boards

本页内容为未名空间相应帖子的节选和存档,一周内的贴子最多显示50字,超过一周显示500字 访问原贴
_pennystock版 - 各位感兴趣commodity的大伙,再讨论一下oil/gas exploration/drilling吧
相关主题
4 small-cap oil/gas companies to compare
★◆★大象个股追踪★◆★ (转载)
我关注的稀土和铀股
化工行业展望
贴下最近的家庭作业
坏鱼,推荐几个铀能源的?
Top 4 buy and sell orders in fidelity today
美企现金充裕该怎么花[zz]
REE & LYSCF.pk
3 big trend
相关话题的讨论汇总
话题: aaa话题: potash话题: kafen话题: my话题: ic
1 (共1页)
a********h
发帖数: 819
1
currently I have the following (all miners/explorers)
precious metals (18 positions, started building since May 2009)
REE (4 positions, LYSCF started Sept 2009, AVL 5 months ago, GWMGF QSURD
this week)
uranium(5 positions, DNN/UEC/URRE/GRA/URG/CXZ, started end of november,
really late, barely above water at this point)
Ag/fertilizer ALLRF (starter position this week, thanks Kafen)
I want to make plans to invest in oil/gas explorations, I am very bullish on
oil/gas in long term (5+ years horizon): limited resource, fast emerging
market demand growth.
hope to get a list prepared and buy on a dip if lucky.
WSJ today's article, looks good
http://online.wsj.com/article/SB1000142405274870485840457613455
I haven't done much research, just looked at the few companies the article
mentioned
PDC (looks good, 2008 high 20 very acheivable)
PXD (keeps going up for the past 2 years, amazing)
HK
Kafen mentioned SSN SDCJF earlier。
I am most interested in junior ones (with more leverage)
Look forward to discussing more on this, thanks.
a********h
发帖数: 819
2
thanks a lot yaokarl for marking.
hope to have some discussions/research work on this.

on

【在 a********h 的大作中提到】
: currently I have the following (all miners/explorers)
: precious metals (18 positions, started building since May 2009)
: REE (4 positions, LYSCF started Sept 2009, AVL 5 months ago, GWMGF QSURD
: this week)
: uranium(5 positions, DNN/UEC/URRE/GRA/URG/CXZ, started end of november,
: really late, barely above water at this point)
: Ag/fertilizer ALLRF (starter position this week, thanks Kafen)
: I want to make plans to invest in oil/gas explorations, I am very bullish on
: oil/gas in long term (5+ years horizon): limited resource, fast emerging
: market demand growth.

a********h
发帖数: 819
3
just had a second thought on this.
gold/oil ratio is pretty low at this point, maybe I should stick to my gold/
silver positions which I am very familiar with.
Add a little potash miners on the side, hehe.

on

【在 a********h 的大作中提到】
: currently I have the following (all miners/explorers)
: precious metals (18 positions, started building since May 2009)
: REE (4 positions, LYSCF started Sept 2009, AVL 5 months ago, GWMGF QSURD
: this week)
: uranium(5 positions, DNN/UEC/URRE/GRA/URG/CXZ, started end of november,
: really late, barely above water at this point)
: Ag/fertilizer ALLRF (starter position this week, thanks Kafen)
: I want to make plans to invest in oil/gas explorations, I am very bullish on
: oil/gas in long term (5+ years horizon): limited resource, fast emerging
: market demand growth.

k***n
发帖数: 3158
4
I have already put 10% of fund into fertilizers
will add more on pullbacks
will add oil companies too, but maybe not as much as fertilizers
I am looking at VYOG, seems quite speculative

gold/

【在 a********h 的大作中提到】
: just had a second thought on this.
: gold/oil ratio is pretty low at this point, maybe I should stick to my gold/
: silver positions which I am very familiar with.
: Add a little potash miners on the side, hehe.
:
: on

a********h
发帖数: 819
5
thanks a lot, Kafen.
For fertilizers, have you come across some of the following too?
ICP.V
EPO.V
PPI.V
MFM.V
WPX.V (i just got time to look at this one, production in 2015, a bit too
speculative to my taste)

