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PMG.TO; why not PMG.TO at $9.50 with estimates @ $26.00 to $32.00???
CharlieB
i agree..long term play, to reach the # of wells needed. i have been looking into GTE, very very promising in shorter time frame...check GTE IV bd, and todays msg #2865, especially when merger goes thru shortly. poster OILJACK seems very knowlegeable on this company...
bol
CharlieB
BOBWINS: sent you a pm, also check msg #2796 GTE IV bd, sept presentation when you have chance...
CharlieB
tr8dervic: thanks for your reply...
check out these posts on the IV BRY board, #19405,19408,19453,and #19484 regarding BEXP and see what you think...
thanks
CharlieB
talked to CEO yesterday...said this is record month, Fabie will produce till june 09...extra 300 tons/day equals $1.0m,1000 tpd breakeven with cu @3.15, .10-.12 per qtr max at 1500 tpd...Magusi 5yr min life
CharlieB
ps Bobwin check VMC JR bd for my question regardin BEXP...
Thanks
BOBWINS: how does one value oil reserves in the ground in secure countries???
EX: company has 25million in reserves,,, and then finds 10 times more to 250m in reserves...what multiplier does one use to approximate pps???
thank you
CharlieB
ps: meant this for Mother bd, but...
BOBWIN: any new thoughts on PBG>TO @ $45.00???
Thank you
CharlieB
WADE...maybe we should forget p/e and value with other metrics like REV growth, ROE and only with SECTORS that show Growth etc...
CharlieB
ps...i sure as hell do not know... are you having trouble with IV boards since their move over the weekend...can not use any boards???
WAde...how about SOLF with a forward p/e of 1.92 and with better ratings from Navellier??? better Balance sheet too...
CharlieB
This might also apply to HOLI???
CharlieB
PYR.v...Bobwins ...thank you very much for your response..very informative and appreciated...no matter what anyone says, you are one of a kind...compliment...
thanks again
CharlieB
PYR.v ...are you useing 5 x cash flow for valuation??? what multiple are you using for EPS ??? this time i will write it down for memory...senior moments too often...do you know the pk symbol???
thank you
CharlieB
thanks...i didn't tie in the rADTZ with the other markets...that would sure help...whats your thoughts on their re-bidding process for distribution rights per cc??? any idea how long to get patents in other countries???
CharlieB
CHME: that 39b for animal feed: rADTZ is only an additive and mkt will not be 39b and probably much less...from cc...not quite as promising..also their distributions rights for drugs are thru a bidding process that seems to get re-bid yearly...not ideal either...fd is 19.6sh...
CharlieB
if we put that 7-8m next yr out 2-3 yrs (11m this qtr = 0.16)we can see 5 times = 0.80/ yr...x8 p/e = $6.40 more with no other growth in business ...by then they might be in the food biz.. seems like a lot of potential, have to listen to cc replay...
bol
CharlieB
HOLI: CWEI IV bd #126891 there is a good article on u308 and CHINA that is quite interesting...regarding nuclear plants...
CharlieB
apwr ...having problems with parts and will have to buy from outside China...that 70% for inside China doesn't take effect untill 2010...that will also apply to HOLI, i would think...how soon do you think the Nuclear end of business will start being big to bottom line for HOLI???
CharlieB
IPHS: with their $2.74 eps for last qtr, does anyone think this is sustainable going forward, if so looks like it is extremely undervalued with industry p/e of 12??? price @ $36.50 today...they seem to indicate that their material costs will increase but can pass this on per their pr...
thoughts
CharlieB
APWR: that went from down 12% to up 4% from 340pm...scary...sec should look into that with no news to justify that swing...
CharlieB
HILO/APWR??? APWR in their last eps filing showed margins of 12% where Hilo is working on 30% margins...with HILO having roughly 1/2 the backlog but with the much higher margin and both in the infrastructure builup industries, would not Hilo be the much better buy at their pps compared to APWR??? $24.59 to $7.00...at least with this one metric...but APWR is sure impressive with their new contract wins...
CharlieB
BOBWINS: what multiples are you using for oil/gas co's on the Venture exchange??? EX: 0.50 x 5 = $2.00 from c/f...for PYR.v
thanks
CharlieB
CNEH.ob:
anyone know about
Auditor for CNEH.ob??? Credibility???
Jimmy C.H. Cheung & Co.
thanks
CharlieB
CNEH.ob...BOBWINS: post #6403 on CNEH IV msg board...sounds very good, great rtn and seems very feasable from their past record...
your thoughts??? why not be overweight in this???
thank you
CharlieB
abh3vt: appreciate your input as usual...much more informative than i could be...sure like the business as does Bobwins, might wait awhile...
thank you
CharlieB
HLSYF: BOBWINS: Am I right with $19.2m net income minus one time expenses Equals 0.56 eps 9mo. (34m OS)???
thanks
CharlieB
Any thoughts on CHME.ob or CPHI.OB...still concerned about their A/Rs, i see analysst say $5.20...???
thanks
CharlieB
Bobwins:it jumped the $1.10 at 4pm with 4900 shares, quite unusual to say the least??? when is the 10,000bod expected, i didn't see that anywhere??? sure has some interesting new drills later in the year...that could really make this explode...
thank you
CharlieB
Bobwins..any names that you prefer???
Thank you
CharlieB
Bobwins/others... with the massive destruction in China, there is a great need to rebuild cities for the devastated people of China, they will need Gov't help and will get it...
any thoughts???
CharlieB
WHD.V...check out 'Lowpdop" post on stockhouse # 23138231 today...very enlightening for a soon to be Coal producer and already producing nat gas...
CharlieB
Bobwins...take a look at WHD.V last pr...FEV is paying costs and WHD will receive 1/3 of all profits...plus their other coal projects might now get moving with MET coal over $300...
CharlieB
ps..Lowdpop has good info on stockhouse bd...
Agree, sounds good...1 board, make sure stock Symbol first...
CharlieB
BOBWINS: what do you see as their RESERVE problem??? mineral reserves of 601,000 tonnes avg 2.83% Cu @ a cutoff of 1.5%...
The Jennings report counts Magusi river = 6 yrs of mining...
i know i must be missing something...
thank you
CharlieB
michael t: per your msg #99542 regarding SGA for CSGH.ob...did you ever get that result to your satisfaction??? sure looks suspicious...
thanks
CharlieB
BOBWINS: glad to join...should of done so earlier...$89 a good deal...
thanks
CharlieB
when you say "i forgot" did you have another post pertaining to what i asked and i missed it???
thank you
CharlieB
BOBWINS...other than CNEH which looks super to many here, not sure of DPDW as yet...do you have any other small/micro cap potential BEAUTIES in the oil field???
as always i thank you:
CharlieB
what is your opinion of the 15.5% he refers too and what kind of financing will be needed for latest acquisition...which surely looks great depending on terms of its financing???
thank you
CharlieB
thank you...much appreciated...
CharlieB
when you use EBTIA, what multiple do you attach to it to get a pps value???
thank you
CharlieB