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全部话题 - 话题: driller
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a****1
发帖数: 654
1
Mon Apr 18, 9:10 am ET
Report: Natural gas drillers injected tons of carcinogenic chemicals into
wells
By Brett Michael Dykes
The New York Times' Ian Urbina reported over the weekend that, according to
a report released by three House Democrats--Representatives Henry A. Waxman
of California, Edward J. Markey of Massachusetts and Diana DeGette of
Colorado--natural gas drillers injected hundreds of millions of gallons of
29 known carcinogens into the ground in 13 states while fracking for gas.
Rep... 阅读全帖
a*******m
发帖数: 14194
2
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
3
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
z***t
发帖数: 10817
4
OIL MARKETS
Fracking’s Secret Problem—Oil Wells Aren’t Producing as Much as Forecast
Data analysis reveals thousands of locations are yielding less than their
owners projected to investors; ‘illusory picture’ of prospects
The wells of some producers in the Permian Basin appear to lag behind
forecasts. ANGUS MORDANT/BLOOMBERG NEWS
85 COMMENTS
By Bradley Olson, Rebecca Elliott and Christopher M. Matthews
January 2, 2019
Link copied…
Thousands of shale wells drilled in the last five years are pumpi... 阅读全帖
T**y
发帖数: 1024
5
Oil Prices: Four Experts Size Up the Energy Market
Four experts explain what’s ahead and highlight the best investment
opportunities in the energy sector.
February 14, 2015
Perhaps the biggest surprise of 2014 was the sharp decline in oil prices.
Black gold fell almost 60% from its summer peak of $107 to a low of $44 in
January, before enjoying a nice bounce to a recent $53. The reverberations—
good and bad—are being felt around the world, from the oil kingdoms of the
Middle East to Argentina, R... 阅读全帖
l****z
发帖数: 29846
6
Tiny Texas Town, Railroad Surge From New Oil Boom .
By RUSSELL GOLD
BARNHART, Texas—It was a railroad that brought this tiny town into
existence in 1910, when it was named after the stationmaster, William F.
Barnhart. Today that same railroad is putting the town on the map again—as
an unlikely hub of the new American oil boom.
Crude oil production in West Texas is&#
8197;surging again, and a little railroad that
 nearly̳... 阅读全帖
z***e
发帖数: 5600
7
来自主题: Stock版 - 我觉得offshore drill 都在地位
Shale oil attracts all the money from off shore drillers to land drillers
like HP NBR etc
C*K
发帖数: 400
8
视角不一样吧,for Long term, 楼主是对的;short term,cash flow net negative
的drillers遍地都是。主要是对于shale driller,开始几年的production growth太重
要了,这样最后production flat的时候那个值才会尽量大,所以很多shale companies
开始不会stay within cash flow,他们bet的就是以后油价会回升。现在多数的
shale companies在目前的price strip下长期而言都是很难实现盈利的。
k**o
发帖数: 191
9
问题是油价30,一堆shale oil company 会倒闭。
这些石油公司,还没倒闭。等他们多倒闭了,银行坏账暴涨。股市大跌,这时候可以进
入。
35% of drillers at high risk of bankruptcy: Report。
http://www.cnbc.com/2016/02/16/35-of-drillers-at-high-risk-of-b
石油公司,untouchable; banks untouchable; commodity untouchable; tech,
dangerous. They can fly for some days, but they will be down bigger.
Consumer is only one we can hold, like TGT, WMT, HD, WFM.
recession概率不知道。

发帖数: 1
10
来自主题: Stock版 - 2018年床铺推荐的18个股票
18 stocks to consider for 2018
All of the names are seen rising 25% or more, according to analysts.

1. Range Resources (RRC)
Price on Dec. 15: $15.63
Target price: $28.98
Percent change: +85.4%
Independent natural gas and oil company is one of the most active drillers
in Pennsylvania, including Marcellus Shale.