【在 k***n 的大作中提到】
: I have already put 10% of fund into fertilizers
: will add more on pullbacks
: will add oil companies too, but maybe not as much as fertilizers
: I am looking at VYOG, seems quite speculative
:
: gold/

k***n
发帖数: 3158
6
WPX is out in my book too after some DD
it is a late comer in that region with other big boys front running them
too much.
EPO is there too. Even more speculative. They dont even have 43-101 report
ready yet. But once that is out and looks good. We could see some pop up.
I noticed PPI in November when it tripled in a short span. Thought it was
too speculative and passed. I dont think I will buy it in short term.
ICP is the one I like right now and may pull my trigger next week. They
have a unique play producing SOP with low cost. SOP is much more expensive
than KCl. This reminds me the GWG play in rare earth sector.
I have not study MFM yet. Thanks for throwing out this pick.
My priority will be to add my AAA holding on this pull back. This is the one
I like the most. They have Liberty Mutual behind them so I guess they will
get the money more easily to build their mine. And China will pay 35% of
the capital cost just to ensure AAA will export 20% of potash to China in
the future. China is also building a rail in the region to get the resources
out. The local government is paving a road to give their site an access to
highway. Add all of these, it looks to me a really good bet in the long run.
If they can produce 2-3 MT potash as the CEO said last week, they will be
a multi-billion dollar company.

【在 a********h 的大作中提到】
: thanks a lot, Kafen.
: For fertilizers, have you come across some of the following too?
: ICP.V
: EPO.V
: PPI.V
: MFM.V
: WPX.V (i just got time to look at this one, production in 2015, a bit too
: speculative to my taste)

a********h
发帖数: 819
7
thanks a lot, kafen. Very helpful.
I just took a look at MFM.V, it's actually a speculative gold/silver play,
my bad. I guess I put this one down into my iphone list at the same day.

【在 k***n 的大作中提到】
: WPX is out in my book too after some DD
: it is a late comer in that region with other big boys front running them
: too much.
: EPO is there too. Even more speculative. They dont even have 43-101 report
: ready yet. But once that is out and looks good. We could see some pop up.
: I noticed PPI in November when it tripled in a short span. Thought it was
: too speculative and passed. I dont think I will buy it in short term.
: ICP is the one I like right now and may pull my trigger next week. They
: have a unique play producing SOP with low cost. SOP is much more expensive
: than KCl. This reminds me the GWG play in rare earth sector.

a********h
发帖数: 819
8
Kafen
What's your current cost average on aaa can I ask?
What's the calculation for the several b market cap target?
Thanks a lot

【在 k***n 的大作中提到】
: WPX is out in my book too after some DD
: it is a late comer in that region with other big boys front running them
: too much.
: EPO is there too. Even more speculative. They dont even have 43-101 report
: ready yet. But once that is out and looks good. We could see some pop up.
: I noticed PPI in November when it tripled in a short span. Thought it was
: too speculative and passed. I dont think I will buy it in short term.
: ICP is the one I like right now and may pull my trigger next week. They
: have a unique play producing SOP with low cost. SOP is much more expensive
: than KCl. This reminds me the GWG play in rare earth sector.

k***n
发帖数: 3158
9
I got in at $1.40 after I first heard of it a few weeks ago, not really
an early bird.
They initially estimated an 1 MT/y production. After the recent drill result
they think their mine can be an open pit one and they can produce 2-3 MT/y.
Comparing to current producers. IPI produces 1 MT/y and has a market cap
of 2.8B. AGU sold 1.9 MT potash last year and they have a markeet cap
of 15B (of course they sell other products too).
All the explorers are speculative play before they make into production.
I think AAA has the best chance to get there. But it will take a few years.
This will definitely be a long term investment with very good risk/reward
ratio.
Another advantage of AAA is that they are close to red sea. Once they get
their goods, they can easily send them to red sea ports and ship to India
and China, much cheaper than Canadians.

