a*****1
发帖数: 3134 | |
l********a
发帖数: 3384 | |
a*****1
发帖数: 3134 | 3 别人我不信，只有小小人我信。
【在 a*****1 的大作中提到】
: 手痒进了1万股。不好就撤了。
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x***n
发帖数: 2658 | 4 多少进的？
【在 a*****1 的大作中提到】
: 手痒进了1万股。不好就撤了。
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c*******h
发帖数: 1467 | |
a*****1
发帖数: 3134 | 6 小小人要说不好，马上割掉。大家别跟我，我是要亏非的主。
【在 a*****1 的大作中提到】
: 别人我不信，只有小小人我信。
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a*****1
发帖数: 3134 | 7 可惜没买够。
【在 a*****1 的大作中提到】
: 手痒进了1万股。不好就撤了。
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l********a
发帖数: 3384 | 8 俺说的没错吧。
【在 l********a 的大作中提到】
: 小小人说PWE会发浪。
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p*********r
发帖数: 4593 | 9 Funds MMs 看到你们这么买法，觉得亏了。
原本想把它打下来是要慢慢低价吸仓的。 一看低价的都被买买提的人买了。
又没货，和 bad news 把它打到 $6 level 继续震仓。
All relevant news are good news, NG price going up, oil price also up a
little, and cost cutting. I expected it will go back above $8 before earning
. |
a*****1
发帖数: 3134 | 10 烂公司。气涨5毛才多挣13M，加元跌5分要少挣81M。为什么不对冲加元？
earning
【在 p*********r 的大作中提到】
: Funds MMs 看到你们这么买法，觉得亏了。
: 原本想把它打下来是要慢慢低价吸仓的。 一看低价的都被买买提的人买了。
: 又没货，和 bad news 把它打到 $6 level 继续震仓。
: All relevant news are good news, NG price going up, oil price also up a
: little, and cost cutting. I expected it will go back above $8 before earning
: .
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|
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p*********r
发帖数: 4593 | 11
加元跌应该是多赚吧。 Oil and NG price is US dollar based.
The cost of employee salary/wage is local currency.
气涨5毛根本是不够啊。 很多气田要 $4 才能赚钱。再说它有 70% 的 NG
is locked to sell at long term contract price. However,
the long term here is only 3-6 months. NG price will
be staying above $4 this summer, that will improve
its NG margin(because last year is around $2).
【在 a*****1 的大作中提到】
: 烂公司。气涨5毛才多挣13M，加元跌5分要少挣81M。为什么不对冲加元？
:
: earning
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a*****1
发帖数: 3134 | 12 That is what I thought, but looks at their presentation on the website and
tell me what you think please.
【在 p*********r 的大作中提到】
:
: 加元跌应该是多赚吧。 Oil and NG price is US dollar based.
: The cost of employee salary/wage is local currency.
: 气涨5毛根本是不够啊。 很多气田要 $4 才能赚钱。再说它有 70% 的 NG
: is locked to sell at long term contract price. However,
: the long term here is only 3-6 months. NG price will
: be staying above $4 this summer, that will improve
: its NG margin(because last year is around $2).
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p*********r
发帖数: 4593 | 13
I already did. I feel it's going to go up slowly from here because
FA is improving for the company.
1. NG price going up. NG inventory is used up this winter, and
the inventory will not come back because many high cost NG
production lines are already shutdown, won't come back until
NG price goes above $6. This is similar to the DRAM shortage
situation after some DRAM manufacturers exit the market(now
MU can make big money from DRAM).
2. The company is run by new management team, which is more focus
on ROI/margin/cash flow, and carefully watch on spending and
cost cutting.
【在 a*****1 的大作中提到】
: That is what I thought, but looks at their presentation on the website and
: tell me what you think please.
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a*****1
发帖数: 3134 | 14 小小人不理我是害了股坛青蛙们，大家都没有加仓。 |
p*********r
发帖数: 4593 | 15 The current price(say around $8) is still a good buy.
Its fundamental is changed a lot due to the record level cold weather.
NG price will not go back to $2, $3, and even $4 not many companies can make
money for NG at $4.
US government also approved export NG to China and Japan. That will give
further support for the NG price. |
a*****1
发帖数: 3134 | 16 跟你说了天然气涨5毛，他只多收16M。 油涨10块多收135M。加元跌5分少受81M。
天然气已经跟他没有关系。
make
【在 p*********r 的大作中提到】
: The current price(say around $8) is still a good buy.
: Its fundamental is changed a lot due to the record level cold weather.
: NG price will not go back to $2, $3, and even $4 not many companies can make
: money for NG at $4.
: US government also approved export NG to China and Japan. That will give
: further support for the NG price.
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