a********h
发帖数: 819 | 1 6mos return 1yr return market cap(M)
RAME -4% 1% 128
VYOG 25% 62% 224
SSN 152% 592% 198
SDCJF 195% 745% 221
big performance difference between the first 2 and the second 2.
hope for comments on valuation metrics on this sector and the key reasons of
the divergent performance.
(I haven't spent much time on this sectors, seems messier than PM sector,
gold/silver miner valuation is quite simple) |
B*****e
发帖数: 2413 | 2 Only ssn looks good! I don't like other three.
If you get in other three, you could be trapped.
BTW, I will not buy any of them (not my style).
reasons of
sector,
【在 a********h 的大作中提到】
: 6mos return 1yr return market cap(M)
: RAME -4% 1% 128
: VYOG 25% 62% 224
: SSN 152% 592% 198
: SDCJF 195% 745% 221
: big performance difference between the first 2 and the second 2.
: hope for comments on valuation metrics on this sector and the key reasons of
: the divergent performance.
: (I haven't spent much time on this sectors, seems messier than PM sector,
: gold/silver miner valuation is quite simple)
|
a********h
发帖数: 819 | 3 thanks, why not? (based on your style)
I am a 6month+ buy and hold style.
【在 B*****e 的大作中提到】
: Only ssn looks good! I don't like other three.
: If you get in other three, you could be trapped.
: BTW, I will not buy any of them (not my style).
:
: reasons of
: sector,
|
B*****e
发帖数: 2413 | 4 Sorry, I mean SSN is good. Rame has heavy debts, and Finviz can't get
their info. My style: maximum holding time is three months.
【在 a********h 的大作中提到】
: thanks, why not? (based on your style)
: I am a 6month+ buy and hold style.
|
a********h
发帖数: 819 | 5 Thanks a lot
I usually want to get in at early stage of a multi year trend and hold solid
ones for long term
Hold a slice of speculative ones
Now I wait for kafen's insights hehe
【在 B*****e 的大作中提到】
: Sorry, I mean SSN is good. Rame has heavy debts, and Finviz can't get
: their info. My style: maximum holding time is three months.
|
k***n
发帖数: 3158 | 6 I would stay with SDCJF among these four
shale oil/gas is a leveraged subsector that I think will perform well
with a rising oil price. RAME does not seem to be a shale play.
SDCJF's assest is much larger and in a more developed areas, especially
Bakken basin. They got in very early and bought these huge assets with
very low price. Now they are selling the interests along the way by having
JV with CHK and other senior players, using others money to carry them
into production. With the increase of its asset value, they continue to
sell off the current interests and have more new aquisition in more
undeveloped area. The model is very nice IMO and they will keep doing well.
SSN's assests are relatively more undeveloped comparing to SDCJF's. So
they are more speculative.
These junior companies are of course more speculative than traditional
producers, who will benefit more directly with rising oil price.
of
【在 a********h 的大作中提到】
: 6mos return 1yr return market cap(M)
: RAME -4% 1% 128
: VYOG 25% 62% 224
: SSN 152% 592% 198
: SDCJF 195% 745% 221
: big performance difference between the first 2 and the second 2.
: hope for comments on valuation metrics on this sector and the key reasons of
: the divergent performance.
: (I haven't spent much time on this sectors, seems messier than PM sector,
: gold/silver miner valuation is quite simple)
|
k***n
发帖数: 3158 | 7 uranium is still in its early stage I think
this is one sector that supply and demand are clearly unbalanced, more so
than others. We are just half year entering this current rising cycle.
solid
【在 a********h 的大作中提到】
: Thanks a lot
: I usually want to get in at early stage of a multi year trend and hold solid
: ones for long term
: Hold a slice of speculative ones
: Now I wait for kafen's insights hehe
|
a********h
发帖数: 819 | 8 yes.well said.
【在 k***n 的大作中提到】
: uranium is still in its early stage I think
: this is one sector that supply and demand are clearly unbalanced, more so
: than others. We are just half year entering this current rising cycle.
:
: solid
|
a********h
发帖数: 819 | 9 VYOG is also a shale play.
they have an interesting non-operator business model
maybe less risk and less return from this model
【在 k***n 的大作中提到】
: I would stay with SDCJF among these four
: shale oil/gas is a leveraged subsector that I think will perform well
: with a rising oil price. RAME does not seem to be a shale play.
