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f**********g
发帖数: 2252 | | h*****3
发帖数: 543 | 2 Bless! Should be a good ER | w***y
发帖数: 2537 | | g*******x
发帖数: 2158 | | p**p
发帖数: 742 | | D******9
发帖数: 2665 | | p**p
发帖数: 742 | | z**u
发帖数: 118 | | a****g
发帖数: 8131 | 9 this is not your style
any special reason for this bet?
【在 f**********g 的大作中提到】
: Bet Er today. Bless me.
| f**********g
发帖数: 2252 | 10 只有一点，买价比较低，小赌。觉得股价被低估了，风险比较小。
GMX Resources (GMXR): GMX is a smaller operator with around 42,000 net acres
in the Haynesville shale in the eastern Texas counties of Harrison, Marion
and Panola. Earlier this year, GMXR shifted from vertical drilling in the
Cotton Valley Sands to horizontal drilling in the Haynesville Shale.
As a result, the company had to remove substantial proven undeveloped
reserves from its books on the Cotton Valley due to its switch to the
Haynesville Shale below it, cratering the share price. We think a buyout
would come in around $700 million on the low end or $12 per share given GMX
acreage and infrastructure at current gas prices. Devon (DVN), legacy XTO (
XOM), Apache (APA) and EOG Resources (EOG) all have acreage in East Texas
and are looking for opportunistic acquisitions. GMXR acreage, with no
impending lease expirations and the ability to place well heads near
pipelines due to its Cotton Valley experience, is a potential target.
The company announced on January 28 that it would buy 67,724 net acres of
horizontal oil resources within the core development areas of the Bakken/
Sanish-Three Forks Formation in the Williston Basin (Bakken) and the
Niobrara Formation in the Denver Julesburg (DJ) Basin. The 67,724 net acres
includes 26,087 net acres in the Williston Basin, North Dakota and Montana
targeting the Bakken/Sanish-Three Forks Formation and approximately 41,637
acres in the DJ Basin in Wyoming targeting the Niobrara Formation. In
addition, this provides 342 additional horizontal drilling locations. The
purchase is to be made in $1.8 million in cash and up to 2.7 million shares
of stock.
【在 a****g 的大作中提到】
: this is not your style
: any special reason for this bet?
| f**********g
发帖数: 2252 | | g*******x
发帖数: 2158 | | D******9
发帖数: 2665 | 13 I will load more later. It will go back to 6 later. |
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