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Thanks for looking at it. I think the fact that so much of production is hedged is discounted in price otherwise would be much higher..
PINN:NASDAQ cheapest CBM shale play + 30% last week:
PINN closed the week at $3.50, but I think is just starting. PINN is by far the most undervalued Shale gas play IMO. It has very large holdings (500,000 acres) in the hottest shale gas plays in the U.S. including the Green River Basin and Powder River Basin. WHEN PINN CAME OUT AS AN IPO INSTITUTIONS PAID $9 PER SHARE.
The only reason PINN went down so low is a failed merger with QRCP. PINN is now recovering and recovering fast, but is still the only major natural gas company I follow trading BELOW 2007 prices, so I expect much more short term upside. With a 7 MM float, mostly owned by institutions, the PINN float is very tightly held, so PINN could experience rapid appreciation if the Oil and gas momo crowd discovers it.
Fundamentally this stock should be trading 2-5 times where it is and compared to its peers. PINN is currently trading at just over $200/acre ($98,000,000/500,000 acres). This includes substantial infrastructure including 150 miles of natural gas gathering lines! Even with the current production, we should be 2-5 times the current stock value. Take a look at AEZ, KOG or NOG for example which are shale gas / CBM exploration companies with almost zero revenues and yet have substantially higher market caps than Pinnacle:
SHALE GAS COMPANY MARKET CAPS:
PINN: $98 MM
AEZ: $208 MM
NOG: $482 MM
KOG: $388 MM
PINN has 5,000 drilling targets, each well is approximately 0.4BCF of reserves, so total reserves and being conservative is approaching 2TCF.
The reality of it, Pinnacle probably has 4 - 6TCF in its acreage which makes this a multi-billion dollar asset company.
PINN is now starting to get its story out with Analyst meeting this last week- I don't think PINN will be a secret much longer.
TIV is good but I made a good six figure profit and just thought ABP was better because it hadn't joined the party yet. Also like PINN and SSN.
Non oil stocks.. lots of those too.
Thans. sold TIV and bought ABP- I think its by far cheapest play left. From Yahoo
Let's talk P/E and possible EOY Price 14-May-08 07:07 pm Facts from the CC:
* ABP made $0.055/share ($0.22 on a yearly rate);
*** or do you want to use the reported $0.07 ($0.28)
* With current price at $4.28, the P/E is ($4.28 / $0.22) or 19.45
* or with current price at $4.28, the P/E is ($4.28 / $0.28) or 15.29
* Two wells are being drilled as we speak – likely production increases this quarter
*** likely EPS improving every quarter
* Mr Watson answered a question hinting that an EPS of $0.35 by EOY would likely be low. So, lets guess at a EPS of $0.40
So … at End of Year (EOY) …
Using the above P/E, ABP’s price would be (19.45 * $0.40) = $7.78
* or using the above P/E, ABP’s price would be (15.29 * $0.40) = $6.11
Using Apache’s Multiple (13.58 * $0.40) = $5.43
Using Chesapeake’s Multiple (31.44 * $0.40) = $12.58
Using El Paso’s Multiple (12.82 * $0.40) = $5.12
Using Southwest Energy’s Multiple (55.39 * $0.40) = $22.15
Using Industry Average’s Multiple (23.74 * $0.40) = $9.50
TIV:AMEX is the most undervalued Oil play be EVERY metric.
1) Being added to Russell Index Friday. HUGE institutional buying coming.
2) HUGE insider buys.
3) NOW PROFITABLE WITH OVER 3,000 BOE Daily production. The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
4) TIV is a LAGGARD in hottest sector, oil and gas. MOMENTUM players have sent up stocks like PDO and MXC from single digits to $20 ++ TIV is next IMO.
5) TIV is selling at a HUGE discount to comparable stocks in terms of Price/Sales and cash flow.
6) TIV is the FASTEST GROWING LOW COST OIL PRODUCER IN NORTH AMERICA.
7) In 2005 during the last sector boom, TIV ran from $4 to $16 when it was Still basically an EXPLORATION company. NOW TIV IS A SENIOR PROUDUCER WITH A CURRENT REVENUE RUN RATE OF $100 MM PER YEAR.
8) Small 20 MM float.
9) 2 MM shares Short at last report.
10) Compare TIV market cap to Canadian Heavy oil/Bitumen plays like BQI. BQI has a $1.1 BILLION market cap and has NO production. If TIV had a $1.1 Billion market cap it would be a $40 stock.
SUMMARY OF TIV PRODUCTION RESULTS
1. Production went from 70 BOE/day to "in excess of" 1,500 BOE since first new discoveries of oil (13 December 07) and natural gas (10 January 08)
2. Greater than 500 BOE/day as of 25 March 08
3. Greater than 1,000 BOE/day as of 8 May 08
4. Greater than 1,500 BOE/day as of 19 May 08
5. Price of Oil at $132/barrel
6. Price of Natural Gas at $11.98/Mcf
7. Now 4 new wells now being prepared to go on line, adding to the current 4, so 2 times 1,500 = 3,000 BOE, as more wells are being drilled.
8. Twenty old wells being re-stimulated, for production, based on the wildly escalating price of oil and gas.
And get out your calculator: The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
PINN: from yahoo: Fundamentally this stock should be trading 10-15 times where it is and compared to its peers. We are currently trading at just over $200/acre ($68,000,000/300,000 acres. Even today with the current production, we should be 5-10 times the current stock value. Take a look at AEZ/NOG for example which are both land heavy companies with almost zero revenues and yet have substantially higher market caps than Pinnacle.
It has 5,000 drilling targets, each well is approximately 0.4BCF of reserves, so total reserves and being conservative is approaching 2TCF.
