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  • Atlas Resource Partners: 9% Yielder Is Too Cheap After Pullback [View article]
    This company is on sale for sure and its general partners is a buy as well. The management team has been executing on all cylinders since 2010.
    Jun 10, 2013. 06:05 PM | 1 Like Like |Link to Comment
  • Don't Believe Us? Test The Teas Yourself [View article]
    Great research. Risk and reward trade off is exceptional on this short opportunity. Starbucks should side with protecting their image and seek a different vehicle for tea expansion.
    Nov 28, 2012. 11:26 AM | Likes Like |Link to Comment
  • Jaguar Mining: A Value Trap To Avoid [View article]
    We don't have a short position. The point of the article was to highlight that in the past management had continued to mislead and misguide investors on the potential of the company. We stress that jaguar does have assets, however, that it would be wise in our opinion to wait and see if this management team can deliver.

    Hermanne
    We know a little about mining and investing. We bought Medusa Mining at $3.97 and sold at or around $8.00. We have a large position in a low cost high growth silver producer that already has given us 60% upside so far.
    Sep 11, 2012. 12:36 AM | Likes Like |Link to Comment
  • Jaguar Mining: A Value Trap To Avoid [View article]
    We hold long positions in gold and silver in our managed funds and personal holdings. There is no question that the printing of dollars will continue. I strongly urge you to not believe managements empty promises. They have failed their investors and will continue to disappoint.
    Aug 20, 2012. 10:49 AM | Likes Like |Link to Comment
  • Jaguar Mining: A Value Trap To Avoid [View article]
    I agree with you that Jaguar mining has upside potential with the depreciation of fiat currencies. JAG would also see a jump if the fed announced QE3 but so would many other more attractive precious metal stocks.
    Aug 20, 2012. 10:36 AM | Likes Like |Link to Comment
  • Jaguar Mining: A Value Trap To Avoid [View article]
    "As part of the process, the Company and its financial advisor contacted or received contact from 22 parties regarding a potential change of control or other strategic transaction. Five of those parties executed confidentiality agreements and were provided access to an extensive data room. Three of those parties conducted site visits in Brazil. Throughout this process, the Special Committee held 17 formal meetings and had numerous, frequently daily, informal discussions and communications.

    Ultimately, one party, a North American based mining company, expressed a serious intention to pursue an acquisition of the outstanding shares of Jaguar, though others expressed interest in acquiring assets of the Company. In early February, that party provided a preliminary proposal respecting the acquisition of Jaguar at a price of between U.S. $8.20 and U.S. $9.45 per share, conditional upon, among other things, the completion of a diligence investigation of Jaguar."

    http://bit.ly/Pz6QaL;highlight=
    Aug 20, 2012. 10:27 AM | Likes Like |Link to Comment
  • Jaguar Mining: When The Market Tells You To Run [View article]
    What valuation model did you use to calculate $2 a share?
    Jul 12, 2012. 04:12 PM | 1 Like Like |Link to Comment
  • C&J Energy: Acquisition Of Casedhole Solutions Will Provide Shale Expansion [View article]
    The same analyst also noted ,"CJES estimates it can payback its $220mm debt drawn from its credit line for the Casedhole acquisition by early 3Q13."
    Jul 9, 2012. 03:08 PM | Likes Like |Link to Comment
  • C&J Energy: Acquisition Of Casedhole Solutions Will Provide Shale Expansion [View article]
    JP Morgan has always been very positive on CJES. After their recent couple days shadowing management they are even more bullish on the stock. Keeping in mind:

    J.P. Morgan acted as lead or co-manager in a public offering of equity and/or debt securities for C&J Energy Services within the past 12 months.

