c*****e
发帖数: 1106 | 1 In theory, YES, but CHK cannot cut on its own. CVX, SWN, ECA among other
big producers with solid balance sheet were all trying to grow productions
not long ago.
One particular issue about CHK is that it has accumulated a great deal of
acreage, much of it undeveloped. It managed to make a few deals, including
the recent $5B transaction with SWN, which actually only accounts for 7% of
the annual production. However, that window has passed, plus CHK has rebuilt
its balance sheet. Anyway, you can s... 阅读全帖 |
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f**********g
发帖数: 2252 | 2 只有一点，买价比较低，小赌。觉得股价被低估了，风险比较小。
GMX Resources (GMXR): GMX is a smaller operator with around 42,000 net acres
in the Haynesville shale in the eastern Texas counties of Harrison, Marion
and Panola. Earlier this year, GMXR shifted from vertical drilling in the
Cotton Valley Sands to horizontal drilling in the Haynesville Shale.
As a result, the company had to remove substantial proven undeveloped
reserves from its books on the Cotton Valley due to its switch to the
Haynesville Shale below it, crateri... 阅读全帖 |
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H****g
发帖数: 14447 | 3 奥瑞金种业，海归搞的，中国第三大种业公司。明年起就可能开始商业推广转基因玉米
了，预计未来10年内可能占到中国玉米播种面积的一成。
Origin expects to grow China's first GMO corn in 2013
(Reuters) - Origin Agritech Ltd said it expects the Chinese government to
approve its genetically modified organism (GMO) corn for production in 2013,
China's first GMO strain in commercial production, its chairman Han
Gengchen said on Friday.
China gave the phytase corn biosafety approval in November 2009 and at the
time scientists had expected large-scale production could hap... 阅读全帖 |
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k*********u
发帖数: 2897 | 4 美国拿粮食收割世界的时间应该快到了。
布局都布了10多年，差不多该收网了。
就等着天灾加把油了，一切具备了。
China to add to squeeze on world corn supply
http://finance.yahoo.com/news/china-add-squeeze-world-corn-0221
BEIJING/SINGAPORE (Reuters) - Beijing and the influential U.S. agriculture
department may have overstated China's corn crop by as much as 14 percent,
pointing to higher imports from the world's second-largest consumer of the
grain that could squeeze already tightening global supplies.
If China plugs the gap between projected and actua... 阅读全帖 |
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A***6
发帖数: 243 | 5 Key issue is zoning and deed restriction.
If there is no restriction, buy the whole thing and divide later. To sell
part of the package, if no limitation, will only need frontage (connection
to street) so that the other part can have easement.
If only worry about yard work, no one can control your backyard except
yourself. You can redesign the backyard so that it does not need work.
Acreage for a house can be as low as 0.1 in some areas. 0.1 acre is about
4000 sq ft, enough for a 2 story house o... 阅读全帖 |
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a*******a
发帖数: 58 | 6 http://www.synergyresourcescorporation.com/
FULL DESCRIPTION
Synergy Resources Corporation, incorporated on May 11, 2005, is an oil and
gas operator in Colorado. The Company is focused on the acquisition,
development, exploitation, exploration and production of oil and natural gas
properties located in the Wattenberg field in the D-J Basin in northeast
Colorado. As of November 15, 2010, it had 19,792 gross and 13,556 net acres
under lease, all of which are located in the D-J Basin. Of this acrea... 阅读全帖 |
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C*******r
发帖数: 10345 | 7 【 以下文字转载自 x3 俱乐部 】
发信人: Commissar (内务人民委员柯鈄同志), 信区: x3
标 题: 完了，气估计要去1块5了
发信站: BBS 未名空间站 (Sat Oct 24 22:57:21 2015, 美东)
成本大大降低，多低的价格都没事
Southwestern Energy wells see surge in gas production as costs fall
Posted on October 23, 2015 | By Collin Eaton
HOUSTON — Southwestern Energy Co. says it is figuring out ways to drill
better-performing wells on West Virginia and Pennsylvania land it bought
from larger operators last year, even as energy prices remain cheap.