The reality of it, Pinnacle probably has 4-6TCF in its acreage which makes this a multi-billion dollar asset company.
The insider buying of $4,000 per day for a few days is truthfully insulting, Wall Street knows this. IF the CEO truly believed in the company he would be running to borrow as much funds as possible to make the easy bet on the company.
I doubt the current CEO believes in the company or its assets otherwise he would be making a $250,000 plus purchase of stock at these levels. He should be running to the bank to buy as much as he can at these levels.
Management needs to get their story out of their assets and potential. Not only does the CEO need to step up huge to the plate to purchase but so does other executives and directors. Right now, they are missing in action.
PINN:NASDAQ $2.7 500,000 CBM and shale gas acreage in wyoming and montana including green river basin. Large insider buys, production exploding, but lots of it was hedged. They sold equity at $9 in their IPO. Went down after merger wads terminated with QRCP now going up again.
http://finance.yahoo.com/echarts?s=PINN#chart2:symbol=pinn;range=1y;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined
Next AMEX OIL and GAS MONSTER:
Looking for the next Oil and Gas Momentum play with the potential to gain 200% - 300% in a short time? TIV:AMEX is the most undervalued Oil play be EVERY metric.
1) Being added to Russell Index Friday. HUGE institutional buying coming.
2) HUGE insider buys.
3) NOW PROFITABLE WITH OVER 3,000 BOE Daily production. The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
4) TIV is a LAGGARD in hottest sector, oil and gas. MOMENTUM players have sent up stocks like PDO and MXC from single digits to $20 ++ TIV is next IMO.
5) TIV is selling at a HUGE discount to comparable stocks in terms of Price/Sales and cash flow.
6) TIV is the FASTEST GROWING LOW COST OIL PRODUCER IN NORTH AMERICA.
7) In 2005 during the last sector boom, TIV ran from $4 to $16 when it was Still basically an EXPLORATION company. NOW TIV IS A SENIOR PROUDUCER WITH A CURRENT REVENUE RUN RATE OF $100 MM PER YEAR.
8) Small 20 MM float.
9) 2 MM shares Short at last report.
10) Compare TIV market cap to Canadian Heavy oil/Bitumen plays like BQI. BQI has a $1.1 BILLION market cap and has NO production. If TIV had a $1.1 Billion market cap it would be a $40 stock.
SUMMARY OF TIV PRODUCTION RESULTS
1. Production went from 70 BOE/day to "in excess of" 1,500 BOE since first new discoveries of oil (13 December 07) and natural gas (10 January 08)
2. Greater than 500 BOE/day as of 25 March 08
3. Greater than 1,000 BOE/day as of 8 May 08
4. Greater than 1,500 BOE/day as of 19 May 08
5. Price of Oil at $132/barrel
6. Price of Natural Gas at $11.98/Mcf
7. Now 4 new wells now being prepared to go on line, adding to the current 4, so 2 times 1,500 = 3,000 BOE, as more wells are being drilled.
8. Twenty old wells being re-stimulated, for production, based on the wildly escalating price of oil and gas.
And get out your calculator: The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
UPDATED TIV DD SUMMARY 9:40 EST JUNE 16 5 minutes ago ===========================================
Looking for the next Oil and Gas Momentum play with the potential to gain 200% - 300% in a short time? TIV:AMEX is the most undervalued Oil play be EVERY metric.
1) Being added to Russell Index Friday. HUGE institutional buying coming.
2) HUGE insider buys.
3) NOW PROFITABLE WITH OVER 3,000 BOE Daily production. The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
4) TIV is a LAGGARD in hottest sector, oil and gas. MOMENTUM players have sent up stocks like PDO and MXC from single digits to $20 ++ TIV is next IMO.
5) TIV is selling at a HUGE discount to comparable stocks in terms of Price/Sales and cash flow.
6) TIV is the FASTEST GROWING LOW COST OIL PRODUCER IN NORTH AMERICA.
7) In 2005 during the last sector boom, TIV ran from $4 to $16 when it was Still basically an EXPLORATION company. NOW TIV IS A SENIOR PROUDUCER WITH A CURRENT REVENUE RUN RATE OF $100 MM PER YEAR.
8) Small 20 MM float.
9) 2 MM shares Short at last report.
10) Compare TIV market cap to Canadian Heavy oil/Bitumen plays like BQI. BQI has a $1.1 BILLION market cap and has NO production. If TIV had a $1.1 Billion market cap it would be a $40 stock.
SUMMARY OF TIV PRODUCTION RESULTS
1. Production went from 70 BOE/day to "in excess of" 1,500 BOE since first new discoveries of oil (13 December 07) and natural gas (10 January 08)
2. Greater than 500 BOE/day as of 25 March 08
3. Greater than 1,000 BOE/day as of 8 May 08
4. Greater than 1,500 BOE/day as of 19 May 08
5. Price of Oil at $132/barrel
6. Price of Natural Gas at $11.98/Mcf
7. Now 4 new wells now being prepared to go on line, adding to the current 4, so 2 times 1,500 = 3,000 BOE, as more wells are being drilled.
8. Twenty old wells being re-stimulated, for production, based on the wildly escalating price of oil and gas.
And get out your calculator: The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
Next AMEX OIL and GAS MONSTER:
Looking for the next Oil and Gas Momentum play with the potential to gain 200% - 300% in a short time? TIV:AMEX is the most undervalued Oil play be EVERY metric.
1) Being added to Russell Index Friday. HUGE institutional buying coming.
2) HUGE insider buys.
3) NOW PROFITABLE WITH OVER 3,000 BOE Daily production. The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
4) TIV is a LAGGARD in hottest sector, oil and gas. MOMENTUM players have sent up stocks like PDO and MXC from single digits to $20 ++ TIV is next IMO.