【在 a********h 的大作中提到】
: Kafen
: What's your current cost average on aaa can I ask?
: What's the calculation for the several b market cap target?
: Thanks a lot

a********h
发帖数: 819
10
Yes, and in the Feb 10 BNN interview,
the CEO of AAA mentioned that the special geology may enable them to produce
SOP directly (not through MOP), maybe it's similar to what IC potash has.
Overall it looks great, the recent $1.5 a share financing were booked very
well.
seems AAA may be at least one year ahead of IC, since AAA feasibility is
2011, while IC feasibility is 2012. I didn't find permiting time frame for
AAA.
IC potash had 2 scenarios in their slides: 0.66M ton/year or 0.99M ton/year.
so AAA production could be several times larger than IC potash
Also IC potash most recent financing was sept 2010 at 0.4, additional financing could happen soon.

result

【在 k***n 的大作中提到】
: I got in at $1.40 after I first heard of it a few weeks ago, not really
: an early bird.
: They initially estimated an 1 MT/y production. After the recent drill result
: they think their mine can be an open pit one and they can produce 2-3 MT/y.
: Comparing to current producers. IPI produces 1 MT/y and has a market cap
: of 2.8B. AGU sold 1.9 MT potash last year and they have a markeet cap
: of 15B (of course they sell other products too).
: All the explorers are speculative play before they make into production.
: I think AAA has the best chance to get there. But it will take a few years.
: This will definitely be a long term investment with very good risk/reward

相关主题
化工行业展望
贴下最近的家庭作业
坏鱼,推荐几个铀能源的?
Top 4 buy and sell orders in fidelity today
y*****l
发帖数: 5997
11
你们都是用哪个broker买加拿大的股票的?

【在 a********h 的大作中提到】
: thanks a lot, kafen. Very helpful.
: I just took a look at MFM.V, it's actually a speculative gold/silver play,
: my bad. I guess I put this one down into my iphone list at the same day.

k***n
发帖数: 3158
12
I did not look for permitting issue but I assumed they are in a
mining-frendly country so that should not be a problem
you can actually email any questions to their CEO who seems very responsive
my bid did not hit last friday so I will see what happends tomorrow
I need to double my current holding anyway. They will release drilling
results
for #9-10 holes very shortly so I am afraid the share price will fly once
again before I doulbe my position.
I wish I found this earlier. I actually mentioned in one of my post last
December that I would add more agriculture/energy stocks in 2011 but this
wave of rise came much earlier than I thought. When I got time to study
junior stocks, many of them have more than doubled in the past a couple
months. I used to owning only senior producers like AGU (in @$52 last year).

produce

【在 a********h 的大作中提到】
: Yes, and in the Feb 10 BNN interview,
: the CEO of AAA mentioned that the special geology may enable them to produce
: SOP directly (not through MOP), maybe it's similar to what IC potash has.
: Overall it looks great, the recent $1.5 a share financing were booked very
: well.
: seems AAA may be at least one year ahead of IC, since AAA feasibility is
: 2011, while IC feasibility is 2012. I didn't find permiting time frame for
: AAA.
: IC potash had 2 scenarios in their slides: 0.66M ton/year or 0.99M ton/year.
: so AAA production could be several times larger than IC potash

k***n
发帖数: 3158
13
I am using Etrade, interface is ugly and less informative
I guess I will not trade 120 times a year otherwise I would use Fidelity

【在 y*****l 的大作中提到】
: 你们都是用哪个broker买加拿大的股票的?
a********h
发帖数: 819
14
hole 9-10 is out, 11 probably will be out soon
a********h
发帖数: 819
15
bought another batch of allrf today, thanks Kafen for the introduction.
have a position that I will be happy if price doubles here.
will double position if price go down below 1.6

【在 a********h 的大作中提到】
: hole 9-10 is out, 11 probably will be out soon
a********h
发帖数: 819
16
currently I have the following (all miners/explorers)
precious metals (18 positions, started building since May 2009)
REE (4 positions, LYSCF started Sept 2009, AVL 5 months ago, GWMGF QSURD
this week)
uranium(5 positions, DNN/UEC/URRE/GRA/URG/CXZ, started end of november,
really late, barely above water at this point)
Ag/fertilizer ALLRF (starter position this week, thanks Kafen)
I want to make plans to invest in oil/gas explorations, I am very bullish on
oil/gas in long term (5+ years horizon): limited resource, fast emerging
market demand growth.
hope to get a list prepared and buy on a dip if lucky.
WSJ today's article, looks good
http://online.wsj.com/article/SB1000142405274870485840457613455
I haven't done much research, just looked at the few companies the article
mentioned
PDC (looks good, 2008 high 20 very acheivable)
PXD (keeps going up for the past 2 years, amazing)
HK
Kafen mentioned SSN SDCJF earlier。
I am most interested in junior ones (with more leverage)
Look forward to discussing more on this, thanks.
a********h
发帖数: 819
17
thanks a lot yaokarl for marking.
hope to have some discussions/research work on this.