Its newly drilled natural gas wells i... 阅读全帖 |
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a*******m
发帖数: 14194 | 8 前几个月炒得很凶的， 银行10月份重新评估石油公司的信贷规模的事情，
根本没兑现呀。 美国的一大帮页岩油，页岩气公司， 银行并没有大规模
减少credit line， 很多公司都维持住原来的信贷规模了。
这个跟原来预想的，信贷大规模缩减，一堆公司倒闭，很有差距呀!
倒的公司少了，那低油价就能再多坚持一段。
另外，美帝冲出来说，要拍卖原油储备，就是嫌自己油太多了。
这是对市场另外一层打击。只是plan到2017年开卖，但是，是不是真要卖，
鬼知道呀。 但是，不会加大储备看起来是可能性很大的。
普京在叙利亚也打上，但是，原油还是没上涨太多。
我觉得这次，美国人真是要下狠手了。
从美伊核谈判让步，放出伊朗的石油产能，到美帝银行继续支持页岩油气产业，
到拍卖自己的原油储备，感觉美帝这一把赌注一定下的很大。
但是，到底是要赌什么呢？ 目标是什么？
大家来议一下吧。
Lenders are in the midst of the second semiannual review of producer loans,
and so far cuts to borrowing limits have... 阅读全帖 |
|
a*******m
发帖数: 14194 | 9 前几个月炒得很凶的， 银行10月份重新评估石油公司的信贷规模的事情，
根本没兑现呀。 美国的一大帮页岩油，页岩气公司， 银行并没有大规模
减少credit line， 很多公司都维持住原来的信贷规模了。
这个跟原来预想的，信贷大规模缩减，一堆公司倒闭，很有差距呀!
倒的公司少了，那低油价就能再多坚持一段。
另外，美帝冲出来说，要拍卖原油储备，就是嫌自己油太多了。
这是对市场另外一层打击。只是plan到2017年开卖，但是，是不是真要卖，
鬼知道呀。 但是，不会加大储备看起来是可能性很大的。
普京在叙利亚也打上，但是，原油还是没上涨太多。
我觉得这次，美国人真是要下狠手了。
从美伊核谈判让步，放出伊朗的石油产能，到美帝银行继续支持页岩油气产业，
到拍卖自己的原油储备，感觉美帝这一把赌注一定下的很大。
但是，到底是要赌什么呢？ 目标是什么？
大家来议一下吧。
Lenders are in the midst of the second semiannual review of producer loans,
and so far cuts to borrowing limits have... 阅读全帖 |
|
j*****n
发帖数: 24 | 10 Weekly Outlook: Are Large Corn and Soybean Price Swings Finished or Just
Starting?
By Darrel Good
4/25/2016
David Ekstrom
Corn and soybean prices have traded in a wide range since last summer. July
2016 corn futures traded to near $4.70 in early July 2015, declined into
harvest, and then bottomed at $3.51 following the release of the recent USDA
Prospective Plantings report. July 2016 soybean futures traded near $10.31
in early July 2015, dropped sharply into harvest, and traded between about $
... 阅读全帖 |
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j***n
发帖数: 3786 | 11 周末跟地产经纪人吃饭，说让他给我注意一下小Ranch，就是几万块钱那种，修个小房
子，可以用来打打猎，跟朋友Hangout得。今天他给我发了一个这个。。。NND
Land Description
ACREAGE: + 4,335 contiguous acres
Land Details
Price: $13,000,000.00
Type: Acreage w/House County: Franklin
Address: Nearest City: Mount Vernon
State: Texas Zip:
TOPOGRAPHY:
The Franklin County Ranch is a pristine, very diversified property. The
eastern portion of the ranch is at the end of the Daphne Prairie savannah
and is flat to gently rolling grassland. Working west, the ranch falls o |
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q*c
发帖数: 17993 | 12 http://www.forbes.com/sites/christophersteiner/2014/11/18/the-t
The Top 10 Ski Resorts In North America For 2015
1. Jackson Hole Mountain Resort, Wyoming — PAF: 99.0
We have crowned Jackson Hole as the preeminent place to ski not only in the
United States, but also within the whole of North America. More skiers are
finding out that Jackson is the right place for more than just the hucker/
powder set. Jackson established a record for its skier visits last year with
563,631, a 12% increase compare... 阅读全帖 |
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p*******k
发帖数: 488 | 14 嗯，谢谢你给的连接。那么请告诉我，哪里提到了如今美国人吃的大部分是转基因食品
？所有的转基因食品都要有注明，但是至少我检查了我买的蔬菜油是没有任何注明的。
acreage |
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b*****t
发帖数: 9671 | 15 6 Places Where Land is FREE
Yes. You read that right. There are STILL places in the U.S. where land is
free. And, yes, there is a catch. You have to agree to build a house (or
plop a mobile home or, sometimes, a business) on the land. The concept of