5) TIV is selling at a HUGE discount to comparable stocks in terms of Price/Sales and cash flow.
6) TIV is the FASTEST GROWING LOW COST OIL PRODUCER IN NORTH AMERICA.
7) In 2005 during the last sector boom, TIV ran from $4 to $16 when it was Still basically an EXPLORATION company. NOW TIV IS A SENIOR PROUDUCER WITH A CURRENT REVENUE RUN RATE OF $100 MM PER YEAR.
8) Small 20 MM float.
9) 2 MM shares Short at last report.
10) Compare TIV market cap to Canadian Heavy oil/Bitumen plays like BQI. BQI has a $1.1 BILLION market cap and has NO production. If TIV had a $1.1 Billion market cap it would be a $40 stock.
SUMMARY OF TIV PRODUCTION RESULTS
1. Production went from 70 BOE/day to "in excess of" 1,500 BOE since first new discoveries of oil (13 December 07) and natural gas (10 January 08)
2. Greater than 500 BOE/day as of 25 March 08
3. Greater than 1,000 BOE/day as of 8 May 08
4. Greater than 1,500 BOE/day as of 19 May 08
5. Price of Oil at $132/barrel
6. Price of Natural Gas at $11.98/Mcf
7. Now 4 new wells now being prepared to go on line, adding to the current 4, so 2 times 1,500 = 3,000 BOE, as more wells are being drilled.
8. Twenty old wells being re-stimulated, for production, based on the wildly escalating price of oil and gas.
And get out your calculator: The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
UPDATED TIV DD SUMMARY 9:40 EST JUNE 16 5 minutes ago ===========================================
Looking for the next Oil and Gas Momentum play with the potential to gain 200% - 300% in a short time? TIV:AMEX is the most undervalued Oil play be EVERY metric.
1) Being added to Russell Index Friday. HUGE institutional buying coming.
2) HUGE insider buys.
3) NOW PROFITABLE WITH OVER 3,000 BOE Daily production. The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
4) TIV is a LAGGARD in hottest sector, oil and gas. MOMENTUM players have sent up stocks like PDO and MXC from single digits to $20 ++ TIV is next IMO.
5) TIV is selling at a HUGE discount to comparable stocks in terms of Price/Sales and cash flow.
6) TIV is the FASTEST GROWING LOW COST OIL PRODUCER IN NORTH AMERICA.
7) In 2005 during the last sector boom, TIV ran from $4 to $16 when it was Still basically an EXPLORATION company. NOW TIV IS A SENIOR PROUDUCER WITH A CURRENT REVENUE RUN RATE OF $100 MM PER YEAR.
8) Small 20 MM float.
9) 2 MM shares Short at last report.
10) Compare TIV market cap to Canadian Heavy oil/Bitumen plays like BQI. BQI has a $1.1 BILLION market cap and has NO production. If TIV had a $1.1 Billion market cap it would be a $40 stock.
SUMMARY OF TIV PRODUCTION RESULTS
1. Production went from 70 BOE/day to "in excess of" 1,500 BOE since first new discoveries of oil (13 December 07) and natural gas (10 January 08)
2. Greater than 500 BOE/day as of 25 March 08
3. Greater than 1,000 BOE/day as of 8 May 08
4. Greater than 1,500 BOE/day as of 19 May 08
5. Price of Oil at $132/barrel
6. Price of Natural Gas at $11.98/Mcf
7. Now 4 new wells now being prepared to go on line, adding to the current 4, so 2 times 1,500 = 3,000 BOE, as more wells are being drilled.
8. Twenty old wells being re-stimulated, for production, based on the wildly escalating price of oil and gas.
And get out your calculator: The company shows a profit somewhere between 1,500 and 2,000 BOE/day, and around $1/share earnings at around 7,000 BOE, which can be reached within a few months.
TIV $6.4 2000 Barrels per day production NEXT PDO http://biz.yahoo.com/bw/080612/200806120...
TIV ($6.38) is last undiscovered oil SUPERST0CK
Huge insider buys
Being added to Russell Index on Friday
2,000 BPD production will have 7,000 by end of year $1 annual EPS at that point
Thats CURRENTLY $100 MM + revenue per year
HOTTEST NASDAQ stock next 2 weeks:
JADE ($3.45) is a China jewellery stock that was $12 before they became delinquent in filing in 2006. JADE said today they will announce financial results June 30. The results should be BLOWOUT as JADE has been gtowing and adding stores like crazy since 2006. JADE has $3 per share liquid assets. Here is a good post discussing potentialo from Yahoo:
I've been looking at the figures in the Dutton report from last January and I have made several observations.
In 2006 the year-end store count grew to 44 stores. The average store count for 2006 was 31 stores. The average revenue per store was $487,484. Total retail revenue for stores was $15,112,004. 63.7% of this amount, or $9,632,000, was gross profit.
If ENZO stores today are generating as much revenue as they did in 2006, the results should be staggering. The unofficial count for ENZO retail stores in China today is somewhere around 100 stores(93 as of Dec. 28, 2007). Using 2006's average revenue per store we can estimate that LJI's 100 ENZO stores today are generating revenue of about $48,748,400. Assuming a gross profit of 63.7% (same as 2006), one can estimate that ENZO stores are generating gross profits of about $31,052,730. If true, this would be incredible - especially when one considers that LJI's entire gross profit for all of 2006 (wholesale and retail) was $34,924,000!
Let's now add to this figure the gross profit from LJI's wholesale business. In 2006, LJI's gross profit from wholesale was $25,292,000. Let's assume that LJI is being hit hard by the U.S. recession and that their wholesale business is down by 25%. Using the 2006 wholesale figure of $25 m, LJI's gross profit from wholesale would be reduced to about $18,969,000. This looks really bad at first until we add this figure to the gross profit from retail. When added together they amount to $50,021,730!!! That's a 43% increase over 2006's gross profit.