: SDCJF's assest is much larger and in a more developed areas, especially
: Bakken basin. They got in very early and bought these huge assets with
: very low price. Now they are selling the interests along the way by having
: JV with CHK and other senior players, using others money to carry them
: into production. With the increase of its asset value, they continue to
: sell off the current interests and have more new aquisition in more
: undeveloped area. The model is very nice IMO and they will keep doing well.
|
a********h
发帖数: 819 | 10 天 中东大乱 油价暴涨
要建仓得等一阵子了
【在 a********h 的大作中提到】
: VYOG is also a shale play.
: they have an interesting non-operator business model
: maybe less risk and less return from this model
|
|
|
k***n
发帖数: 3158 | 11 these juniors do not follow crude step by step
seniors are following crude more closely
but I am really short of dry powder to buy anything
【在 a********h 的大作中提到】
: 天 中东大乱 油价暴涨
: 要建仓得等一阵子了
|
a********h
发帖数: 819 | 12 Hi kafen,
what are the trigger(s) for the big run of SSN in january?
【在 k***n 的大作中提到】
: these juniors do not follow crude step by step
: seniors are following crude more closely
: but I am really short of dry powder to buy anything
|
k***n
发帖数: 3158 | 13 there was no news back then
but some rumors from the land owners of its asset suggested they
got some good activities there. Later Jan they announced the JV
with Halliburton. The involvement of big boys always means they
got the goods those big boys had been looking for. Some people
must have known this before the news hit PR.
【在 a********h 的大作中提到】
: Hi kafen,
: what are the trigger(s) for the big run of SSN in january?
|
a********h
发帖数: 819 | 14 thanks a lot, news leak is quite likely.
do the juniors (such as SSN and sundane) usually own more land or lease more?
how does the lease work? they drill and produce on the land during the lease
years and after that everything goes back to landowner?
【在 k***n 的大作中提到】
: there was no news back then
: but some rumors from the land owners of its asset suggested they
: got some good activities there. Later Jan they announced the JV
: with Halliburton. The involvement of big boys always means they
: got the goods those big boys had been looking for. Some people
: must have known this before the news hit PR.
|
k***n
发帖数: 3158 | 15 leased land and I think those landlords get some working interest too
so whatever they produced the landlords can share some profit
more?
lease
【在 a********h 的大作中提到】
: thanks a lot, news leak is quite likely.
: do the juniors (such as SSN and sundane) usually own more land or lease more?
: how does the lease work? they drill and produce on the land during the lease
: years and after that everything goes back to landowner?
|
a********h
发帖数: 819 | 16 LNG looks strong, market is liking something in LNG....
【在 k***n 的大作中提到】
: leased land and I think those landlords get some working interest too
: so whatever they produced the landlords can share some profit
:
: more?
: lease
|
f**********g
发帖数: 2252 | 17 I like LNG. Powerful MM.
【在 a********h 的大作中提到】
: LNG looks strong, market is liking something in LNG....
|
a********h
发帖数: 819 | 18 any research on LNG?
【在 f**********g 的大作中提到】
: I like LNG. Powerful MM.
|
k***n
发帖数: 3158 | 19 I think it's time for SSN to take a break
it may go back to test 2.6-2.9 area
SDCJF, on the other hand, is posed to break out
VOG was moved to AMEX now, it should do well too
I still like SDCJF the most
of
【在 a********h 的大作中提到】
: 6mos return 1yr return market cap(M)
: RAME -4% 1% 128
: VYOG 25% 62% 224
: SSN 152% 592% 198
: SDCJF 195% 745% 221
: big performance difference between the first 2 and the second 2.
: hope for comments on valuation metrics on this sector and the key reasons of
: the divergent performance.
: (I haven't spent much time on this sectors, seems messier than PM sector,
: gold/silver miner valuation is quite simple)
|
a********h
发帖数: 819 | 20 I do hope so
Will get some ssn if it ever goes there
Already have sdcjf and vog
Will also add more aaa.v
【在 k***n 的大作中提到】
: I think it's time for SSN to take a break
: it may go back to test 2.6-2.9 area
: SDCJF, on the other hand, is posed to break out
: VOG was moved to AMEX now, it should do well too
: I still like SDCJF the most
:
: of
|
|
|
a********h
发帖数: 819 | 21 SSN is moving around violently.
