p*********r
发帖数: 4593 | 1 Sorry for those who listened my recommendation, and bought some shares.
The news from yesterday is actually good news.
It sold another asset for $175m and updated 4th Q
production and 2014 production number.
The production number is obvious less than previous expected
due to the production lines that is already sold or
will be sold out(the one just announced).
I do not understand why wall street sell off the stock.
I just added 50% more shares to average down. I don't think
the company will be BK because NG is going up in the last
3 months and Oil price is quite stable. |
a*****1
发帖数: 3134 | 2 in for a small position.
But you have to remember PWE is losing money and pays dividend of 130% of
cash flow for the past several years.
Also the oil and gas play for PWE is in the low margin place. Oil is about $
25 below Cushion spot price and similar situation for gas.
Short trade only.
【在 p*********r 的大作中提到】
: Sorry for those who listened my recommendation, and bought some shares.
: The news from yesterday is actually good news.
: It sold another asset for $175m and updated 4th Q
: production and 2014 production number.
: The production number is obvious less than previous expected
: due to the production lines that is already sold or
: will be sold out(the one just announced).
: I do not understand why wall street sell off the stock.
: I just added 50% more shares to average down. I don't think
: the company will be BK because NG is going up in the last
|
r*m
发帖数: 16380 | 3 there must be something that we don't know.
MMs may not be super smart, but they are not stupid, either. |
x***n
发帖数: 2658 | 4 bought a bunch around $7.2 |
c****w
发帖数: 2830 | 5 还是有点风险的。
可以参考前段时间的fst。有点类似。同样它卖了1b的资产用来大副降低负债率，但是
直接的结果是未来的revenue和eps大减。然后分析师全体看扁。股价从6点多到现在腰
斩。不过最重要的原因，其实还是这个板块最近一直很差。
石油开采这两个月走的都很差，去年底我本来想入hero（性价比最高），但是伊朗核问
题谈话变成了导火索，后面一直就没起来过。
我觉得最根本的原因是，原油未来很多年都起不来。 |
x***n
发帖数: 2658 | 6 hero数据不错，就是太小，而且相对BOOK VALUE没有打折。在这个行业真是小杂毛一个
pwe book value很高，可以折腾掉一些没核心的
【在 c****w 的大作中提到】
: 还是有点风险的。
: 可以参考前段时间的fst。有点类似。同样它卖了1b的资产用来大副降低负债率，但是
: 直接的结果是未来的revenue和eps大减。然后分析师全体看扁。股价从6点多到现在腰
: 斩。不过最重要的原因，其实还是这个板块最近一直很差。
: 石油开采这两个月走的都很差，去年底我本来想入hero（性价比最高），但是伊朗核问
: 题谈话变成了导火索，后面一直就没起来过。
: 我觉得最根本的原因是，原油未来很多年都起不来。
|
V*****2
发帖数: 7930 | |
d**********1
发帖数: 569 | 8 哎，只能明天割了吧。
【在 V*****2 的大作中提到】
: PWE最近狂卖资产过日子，还远没有跌到底。
|
p*********r
发帖数: 4593 | 9
It all depends on how the MMs play the stock/company.
For example, HES, that I bought at $39 and $45 has been doing
the same thing, selling assets in the last 18 months.
(take a look at the article here, http://www.fool.com/investing/general/2014/01/17/3-energy-companies-underwent-extreme-makeovers-but.aspx?source=itxsitmot0000001&lidx=2).
HES revenue dropped around 50-60% year/year, but stock price
went from $39 to $78(today, its 52 week high is $85).
Another example is AA which also closed several low efficient
factories in the last 2 years.
The shedding of assets will affect revenue, but should improve profit margin
because low efficient NG/oil production lines will be shut down
or sold.
Overall yesterday update for 2014 is only 5-7% lower compare
to earlier estimates. If the price of NG and oil is pretty much stable
in 2014. PWE should be doing better in terms of profit margin.
Perhaps, some MMs try to reload their PWE position at lower price by beating
down the stock, then buy all stop selling orders at lower price.
【在 c****w 的大作中提到】
: 还是有点风险的。
: 可以参考前段时间的fst。有点类似。同样它卖了1b的资产用来大副降低负债率，但是
: 直接的结果是未来的revenue和eps大减。然后分析师全体看扁。股价从6点多到现在腰
: 斩。不过最重要的原因，其实还是这个板块最近一直很差。
: 石油开采这两个月走的都很差，去年底我本来想入hero（性价比最高），但是伊朗核问
: 题谈话变成了导火索，后面一直就没起来过。
: 我觉得最根本的原因是，原油未来很多年都起不来。
|
p*******o
发帖数: 1464 | 10 那么小的盘子， 也许就是反弹前的砸盘吸筹呢。相信自己之前做的功课吧。
【在 p*********r 的大作中提到】
: Sorry for those who listened my recommendation, and bought some shares.
: The news from yesterday is actually good news.
: It sold another asset for $175m and updated 4th Q
: production and 2014 production number.
: The production number is obvious less than previous expected
: due to the production lines that is already sold or
: will be sold out(the one just announced).
: I do not understand why wall street sell off the stock.
: I just added 50% more shares to average down. I don't think
: the company will be BK because NG is going up in the last
|
p*********r
发帖数: 4593 | 11
希望就像当初我 $45 先买入 HES, 然后在 $39 又加吗。
【在 p*******o 的大作中提到】
: 那么小的盘子， 也许就是反弹前的砸盘吸筹呢。相信自己之前做的功课吧。
|
a*****1
发帖数: 3134 | 12 nnd, 这把成股东了。
$
【在 a*****1 的大作中提到】
: in for a small position.
: But you have to remember PWE is losing money and pays dividend of 130% of
: cash flow for the past several years.
: Also the oil and gas play for PWE is in the low margin place. Oil is about $
: 25 below Cushion spot price and similar situation for gas.
: Short trade only.
|
