z***e
发帖数: 5600 | 1 革命浪潮有传染性，一旦从埃及再向东就是沙特伊朗这些产油国了。还有就是
苏伊士运河也是欧洲的原油通道。
不过，中长期来看，商品，通涨这波应该风险极大了。显然，埃及，印度，中国，
新型市场很难承受这么高通涨压力，中国领导层应该有更大决心调控，通涨一过
临界点引起政策全面紧缩就该卖商品了。。。
具体的资产，APA在埃及的资产份额最大，25%左右，所以跌得最早。Driller中应该是
RIG，
不过百分比不大 |
|
j****u
发帖数: 44 | 2 看到有很多人在做daytrading或是short term trading, 所以觉得写写自己的，或许对
大家有点用。
第一，相对强弱
我相信一句话：强者越强，弱者越弱！股票市场同样遵循这个道理。这个也是我一进公
司后学到的第一课：相对强弱，买比市场强的股票，卖空比市场弱的股票，在大趋势涨
的情况下，买入多于卖空，在大趋势跌的情况下，卖空多于买入。
其实我觉得这也就是professional和非professional之间的区别：非professional喜欢
买跌得多的股票，越跌越买， professional正好相反。（当然，招无定式，我的
trainer就是一个专买这种暴跌的股票的主，当然，我会把他的策略也写写。）
策略有了，怎么用呢？告诉大家一个最简单的办法，就是比较：怎么比，要做nasdaq多
的话，就把你的股票和nas100指数比。先说daytrading 吧：我喜欢把index future的
图放在股票图的上面，这样一比，你就可以看出来了。当index往下跌的时候，你的股
票不怎么跌，当index breaks low的时候，你的股票却没有，这…就叫强势股。为什么
？... 阅读全帖 |
|
L***6
发帖数: 8307 | 3 没错，原油从油田里钻出来，这涉及到多少工序，多少能耗，生产driller也要耗电。
储存运输原油成本也很高。原油再炼成汽油，汽油在储存运输到reserves，再转运到加
油站，这涉及到多少能耗和人工成本？？
很多电站自己就有太阳能充电板，电都不需要通过电网运过来，反正现在中国太阳能产
能过剩，Tesla正好利用这个机会大量低价买太阳能电池，在阳光好的地方应该可以产
生相当可观的电能。以后天然气发电，通过电网直接送到充电站，绝对是个趋势，充电
站也可以外包个私人，管理非常简单，不需要照应运油车的工作，也不用担心会发生爆
炸，一个充电站，一个人就可以管理。 |
|
|
s***d
发帖数: 15421 | 5 买我们offshore drill吧。shale driller没前途了。 |
|
j******u
发帖数: 316 | 6 shale driller能否展开说说？为啥offshore又开始准备热了? |
|
s***d
发帖数: 15421 | 7 exxon mobile 的在北极圈的driller开始产油了。 |
|
B*******n
发帖数: 20645 | 8 so is SDRL; buy oil drillers! |
|
s***d
发帖数: 15421 | 9 制裁都不会，就是口炮制裁，你看xom sdrl依然在 毛子的kara sea 愉快的踩着油，而
且说还要再上2搜driller 呵呵。这可是美国企业 欧洲企业赤果果的打折宇宙大统领的
脸。 |
|
s***d
发帖数: 15421 | 10 帮主 听我的，买sdrl，rig是美国背景的offshore，前身是ok texas的offshore
drillers。sdrl是norway，和美国人 欧洲人 毛子关系都好！最近和天朝关系也好，几
艘大船都是大连造的，跟着xom 在中国南海探石油。 |
|
s***d
发帖数: 15421 | 11 Analyst 说 offshore drill backlog 很不好 几家小driller 不过我觉得搞死小的 整
合业界 以后就三家独大
★ 发自iPhone App: ChineseWeb 7.8 |
|
s***d
发帖数: 15421 | 12 Analyst 说 offshore drill backlog 很不好 几家小driller 不过我觉得搞死小的 整
合业界 以后就三家独大
★ 发自iPhone App: ChineseWeb 7.8 |
|
s***d
发帖数: 15421 | 13 rig的 fleet summary 很不错。新船的day rates 还新高。analyst都是一群饭桶。新
一代的ultradeep water 根本不愁单子，都是香饽饽，石油公司抢着要。只有hero，DO
这些破船回收公司，高价买中老年 mid water drillship才是大傻逼。以后oddshore
driller要不就是低端，比如我买的pink sheet上的一家，超级便宜的退伍jackup 翻新
，超低dayrate抢占市场。要不就是新一代ultradeep water 做高端市场。 |
|
g*q
发帖数: 26623 | 14 不过driller最近都不景气.其实NE比RIG更便宜 |
|
g*q
发帖数: 26623 | 15 driller们短期很难有起色.但是现在真心便宜,一旦有起色,涨幅不会小. |
|
|
a*****1
发帖数: 3134 | 17 There is no way Saudi will cut production.