【在 k***n 的大作中提到】
: I think it's time for SSN to take a break
: it may go back to test 2.6-2.9 area
: SDCJF, on the other hand, is posed to break out
: VOG was moved to AMEX now, it should do well too
: I still like SDCJF the most
:
: of
|
a********h
发帖数: 819 | 22 6mos return 1yr return market cap(M)
RAME -4% 1% 128
VYOG 25% 62% 224
SSN 152% 592% 198
SDCJF 195% 745% 221
big performance difference between the first 2 and the second 2.
hope for comments on valuation metrics on this sector and the key reasons of
the divergent performance.
(I haven't spent much time on this sectors, seems messier than PM sector,
gold/silver miner valuation is quite simple) |
B*****e
发帖数: 2413 | 23 Only ssn looks good! I don't like other three.
If you get in other three, you could be trapped.
BTW, I will not buy any of them (not my style).
reasons of
sector,
【在 a********h 的大作中提到】
: 6mos return 1yr return market cap(M)
: RAME -4% 1% 128
: VYOG 25% 62% 224
: SSN 152% 592% 198
: SDCJF 195% 745% 221
: big performance difference between the first 2 and the second 2.
: hope for comments on valuation metrics on this sector and the key reasons of
: the divergent performance.
: (I haven't spent much time on this sectors, seems messier than PM sector,
: gold/silver miner valuation is quite simple)
|
a********h
发帖数: 819 | 24 thanks, why not? (based on your style)
I am a 6month+ buy and hold style.
【在 B*****e 的大作中提到】
: Only ssn looks good! I don't like other three.
: If you get in other three, you could be trapped.
: BTW, I will not buy any of them (not my style).
:
: reasons of
: sector,
|
B*****e
发帖数: 2413 | 25 Sorry, I mean SSN is good. Rame has heavy debts, and Finviz can't get
their info. My style: maximum holding time is three months.
【在 a********h 的大作中提到】
: thanks, why not? (based on your style)
: I am a 6month+ buy and hold style.
|
a********h
发帖数: 819 | 26 Thanks a lot
I usually want to get in at early stage of a multi year trend and hold solid
ones for long term
Hold a slice of speculative ones
Now I wait for kafen's insights hehe
【在 B*****e 的大作中提到】
: Sorry, I mean SSN is good. Rame has heavy debts, and Finviz can't get
: their info. My style: maximum holding time is three months.
|
k***n
发帖数: 3158 | 27 I would stay with SDCJF among these four
shale oil/gas is a leveraged subsector that I think will perform well
with a rising oil price. RAME does not seem to be a shale play.
SDCJF's assest is much larger and in a more developed areas, especially
Bakken basin. They got in very early and bought these huge assets with
very low price. Now they are selling the interests along the way by having
JV with CHK and other senior players, using others money to carry them
into production. With the increase of its asset value, they continue to
sell off the current interests and have more new aquisition in more
undeveloped area. The model is very nice IMO and they will keep doing well.
SSN's assests are relatively more undeveloped comparing to SDCJF's. So
they are more speculative.
These junior companies are of course more speculative than traditional
producers, who will benefit more directly with rising oil price.
of
【在 a********h 的大作中提到】
: 6mos return 1yr return market cap(M)
: RAME -4% 1% 128
: VYOG 25% 62% 224
: SSN 152% 592% 198
: SDCJF 195% 745% 221
: big performance difference between the first 2 and the second 2.
: hope for comments on valuation metrics on this sector and the key reasons of
: the divergent performance.
: (I haven't spent much time on this sectors, seems messier than PM sector,
: gold/silver miner valuation is quite simple)
|
k***n
发帖数: 3158 | 28 uranium is still in its early stage I think
this is one sector that supply and demand are clearly unbalanced, more so
than others. We are just half year entering this current rising cycle.
solid
【在 a********h 的大作中提到】
: Thanks a lot
: I usually want to get in at early stage of a multi year trend and hold solid
: ones for long term
: Hold a slice of speculative ones
: Now I wait for kafen's insights hehe
|
a********h
发帖数: 819 | 29 yes.well said.
【在 k***n 的大作中提到】
: uranium is still in its early stage I think
: this is one sector that supply and demand are clearly unbalanced, more so
: than others. We are just half year entering this current rising cycle.
:
: solid
|
a********h
发帖数: 819 | 30 VYOG is also a shale play.
they have an interesting non-operator business model
maybe less risk and less return from this model
【在 k***n 的大作中提到】
: I would stay with SDCJF among these four
: shale oil/gas is a leveraged subsector that I think will perform well
: with a rising oil price. RAME does not seem to be a shale play.