giving away free land isn't new, as back in the day the government used it
as a means to settle the far corners of the country. So what far corners are
we talking about today? Here ya go:
1.Marquette, Kansas will give you a lot if you agree to erect ... 阅读全帖 |
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z***c
发帖数: 2959 | 16 【 以下文字转载自 Military 讨论区 】
发信人: znprc (znprc), 信区: Military
标 题: 关于59-61大饥荒的最新研究，含文献综述
发信站: BBS 未名空间站 (Sun Jan 16 01:48:23 2011, 美东)
http://www.economics.utoronto.ca/index.php/index/research/downl
林毅夫就是研究这个成的名
Studies have found that weather can only explain 30-50% of the fall (Kueh,
1994; Li and Yang,
2005). Past works have hypothesized that the fall in production was
associated with Great Leap Forward
(GLF) era policies such as labor and acreage reductions in grain production
(e.g., Peng, 1987;... 阅读全帖 |
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c**i
发帖数: 6973 | 17 supports archaeology, that a single-origin domestication 8 to 9,000 years
years ago at Yangtze Valley (of China) and spread to India, rather than the
competing proposition that Ganges in India independently accomplished the
feat.
研究显示:中国是驯化水稻的原产地. VOA Chinese, May 3, 2011.
http://www.voanews.com/chinese/news
/international/20110503-RICE-ORIGIN-121155584.html
, which cites
Molina J et al, . Proceeding of National Academy Science (PNAS), published
online before print May 2, 2011, doi: 10.1073/pna... 阅读全帖 |
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x**n
发帖数: 1936 | 18 你们这些鸟人。看看人texas 250，000 左右3700sf的宅子是啥样子吧。lol
Price: $250,000
Square Footage: 3,670
Bedrooms: 4
Bathrooms: 4
Acreage: 0.21 acres
Listing Details
General Information
Property Type: Single Family
MLS #: 11228360
Lot Size: 0.207 acres
73 X 123 feet
Zoning: Residential
Map Book Page: DA/0030/L
Annual Property Taxes: $7139
School District: Garland ISD
Building Information
Year Built: 1999
Style: Other
Roof Type: Composite
Air Conditioning: Central
Heating/Ventilation: Other
Water: Public
Sewer: Pub |
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e****i
发帖数: 2152 | 19
"美国的19%的人有粮食危机，中国只有6%的人有粮食危机"
美国赤贫的那些人可以从政府领食物券.你得看人的食品危机的定义是什么.要是每天就
吃面包,1块钱1个1lb面包,怎么能有危机.能看到穷人很多是肥胖的.因为他们吃肉多,不
注意饮食健康.
Roscoe Filburn, a farmer in Montgomery County, Ohio, planted 23 acres of
wheat in fall 1940 and harvested 462 bushels in July 1941. He thereby
exceeded his acreage allotment for that planting season under the
Agricultural Adjustment Act of 1938. Acting under the 1938 Act, the
agricultural conservation committee for Montgomery County assessed a penalty
of $0.49 against each o... 阅读全帖 |
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s*********e
发帖数: 5245 | 20 美国是个国（也就是州）的集合，每个州（国）有自己的法律。德州比较特殊，因为有
关地产的法律追诉到西班牙，墨西哥，得克萨斯共和国时代：
MINERAL RIGHTS AND ROYALTIES IN TEXAS. Private title to all land in Texas
emanates from a grant by the sovereign of the soil (successively, Spain,
Mexico, the Republic of Texas, and the state of Texas). Under the laws of
Spain and Mexico, mines and their metals or minerals did not pass by the
ordinary grant of the land without express words of designation. In one of
the earliest acts of the Congress of the Republic of Texas, this... 阅读全帖 |
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M****o
发帖数: 4860 | 21 Canadians: “Build a Damn Fence!”