Everybody is looking at Saudi for production cut and there is no way Saudi
will do that single-handedly. Saudi is the one that started the war and
right now no one is claiming to reduce production including all the US and
canadian drillers. If Saudi does not stick to its strategy, it will lose
credibility in the future. With Saudi's production counts only 10% of world
production, there is no way Saudi will do it on its own. It has all the
benefit to sup... 阅读全帖 |
|
g*q
发帖数: 26623 | 18 底大致是35-45，这个谁都明白。但是不知道的是：
1.L底还是U底？底部持续多长时间？
2.如果是U底，买油囤油，利润是否能cover储藏费？
3.如果买driller这类高风险高回报的股，这些公司在石油价格恢复过程中，特别是头1
-2年，回报是否大于风险？会不会撑不到黎明？
4.如果买风险低的石油公司，回报又能有多少？
所以现在还是不要猜底的好。相反，应该利用低油价，买进零售和航空股。油价在相当
一段时期内是不会上到100甚至80了。 |
|
d***y
发帖数: 59 | 19 NBR图形不错，但是这是个land driller公司的挖油业务很受考验啊。 |
|
z**m
发帖数: 3080 | 20 终于来了
Quicksilver Resources has until Thursday, March 19 to reach a deal with
creditors over a missed $13.6 million interest payment, increasing the
possibility the oil and gas driller will follow two peers who filed for
bankruptcy protection this month. |
|
c********a
发帖数: 111 | 21 看到了这篇文章
http://thehill.com/policy/energy-environment/236166-refiners-hi
Oil drillers have long argued that refineries were built to handle imported
heavy oil, not the light oil that is increasingly being produced.
“With the results of today’s survey, we know without a doubt that our
refiners are ready and able to process the increasing U.S. supply of light
sweet crude,” AFPM President Charles Drevna said in a statement.
孰是孰非，不好判断了。但个人感觉export ban lift通过的几率非常slim，左派+
refinery lobbyist+ Obama。
的油 |
|
k*********2
发帖数: 98 | 22 现在Energy个人觉得不买sector ETF 或是类似的。在crude 底出来之前，energy是一
个stock picking market。E&P sector 整体是loss, 个股不是。所以我说只能考虑买
high quality E&P names，buy on weakness （最好是Permian basin /Eagle Ford
names， capex efficiency, good drilling acre quality, deep inventory,
strong liquidity/balance sheet) 只有那些股票是禁的住低油价考验的。比如 FANG
是 SMID cap Permian basin 最高质量的公司之一，YTD +15% vs SPX。average high
quality E&P stock return YTD 差不多 7-9% (当然和板上很多大牛百分之几十几百的
收益不能比）。从TA上看，这类的个股基本上底已经有了。
因为crude 的底在哪 什么时候反弹 目前没人能确定，很多crappy E&P 股票还是... 阅读全帖 |
|
k*********2
发帖数: 98 | 23 不是大牛。BAS是energy services，基本面是negative （不仅是低油价造成需求大幅
下降，还有pricing pressure 因为drillers要cut cost by 15-20%今年，margin 压力
很大）。 这种小盘股是highly shorted。如果油价继续上扬或是市场认为油价会走强
，BAS这类的股会继续short squeeze。反之如果油价下挫并且市场认为短期下行风险增
大，投资者大概会回归基本面，担心BAS未来几个季度的营收状况，这类股会快速下跌
，因为最近的short covering 给熊们一个good entry point for short，如果TA
chart开始确认BAS下行趋势，熊们大概会继续press the short，股票下行压力会继续
加大。现在油价的波动对BAS这类股最重要。 |
|
k*********2
发帖数: 98 | 24 E&P sector 平均上已经discount $70-$75左右的长期油价。现在是low quality small
cap beta 领涨 GDP PVA之类的大家以前觉得可能破产的，基本是short squeeze和HF
短期投机买入。个人认为现在这个价位不追涨，持有。短期之内，oil services因为估
值还是较低，XES可能outperform XOP主要是XES有更多的short squeeze, 是laggard,
可能有mean reversion.