2. Incyte (INCY)
Price on Dec. 15: $96.41
Target price: $145.76
Percent change: +51.2%
Biotech firm engages in discovery, development and sale of drugs, including
profit... 阅读全帖
g*********n
发帖数: 1055
11
来自主题: Fitness版 - 小科普,HIIT,外加减腹小video
好吧俺也来借花献佛一下,satas提到的HIIT
High-intensity interval training (HIIT) or sprint interval training is an
exercise strategy that is intended to improve performance with short
training sessions. HIIT is a form of cardiovascular exercise which is
beneficial to burning fat in a short and intense workout. Usual HIIT
sessions may vary from 9–20 minutes. The original protocol set a 2:1 ratio
for work to recovery periods. For example, a runner would alternate 30–40
seconds of hard sprinting with 15–20 seconds... 阅读全帖
g*****x
发帖数: 39
12
前面wawa123提到法律和法规问题,我也正想说一下。另外huangs想不出我是干啥的。不
知道有没有想过我可能是一个driller呢?Drillers 可是经常跟你们接触的。嘿嘿。其
实我是做near surface geophysics的。这一贴就谈谈这两个问题。
我也是在工作的时候才发现有环境法律这方面的专业的,也逐渐意识到法律法规是这一
行很多项目的源动力。我想一般学环境工程或科学的可能上一两门这方面上的课吧。但
在学校里的没有工作经验的人,大多只是模模糊糊知道这一层关系,没有切身体会到环
境法律法规在工业界的重要性。这些法律法规可以说是工业界的衣食父母啊。所以说如
果你能在resume上除了洋洋洒洒自然科学的东西,再加上一些这些法律法规的东西,可
能会吸引更多的眼球,争取到更多面试的机会。你可能会说我没工作过,从哪里下手啊
。那你得谢谢wawa123,他在前面的帖子里给了linkin的链接,你可以到那里问问,应
该会有所帮助。
另外一个东西你可以考虑往resume上写的就是near surface geophysics (NSG), 或者
叫environmental and
B****r
发帖数: 1737
13
来自主题: Environmental版 - 拿到绿卡了,准备改行
langan是你的sub?driller是langan的sub?
我们的driller要是跑了,不会有人敢开机器的(自己租的除外)。不过你们的drill估
计好开些,我们geotech的drill像一堆破烂哄哄的响,一个extention估计上百磅。还
有我们公司对安全要求很高,出了事有大麻烦。
公司是比较狠,但是组里氛围还可以,第一个工作有些小感情。再忍一年先。
u*****n
发帖数: 778
14
来自主题: _Stockcafeteria版 - THIRD QUARTER EPS OUTLOOK
Sam Stovall, Chief Investment Strategist: Much to the surprise of many,
operating earnings for the large-, mid- and small-cap components of the S&P
Composite 1500 came in better than expected last quarter. The S&P 500
recorded a 51% increase in year-over-year results, while the S&P MidCap 400
saw a 45% rise. But the S&P SmallCap 600 wowed everybody by recording a 134%
surge in year-over-year results. This quarter, S&P is forecasting operating
results for the S&P 500, MidCap 400 and SmallCap 600 ... 阅读全帖
c****s
发帖数: 5892
15
移民部在2010年6月26日公布联邦技术移民的29种紧缺职业列表,原本设定至2011年6月30日,总配额为20,000个,每种职业最高配额1,000个。截至2011年6月24日,移民部共收到13,800宗申请,其中7种职业陆续达到配额,已停止接收申请,主要集中在适合中国申请人的职业,包括餐馆和食品服务经理、企业服务管理人员、生物学及相关学科科学家、普通医生、牙科医生、药剂师、护士。
此次新年度配额的开放,势必造成有意向的申请人争抢配额。侨外移民诚意提醒有意办理加拿大技术移民的申请人,一定要尽早递交申请。
加拿大联邦技术移民29种职业列表:
* 0631: Restaurant and Food Service Managers 餐馆和食品服务经理
* 0811: Primary Production Managers(Except Agriculture) 基础工业经理 (农业除外)
* 1122: Professional Occupations in Business Services to Management 企业服务管理专业人员
* 1233: Insurance Adjus... 阅读全帖
a****1
发帖数: 654
16