on

【在 a********h 的大作中提到】
: currently I have the following (all miners/explorers)
: precious metals (18 positions, started building since May 2009)
: REE (4 positions, LYSCF started Sept 2009, AVL 5 months ago, GWMGF QSURD
: this week)
: uranium(5 positions, DNN/UEC/URRE/GRA/URG/CXZ, started end of november,
: really late, barely above water at this point)
: Ag/fertilizer ALLRF (starter position this week, thanks Kafen)
: I want to make plans to invest in oil/gas explorations, I am very bullish on
: oil/gas in long term (5+ years horizon): limited resource, fast emerging
: market demand growth.

a********h
发帖数: 819
18
just had a second thought on this.
gold/oil ratio is pretty low at this point, maybe I should stick to my gold/
silver positions which I am very familiar with.
Add a little potash miners on the side, hehe.

on

【在 a********h 的大作中提到】
: currently I have the following (all miners/explorers)
: precious metals (18 positions, started building since May 2009)
: REE (4 positions, LYSCF started Sept 2009, AVL 5 months ago, GWMGF QSURD
: this week)
: uranium(5 positions, DNN/UEC/URRE/GRA/URG/CXZ, started end of november,
: really late, barely above water at this point)
: Ag/fertilizer ALLRF (starter position this week, thanks Kafen)
: I want to make plans to invest in oil/gas explorations, I am very bullish on
: oil/gas in long term (5+ years horizon): limited resource, fast emerging
: market demand growth.

k***n
发帖数: 3158
19
I have already put 10% of fund into fertilizers
will add more on pullbacks
will add oil companies too, but maybe not as much as fertilizers
I am looking at VYOG, seems quite speculative

gold/

【在 a********h 的大作中提到】
: just had a second thought on this.
: gold/oil ratio is pretty low at this point, maybe I should stick to my gold/
: silver positions which I am very familiar with.
: Add a little potash miners on the side, hehe.
:
: on

a********h
发帖数: 819
20
thanks a lot, Kafen.
For fertilizers, have you come across some of the following too?
ICP.V
EPO.V
PPI.V
MFM.V
WPX.V (i just got time to look at this one, production in 2015, a bit too
speculative to my taste)

【在 k***n 的大作中提到】
: I have already put 10% of fund into fertilizers
: will add more on pullbacks
: will add oil companies too, but maybe not as much as fertilizers
: I am looking at VYOG, seems quite speculative
:
: gold/

相关主题
美企现金充裕该怎么花[zz]
REE & LYSCF.pk
3 big trend
风险偏好哪儿去了?[zz]
k***n
发帖数: 3158
21
WPX is out in my book too after some DD
it is a late comer in that region with other big boys front running them
too much.
EPO is there too. Even more speculative. They dont even have 43-101 report
ready yet. But once that is out and looks good. We could see some pop up.
I noticed PPI in November when it tripled in a short span. Thought it was
too speculative and passed. I dont think I will buy it in short term.
ICP is the one I like right now and may pull my trigger next week. They
have a unique play producing SOP with low cost. SOP is much more expensive
than KCl. This reminds me the GWG play in rare earth sector.
I have not study MFM yet. Thanks for throwing out this pick.
My priority will be to add my AAA holding on this pull back. This is the one
I like the most. They have Liberty Mutual behind them so I guess they will
get the money more easily to build their mine. And China will pay 35% of
the capital cost just to ensure AAA will export 20% of potash to China in
the future. China is also building a rail in the region to get the resources
out. The local government is paving a road to give their site an access to
highway. Add all of these, it looks to me a really good bet in the long run.
If they can produce 2-3 MT potash as the CEO said last week, they will be
a multi-billion dollar company.