From The Manitoba Herald , Canada ; “Reported” by Clive Runnels
The flood of American liberals sneaking across the border into Canada has
intensified in the past week, sparking calls for increased patrols to stop
the illegal immigration. The recent actions of the Tea Party, and the fact
Republicans won the Senate, are prompting an exodus among left-leaning
citizens who fear they’ll soon be required to hunt, pray, and agree with
Bill O’Reilly and Glenn Beck.
Cana... 阅读全帖 |
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c****x
发帖数: 6601 | 22 --------------------------------------------------------------------------
China The New Superpower? How Powerful Is China Documentary - Military
Channel
China, officially individuals's Republic of China (PRC), is a sovereign
state in East Asia. It is the globe's most populous country, with a populace
of over 1.35 billion. The PRC is a single-party state regulated by the
Communist Party of China, with its seat of government in the capital city of
Beijing. [16] It works out jurisdiction over 22 p... 阅读全帖 |
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O*******d
发帖数: 20343 | 23 GM crops currently on the Market in the United Stat
es
More than sixty genetically modified crops have bee
n approved for US food and feed supplies:
Corn (20 varieties)
Oilseed Rape/Canola (11 varieties)
Cotton (11 varieties)
Tomato (6 varieties)
Potato (4 varieties)
Soybean (3 varieties)
Sugar Beet (3 varieties)
Squash (2 varieties)
Cantaloupe
Rice
Flax
Raddicchio
Papaya
Alfalfa
Wheat
Of these crops, only corn, soybeans, cotton, canola
, squash, and papaya grown in... 阅读全帖 |
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z******i
发帖数: 986 | 24 说到大豆，中国也就进口了130亿美元的美国大豆，仅仅只占中美贸易总额6000亿美元
的2.1%， 其实也就是中国进口各种洋垃圾120亿美元的水平。 然而，在实在找不出什
么东西能堵一下别人嘴的时候，就把这130亿挂在嘴上反反复复的说是核武器，似乎这
个东西一抛出来就会炸毁美国，吓瘫华尔街，就会让华盛顿顷刻间投降。
事实上，美国大豆年产量42亿蒲式耳， 中国买了10.8个蒲式耳，只占美国产量的 25.7
%，总共贸易收入也就130亿，还是中国支付给控制贸易的几大粮商的成交金额。而农民
实际卖給粮商的金额，中间还经过了若干二道贩子。所以，实际种植大豆的农民拿到手
里的钱，要比这个130亿少很多。 要不这些年的产区价格就可以说明一切。
Farm price for soybeans:
2012 crop year average: $14.40 per bushel
2013 crop year average: $13.00 per bushel
2014 crop year average: $10.10 per bushel
2015 crop ye... 阅读全帖 |
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发帖数: 1 | 25 对那些住 acreage 用 septic tank 的，不好，容易堵 |
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u***r
发帖数: 4825 | 26 http://www.nytimes.com/2011/02/25/world/asia/25afghanistan.html
This article is by C. J. Chivers, Alissa J. Rubin and Wesley Morgan.
Multimedia
Map
Pech District
Related
*
Times Topic: Afghanistan
Enlarge This Image
David Guttenfelder/Associated Press
American soldiers fired on insurgents from outposts in Kunar Province in
2009. Now, the military is largely pulling out of the area.
Readers' Comments
Share your thoughts.
* Post a Comment »
* Read All Comments (323) ... 阅读全帖 |
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l******u
发帖数: 586 | 27 哇塞，蛇开大会，给你们看看这里的蛇开大会的后果。
http://qctimes.com/news/national/article_680e6734-9756-11e0-bd9
REXBURG, Idaho — The five-bedroom house sits on pastoral acreage in the
rural Idaho countryside. At a price less than $180,000, it seemed a steal.
But a bargain it wasn't. Ben and Amber Sessions soon realized the dream home
they'd purchased for their growing family in 2009 was infested with
hundreds upon hundreds of garter snakes.
The ground surrounding the home appeared to move at times, it was so thick... 阅读全帖 |
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l****z
发帖数: 29846 | 28 MISSOULA, Mont.—With a homemade .22-caliber rifle he calls the Montana
Buckaroo, Gary Marbut dreams of taking down the federal regulatory state.
