|
|
|
|
|
|
y*******2 发帖数: 746 | | y*******2 发帖数: 746 | 2 风云老师最近咋不见人影了。
【在 y*******2 的大作中提到】 : 上周跟你买了sfy啊。
| m******u 发帖数: 12400 | | Y****3 发帖数: 963 | | y*******2 发帖数: 746 | 5 我跟了,但是小亏割肉了。
就是问问大牛sfy还有救不。有救我就再买回来。呵呵
【在 Y****3 的大作中提到】 : 他说这么小的盘子,你都敢跟,真为你的智商捉鸡!
| l*****t 发帖数: 107 | 6 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 flow neutral to slightly positive for the rest of the year.
As quickly as they went from $15 to $2 they could go right back to $10.
They are positioning themselves very nicely for a rebound in Natural Gas
Prices.
What more do you want them to do in this environment?
The time will come when they can do a large JV with Oro Grand or JV/Sale of
Central Louisiana.
Their production mix has gone from 50% nat gas just a year ago and will near
mid 70%'s by year end.
I think they realize Oil is an option for them but where they have made
their bones for 35 years is in Natural Gas. What no one mentions on this
board is that they are one of the most efficient dry gas drillers and
producers in the Eagle Ford. With their history at Fasken and AWP if they
have good success at Oro Grande that success will snowball throughout the
Eagle Ford with acre owners coming to them.
You don't get wealthy not buying these opportunities at fire sale prices. | l*****t 发帖数: 107 | 7 好在他们做的不是完全是油还有天然气,长期不好说,短期内应该不会难看到破产。 | b****j 发帖数: 2414 | | f*******1 发帖数: 1308 | 9 这一周以来美元大反弹,原油价格下跌,石油天然气股XOM, BP, CHK...都在跌。 没什
么好怕的,SFY在2刀
有强支撑。
它的盘子很小,所以自然涨跌幅度要比大盘股要大得多,一旦石油股开始涨,几天之内
回3刀以上轻松。
【在 y*******2 的大作中提到】 : 上周跟你买了sfy啊。
|
|
|
|
|
|