油服股现在基本是看油价。Oil services 基本面差短期不会有较大改变，这些市场已
经有共识。如果市场继续觉得油价复苏的步伐比先前预期要快，oil services的焦点会
是什么时候基本面能bottom 什么时候开始复苏，这个是与drillers的表现和油价的波
动联系紧密。
从股票估值上看E&P 是resource-based主要看NAV 和 FCF/share之类的。Oil services
更重要是看营收增长，EPS EBITDA margins之类的，就是看P/E，EV/EBITDA之类的。
&P |
|
Z*****l
发帖数: 14069 | 25 http://finance.yahoo.com/news/opec-boosting-production-keep-pre
Saudi Arabia has decided to turn up the heat on U.S. shale producers.
The de factor OPEC leader ramped up oil production in March despite the fact
that it is pumping into one of the worst bear markets in years. A new
report from the International Energy Agency found that OPEC increased oil
production by an estimated 890,000 barrels per day (bbl/d) in the month of
March.
Iraq managed to boost output by 350,000 bbl/d and Libya also br... 阅读全帖 |
|
l*****t
发帖数: 107 | 26 以下是Yahoo Finance Message Board 上看来的。我前两天脑子短路$2.4买的，前一秒
买进，立马就跌。但愿不要太难看。
Company is doing exactly what they have told us:
1 - Reduce Headcount and Operating Expenses. Done and ongoing.
2- Focus on higher return Natural Gas Projects. Fasken, Certain parts of AWP
, Oro Grande.
3 - Acquire additional acreage where the economics are good. Oro Grande.
4 - Have negotiated with lenders on financial ratio requirements. Done.
5 - Continue to work on improving liquidity. $130M is available. Should be
cash ... 阅读全帖 |
|
p*****3
发帖数: 1331 | 27 A spike in earthquakes across Oklahoma is forcing the state's energy
regulator to urgently consider tougher restrictions on drilling activity,
calling it a "game changer."During the June 17-24 period, Oklahoma
experienced 35 earthquakes of magnitude 3.0 or greater, according to the
Oklahoma Geological Survey, with some of the quakes occurring in the
Oklahoma City metro area where there are no high-volume wastewater injection
wells.The spike in quakes comes two months after drillers were ordered ... 阅读全帖 |
|
p*****3
发帖数: 1331 | 28 A spike in earthquakes across Oklahoma is forcing the state's energy
regulator to urgently consider tougher restrictions on drilling activity,
calling it a "game changer."During the June 17-24 period, Oklahoma
experienced 35 earthquakes of magnitude 3.0 or greater, according to the
Oklahoma Geological Survey, with some of the quakes occurring in the
Oklahoma City metro area where there are no high-volume wastewater injection
wells.The spike in quakes comes two months after drillers were ordered ... 阅读全帖 |
|
p*****3
发帖数: 1331 | 29 A spike in earthquakes across Oklahoma is forcing the state's energy
regulator to urgently consider tougher restrictions on drilling activity,
calling it a "game changer."During the June 17-24 period, Oklahoma
experienced 35 earthquakes of magnitude 3.0 or greater, according to the
Oklahoma Geological Survey, with some of the quakes occurring in the
Oklahoma City metro area where there are no high-volume wastewater injection
wells.The spike in quakes comes two months after drillers were ordered ... 阅读全帖 |
|
G**Y
发帖数: 33224 | 30 Reuters57 minutes ago
Companies mentioned
CHK
$11.17 USD+$0.14(1.27%)
Add to watchlist | Set alert | Trade
You currently hold Chesapeake Energy Corp
.WASHINGTON, June 30 (Reuters) - An Oklahoma woman who was injured when an
earthquake rocked her home in 2011 can sue oil companies for damages, the
state's highest court ruled on Tuesday, opening the door to other potential
lawsuits against the state's energy companies.