LJI added 49 Enzo stores in 2007, growing from 44 stores in 2006 to 93 stores in 2007. 27 of these stores were not added until the final 4 months of 2007. Thus, the average store count for 2007 was probably somewhere around 65. So as you can see, the estimates I made above using 100 stores are only applicable to this year and not to last year.
One more thing, for those of you who have your eyes fixed on the U.S. economy you need to understand something - LJI's gross profit from their ENZO stores in China is 63.7% compared to only 23.3% for their wholesale business to the U.S., Canada, and elsewhere. Hence, the ENZO stores in China is where the real money is at. This is why LJI said in their Roth Presentation that one of their 3-Year Goals was for "ENZO revenue to exceed wholesale." They also plan on continuing "to open new stores by 2010" (depending upon access to capital).
IMO this stock is beaten up and will one day soar like FUQI is right now. I hope you guys and gals got in on that one.
Long JADE & FUQI.
GLTA
HOTTEST NASDAQ stock next 2 weeks:
JADE ($3.45) is a China jewellery stock that was $12 before they became delinquent in filing in 2006. JADE said today they will announce financial results June 30. The results should be BLOWOUT as JADE has been gtowing and adding stores like crazy since 2006. JADE has $3 per share liquid assets. Here is a good post discussing potentialo from Yahoo:
I've been looking at the figures in the Dutton report from last January and I have made several observations.
In 2006 the year-end store count grew to 44 stores. The average store count for 2006 was 31 stores. The average revenue per store was $487,484. Total retail revenue for stores was $15,112,004. 63.7% of this amount, or $9,632,000, was gross profit.
If ENZO stores today are generating as much revenue as they did in 2006, the results should be staggering. The unofficial count for ENZO retail stores in China today is somewhere around 100 stores(93 as of Dec. 28, 2007). Using 2006's average revenue per store we can estimate that LJI's 100 ENZO stores today are generating revenue of about $48,748,400. Assuming a gross profit of 63.7% (same as 2006), one can estimate that ENZO stores are generating gross profits of about $31,052,730. If true, this would be incredible - especially when one considers that LJI's entire gross profit for all of 2006 (wholesale and retail) was $34,924,000!
Let's now add to this figure the gross profit from LJI's wholesale business. In 2006, LJI's gross profit from wholesale was $25,292,000. Let's assume that LJI is being hit hard by the U.S. recession and that their wholesale business is down by 25%. Using the 2006 wholesale figure of $25 m, LJI's gross profit from wholesale would be reduced to about $18,969,000. This looks really bad at first until we add this figure to the gross profit from retail. When added together they amount to $50,021,730!!! That's a 43% increase over 2006's gross profit.
LJI added 49 Enzo stores in 2007, growing from 44 stores in 2006 to 93 stores in 2007. 27 of these stores were not added until the final 4 months of 2007. Thus, the average store count for 2007 was probably somewhere around 65. So as you can see, the estimates I made above using 100 stores are only applicable to this year and not to last year.
One more thing, for those of you who have your eyes fixed on the U.S. economy you need to understand something - LJI's gross profit from their ENZO stores in China is 63.7% compared to only 23.3% for their wholesale business to the U.S., Canada, and elsewhere. Hence, the ENZO stores in China is where the real money is at. This is why LJI said in their Roth Presentation that one of their 3-Year Goals was for "ENZO revenue to exceed wholesale." They also plan on continuing "to open new stores by 2010" (depending upon access to capital).
IMO this stock is beaten up and will one day soar like FUQI is right now. I hope you guys and gals got in on that one.
Long JADE & FUQI.
GLTA
HOTTEST NASDAQ stock next 2 weeks:
JADE ($3.45) is a China jewellery stock that was $12 before they became delinquent in filing in 2006. JADE said today they will announce financial results June 30. The results should be BLOWOUT as JADE has been gtowing and adding stores like crazy since 2006. JADE has $3 per share liquid assets. Here is a good post discussing potentialo from Yahoo:
I've been looking at the figures in the Dutton report from last January and I have made several observations.
In 2006 the year-end store count grew to 44 stores. The average store count for 2006 was 31 stores. The average revenue per store was $487,484. Total retail revenue for stores was $15,112,004. 63.7% of this amount, or $9,632,000, was gross profit.
If ENZO stores today are generating as much revenue as they did in 2006, the results should be staggering. The unofficial count for ENZO retail stores in China today is somewhere around 100 stores(93 as of Dec. 28, 2007). Using 2006's average revenue per store we can estimate that LJI's 100 ENZO stores today are generating revenue of about $48,748,400. Assuming a gross profit of 63.7% (same as 2006), one can estimate that ENZO stores are generating gross profits of about $31,052,730. If true, this would be incredible - especially when one considers that LJI's entire gross profit for all of 2006 (wholesale and retail) was $34,924,000!
Let's now add to this figure the gross profit from LJI's wholesale business. In 2006, LJI's gross profit from wholesale was $25,292,000. Let's assume that LJI is being hit hard by the U.S. recession and that their wholesale business is down by 25%. Using the 2006 wholesale figure of $25 m, LJI's gross profit from wholesale would be reduced to about $18,969,000. This looks really bad at first until we add this figure to the gross profit from retail. When added together they amount to $50,021,730!!! That's a 43% increase over 2006's gross profit.
LJI added 49 Enzo stores in 2007, growing from 44 stores in 2006 to 93 stores in 2007. 27 of these stores were not added until the final 4 months of 2007. Thus, the average store count for 2007 was probably somewhere around 65. So as you can see, the estimates I made above using 100 stores are only applicable to this year and not to last year.