Montana passed a law that tries to exempt the state from federal gun
regulation. But the law is now before the courts, in a test of states'
rights. WSJ's Jess Bravin reports.
He's not planning to fire his gun. Instead, he wants to sell it, free from
federal laws requiring him to record transactions, pay license fees and open
his business to government i... 阅读全帖 |
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l****z
发帖数: 29846 | 29 By Jeffrey Folks
Obama's campaign speeches always seem to include a line about how he can
take credit for increasing domestic oil and gas production. As the official
White House website has it, "domestic oil and gas production has increased
every year President Obama has been in office."
On Wednesday, however, his administration put into effect yet another new
regulation making it harder for America's oil and gas companies to increase
production. In fact, that regulation, as the head of the Am... 阅读全帖 |
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l****z
发帖数: 29846 | 30 High Court Rules for Monsanto in Seed Patent Case
By BRENT KENDALL And JESS BRAVIN
WASHINGTON—The U.S. Supreme Court ruled Monday that Monsanto Co. MON -1.19%
can use its patents to prevent farmers from planting later generations of
genetically engineered seeds without paying for them.
Monsanto's Roundup Ready seeds render crops resistant to weed killer and are
planted on much of the nation's farm acreage. But unlike many inventions,
Monsanto's patented biotechnology is self-replicating, prompti... 阅读全帖 |
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l****z
发帖数: 29846 | 31 World's First Robot-Run Lettuce Farm to Produce 30,000 Heads Daily; Tipping
Point for Workerless Agriculture
updated on Fri Jan 29, 2016 07:20
Future of Farming
The future of farming has arrived. It's vertical, soilless, and run by
robots.
Tech Insider reports World's First Robot-run farm will harvest 30,000 heads
of lettuce daily.
The Japanese lettuce production company Spread believes the farmers of
the future will be robots.
So much so that Spread is creating the world's first farm m... 阅读全帖 |
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c**i
发帖数: 6973 | 32 Guy Chazan, UK Gets Big Shale Find; Discovery by Cuadrillaq Resources may
rival vast, New US gas properties. Wall Street Journal, Sept 22, 2011.
http://online.wsj.com/article/SB100014240
53111904563904576584904139100880.html
Quote:
"The discovery of such vast resources--200 trillion cubic feet would be
enough to meet USK gas demand for 64 years--comes at a time when the UK 's
conventional gas fields are in steep decline
"The exploration of shale gas has revolutionalized American energy markets,
... 阅读全帖 |
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M*****t
发帖数: 87 | 33 Listing Price - $345,000
Schools: Sope Creek Elementary/Dickerson Middle/Walton High
Bedroom - 4
Full Bath - 3
Square Footage - 2411
Acreage - 0.28
4-side brick house in the best school district in Cobb County. Newly
renovated. Brand new high end kitchen has granite countertops, customized
cherry cabinets, and stainless-steel appliances. New hardwood floors on the
main level and new Berber carpet upstairs. 2 year old roof. New paint inside
and out. Private fenced backyard. Lake across the street... 阅读全帖 |
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M*****t
发帖数: 87 | 34 Listing Price - $345,000
Schools: Sope Creek Elementary/Dickerson Middle/Walton High
Bedroom - 4
Full Bath - 3
Square Footage - 2411
Acreage - 0.28
4-side brick house in the best school district in Cobb County. Newly
renovated. Brand new high end kitchen has granite countertops, customized
cherry cabinets, and stainless-steel appliances. New hardwood floors on the
main level and new Berber carpet upstairs. 2 year old roof. New paint
inside
and out. Private fenced backyard. Lake across the street... 阅读全帖 |
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a****t
发帖数: 66 | 35 In Canada at present, we have three main groups of herbicide-resistant
canola: Roundup Ready and Liberty Link varieties that were produced using
genetic modification, and Clearfield varieties that were developed using a
traditional plant breeding technique called mutagenesis.
