

葉芬

回复  葉芬

记得，大家都在等您下圣旨
roberto 发表于 1-3-2011 09:02 AM

言重囉。。 聖旨Wow。


P/s: 要開工了，等下回來。。。

kellytjy

回复 3850# 葉芬

coolman386

每次套利卖了SSN，买别个counter都亏大钱，看到SSN股价上了。。(小便都觉得痛)。。。

grasslow

回复 3850# 葉芬


    呵呵！若涨到$18.50 芬姐连工都不用开了。

grasslow

回复 3833# roberto


    Migo 也需要买几个熨斗le,Roberto 也需要吗？

葉芬

SSN-Aus

0.185 +0.025 (15.63%)
Mar 1 - Close
ASX data delayed by 20 mins

現在是值得 US$3.75

葉芬

回复  roberto


    Migo 也需要买几个熨斗le,Roberto 也需要吗？
grasslow 发表于 1-3-2011 01:26 PM

呵呵 大家都需要。

回复  葉芬


    呵呵！若涨到$18.50 芬姐连工都不用开了。
grasslow 发表于 1-3-2011 12:34 PM

承你貴言

kellytjy

回复 3804# roberto

TQ

blackangel

冲得太快了。。。我已经在3.4放了一点，买进3.1.。。投机的，不投机我都放进仓库。。。留票。。。平均买进在2.67.。。。ctic还在观察。。。芬姐有什么ctic消息

zev23

SSN-Aus

0.185 +0.025 (15.63%)
Mar 1 - Close
ASX data delayed by 20 mins

現在是值得 US$3.75 : ...
葉芬 发表于 1-3-2011 01:56 PM

如果今晚开盘USD3.8, 还值得收吗?

roberto

回复 3854# grasslow

我的很快就烫完了 如果上到BEXP的价位又另当别论。

葉芬

What's Behind Samson Oil & Gas' Recent Run?
http://seekingalpha.com/article/255552-what-s-behind-samson-oil-gas-recent-run?source=yahoo

Last week, Samson Oil & Gas (SSN) made a presentation at Enercom. Since then, the name has been running pretty strongly. Since I've been asked a number of times about the reason for this run, I thought I'd put a few points on paper. The reasons for this run-up range from offset operators drilling wells near Samson's position to other large cap E&P companies taking new positions adjacent to Samon's acreage.

Offset Operator Success. Chesapeake (CHK) has drilled six wells and fracced two of them on the Niobrara acreage acquired from SSN late last year. CHK is building six 400 barrel tanks at each well site (SSN says they have the photos) which is a pretty good sign of success. We have heard that CHK has been trucking oil north to a terminal for several weeks now. While we have heard of multiple successess of late in the Wattenberg Field to the south, this is the latest and best piece of local color available so far. Note that SSN has said they can argue that they kept the best part of the position for themselves.

Other Operators Coming Into the Immediate Area. Devon (DVN) is acquiring 3D seismic directly adjacent to and southwest of the SSN Goshen county position. This is likely the rumored big cap E&P buyer of acreage to the south of SSN and points yet again to the demand for real estate by the big boys in this area.

Samson Plans to Fill in the Holes in Their Acreage. SSN is looking to add another 4,000 net acres in the Niobrara that is covered by their recently shot 3D, so they are filling in the doughnut holes in their position.

Getting Back to Business in the Bakken. In the Williston Basin, Samson has been stalled over the winter due to frac crew availabilty for its two drilled but not yet completed Bakken wells. SSN has firmed up frac dates and said they will frac those two long delayed wells in March. Also, 2011 will see them add more acreage to the play (probably another six sections) as well as test some thoughts on mid length laterals on tighter sapcing (320 acres vs the current 1 well per 640 acres), so we may seem them double the well count on their current 6 sections.

Balance Sheet Remains Solid. SSN mentioned they will be selling some gas assets in the near term (they had previously said 1H11) and I have those in the model for a fairly negligible amount. Also, they will repay the last of their debt ($10 mm) from their cash balance ($68 mm) in May.

Lastly, the stock may be running because of a market that is hot for oily names and understands that the following thoughts would prove positive to SSN:

   1. The first is that EOG has started talking about the Niobrara play as a matrix flow play, which would imply more homogenous results than that of a play dominated by areas of more or less fracture intensity (hot spots). So if you crack the completion code, your acreage, as a whole, would be more valuable.
   2. Their last presentation put three sets of possible EURs on future Niobrara wells, including the 413 MBO per well they have been using for quite some time. The NPV of that gets you to about $8 per share before you consider cash, Bakken, and other assets. If you haircut, that's $4 and still a bit higher than here, but the math is probably getting simple enough, along with the rally itself, to inspire some people to add to or initiate positions.
   3. And lastly, we have heard that the company will be traveling with a sell-side firm in March that presently does not have official coverage of the name. I'd ask you this: If you were a salesman slogging around the U.S. with a management team, putting clients in the name, would you consider doing so if you thought your analyst was going to come with anything less than a report which offered upside to current levels? Yeah, me either.

Disclosure: I am long CHK, SSN.