One more thing, for those of you who have your eyes fixed on the U.S. economy you need to understand something - LJI's gross profit from their ENZO stores in China is 63.7% compared to only 23.3% for their wholesale business to the U.S., Canada, and elsewhere. Hence, the ENZO stores in China is where the real money is at. This is why LJI said in their Roth Presentation that one of their 3-Year Goals was for "ENZO revenue to exceed wholesale." They also plan on continuing "to open new stores by 2010" (depending upon access to capital).
IMO this stock is beaten up and will one day soar like FUQI is right now. I hope you guys and gals got in on that one.
Long JADE & FUQI.
GLTA
RAY.V $1.42 + $.62 $1.5 BILLION POTASH RESOURCE $8 Target 6 minutes ago
$1.5 BILLION POTASH discovery. Potash stocks have been hottest sector by far this year look at POT:NYSE chart. JUNIOR potash stocks on Canadian Venture Exchange are going crazy.
RAY.V will be $5 soon.
It traded 18 MM shares today on new potash sample results inferring a $1.5 Billion resource.. right next door to POT:NYSE properties. RAY will open at $2 tomorrow but going way higher- a stock with lesser resource PON.V went from $1 to $4 in a few days.
Yesterday, I signed up to receive updates from the company which necessitated leaving my phone number. I had a call after the close from James (I think that was his name) in the PR dept. Here's what I learned in our short conversation:
1) they have proven resources worth $1.5 B plus inferred which could take them to $3 B and a market cap under $50 M.
2) they are looking to be bought out
3) if they don't get a good buy out price, (close to $4.00) they will go it alone
4) he said RAY was in the "lower risk" category for a venture stock
5) they are expecting permits next month.
The above is to the best of my recollection. If anyone can add to this, please do. We're all here to learn and make money. How much does it cost to start a mine? How long does it take to start production? How much can you produce annually? etc etc.
RAY.V $1.42 + $.62 $1.5 BILLION POTASH RESOURCE $8 Target 6 minutes ago
$1.5 BILLION POTASH discovey. Potash stocks have been hottest sector by far this year look at POT:NYSE chart. JUNIOR potash stocks on Canadian Venture Exchange are going crazy.
RAY.V will be $5 soon.
It traded 18 MM shares today on new potash sample results inferring a $1.5 Billion resource.. right next door to POT:NYSE properties. RAY will open at $2 tomorrow but going way higher- a stock with lesser resource PON.V went from $1 to $4 in a few days.
Yesterday, I signed up to receive updates from the company which necessitated leaving my phone number. I had a call after the close from James (I think that was his name) in the PR dept. Here's what I learned in our short conversation:
1) they have proven resources worth $1.5 B plus inferred which could take them to $3 B and a market cap under $50 M.
2) they are looking to be bought out
3) if they don't get a good buy out price, (close to $4.00) they will go it alone
4) he said RAY was in the "lower risk" category for a venture stock
5) they are expecting permits next month.
The above is to the best of my recollection. If anyone can add to this, please do. We're all here to learn and make money. How much does it cost to start a mine? How long does it take to start production? How much can you produce annually? etc etc.
RAY.V $1.42 + $.62 $1.5 BILLION POTASH RESOURCE $8 Target 6 minutes ago
$1.5 BILLION POTASH discovey. Potash stocks have been hottest sector by far this year look at POT:NYSE chart. JUNIOR potash stocks on Canadian Venture Exchange are going crazy.
RAY.V will be $5 soon.
It traded 18 MM shares today on new potash sample results inferring a $1.5 Billion resource.. right next door to POT:NYSE properties. RAY will open at $2 tomorrow but going way higher- a stock with lesser resource PON.V went from $1 to $4 in a few days.
Yesterday, I signed up to receive updates from the company which necessitated leaving my phone number. I had a call after the close from James (I think that was his name) in the PR dept. Here's what I learned in our short conversation:
1) they have proven resources worth $1.5 B plus inferred which could take them to $3 B and a market cap under $50 M.
2) they are looking to be bought out
3) if they don't get a good buy out price, (close to $4.00) they will go it alone
4) he said RAY was in the "lower risk" category for a venture stock
5) they are expecting permits next month.
The above is to the best of my recollection. If anyone can add to this, please do. We're all here to learn and make money. How much does it cost to start a mine? How long does it take to start production? How much can you produce annually? etc etc.
I
AMEX Shale play 621000 Float SSN:AMEX
Shares OS 10 Million ADR Equivalent (1 ADR = 20 Australian shares)
SSN has over 41,800 acre holdings in the GREEN RIVER BASIN a red hot shale play. NORTH AMERICA. GREEN RIVER is the basin that made ULTRA PETROLEUM (UPL:AMEX) go from pennies to $90.
SSN is trading at a HUGE discount to other GREEN RIVER BASIN exploration plays:
MARKET CAP, GREEN RIVER BASIN PLAYS
KOG:AMEX $315 Million
SSN:AMEX $40 Million
IF SSN HAD THE SAME MARKET CAP AS KOG IT WOULD BE $30 +
KOG and SSN have about the same revenue and similar land bases in Green Basin and BOTH have agreements with Devon to explore and develop Green Basin. DEVON IS A $52 BILLION MARKET CAP PRODUCER:
http://biz.yahoo.com/bw/080429/200804290...
The presentation below shows that SSN has a very large portfolio of holdings in major basins.
http://www.samsonoilandgas.com/uploads/0...
HIGHLIGHTS:
PAGE 10 621,000 ADR'S IN FLOAT
PAGE 17 NOTES THAT THE GREEN RIVER BASIN HAS A MULTI TCF RESOURCE POTENTIAL- THAT WOULD VALUE THE GAS IN THE BASIN AT OVER $20 BILLION.