GM or transgenic canola burst on the scene in 1995 and the acreage rose
rapidly. In 2004, transgenic Roundup Ready and Liberty Link varieties were
grown on 75 per cent of the acres, while Clearfield varieties were on 18 per... 阅读全帖 |
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d*****1
发帖数: 1837 | 36 zt bloomberg
Corn Plunges as Report Shows U.S. Farmers Plant More Acres
Share | Email | Print | A A A
By Jeff Wilson
June 30 (Bloomberg) -- Corn prices tumbled the most allowed by the Chicago
Board of Trade after a government report showed U.S. farmers planted more
acreage with the grain than estimated in March.
About 87.035 million acres were planted with corn, the U.S. Department of
Agriculture said today in a report following a survey of farmers. That was
up 2.4 percent from the March forecas |
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R****r
发帖数: 609 | 37 农业部长说： 60％ 的小农赔钱。是用来抵税的好办法。
"1.3 million of those 2.2 million are what would often be referred to as
hobby farmers."
These are the folks who do not make money from farming. They likely lose
money but they have off-farm income, probably pretty good off-farm income,
and so its obviously a tax write-off opportunity.
全文看这里：
http://www.npr.org/2011/01/02/132583023/-Rural-Americas-2010-De
Secretary Vilsack, you paint a pretty rosy picture but a number of farmers
are still struggling. I mean, it's been... 阅读全帖 |
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m***y
发帖数: 14763 | 39 Her kid is 13 year old, man. Only 小孩子有个院子跑跑,会很开心
Even an acreage can't keep a teenager at home. |
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z**********i
发帖数: 12276 | 40 我们这是直接输入房子的号码和街名就可以。
给你个样本。
Parcel #: 2075-14-3-31-006 Treasurer's Tax Information
Residential Sales by Tax Year and Neighborhood
2009/2010
2007/2008
2005/2006
Complete Neighborhood Sales Information History
Tax District Levies
Situs Address: 56 S. LANSING CT.
Situs City: ENGLEWOOD
*Photo Sketch
Owner Name: B
Co-Owner Name: JT TEN
Owner Address: 56 S. LANSING CT.
City/State/Zip: ENGLEWOOD, CO 80111-4112
Neighborhood: CHERRY CREEK VISTA
Neighborhood Code: 0457
Acreage: 0.108
Land Us |
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n*******9
发帖数: 3244 | 41 If you are buying a water front property, acreage or trying to build
something close to wetland, you need a survey and this policy will save you
couple of hundreds of dollars. Normally you don't need it.
boundary
of |
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s*******a
发帖数: 207 | 42 说来说去，都得先去问city，不是说地是你的，你想盖什么就盖什么，想盖几个就盖几
个。有的地方一个acreage上只能盖一个房子，有的地方你不能把detached garage盖两
层上面住人，有的地方，你的RV停在院子里可以，但里面不能住人。没有什么为什么，
这都是city的规矩，你盖任何东西之前都要有permit，不是你觉得地是你的，你想盖什
么就盖什么的
★ 发自iPhone App: ChineseWeb - 中文网站浏览器 |
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s***i
发帖数: 6149 | 44 2. 准备阶段(下)
房子整修好了，也清洁了，接下来就是跟卖mls的agent联系了，一年的listing400多，
附带contract review(后来证明这个contract review就是个joke).所有的form给你提
供好链接，你填好了他帮你输入到network里，接下来你就on your own了。agent在此
过程中不提供任何意见，不做任何指导，第一
次提交mls form，少填了几个项目，都是一些可有可无的东西，google一下不到1分钟
的事情，agent也宁愿全部forward给我，让我自己figure out. well, you get what
you paid for..