采用向地下注入液体炸药的方法开采页岩气,导致地下水致癌,
页岩气开采的地下水污染“命门”
2010-07-28 14:22:46 中国新闻网  微博评论 浏览次数:0字号:T|T水力压裂法成就
了页岩气今日的蓬勃发展,也造就了页岩气饱受批评的命运。
页岩气开发过程中所采用的水力压裂法要加入化学物质,在每次压裂完成后,要对水进
行获取和重新利用。水力压裂法向来存在争议,但是这种页岩气开采技术在争议中却得
到迅速发展。当越来越多水体污染案例同水力压裂法相关联时,美国众议院能源和商业
委员会出手了。
7月19日,能源和商业委员会主席亨利·韦克斯曼联手该机构下属的能源和环境小组组
长爱德华·马基联名致信给美国10个主要页岩气开发商,要求它们提交水力压裂法应用
全程中涉及到的化学物质细节。8月6日,限期“交卷”。
这个要求出台的背景是,全球天然气需求旺盛,美国引领页岩气开发技术并努力让页岩
气开采遍地开花。
当前,美国页岩气开采的热门地点是纽约州和宾夕法尼亚州,这两个地方也是美国马塞
卢斯页岩(Marcellus shale)的集中区域。德克萨斯州和巴涅特页岩(Barnett Shale)
也因... 阅读全帖
t****z
发帖数: 8931
17
来自主题: Military版 - 混进体制内的哥们申请了移民
老将编的吧
加拿大移民已经关门了
电脑会计联邦移民都停了
更别说金融专业
移民200个专业下调到20来个
你哥们什么专业移民
可以申请移民专业:
31 Restaurant and Food Service Managers 餐饮业和食品服务业管理者
0811 Primary Production Managers (Except Agriculture) 原产品管理人员(
除农业)
1122 Professional Occupations in Business Services to Management管理性
商业服务专业性职业
1233 Insurance Adjusters and Claims Examiners保险调整者和索赔检察官
2121 Biologists and Related Scientists生物学家和相关科学家
2151 Architects 建筑师
3112 General Practitioners and Family Physicians 全科医师和家庭医师
3... 阅读全帖
d**********r
发帖数: 24123
18
Yahoo 今天和你唱反调了
How OPEC Weaponized the Price of Oil Against U.S. Drillers
http://finance.yahoo.com/news/opec-weaponized-price-oil-against
c****g
发帖数: 37081
19
来自主题: Military版 - OPEC 达成减产协定 zz
The Organization of the Petroleum Exporting Countries on Wednesday committed
its fractious members to their first oil production limits in eight years.
Now comes the hard part.
OPEC has agreed to cut production by about 1.2 million barrels per day, or
about 4.5 percent of current production, to 32.5 million barrels per day.
Top oil exporter Saudi Arabia faces the unenviable tasks of policing cartel
members and keeping crude prices within a range that will relieve pressure
on oil-producing countr... 阅读全帖

发帖数: 1
20
说到中美大学在培养工程师方面的差距 我觉得一点也不比航发的差距小
我来美帝前就知道老美2 来了后发现他们不是一般的2
可是在前期基础数理化这种大课虐完他们后 我就开始被我的同学们虐了= =
尤其是到动手方面 我基本是被全队一起教。。。你知道被妹子手把手教怎么用driller
时的丢脸感觉么
这帮人基本都工程师世家 在一种非常经典的工程师文化下长大的 然后投身此行业显得
非常正常
而我想说 这种家庭和社会文化 美帝很常见 国内基本没
国内还基本停留在全民追钱热 哪有钱去哪的状态
热爱蓝天的人?我相信很多
投身于这行的人?估计就没几个了
坚持下来的人?你可以开始扳着手指头数了
还奇怪为什么航发能差这么多了么?
a***e
发帖数: 27968
21
尼玛你是不是真笨啊

driller
★ 发自iPhone App: ChinaWeb 1.1.4
b********n
发帖数: 38600
22
大嘴压油价目的达到了,但已经撬动了以前支持他自己的基本盘,2020铁定滚蛋
https://www.cnbc.com/2018/11/23/trumps-quest-to-drive-down-oil-prices-turns-
the-screw-on-american-drillers.html?__source=yahoo%7Cfinance%7Cheadline%
7Cstory%7C&par=yahoo&yptr=yahoo
w********r
发帖数: 3183
23
Goldman Sachs contradicts Trump: $50 oil is bad for the US, commodity chief
warns
$50 oil is bad for the U.S. because it hurts American drillers and threatens
to create problems in the credit market, Goldman Sachs' Jeff Currie warns.