SAMSON OIL GREEN RIVER BASIN
Samson Oil and Gas Limited has been operating in the US since 2004, when it acquired Kestrel Energy, Inc. (“Kestrel”), a Colorado based public company with properties in the Green River Basin in Wyoming, which has gradually become the new frontier for oil and gas discoveries in the US.
ULTRA PETROLEUM GRREN RIVER BASIN
Ultra Petroleum Corp. (Ultra), incorporated in November 14, 1979, is an independent oil and gas company engaged in the development, production, operation, exploration and acquisition of oil and natural gas properties. The Company's operations are primarily in the
Green River Basin of southwest Wyoming.
KOG GREEN RIVER BASIN EXPLORATION
Kodiak Oil & Gas Corp. and its subsidiaries engage in the exploration, exploitation, development, acquisition, and production of natural gas and crude oil in the western United States. Its oil and natural gas reserves and operations are located in two Rocky Mountain Basins. The company explores for natural gas in the Vermillion Basin of the Green River Basin in Wyoming and Colorado; and in the Williston Basin in Montana and North Dakota.
Next MXC PDO? The momentum trader who picked PDO at $5 (went to $28) recommends SERV as the next low float energy play. Only 400,000 float, $6.10- a different angle- this company specializes in improving building efficiency. Could be a MONSTER only a $18 Million market cap with the HUGE growth potential could be a $30 stock. http://www.thelion.com/bin/aio_msg.cgi?cmd=prev&par=&symbol=SERV&msg=25
From last PR: As rising energy costs and the realities of global warming increasingly impact business strategies worldwide, demand for energy efficient, sustainable solutions is soaring. So it is essential that Servidyne has strong sales and marketing leadership to ensure the market understands how our products and services enable our customers to materially cut their energy costs and reduce their carbon footprints," commented Alan R. Abrams, Servidyne's Chairman, President and CEO.
Next MXC PDO? The momentum trader who picked PDO at $5 (went to $28) recommends SERV as the next low float energy play. Only 400,000 float, $6.10- a different angle- this company specializes in improving building efficiency. Could be a MONSTER only a $18 Million market cap with the HUGE growth potential could be a $30 stock. http://www.thelion.com/bin/aio_msg.cgi?cmd=prev&par=&symbol=SERV&msg=25
From last PR: As rising energy costs and the realities of global warming increasingly impact business strategies worldwide, demand for energy efficient, sustainable solutions is soaring. So it is essential that Servidyne has strong sales and marketing leadership to ensure the market understands how our products and services enable our customers to materially cut their energy costs and reduce their carbon footprints," commented Alan R. Abrams, Servidyne's Chairman, President and CEO.
Next MXC? SERV $5.85 + $.30 400 K float Energy management play. Energy management play. This got hot in 2005 in last energy spike went to $11.
http://finance.yahoo.com/q/ks?s=SERV
In 10Q they stated they signed 29 new customers to provide energy management services!
Next MXC? SERV $5.85 + $.30 400 K float Energy management play. This got hot in 2005 in last energy spike went to $11.
http://finance.yahoo.com/q/ks?s=SERV
In 10Q they stated they signed 29 new customers to provide energy management services!
2.3 MM float CHINA Earthquake play + 12% TAYD:NASDAQ 2.3m float OS 3.2m shares
TAYD is now on IBD top stocks under $10 list could be next WSCI.
Taylor Dampers literally soak up the energy of earthquake or wind-induced motion, preventing structural damage and increasing occupant protection and comfort. Compact, yet powerful, Taylor Fluid Viscous Dampers increase structural damping levels to as much as 40% of critical, the results being truly dramatic cost savings on both new and existing structures. Plus, these products provide a most compact design, allowing structures to be architecturally clean and elegant.
http://www.taylordevices.com/dampers-seismic-protection.html
Taylor Devices, Inc. is a 53-year-old company engaged in the design, development, manufacture & marketing of shock absorption, rate control and energy storage devices for use in various types of vehicles, machinery, equipment & structures. The company continues to achieve growth in the developing seismic protection field and in the isolation of wind-induced vibrations.
Already has projects in China and around the world :
http://www.taylordevices.com/pdf/StructuralChart2007.pdf
TAYD is profitable and had .12 eps last quarter :
http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=PR&date=20080414&id=8480453
Taylor Devices Inc., a US Company (NASDAQ code – TAYD) was incorporated in 1955. It is the world leader in providing Earthquake Protection Devices for buildings and bridges. The technology patented by Taylor Devices was at the start only used by the US defense services and the aerospace missions of NASA. However, after the Cold War era this technology of energy dissipation was released for civilian applications by the US government and earthquake protection applications became the front runner. In approximately fifteen years of active earthquake related applications Taylor Devices has emerged as a clear leader with over 250 projects to its credit.
2.3 MM float CHINA Earthquake play + 12% TAYD:NASDAQ 2.3m float OS 3.2m shares
TAYD is now on IBD top stocks under $10 list could be next WSCI.
Taylor Dampers literally soak up the energy of earthquake or wind-induced motion, preventing structural damage and increasing occupant protection and comfort. Compact, yet powerful, Taylor Fluid Viscous Dampers increase structural damping levels to as much as 40% of critical, the results being truly dramatic cost savings on both new and existing structures. Plus, these products provide a most compact design, allowing structures to be architecturally clean and elegant.
http://www.taylordevices.com/dampers-seismic-protection.html
Taylor Devices, Inc. is a 53-year-old company engaged in the design, development, manufacture & marketing of shock absorption, rate control and energy storage devices for use in various types of vehicles, machinery, equipment & structures. The company continues to achieve growth in the developing seismic protection field and in the isolation of wind-induced vibrations.
