a*****1
发帖数: 3134 | 1 Aubrey Mcclendon is a visionary, outrageous, and sometimes out of control. I
consider him the square of Steve Jobs.
CHK accounting is different from everybody else and the book does not
reflect the true value of its asset. In early days, it is aggressive and
helps to make ER looks better and nowadays it hurts the book value.
Aubrey is now under control by Carl Icahn.
Book value, actually land value will be realized without people noticing it.
Natural gas is going upward. |
y***r
发帖数: 16594 | |
a*****1
发帖数: 3134 | 3 但我买了。
不买看好有神马用。
【在 y***r 的大作中提到】
: 看好的人多的是。。。。
|
y***r
发帖数: 16594 | 4 买了，水下了，准备长期持有。。。
这个CEO，vision是有的，就是公私不分，太贪了一点。不过绝对的权力就一定会导致
腐败，人的本性决定的，所以icah来控制一下他，是很好的一件事。
【在 a*****1 的大作中提到】
: 但我买了。
: 不买看好有神马用。
|
a*****1
发帖数: 3134 | 5 Since you have some, I am going to tell you why the book value should worth
more.
They used "at-cost" accounting in dealing with land transaction. In early
days when buying land, they spend a lot more money than selling and the net
expense was on the balance sheet, not on rev/cost.
Now the value of the land has gone up conservatively 3X, but the book value
went down because when they sold land at higher price, they can only reduce
"at-cost" on balance sheet. Thus the value of the land appears to be much
cheaper.
If you look at the value of the CHK land and compare to other similar
companies, CHK has the cheapest land and that is the reason. It will be
realized sooner or later.
【在 y***r 的大作中提到】
: 买了，水下了，准备长期持有。。。
: 这个CEO，vision是有的，就是公私不分，太贪了一点。不过绝对的权力就一定会导致
: 腐败，人的本性决定的，所以icah来控制一下他，是很好的一件事。
|
y***r
发帖数: 16594 | 6 Thanks for share。
我自己从来不做FA分析，不过这个 ichan 是绝对不会错的，这次投资CHK之前，他以前
都做过CHK的庄的，后来赚了一笔出手了。这次是他第二次坐庄CHK。
worth
net
value
reduce
【在 a*****1 的大作中提到】
: Since you have some, I am going to tell you why the book value should worth
: more.
: They used "at-cost" accounting in dealing with land transaction. In early
: days when buying land, they spend a lot more money than selling and the net
: expense was on the balance sheet, not on rev/cost.
: Now the value of the land has gone up conservatively 3X, but the book value
: went down because when they sold land at higher price, they can only reduce
: "at-cost" on balance sheet. Thus the value of the land appears to be much
: cheaper.
: If you look at the value of the CHK land and compare to other similar
|
a*****1
发帖数: 3134 | 7 Under $20 is a good deal for the long term.
Keep buying.
【在 y***r 的大作中提到】
: Thanks for share。
: 我自己从来不做FA分析，不过这个 ichan 是绝对不会错的，这次投资CHK之前，他以前
: 都做过CHK的庄的，后来赚了一笔出手了。这次是他第二次坐庄CHK。
:
: worth
: net
: value
: reduce
|
V******n
发帖数: 881 | 8 not sure about chk
but natural gas appears to be losing momentum at 3.5
I
it.
【在 a*****1 的大作中提到】
: Aubrey Mcclendon is a visionary, outrageous, and sometimes out of control. I
: consider him the square of Steve Jobs.
: CHK accounting is different from everybody else and the book does not
: reflect the true value of its asset. In early days, it is aggressive and
: helps to make ER looks better and nowadays it hurts the book value.
: Aubrey is now under control by Carl Icahn.
: Book value, actually land value will be realized without people noticing it.
: Natural gas is going upward.
|
G*******m
发帖数: 16326 | 9 Ok, buy 600shares then.
Should have put to protect ? |
a*****1
发帖数: 3134 | 10 I am keeping it naked so far and will sell call later.
【在 G*******m 的大作中提到】
: Ok, buy 600shares then.
: Should have put to protect ?
|
|
|
G*******m
发帖数: 16326 | 11 sell call?
信心还是不足啊。
否则应该持股，同时卖扑。
【在 a*****1 的大作中提到】
: I am keeping it naked so far and will sell call later.
|
a*****1
发帖数: 3134 | 12 你胆子还是比我大。我不GREEDY。
虽然看好可只有5000股。
【在 G*******m 的大作中提到】
: sell call?
: 信心还是不足啊。
: 否则应该持股，同时卖扑。
|
y***r
发帖数: 16594 | 13 CHK这个公司发divenden吗》？
worth
net
value
reduce
【在 a*****1 的大作中提到】
: Since you have some, I am going to tell you why the book value should worth
: more.
: They used "at-cost" accounting in dealing with land transaction. In early
: days when buying land, they spend a lot more money than selling and the net
: expense was on the balance sheet, not on rev/cost.
: Now the value of the land has gone up conservatively 3X, but the book value
: went down because when they sold land at higher price, they can only reduce
: "at-cost" on balance sheet. Thus the value of the land appears to be much
: cheaper.
: If you look at the value of the CHK land and compare to other similar
|
a*****1
发帖数: 3134 | 14 8 cents per quarter, just paid in Dec.
【在 y***r 的大作中提到】
: CHK这个公司发divenden吗》？
:
: worth
: net
: value
: reduce
|
c*****e
发帖数: 1106 | 15 Doesn't look good w/o LNG export.
【在 a*****1 的大作中提到】
: 8 cents per quarter, just paid in Dec.
|
a*****1
发帖数: 3134 | 16 只要有人不看好，CHK还要涨。
【在 c*****e 的大作中提到】
: Doesn't look good w/o LNG export.
|
s*******s
发帖数: 9489 | 17 NG都涨成这样了，还能到哪去？
搞石油，大米，大豆啥的，可以祸害中国亚洲。搞NG，祸害谁啊。NG没戏了，就呆在这
。CHK就不好说了。庄家说了算，偶是不碰的。 |