President Donald Trump has been cheering oil's plunge into a bear market and
urging Saudi Arabia to drive the cost of crude even lower. Currie thinks
Saudi Arabia and Russia will prevail in convincing Trump that price-boosting
production cuts are necessary at this w... 阅读全帖
R*****5
发帖数: 4915
24
Published 15 July 2017
Venezuela Signs Deal With US Company to Improve Oil Production
Venezuela has signed an agreement between the state-owned oil company
Petroleos de Venezuela, PDVSA, and a U.S. oil company, which is intended to
improve oil production in the South American country.
The document was signed by the Minister of Popular Power for Petroleum,
Nelson Martinez, and the chairman of Oklahoma-based Horizontal Well Drillers
, Todd Swanson, at the Miraflores Palace in Caracas.
d******c
发帖数: 1069
25
Whiting Petroleum Becomes First Major Shale Bankruptcy as Oil Prices Drop -
WSJ
https://www.wsj.com/articles/u-s-shale-driller-whiting-petroleum-to-file-
for-bankruptcy-11585746800
P****9
发帖数: 2294
26
来自主题: USANews版 - Interesting letter to Obama
I know the letter is kind of too long, but worth to read.
Mr. Obama,
Given the uproar about the simple question asked you by Joe the plumber, and
the persecution that has been heaped on him because he dared to question
you, I find myself motivated to say a few things to you myself. While Joe
aspires to start a business someday, I already have started not one, but 4
businesses. But first, let me introduce myself. You can call me "Cory the
well driller". I am a 54 year old high school graduate. I
l****z
发帖数: 29846
27
来自主题: USANews版 - 无人驾驶的载货大卡车来啦
Driverless Trucks to Hit Alberta’s Oilsands Region Replacing $200,000/yr
Operators; Big Layoffs Coming
The Alberta oilsands region and the ore mining regions in Australia use some
of the biggest trucks in the world.
http://2.bp.blogspot.com/-18eWJhY0TsE/VXX8DfKYNEI/AAAAAAAAeIA/rqr5GI_EqdA/s400/Ore%2BTruck.png
Above: Komatsu heavy earthmoving truck at the Tom Price iron ore mine,
operated by Rio Tinto Group, near Perth, Australia.
Drivers of these behemoths cost as much as $200,000 a year. With t... 阅读全帖
q**x
发帖数: 1636
28
【 以下文字转载自 JobHunting 讨论区 】
发信人: quix (uglyDuck), 信区: JobHunting
标 题: Matlab Engineer with oil and Gas industry
发信站: BBS 未名空间站 (Thu Sep 26 14:19:11 2013, 美东)
I got your reference in our internal database and would like to check your
availability and interest in a project opportunity with my direct client in
Houston, TX. Please send me your resume in word format along with the
contact details and I'll call you to discuss this position in more detail.
Pyramid Consulting Inc is a leader in IT staff... 阅读全帖
b***l
发帖数: 196
29
☆─────────────────────────────────────☆
cliffsnow (cliffsnow) 于 (Thu Mar 8 14:33:30 2007) 提到:
说只让用1个$off,扫描都没有扫就据了
呜呜
☆─────────────────────────────────────☆
searchinfo (searchinfo) 于 (Thu Mar 8 14:34:18 2007) 提到:
不错了啊,我还没用过COUPON呢.

☆─────────────────────────────────────☆
yayaliu (hero) 于 (Thu Mar 8 14:39:48 2007) 提到:
en, highly ymmv
昨天俺用洗发水的哭胖都被据了,555
☆─────────────────────────────────────☆
driller (engineer) 于 (Thu Mar 8 14:52:28 2007) 提到:
cvs有什么好动动啊?