Already has projects in China and around the world :
http://www.taylordevices.com/pdf/StructuralChart2007.pdf
TAYD is profitable and had .12 eps last quarter :
http://news.moneycentral.msn.com/provider/providerarticle.aspx?feed=PR&date=20080414&id=8480453
Taylor Devices Inc., a US Company (NASDAQ code – TAYD) was incorporated in 1955. It is the world leader in providing Earthquake Protection Devices for buildings and bridges. The technology patented by Taylor Devices was at the start only used by the US defense services and the aerospace missions of NASA. However, after the Cold War era this technology of energy dissipation was released for civilian applications by the US government and earthquake protection applications became the front runner. In approximately fifteen years of active earthquake related applications Taylor Devices has emerged as a clear leader with over 250 projects to its credit.
Next MXC? low float Oil Gas Monster BRN:
Looking for next MXC which went fron $8 to $40 in a few weeks? BRN is a $15 oil and gas play withTiny 4.6 MM float with 1.5 MM held by institutions only 3.1 MM "avalable" float
-$60 MM ANNUAL REVENUE trading at 2 x sales.
-$.20 EPS last quarter, $1.2 EPS run rate going forward
-$15 now was $22 last year with MUCH cheaper gas prices. ONLY reason it went down is major holder Mercury had to liquidate most of its 16% position- liquidation almost finished selling now they only have 4% left.
-In summary with this sector Momo- BRN is a gift from God at $15- could easily run to $50 on REAL earnings.
- To boot has Hawaii real estate worth $7 per share conservatively.
Next MXC? low float Oil Gas Monster BRN:
Looking for next MXC which went fron $8 to $40 in a few weeks? BRN is a $15 oil and gas play withTiny 4.6 MM float with 1.5 MM held by institutions only 3.1 MM "avalable" float
-$60 MM ANNUAL REVENUE trading at 2 x sales.
-$.20 EPS last quarter, $1.2 EPS run rate going forward
-$15 now was $22 last year with MUCH cheaper gas prices. ONLY reason it went down is major holder Mercury had to liquidate most of its 16% position- liquidation almost finished selling now they only have 4% left.
-In summary with this sector Momo- BRN is a gift from God at $15- could easily run to $50 on REAL earnings.
- To boot has Hawaii real estate worth $7 per share conservatively.
Next low float Oil Monster BRN:
Looking for next MXC which went fron $8 to $40 in a few weeks? BRN is a $15 oil and gas play withTiny 4.6 MM float with 1.5 MM held by institutions only 3.1 MM "avalable" float
-$60 MM ANNUAL REVENUE trading at 2 x sales.
-$.20 EPS last quarter, $1.2 EPS run rate going forward
-$15 now was $22 last year with MUCH cheaper gas prices. ONLY reason it went down is major holder Mercury had to liquidate most of its 16% position- liquidation almost finished selling now they only have 4% left.
-In summary with this sector Momo- BRN is a gift from God at $15- could easily run to $50 on REAL earnings.
- To boot has Hawaii real estate worth $7 per share conservatively.
SPECIAL NO BRAINER ALERT: 2 PE STOCK:
Bobwins found an incrdibly cheap juinor canadian mine:
FMA.to/FSTMF.pk +.08 to C$1.08 newly profitable company. Declared copper mine commercial on 3/1/08 and still made .05 eps for all of Q1. Should make .15 to .20eps next qtr and going forward. Increasing production to stated capacity so there is still upside.
Since stock is selling for around a buck, this is dirt cheap.
FIRST METALS INC ("FMA-T") - Profitable First Quarter on One (1) Month's Commercial Production First Metals Inc. is pleased to report its First Quarter Results for the period ended March 31, 2008. During the Quarter, the Company achieved $6,875,544 in revenues compared to $14,491 in the same period in 2007. During the period under review, the Company generated $1,774,832 in net income, equal to $0.05 per share. During the first quarter of 2007, the Company reported a net loss of ($591,554), equal to ($0.02) per share. As discussed in greater detail in the Management's Discussion and Analysis, which has been released simultaneously with the Financial Statements, the achievement of commercial production on March 1st, 2008 means that the quarter's results include one month of revenues and related costs of production, (the previous two months of net revenues being set off against deferred development costs) but three months of overhead expenses. On a stand alone basis, the month of March showed a net profit of $2.1 Million. Production for the month of March averaged 1,354 tonnes per day (tpd), exceeding for the first time 60% of the average design capacity of 1,500 tpd. As further modifications and improvements to the mill are completed, we look forward to design capacity being achieved. Recoveries being achieved at the mill continue to improve and are now at 92.6%. C.E.O. Richard Williams commented that "copper prices are now in the vicinity of U.S.$ 4.00 per pound and a significant number of forecasters are suggesting that further price increase may be seen over the balance of the year. It is gratifying to see that our deliveries are increasing at such a favourable time. Should copper prices sustain the current level, we should see FMA's profits increase significantly with increased production." First Metals Inc. is a copper producer and is currently advancing its second project, The Magusi copper, zinc, gold and silver deposit, located 1.2 kilometres away from its Fabie Bay Mine. The Company has approximately 42.7 million shares issued and outstanding. TSX closing price for FMA Date: 2008/05/08 Closing Price: 1.000 TEL: (416) 364-3123 Richard Williams, CEO, First Metals Inc. Email: info@firstmetalsinc.com Website: www.firstmetalsinc.com
NOEC could go to $10 in a few days IMO.. lo float + CHINA + Ferilizer production AND synthetic fuel production- thats a HOT space.
Raw I got LUCKY with ATEA- sold 40000 shares around $5.90 for nice $50 K profit... Man that was close.
Loaded up on CNTF and CPSL-- who says China is bad?