: SDCJF's assest is much larger and in a more developed areas, especially
: Bakken basin. They got in very early and bought these huge assets with
: very low price. Now they are selling the interests along the way by having
: JV with CHK and other senior players, using others money to carry them
: into production. With the increase of its asset value, they continue to
: sell off the current interests and have more new aquisition in more
: undeveloped area. The model is very nice IMO and they will keep doing well.
|
|
|
a********h
发帖数: 819 | 31 天 中东大乱 油价暴涨
要建仓得等一阵子了
【在 a********h 的大作中提到】
: VYOG is also a shale play.
: they have an interesting non-operator business model
: maybe less risk and less return from this model
|
k***n
发帖数: 3158 | 32 these juniors do not follow crude step by step
seniors are following crude more closely
but I am really short of dry powder to buy anything
【在 a********h 的大作中提到】
: 天 中东大乱 油价暴涨
: 要建仓得等一阵子了
|
a********h
发帖数: 819 | 33 Hi kafen,
what are the trigger(s) for the big run of SSN in january?
【在 k***n 的大作中提到】
: these juniors do not follow crude step by step
: seniors are following crude more closely
: but I am really short of dry powder to buy anything
|
k***n
发帖数: 3158 | 34 there was no news back then
but some rumors from the land owners of its asset suggested they
got some good activities there. Later Jan they announced the JV
with Halliburton. The involvement of big boys always means they
got the goods those big boys had been looking for. Some people
must have known this before the news hit PR.
【在 a********h 的大作中提到】
: Hi kafen,
: what are the trigger(s) for the big run of SSN in january?
|
a********h
发帖数: 819 | 35 thanks a lot, news leak is quite likely.
do the juniors (such as SSN and sundane) usually own more land or lease more?
how does the lease work? they drill and produce on the land during the lease
years and after that everything goes back to landowner?
【在 k***n 的大作中提到】
: there was no news back then
: but some rumors from the land owners of its asset suggested they
: got some good activities there. Later Jan they announced the JV
: with Halliburton. The involvement of big boys always means they
: got the goods those big boys had been looking for. Some people
: must have known this before the news hit PR.
|
k***n
发帖数: 3158 | 36 leased land and I think those landlords get some working interest too
so whatever they produced the landlords can share some profit
more?
lease
【在 a********h 的大作中提到】
: thanks a lot, news leak is quite likely.
: do the juniors (such as SSN and sundane) usually own more land or lease more?
: how does the lease work? they drill and produce on the land during the lease
: years and after that everything goes back to landowner?
|
a********h
发帖数: 819 | 37 LNG looks strong, market is liking something in LNG....
【在 k***n 的大作中提到】
: leased land and I think those landlords get some working interest too
: so whatever they produced the landlords can share some profit
:
: more?
: lease
|
f**********g
发帖数: 2252 | 38 I like LNG. Powerful MM.
【在 a********h 的大作中提到】
: LNG looks strong, market is liking something in LNG....
|
a********h
发帖数: 819 | 39 any research on LNG?
【在 f**********g 的大作中提到】
: I like LNG. Powerful MM.
|
k***n
发帖数: 3158 | 40 I think it's time for SSN to take a break
it may go back to test 2.6-2.9 area
SDCJF, on the other hand, is posed to break out
VOG was moved to AMEX now, it should do well too
I still like SDCJF the most
of
【在 a********h 的大作中提到】
: 6mos return 1yr return market cap(M)
: RAME -4% 1% 128
: VYOG 25% 62% 224
: SSN 152% 592% 198
: SDCJF 195% 745% 221
: big performance difference between the first 2 and the second 2.
: hope for comments on valuation metrics on this sector and the key reasons of
: the divergent performance.
: (I haven't spent much time on this sectors, seems messier than PM sector,
: gold/silver miner valuation is quite simple)
|
|
|
a********h
发帖数: 819 | 41 I do hope so
Will get some ssn if it ever goes there
Already have sdcjf and vog
Will also add more aaa.v
【在 k***n 的大作中提到】
: I think it's time for SSN to take a break
: it may go back to test 2.6-2.9 area
: SDCJF, on the other hand, is posed to break out
: VOG was moved to AMEX now, it should do well too
: I still like SDCJF the most
:
: of
|
a********h
发帖数: 819 | 42 SSN is moving around violently.
【在 k***n 的大作中提到】
: I think it's time for SSN to take a break
: it may go back to test 2.6-2.9 area
: SDCJF, on the other hand, is posed to break out
: VOG was moved to AMEX now, it should do well too
: I still like SDCJF the most
:
: of
|