【在 a********h 的大作中提到】
: thanks a lot, Kafen.
: For fertilizers, have you come across some of the following too?
: ICP.V
: EPO.V
: PPI.V
: MFM.V
: WPX.V (i just got time to look at this one, production in 2015, a bit too
: speculative to my taste)

a********h
发帖数: 819
22
thanks a lot, kafen. Very helpful.
I just took a look at MFM.V, it's actually a speculative gold/silver play,
my bad. I guess I put this one down into my iphone list at the same day.

【在 k***n 的大作中提到】
: WPX is out in my book too after some DD
: it is a late comer in that region with other big boys front running them
: too much.
: EPO is there too. Even more speculative. They dont even have 43-101 report
: ready yet. But once that is out and looks good. We could see some pop up.
: I noticed PPI in November when it tripled in a short span. Thought it was
: too speculative and passed. I dont think I will buy it in short term.
: ICP is the one I like right now and may pull my trigger next week. They
: have a unique play producing SOP with low cost. SOP is much more expensive
: than KCl. This reminds me the GWG play in rare earth sector.

a********h
发帖数: 819
23
Kafen
What's your current cost average on aaa can I ask?
What's the calculation for the several b market cap target?
Thanks a lot

【在 k***n 的大作中提到】
: WPX is out in my book too after some DD
: it is a late comer in that region with other big boys front running them
: too much.
: EPO is there too. Even more speculative. They dont even have 43-101 report
: ready yet. But once that is out and looks good. We could see some pop up.
: I noticed PPI in November when it tripled in a short span. Thought it was
: too speculative and passed. I dont think I will buy it in short term.
: ICP is the one I like right now and may pull my trigger next week. They
: have a unique play producing SOP with low cost. SOP is much more expensive
: than KCl. This reminds me the GWG play in rare earth sector.

k***n
发帖数: 3158
24
I got in at $1.40 after I first heard of it a few weeks ago, not really
an early bird.
They initially estimated an 1 MT/y production. After the recent drill result
they think their mine can be an open pit one and they can produce 2-3 MT/y.
Comparing to current producers. IPI produces 1 MT/y and has a market cap
of 2.8B. AGU sold 1.9 MT potash last year and they have a markeet cap
of 15B (of course they sell other products too).
All the explorers are speculative play before they make into production.
I think AAA has the best chance to get there. But it will take a few years.
This will definitely be a long term investment with very good risk/reward
ratio.
Another advantage of AAA is that they are close to red sea. Once they get
their goods, they can easily send them to red sea ports and ship to India
and China, much cheaper than Canadians.

【在 a********h 的大作中提到】
: Kafen
: What's your current cost average on aaa can I ask?
: What's the calculation for the several b market cap target?
: Thanks a lot

a********h
发帖数: 819
25
Yes, and in the Feb 10 BNN interview,
the CEO of AAA mentioned that the special geology may enable them to produce
SOP directly (not through MOP), maybe it's similar to what IC potash has.
Overall it looks great, the recent $1.5 a share financing were booked very
well.
seems AAA may be at least one year ahead of IC, since AAA feasibility is
2011, while IC feasibility is 2012. I didn't find permiting time frame for
AAA.
IC potash had 2 scenarios in their slides: 0.66M ton/year or 0.99M ton/year.
so AAA production could be several times larger than IC potash
Also IC potash most recent financing was sept 2010 at 0.4, additional financing could happen soon.

result

【在 k***n 的大作中提到】
: I got in at $1.40 after I first heard of it a few weeks ago, not really
: an early bird.
: They initially estimated an 1 MT/y production. After the recent drill result
: they think their mine can be an open pit one and they can produce 2-3 MT/y.
: Comparing to current producers. IPI produces 1 MT/y and has a market cap
: of 2.8B. AGU sold 1.9 MT potash last year and they have a markeet cap
: of 15B (of course they sell other products too).
: All the explorers are speculative play before they make into production.
: I think AAA has the best chance to get there. But it will take a few years.
: This will definitely be a long term investment with very good risk/reward

y*****l
发帖数: 5997
26
你们都是用哪个broker买加拿大的股票的?