☆────────────────
q**x
发帖数: 1636
30
来自主题: JobHunting版 - Matlab Engineer with oil and Gas industry
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 augmentation, custom software
development, business process outsourcing, and packaged software
implementation for Fortune 2000 corporations. We are a nation... 阅读全帖
h****s
发帖数: 911
31
来自主题: Living版 - 环境工程师日志1
由2009年上朔5年内的某天早上9时。晴, 华氏72度, 风向西到西南。我站在
B城西53街一个三层独立屋社区前。看了下老板给我的时间表, 从181号开始, 走到屋前,门铃响
后2分钟眼前闪现出一张带着稀疏胡子的印度女人的脸。这是我在美国第2次看到下巴长胡子的女人,
上次是个学校项目的黑人女秘书。 有时真是觉得自己很professional, 这时候还能仿佛眼前看到西
施般地微笑着说,早上好,辛格夫人,我是某某公司的PM,我们和您先生约定了今天早上在您家车库
的采一个sub-slab soil vapor样本。辛格夫人似乎英文不很灵光但人还可以, 2分钟后车库门开
了。我把sub contractor 招呼过来,看清水管,煤气管,电路在哪后,小黑driller 就开钻了。
白人就开始准备采样的canister(一种小型真空不锈钢容器)。 做一家要1小时20分钟,我回到自
己的车上,发起了呆。 街道的另一边就是我们的项目所在地,3英亩上满是野草。 这里原来是一个财
富500强药公司的厂区,一切的一切都由这里开始.
g*****9
发帖数: 4125
32
来自主题: Living版 - 请教Walkout Basement的优缺点?
No, business. I know nothing about 地质勘探 until I am begin to plan to
build my house, I learned from internet and talking to a few wildcat
drillers.
My contract allow me to test drill on the land before I bought it.
f********l
发帖数: 1473
33
来自主题: Living版 - 谁请人做过patio?
切割工具 is not expensive. Buy one which looks like a driller with a small
cut disk, instead of a drill. This tool is a must-have and useful for a home
owner.
v*******t
发帖数: 146
a****t
发帖数: 1056
35
来自主题: Living版 - 悲崔了
rotary driller.
i*********o
发帖数: 772
36
来自主题: Living版 - nailer具体有什么用呢?
已经买了driller,很好用,想着是不是有必要买个气泵的nailer,但是很贵。。。
这种东西,除了装trim,木地板都不一定要用,还有什么特别的作用?
谢谢!
d**********0
发帖数: 13081
37
来自主题: Living版 - 买了 Lowes Screwdrive Bit Set
http://slickdeals.net/f/6054778-Back-Again-Kobal-44-pc-Screwdri
俺的那个 driller 还非得用 Screwdrive-Bit 不可。 买那种简单的钻条还用不了。。
x*******a
发帖数: 11067
38
http://water.epa.gov/drink/info/well/faq.cfm
How can I protect my private water supply?
Protect your water supply by carefully managing activities near the water
source. For households using a domestic well, this includes keeping
contaminants away from sinkholes and the well itself. Keep hazardous
chemicals out of septic systems.
Periodically inspect exposed parts of the well for problems such as:
cracked, corroded, or damaged well casing
broken or missing well cap
settling and cracking of surfa... 阅读全帖
x*******a
发帖数: 11067
39
http://water.epa.gov/drink/info/well/faq.cfm
How can I protect my private water supply?
Protect your water supply by carefully managing activities near the water
source. For households using a domestic well, this includes keeping
contaminants away from sinkholes and the well itself. Keep hazardous
chemicals out of septic systems.
Periodically inspect exposed parts of the well for problems such as:
cracked, corroded, or damaged well casing
broken or missing well cap
settling and cracking of surfa... 阅读全帖
p*****s
发帖数: 708
l*l
发帖数: 2043
41
来自主题: Living版 - 這個driller怎麼樣?
lowes也有这个,同样价格,还有coupon用
http://www.lowes.com/ProductDisplay?catalogId=10051&langId=-1&p
G***G
发帖数: 16778
42
来自主题: Living版 - 大家拿什么磨割草机的刀?
do you have vise?
If you don't have vise, how will you use your driller with this sharpening
kit?
G***G
发帖数: 16778
43
来自主题: Living版 - 想买电转的赶快啊
I have one driller and driver, bought in $19.
I am thinking if I sell it and buy the bosch.
G***G
发帖数: 16778
44
来自主题: Living版 - how to homemake a fertilizer spreader
if you go to garden store, the cheapest fertilizer spreader is still on sale
for $15.