Oklahoma has experienced a dramatic spike in earthquakes in the last five
years... 阅读全帖 |
|
w*******e
发帖数: 1051 | 31 increase of interest rates will push higher pressure on financial situation
of shale oil drillers. long oil futures |
|
W***n
发帖数: 11530 | 32 Natural gas prices have run up phenomenally since the June contract expired
on 26 May at $1.963/mmBtu. The natural gas prices touched an intraday high
of $2.48/mmBtu on 6 June before closing flat for the day.
Since October 2015, prices have not been able to cross the strong resistance
area of $2.5/mmBtu, as seen in the chart below. Do the fundamentals support
a breakout and higher prices in the coming weeks, or will we see a move
back into the range?
We have to consider supply and demand, along ... 阅读全帖 |
|
|
z*****u
发帖数: 3010 | 34 美国页岩公司 真是牛
就是自己不赚钱， 也要拼命driller
反正不让别人日子好过
真是奇葩 |
|
k**o
发帖数: 15334 | 35 你这哪儿来的信息？今年permian basin至少加了40个new rig。基本每个月都在加。
The total oil rig count rose by 15 to 859 in the week to May 25, the highest
level since March 2015, General Electric Co’s Baker Hughes energy services
firm said in its closely followed report on Friday.
For the month, the rig count rose by 34, its second increase in row, after
rising 28 in April.
More than half the total oil rigs are in Permian basin in west Texas and
eastern New Mexico, the nation’s biggest shale oil field. Active units
there in... 阅读全帖 |
|
l****c
发帖数: 2223 | 36 如果工具大家都有，就不必去买新的或者去homedepot租了。我先说说我吧
我有SILDING MITER SAW ,Circular Saw ，POWER WASHER, LEAF BLOWER，DRILLER 12V
~7AMP 。 |
|
l*******s
发帖数: 26303 | 37 还是您家全。我有九齿钉耙，铲子，推土用的小推车，driller，leaf blower，修树枝
用的那张带剪子的杆子，front wheel self propelled mower，洒肥料用的spreader，
剪金属板用的剪子，6'的梯子，正在打算弄个22'+的梯子。
12V |
|
s*****a
发帖数: 399 | 38 别谦虚啊，这么多还嫌少？准备把HOME DEPOT变成后花园？没准你给大家科普的时候灵
感一来决定又再买一些，哈哈，趁着夏天享受一下刷卡的幸福和快乐。
发信人: lillblues (永不凋零的蓝莲花), 信区: NewJersey
标 题: Re: 搞个HANDYMAN工具共享如何？
发信站: BBS 未名空间站 (Mon Apr 5 13:30:36 2010, 美东)
还是您家全。我有九齿钉耙，铲子，推土用的小推车，driller，leaf blower，修树枝
用的那张带剪子的杆子，front wheel self propelled mower，洒肥料用的spreader，
剪金属板用的剪子，6'的梯子，正在打算弄个22'+的梯子。 |
|
l****c
发帖数: 2223 | 39 我拥有的第一个POWERTOOLS是一个12v的Driller/Driver 非常有用，之后觉得不够力就
买了个18V，现在最喜欢用的是一个7amp的。 |
|
j**4
发帖数: 10425 | 40 it was a pleasure to rape u anally with a pluger handle last nite! Looking
forward to rape ur mouth with an industrial strength driller tonite! |
|
w*****g
发帖数: 3922 | 41 我们从来不用洗碗机，都在考虑把机器搬出来放个垃圾筒进去了。。。细菌不细菌的这
么长时间了应该没问题了吧。那个出水口是洗碗机到disposal的，如果我根本不用洗碗
机的话，也不用考虑水没地方走的问题吧。洞的size应该是一样的，净水器的说明书说
了可以用。
陶瓷的这个什么drill bits是啥东西，不太清楚啊。是钻孔的螺钉吗？
你家里有driller吗？share一把吧，呵呵。
10 |
|
p******m
发帖数: 224 | 42 http://www.rigzone.com/news/article.asp?a_id=117327
The mean compensation in 2010 was $98,023, compared to $98,862 in 2011. The
median compensation for both years was $85,000. Thus, there is no
significant difference between average compensation levels overall for 2010
compared to 2011. Looking solely at this information, compensation levels
industry-wide have remained stable.
