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  • Petrobras may delay dividends, cut investment as it faces cash crunch [View news story]
    They finally made a statement to build credibility. should be at 10 in a few months
    Jan 29, 2015. 02:40 PM | 3 Likes Like |Link to Comment
  • Petrobras -10% after results fail to include corruption writedowns [View news story]
    Bad sell. you sold on fear. now what happens in next few days when they report their write off and it's not that bad? straight shot to 7.5++
    Jan 28, 2015. 06:02 PM | Likes Like |Link to Comment
  • Petrobras -10% after results fail to include corruption writedowns [View news story]
    Perfect time to add more. They still reported a 1bn+++ profit
    Jan 28, 2015. 01:33 PM | 2 Likes Like |Link to Comment
  • Petrobras expected to release Q3 results today [View news story]
    That's a stupid play bruno. IT's down over 35% in 3-months. The smart money is to do a bullish call spread.
    Jan 27, 2015. 09:56 PM | 1 Like Like |Link to Comment
  • Petrobras expected to release Q3 results today [View news story]
    Petrobras Said to Fail to Agree Graft Impairment, Globo Reports

    Petroleo Brasileiro SA (PETR4), the state-controlled oil company at the center of Brazil’s biggest ever kickback scandal, failed to reach an agreement on the amount of corruption-related writedowns, O Globo reported.

    Petrobras’ board met for more than seven hours Tuesday without agreeing on impairments, the Sao Paulo-based newspaper reported, citing a person with knowledge of the matter that it didn’t identify. The company’s press department in Rio de Janeiro declined to comment on O Globo’s article or the outcome of the meeting.

    Board members were scheduled to consider impairments on refineries and other projects in which suppliers allegedly paid bribes to win contracts. Approval of the writedowns would allow the company to release unaudited third-quarter results.

    http://bloom.bg/1BlB19N
    Jan 27, 2015. 08:08 PM | 1 Like Like |Link to Comment
  • Petrobras expected to release Q3 results today [View news story]
    they gotta be kidding? what's the impairment charge. just be conservative and state $25B. what's a few billion when it's market value changes a few billion every day.
    Jan 27, 2015. 08:06 PM | Likes Like |Link to Comment
  • Petrobras expected to release Q3 results today [View news story]
    ok and where are the earnings?
    Jan 27, 2015. 05:06 PM | Likes Like |Link to Comment
  • Petrobras expected to release Q3 results today [View news story]
    It's market cap is 47b it should be around 65b minimum or $10
    Jan 27, 2015. 02:07 AM | 2 Likes Like |Link to Comment
  • Petrobras expected to release Q3 results today [View news story]
    We'll believe the release when it happens. A 20bn charge is nothing since it's market value has gone down 55bn in the past 4 months.
    Jan 27, 2015. 02:05 AM | 2 Likes Like |Link to Comment
  • New Residential: A 12% High-Yield Mortgage REIT With Upside Potential When Interest Rates Rise [View article]
    Don't look at the daily price gyrations. Look at it as cash flows.
    Jan 20, 2015. 11:50 PM | Likes Like |Link to Comment
  • New Residential: A 12% High-Yield Mortgage REIT With Upside Potential When Interest Rates Rise [View article]
    Book value increases when bond prices rise and yields decrease. NRZ does own some MBS which will show a increase in book value. That being said, MSRs decrease in value when yields decline. Therefore, they will show a slight decrease in their book value, although hedged with the current MSR they hold.
    Jan 20, 2015. 05:03 PM | Likes Like |Link to Comment
  • Update: Petrobras Toxicity Spreads As Moody's Sings The Blues [View article]
    Did anyone notice that 27,000 Feb 20th $8 calls were purchased Friday 1/16? That's Thousand.
    Jan 20, 2015. 01:18 AM | Likes Like |Link to Comment
  • Petrobras says its oil output passes Exxon Mobil [View news story]
    Petrobras doesn't have a deranged, delusional, power hungry commy as their head of state.
    Jan 11, 2015. 02:54 PM | Likes Like |Link to Comment
  • Petrobras says its oil output passes Exxon Mobil [View news story]
    they are releasing Q3 earnings in a few weeks. That alone will spike equity by 20%
    Jan 10, 2015. 08:26 PM | Likes Like |Link to Comment
  • Petrobras says its oil output passes Exxon Mobil [View news story]
    At minimum PBR should have a market cap of 60B-80B. They have 65B in Current Assets with 30B of cash.
    The TTM 12 Revenue was ~140B.

    That would make it worth around $9.20 - $12
    Jan 9, 2015. 07:20 PM | 1 Like Like |Link to Comment
COMMENTS STATS
205 Comments
117 Likes