Like this one,
it is $35.
Now I introduce a method to make a fertilizer spreader, which costs you
nothing.
Material
milk bucket
tools:
nail
hammer
steps:
1: drink up all the milk
2: drill a dozen of holes at the bottom of the milk bucket using nail and
hammer. If you have a driller, that would make this process much easier.
how to use:
1: open the cap of the milk bucket. Pour the fertilzier into the milk bucket... 阅读全帖
G***G
发帖数: 16778
45
来自主题: Living版 - how to homemake a fertilizer spreader
if you go to garden store, the cheapest fertilizer spreader is still on sale
for $15.
Like this one,
it is $35.
Now I introduce a method to make a fertilizer spreader, which costs you
nothing.
Material
milk bucket
tools:
nail
hammer
steps:
1: drink up all the milk
2: drill a dozen of holes at the bottom of the milk bucket using nail and
hammer. If you have a driller, that would make this process much easier.
how to use:
1: open the cap of the milk bucket. Pour the fertilzier into the milk bucket... 阅读全帖
m**k
发帖数: 18660
46
来自主题: Parenting版 - more Amazon sale (转载)
【 以下文字转载自 Lego 俱乐部 】
发信人: mark (花生,微爷远爷的爸爸), 信区: Lego
标 题: more Amazon sale
发信站: BBS 未名空间站 (Tue Nov 26 08:03:17 2013, 美东)
LEGO Holdiay 2013 Sales (Further Reduced)
UNREAD_POSTby Toys N Bricks » Mon Nov 25, 2013 7:35 pm
LEGO 79008 Lord of the Rings Pirate Ship Ambush - Toysnbricks
If the November 2013 sales earlier weren't good enough for you, Amazon
America has further discounted many more sets that were previously on sale.
As always, free shipping and no tax for most states on orders abov... 阅读全帖
c*****k
发帖数: 2080
47
来自主题: Stock版 - 给大家推荐个sector:挖井
如俺说过的, 俺已经渐渐退出船行,主要是觉得风险与收益的比例已经不是那么划算
了。技术上讲,DRYS等应该还有上升的空间,但可能已经是TA的原因,或说大盘/惯性
的作用了。俺个人非常不擅长最后的搏杀,所以干脆退出了事。
一个新的石油方面的sector,rig行业最近引起了俺很大的兴趣。 俺觉得这个行业的高
速发展,良好的盈利,比较低的PE, 日益上涨的石油价格,对俺构成了极大的诱惑力。
以下是几个公司的PEG:
ATW DO GSF RIG
PEG (5 yr expected): 0.29 0.59 0.32 0.34
以上几个tickler中,DO在这里是被谈论过的,但它可能是以上几个里面最贵的。
不利的地方可能有二:
1。明年大选年,石油价格可能走低,从而影响相关行业
2。RIG/GSF/DO的market cap已经够大,不太像能得到向DRYS般的回馈
下面是一篇八郎的关于这个sector的介绍,给大家做个research的敲门砖。有兴趣的同
学可以继续研究。
Offshore Drillers Can Keep Coasti
j*****7
发帖数: 4348
48
来自主题: Stock版 - 封井了!
可以空一空RIG等了。
From Yahoo BBS:
"If the 33 deepest water wells on the list of 35 wells for "Current
Deepwater Activity" are the ones getting canceled, then the other hard hit
companies are these:
Shell 7 wells
Chevron 4 wells
Anadarko 3 wells
ATPG, Noble Energy, Marathon, and ENI with two each. Of all these, I guess
ATPG can least afford it.
Among drillers:
RIG 9 wells !
Noble 6 wells
Nabors 6 wells
DO 3 wells
ESV 2 wells
"
A*V
发帖数: 3528
49
好久不干了, 经济不好, 没办法, 重操旧业, 挣点小钱. 呵呵.
一个题目是Integrated Oils, 5-28-10发表, 13页.
另一个是Offshore Drillers, 6-11-10发表, 45页.
Both by Credit Suisse,
有兴趣的直接汇伪币给我, 多少随意. 我看情况, 如果要的人多就直接贴出来, 不然就
寄给付款的同学.
z***e
发帖数: 5600
50
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,威胁原油供应。
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
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