B****n
发帖数: 1876 | 1 这个鸡巴玩意儿每天就是跌跌跌，
要不要割肉？请大牛指教。
多谢! |
r*m
发帖数: 16380 | |
x***n
发帖数: 2658 | 3 只要是玩这个的都被套了。昨天三月６块普特成交两万多个。有大户在空啊 |
p*********r
发帖数: 4593 | 4 昨天实在忍不住发了 email 给 PWE IR. 这个是 PWE 的回复。
大家看看如何，我也哭啊，均价 $8 进的。 前天把在 regular account
的 position 卖了 to take tax loss. 把年初卖 HES 和 PAAS 赚的钱给抹去
了很多，还有些 position 在 IRA/401K account 的, 就只能当股东了。
Thank you for your note and understand your concern
It has been some very tough weeks for Canadian energy securities with the
drop in oil prices and the Canadian dollar. The Macro environment has been
hitting the E&P names quite hard over the last weeks and continues today.
Part of the reason PWT may be experiencing some additional pressure is due
to the recent accounting review and discounted as well as we move through
our transition year.
Penn West has never been stronger operationally as we continue to focus and
streamline our business on our three core operating areas. We are also
continuing with our asset divestiture program, and expect to announce
another divestiture by the end of the year. This will contribute to the
further reduction in our debt levels and continue to strengthen our strategy
in becoming one of the leaders in the Western Canadian Sedimentary Basin.
Additionally, our executive team continues to support our dividend program
moving forward as they believe this to be an essential yield for our
investors as we move through this transition period.
Mr. Roberts, President and Chief Executive Officer, also commented, "We
continue to build on the substantial operational and structural improvements
we have made to the business in the past year. Our asset quality and
execution capability remain strong, our long-term plan for the Company
remains intact, and importantly today, we are on target to deliver on our
promises to our stakeholders. As a result of the improvements we have made
to the business in the past year, we are a more resilient organization today
.”
All strategic alternatives are being considered to increase shareholder
value, the dividend has been as I mentioned reaffirm to be maintain for the
foreseeable future however a share repurchase is an alternative that could
be considered.
Relating to the DRIP program – new shares are issued through treasury.
We look forward to announcing our third quarter results in November and are
optimist about Penn West’s future. Unlocking shareholder value is the key
driver for our executive and management teams.
Please let me know if you have any further questions. I’ve attached our
current corporate presentation which speaks to our progress and outlines our
long term plan.
Kind Regards,
Kayla |
p*********r
发帖数: 4593 | 5 看来它的有部分 asset sale 已有deal, 只是找个时间来公布。
希望它能拿出些钱来 buy back shares. 这个价位太便宜了。
它的 share buyback 也可以省公司 8%/year 的红利 |
x***n
发帖数: 2658 | 6 多谢多谢。。。石油行业谁都没有定价权，这个因素很难预测。信任这个管理层，是我
持有它的主要原因。
今天很多次想买没买。昨天大户用0.85的价格吃进两万多个6块的普特。如果不是对冲
股票的话，股价要打下五块才有利润啊。
【在 p*********r 的大作中提到】
: 昨天实在忍不住发了 email 给 PWE IR. 这个是 PWE 的回复。
: 大家看看如何，我也哭啊，均价 $8 进的。 前天把在 regular account
: 的 position 卖了 to take tax loss. 把年初卖 HES 和 PAAS 赚的钱给抹去
: 了很多，还有些 position 在 IRA/401K account 的, 就只能当股东了。
: Thank you for your note and understand your concern
: It has been some very tough weeks for Canadian energy securities with the
: drop in oil prices and the Canadian dollar. The Macro environment has been
: hitting the E&P names quite hard over the last weeks and continues today.
: Part of the reason PWT may be experiencing some additional pressure is due
: to the recent accounting review and discounted as well as we move through
|
p*********r
发帖数: 4593 | 7
那会不会是有个大户 sell 20000 put to collect premium, $6 以下就吃进股票。
我在 email 里特地问 会不会考虑 stop div, and use the money to do share
buy back. That can save company's div payout, and increase future
earning. The answer seems to indicate they want to keep the div for
the consistent policy.
【在 x***n 的大作中提到】
: 多谢多谢。。。石油行业谁都没有定价权，这个因素很难预测。信任这个管理层，是我
: 持有它的主要原因。
: 今天很多次想买没买。昨天大户用0.85的价格吃进两万多个6块的普特。如果不是对冲
: 股票的话，股价要打下五块才有利润啊。
|
a*****1
发帖数: 3134 | 8 大牛都不割肉的吗？
我在5.75 开割，-10%.
我每次一割就涨，很灵的。
【在 p*********r 的大作中提到】
:
: 那会不会是有个大户 sell 20000 put to collect premium, $6 以下就吃进股票。
: 我在 email 里特地问 会不会考虑 stop div, and use the money to do share
: buy back. That can save company's div payout, and increase future
: earning. The answer seems to indicate they want to keep the div for
: the consistent policy.
|
x***n
发帖数: 2658 | 9 止损是个好习惯，我一直没有学会。一般越低越买
【在 a*****1 的大作中提到】
: 大牛都不割肉的吗？
: 我在5.75 开割，-10%.
: 我每次一割就涨，很灵的。
|
B****n
发帖数: 1876 | 10 今天把8块均价的2000股PWE在4.85全部割肉出了。这次算我傻逼。
这里其他被套的同志自求多福吧，我是不会再碰这支鸡巴股票了。
另外，我操PWE庄家的18代祖宗！！！ |
r*m
发帖数: 16380 | 11 怎么倒在黎明前了呢？
这真的不怪PWE庄家，是油价。今天油价触底反弹了，PWE也要反弹了。目标8块！
【在 B****n 的大作中提到】
: 今天把8块均价的2000股PWE在4.85全部割肉出了。这次算我傻逼。
: 这里其他被套的同志自求多福吧，我是不会再碰这支鸡巴股票了。
: 另外，我操PWE庄家的18代祖宗！！！
|
f*******h
发帖数: 81 | 12
那现在是不是入的好时机啊？
【在 r*m 的大作中提到】
: 怎么倒在黎明前了呢？
: 这真的不怪PWE庄家，是油价。今天油价触底反弹了，PWE也要反弹了。目标8块！
|
t****n
发帖数: 353 | 13 不会真昨天割了吧
【在 B****n 的大作中提到】
: 今天把8块均价的2000股PWE在4.85全部割肉出了。这次算我傻逼。
: 这里其他被套的同志自求多福吧，我是不会再碰这支鸡巴股票了。
: 另外，我操PWE庄家的18代祖宗！！！
|