    J.P. Morgan currently has, or had within the past 12 months, the following company(ies) as clients: C&J Energy Services

    Client/Investment Banking: J.P. Morgan currently has, or had within the past 12 months, the following company(ies) as investment banking clients: C&J Energy Services.
    Jul 7, 2012. 07:47 PM | Likes Like |Link to Comment
  • C&J Energy: Acquisition Of Casedhole Solutions Will Provide Shale Expansion [View article]
    If you find significant value in CJES then you will also find it in Canyon Services Group (CYSVF.PK).
    Jul 7, 2012. 07:44 PM | Likes Like |Link to Comment
  • C&J Energy: Acquisition Of Casedhole Solutions Will Provide Shale Expansion [View article]
    I can't stress enough the difficulty smaller service companies run into when moving into new basins. These difficulties result in some companies moving into new areas without the ability to obtain contracts for months if ever. Also, if companies want to continue to charge a premium for their services and not drastically discount their services just to get work they must have a solid reputation. The risk to hire someone who is unproven or unknown is just too high. This is why we are very pleased with their decision to purchase Casedhole Solutions and let them continue to operate under their already existing reputable name. Additionally, Casedhole competes with a few acquaintances of ours and they have a great reputation and will lead to C&J expanding further than OK and TX.
    Jul 7, 2012. 07:41 PM | Likes Like |Link to Comment
  • Canyon Services Group: 1st Quarter 2012 Earnings Analysis [View article]
    Hal Ofstie,

    Thanks for reading the article. Canyon Services is cheap and highly profitable. We're looking forward to when its given a respectable P/E multiple.
    May 23, 2012. 03:00 PM | Likes Like |Link to Comment
  • RPC Inc: Is Rising Oil Production Saving The Economy? [View article]
    Our original intent was to highlight the fact that RPC, Inc is a great company that has good margins and is growing earnings at a very respectable rate. It also has a great dividend. The oil service sector has been trading at multi year lows in the aspect of P/E multiples. During the last decade the high for yearly average of earnings for a multiple perspective was 25 times earnings and yearly low was 10 and that was during 2009 when companies across the board reported severe impairment to earnings.

    The conclusion is that two things are weighing on the multiples, that is the over reaction to the price of natural gas. The second and the elephant in the room so to speak is the current administration propensity of over regulation and known feeling in regards to fossil fuels. If an investor does not think that if there is a new administration in office and this wont have a positive effect on the multiples then an investor is not being honest with themselves.

    We believe that the multiples should be higher with these companies executing and fears of service sector be severely hampered is overblown. Then throw in the downward pressure that is associated with the current administration office not being there after November, if Romney wins, we believe the sector will go back to its historical P/E range.

    We challenge anybody to do an accurate analysis on the impact of future regulation on fracking. You can’t cause who knows what type of regulation the EPA will try to enforce going forward and not knowing who will be in office. If someone is able to put together accurate analysis then our hat's off them. Our opinion is if Obama wins its not going to be good for domestic energy industry. If Romney wins then there will be a pro domestic drilling administration and any new regulation wont be severe. 
    May 21, 2012. 08:08 PM | 1 Like Like |Link to Comment
  • RPC Inc: Is Rising Oil Production Saving The Economy? [View article]
    The point of the article is to demonstrate the strength of the oil and gas services industry. The fact that they are all doing so well in a unfriendly political environmental demonstrates their strength. They will not put a moratorium on fracking because it would be political suicide and cause the crash of our fragile economy. Fracking is proven to be a safe and effective way to extract gas and oil.

    So if I'm hearing you correctly your telling me that higher energy prices will create jobs. I going to have to disagree. If we could no longer frack then the energy prices would skyrocket causing disposable income to dramaticaly fall causing an economic crash.
    May 21, 2012. 04:06 PM | 2 Likes Like |Link to Comment
  • RPC Inc: Is Rising Oil Production Saving The Economy? [View article]
    The energy sector is not considered a safe place to be on wall street due to the risks associated with fracking. I'm ready for Harold Hamm to be the new energy adviser under Romney. Get ready to see the energy services sector to explode with the forthcoming change in the White House.
    May 21, 2012. 10:10 AM | 1 Like Like |Link to Comment
COMMENTS STATS
34 Comments
18 Likes