在这个过程当中我发现有些信息连county records也不清楚，比如房子的acreage,以前
谁注意这个啊，结果在county records里楞是找不着(显示0)，zillow上也找不着，最
后只好自己用网上的工具粗略的量了一下。********此处有问题********* 请问象此类
信息如果mls和最后的标准值有出入怎么办？
填好信息传递给agent,反应倒是很快，上... 阅读全帖 |
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a*******n
发帖数: 187 | 45 看看玉米和大豆的用途吧。我看不出有什么理由美国人民需要这么多玉米和大豆。少吃
点肉，少吃点垃圾食品和饮料，美国人民该减减肥了。另外，可以考察一下whole
foods 和 local grocery stores的local farm produce是不是人流络绎不绝。美国中
产阶级的消费态度决定了玉米和大豆的未来。真正的穷人政府可以通过选择性食品补贴
来达到引导食品消费。另外，多多搞臭小树丛的玉米产酒精计划，肯德基、麦当劳、可
口可乐、百事公司（包括旗下frito lay）的垃圾食品。
According to the National Corn Growers Association, about eighty percent of
all corn grown in the U.S. is consumed by domestic and overseas livestock,
poultry, and fish production. The crop is fed as ground grain, silage, high-
moisture, and high-oil co... 阅读全帖 |
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B**********g
发帖数: 498 | 46 Rayonier's Mea Culpa Creates Long Opportunity
http://seekingalpha.com/article/2681755-rayoniers-mea-culpa-cre
Nov. 14, 2014 6:00 AM ET | 14 comments | About: Rayonier Inc. (RYN)
Subscribers to SA PRO had an early look at this article. Learn more about
PRO »
Disclosure: The author is long RYN. (More...)
Summary
• On Monday Rayonier reported 3rd quarter results.
• It also announced five mea culpas.
• The takeaway for investors: who cares?
On Monday, along with a... 阅读全帖 |
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a*****1
发帖数: 3134 | 47 True and not true.
The cash cost is about 40-50 dollars, which means if you don't have extra
spending to explore and drill new wells. But that is not sustainable as the
decay is very fast.
In order to increase or maintain production, you need to spend hugely on
Explore and production and maintain acreage. That cost has been already
spent so that is why 40-50 dollar as of today. If CapEX is included, that
number will be 20-30 dollar higher going forward. |
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L********8
发帖数: 603 | 48 看了楼主的半分析，半调侃，我也加上几句。首先我想楼主手误了一个词，应该是
royalty，而不是loyalty。
1. 关于低油价的起因：楼主分析的透彻，从技术层面是的。但是不要忘记了实际还有
大的政治经济环境的影响。中国 的 经济增长的低于预期,美国的经济增长的强劲让美
元兑换很多货币都升值，这也间接推低了油价。更不用说那些沙特，俄罗斯，美国等的
阴谋论在内了。但油价的急速下降还有至少很大的因素是人们的speculation。尤其是
那些energytrading，所以造成了油价的不对称和不符合市场的快速下降。
2.关于裁员和预算消减。如果大家注意的话，休斯顿的大的综合性石油公司早在今年上
半年就开始成规模的消减预算，清理人员的。chevron在8月就宣布整个公司的（内部)
18个月的不招人计划。BP从13年就开始重组，砍人了。在今年四月的他们的move their
us 陆地的部门成为一个子公司，砍掉了2100 到1700左右，这只是美国陆地部门而已
。原因有两重，楼主分析了很多了。大的石油公司，成本高，进入sweet 地区，像，
bakken, eagleford ,permia... 阅读全帖 |
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l*****t
发帖数: 107 | 49 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 |
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s*********r
发帖数: 58 | 50 转帖注明出处：油气投资调查，微信公众号：profitinoilgas
(标的) 二叠纪页岩的逆天价格，机会还是泡沫？
2016-04-16 油气君 油气投资调查
定位专业油气投资粉丝群，内容覆盖油气价格深度解读，油气资产端以及境外二级市场
端的投资和交易。本订阅号全为原创。作者油气君，油气勘探开发美国名校博士，任职
于美国顶尖油气勘探开发和投资公司（公司历史超过50年，油气君现为公司唯一华人）
。油气君正在负责和已经完成的油气资产端投资总额约10亿美金，二级市场端参与投资
和交易的标的约200个。先后向数位赴美访问的中央委员以及十多位国家各能源相关机
构负责人介绍北美油气技术和投资回报特点，并且受邀在2015年联合国南南合作可持续
发展高级别论坛发表有关油气投资的主题演讲。
广告，投资等商务合作请加个人微信：oilandgasman，请说明合作来意。
(市场参与者不要忘记查看本文最后的“先睹为快”栏目)
注1：今日“先睹为快”增加最新文章《世界500强的油气巨头Devon是价值陷阱么？(上
)》
注2：今日的文章来自“先睹为快”
注3：从今日起，每日微信推... 阅读全帖 |
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