However, 14 percent of respondents reported in 2010 a decrease in
compensation levels, compared to 16percent of responde... 阅读全帖 |
|
s*****i
发帖数: 5548 | 43 ☆─────────────────────────────────────☆
xie91 (bob) 于 (Mon Mar 4 19:12:18 2013, 美东) 提到:
发信人: kylin1996 (kylin), 信区: SanFrancisco
标 题: Re: 再谈德州经验 (转载)
发信站: BBS 未名空间站 (Mon Mar 4 17:16:16 2013, 美东)
看见有人说湾区收入高就笑了，给你们科普一下，猴子屯，13-15w年薪非常普通，20w
以上的一大把，加上公司100% match 6-12% 401k， 公司服务到退休有一次性上百万的
pension，还有一周工作四天一周工作五天，每年5周vacation，加州风景再美，这些能
比吗？
☆─────────────────────────────────────☆
delubo (I shall be your eyes!) 于 (Mon Mar 4 19:13:42 2013, 美东) 提到:
求介绍工作，我要跳槽
☆────────────────────────────... 阅读全帖 |
|
q**x
发帖数: 1636 | 44 【 以下文字转载自 JobHunting 讨论区 】
发信人: quix (uglyDuck), 信区: JobHunting
标 题: Matlab Engineer with oil and Gas industry
发信站: BBS 未名空间站 (Thu Sep 26 14:19:11 2013, 美东)
I got your reference in our internal database and would like to check your
availability and interest in a project opportunity with my direct client in
Houston, TX. Please send me your resume in word format along with the
contact details and I'll call you to discuss this position in more detail.
Pyramid Consulting Inc is a leader in IT staff... 阅读全帖 |
|
c*****e
发帖数: 1106 | 45 最近看到offshore drillers股票大跌，可一查，很多margin都是50%以上，day rate再
跌也比expense高很多。 |
|
f**********t
发帖数: 1001 | 46 噢，又看了下。
是不是只能是这些职业？…………
0631 Restaurant and Food Service Managers
0811 Primary Production Managers (Except Agriculture)
1122 Professional Occupations in Business Services to Management (Cap
reached)
1233 Insurance Adjusters and Claims Examiners
2121 Biologists and Related Scientists
2151 Architects
3111 Specialist Physicians
3112 General Practitioners and Family Physicians
3113 Dentists
3131 Pharmacists
3142 Physiotherapists
3152 Registered Nurses (Cap reached)
3215 Medical Radiation Technologis... 阅读全帖 |
|
m***y
发帖数: 14763 | 47 En, the PT wood can last decades if buried. But be careful around drillers,
like Canna. Their roots can drill through treated wood. |
|
|
E**********e
发帖数: 1736 | 49 自从LD说要养鸡，能让女儿每天吃上新鲜的鸡蛋后，自己决定做个鸡笼，养三只鸡。
材料基本都是现成的，除了那个塑料网外。家里以前装修制备的工具，table saw，
power driller，派上大用场了。总共花了两天的时间，当然做的还不是很专业，有的
地方能凑合的就凑合。 LD一再要求油漆，要求尽可能的好看些。
外形，主要copy了craiglist的一个鸡笼，是个两层小院。自己也做了些改进，比如，
鸡笼底部做了一个接盘，以后会散上泥土，树叶，干草是么的。因为鸡主要会在笼子了
活动，鸡就可以再接盘上拉屎撒尿，而不是直接在草地上，防止后院到处是鸡屎。鸡笼
也开了四个窗户，方便通风。窗户后装了塑料网。后来又考虑到冬天夜里比较冷，挖割
下的板放回去，这样白天可以开窗，晚上冷就关窗。
鸡笼做的很沉，两个人估计不是很容易搬动。最终决定鸡笼底部装了两个滑轮，方便在
后院随便移动。以后白天可能放在墙角，晚上得移到后院中心，尽量遵守city的rule，
以免吵上邻居。
这个周末就要出去买三只母鸡回来了。先养养看，后院会不会很臭。 |
|
m**6
发帖数: 6426 | 50 我上次跟风买了这个机器，到现在都没有机会用，菜地还是用一个电driller一片一片
的松。
可能适合草地，交给LD玩吧。 |
|