Loaded on PNTR. Annual EBITDA of $15 MM gives fair value of about $35 at 12 X EBITDA tiny float.
http://biz.yahoo.com/prnews/080515/ukth008.html?.v=101
ATEA DD - always seasonal, Q1 and Q3 always the strongest.
ATEA could ne next VSNT. Like the RR could go to $10 but who knows.
ATEA exploding Q1 earnings Thursday. Projection: $9.5 MM saes $.50 EPS Last year ATEA earned $.33 for the quarter. They have been growing fast in sales but even with CONSERVATIVE assumption that they maintain their base sales of $7.8 MM I project $9.5 MM sales and $.50 EPS based on
25% US dollar decline: half of sales are in Euros. That means higher US dollar sales of 20% for foreign sales thats $1,000,000 K.
$700 K for deferred sales ( Q4 PR)
SO I SEE $9.5 MM SALES AS CONSERVATIVE
CAN YOU SAY ATEA AT $10? Rating :
ATEA 2 MM float Monster earnings comimg Friday:
ATEA IMO could an $8 stock on Friday. They shifted $700,000 sales to Q1 2008 which will be reported Thursday- at 50% margins that should provide an extra $.10 to an already seasonally strong quarter. Witn 50% foreign sales ATEA is also reaping gains from the record low US dollar.
The total amount of revenue moved into 2007 that had been previously reported for earlier periods is $2.3 million, which is partially reduced by $700,000 of revenue previously recognized in the third quarter of 2007, which must now be deferred until the related software upgrade is delivered to the customer. The upgrade was delivered in the first quarter of 2008. The Company already received all of the cash related to these contracts. The restatement affects the timing and classification of revenues, but does not impact the overall revenues relating to these customers.
New IBD Momo Play: KTCC $3.6 profitable $4.3 per share working capital
KTCC:NASDAQ is an electronic manufacturing services (EMS) provider that is the best buy on NASDAQ IMO:
-10 MM shares outstanding.
-Net working capital of $43 Million = $4.3 per share. KTCC market price of $3.6 is INSANE- how often have you seen a debt free profitable company trade below liquid asset value?
http://finance.yahoo.com/q/bs?s=KTCC
-KTCC just reported $.11 EPS in third quarter 2008 and is forecasting $10 - $.15 EPS next quarter.. KTCC has historically been VERY conservative in forecasts.
-IBD 100 MOMO: KTCC is on the widely followed Investors Business Daily Top stock list. This list is widely followed by Momentum investors. With its low float and stellar fundamentals, KTCC is poised to join the ranks of other IBD Momentum plays like WSCI ($5 to $17.6) and PDO ($3.50 to $8.80).
KTCC is diversifying its customer base and ramping up sales which will contribute to MUCH higher earnings in Fiscal 2009:
“During the third quarter, we continued to diversify our customer portfolio across a wide range of industries, winning new customer programs involving a consumer medical device, energy technology, home air filtration and specialized touch-screen panels. We expect these new programs to begin contributing revenue in fiscal 2009 and we continue to pursue new opportunities for profitable growth.”
KTCC is an undiscovered gem, but not for long. $10 Target.
New IBD Momo Play: KTCC $3.6 profitable $4.3 per share working capital
KTCC:NASDAQ is an electronic manufacturing services (EMS) provider that is the best buy on NASDAQ IMO:
-10 MM shares outstanding.
-Net working capital of $43 Million = $4.3 per share. KTCC market price of $3.6 is INSANE- how often have you seen a debt free profitable company trade below liquid asset value?
http://finance.yahoo.com/q/bs?s=KTCC
-KTCC just reported $.11 EPS in third quarter 2008 and is forecasting $10 - $.15 EPS next quarter.. KTCC has historically been VERY conservative in forecasts.
-IBD 100 MOMO: KTCC is on the widely followed Investors Business Daily Top stock list. This list is widely followed by Momentum investors. With its low float and stellar fundamentals, KTCC is poised to join the ranks of other IBD Momentum plays like WSCI ($5 to $17.6) and PDO ($3.50 to $8.80).
KTCC is diversifying its customer base and ramping up sales which will contribute to MUCH higher earnings in Fiscal 2009:
“During the third quarter, we continued to diversify our customer portfolio across a wide range of industries, winning new customer programs involving a consumer medical device, energy technology, home air filtration and specialized touch-screen panels. We expect these new programs to begin contributing revenue in fiscal 2009 and we continue to pursue new opportunities for profitable growth.”
KTCC is an undiscovered gem, but not for long. $10 Target.
DFR:NYSE $1.47 +$.57 HUGE news
http://biz.yahoo.com/prnews/080425/aqf039.html?.v=46
DFR was $8 a few months ago, only reason it went down so much were liquidity issues which are now solved.
HUGE Institutional buying. Expect to rise to $3.50 Book value.
DFR:NYSE $1.47 +$.57 HUGE news
http://biz.yahoo.com/prnews/080425/aqf039.html?.v=46
DFR was $8 a few months ago, only reason it went down so much were liquidity issues which are now solved.
HUGE Institutional buying. Expect to rise to $3.50 Book value.
DFR:NYSE $1.47 +$.57 HUGE news
http://biz.yahoo.com/prnews/080425/aqf039.html?.v=46
DFR was $8 a few months ago, only reason it went down so much were liquidity issues which are now solved.
HUGE Institutional buying. Expect to rise to $3.50 Book value.
1.5 MM Float Oil Stock $1.5 $9 in 2005
FPP:AMEX is BY FAR the cheapest most explosive oil gas play on AMEX.
1.5 MM float
Went to $9 + in 2005
Strong 2008 growth
"In this past year, our revenues grew only 9% but that does not factor in a full year with our two recent acquisitions, which should significantly impact 2008.”