【在 a********h 的大作中提到】
: thanks a lot, kafen. Very helpful.
: I just took a look at MFM.V, it's actually a speculative gold/silver play,
: my bad. I guess I put this one down into my iphone list at the same day.

k***n
发帖数: 3158
27
I did not look for permitting issue but I assumed they are in a
mining-frendly country so that should not be a problem
you can actually email any questions to their CEO who seems very responsive
my bid did not hit last friday so I will see what happends tomorrow
I need to double my current holding anyway. They will release drilling
results
for #9-10 holes very shortly so I am afraid the share price will fly once
again before I doulbe my position.
I wish I found this earlier. I actually mentioned in one of my post last
December that I would add more agriculture/energy stocks in 2011 but this
wave of rise came much earlier than I thought. When I got time to study
junior stocks, many of them have more than doubled in the past a couple
months. I used to owning only senior producers like AGU (in @$52 last year).

produce

【在 a********h 的大作中提到】
: Yes, and in the Feb 10 BNN interview,
: the CEO of AAA mentioned that the special geology may enable them to produce
: SOP directly (not through MOP), maybe it's similar to what IC potash has.
: Overall it looks great, the recent $1.5 a share financing were booked very
: well.
: seems AAA may be at least one year ahead of IC, since AAA feasibility is
: 2011, while IC feasibility is 2012. I didn't find permiting time frame for
: AAA.
: IC potash had 2 scenarios in their slides: 0.66M ton/year or 0.99M ton/year.
: so AAA production could be several times larger than IC potash

k***n
发帖数: 3158
28
I am using Etrade, interface is ugly and less informative
I guess I will not trade 120 times a year otherwise I would use Fidelity

【在 y*****l 的大作中提到】
: 你们都是用哪个broker买加拿大的股票的?
a********h
发帖数: 819
29
hole 9-10 is out, 11 probably will be out soon
----------------------------------------------------------------------------
Exploration drilling is continuing at the project and samples from hole DK-
11-11 are in the laboratory in Saskatoon. Due to the encouraging results to
date, including the strong potash mineralization encountered in holes 8, 9,
and 10, a further two drill holes are in progress and the down hole seismic
survey has been extended to incorporate these newer holes. This data will be
valuable in the interpretation of the nature and continuity of the potash
horizons.
----------------------------------------------------------------------------
---

responsive

【在 k***n 的大作中提到】
: I did not look for permitting issue but I assumed they are in a
: mining-frendly country so that should not be a problem
: you can actually email any questions to their CEO who seems very responsive
: my bid did not hit last friday so I will see what happends tomorrow
: I need to double my current holding anyway. They will release drilling
: results
: for #9-10 holes very shortly so I am afraid the share price will fly once
: again before I doulbe my position.
: I wish I found this earlier. I actually mentioned in one of my post last
: December that I would add more agriculture/energy stocks in 2011 but this

a********h
发帖数: 819
30
bought another batch of allrf today, thanks Kafen for the introduction.
have a position that I will be happy if price doubles here.
will double position if price go down below 1.6

【在 a********h 的大作中提到】
: hole 9-10 is out, 11 probably will be out soon
: ----------------------------------------------------------------------------
: Exploration drilling is continuing at the project and samples from hole DK-
: 11-11 are in the laboratory in Saskatoon. Due to the encouraging results to
: date, including the strong potash mineralization encountered in holes 8, 9,
: and 10, a further two drill holes are in progress and the down hole seismic
: survey has been extended to incorporate these newer holes. This data will be
: valuable in the interpretation of the nature and continuity of the potash
: horizons.
: ----------------------------------------------------------------------------

1 (共1页)
相关主题
3 big trend
风险偏好哪儿去了?[zz]
all "REE" stock is buy and hold
sugar cotton commodity 狂跌啊
LYSCF,交作业了~(转载)
稀土现在还能买什么?
REE 到底是不是两个人的皮包公司?
谁发个包子吧?
是不是该上稀土了?
油价上看百元的潜力能源股
相关话题的讨论汇总
话题: aaa话题: potash话题: kafen话题: my话题: ic