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Nawar Alsaadi

 
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  • Why Is Britain's Ministry Of Defense Predicting $500 Per Barrel Oil Prices? [View article]
    "We also need to keep in mind that other nations will develop their enormous shale resources and because labor is the most significant cost component of the entire industry, and because these countries have FAR lower labor costs than be USA, then these countries will exert significant downward pressures on global oil prices."

    Kevin,

    I disagree with the above, North America is unique in having thousands of small O&G companies developing its shale resources, this is largely due to the history of fossil fuel development in the North America and the fact that this is the only continent that allows private companies and individuals to own the mineral resources in their land, this is why the US has 14 times more wells than ALL of OPEC. The national oil companies (and not even the majors) are qualified to replicate the work of the thousands of E&Ps operating in the US and Canada. This is not to say that it would never happen, but simply the rest of the world doesn't have the infrastructure to develop its shale oil resources for at least 10 years and likely longer, by that time US shale oil will likely be in decline along with the rest of the world conventional production.

    Regards,
    Nawar
    Jun 8 11:35 AM | 5 Likes Like |Link to Comment
  • Longview Oil: A Potential Double With A Yield In The Double Digits [View article]
    Just clarification for those wondering about the sustainability of the dividend, as I mentioned CIBC is projecting 96% payout at the strip on May 20th.

    Also to make it yet easier to track the dividend, according to the company their payout is 100% at $87 Edmonton Par. As of yesterday Edmonton Par is trading at $93+ and has averaged $90+ year to date. The Edmonton benchmark can be tracked here:

    http://www.sproule.com

    The higher price offers a cushion in case of operational difficulties, and if no issues with the operations, they should be able to slightly reduce their debt by year end.

    The income side of this investment is as secure as an "oil" weighted investment can be.

    Regards,
    Nawar
    Jun 7 02:44 PM | Likes Like |Link to Comment
  • The breakeven price for Statoil's (STO -0.7%) Barents Sea oil field Johan Castberg has risen to $85/bbl vs. a previous estimate of $71, Wood Mackenzie says after STO's surprise decision to delay the project due to higher costs. "When a field that contains 500M barrels isn't profitable, it's worrisome," another analyst says. "It's a warning call about the sector's cost development." [View news story]
    peak cheap oil at work ...
    Jun 7 12:04 PM | Likes Like |Link to Comment
  • Longview Oil: A Potential Double With A Yield In The Double Digits [View article]
    Thanks Mark, good to see you here.

    Regards,
    Nawar
    Jun 7 10:30 AM | 1 Like Like |Link to Comment
  • Longview Oil: A Potential Double With A Yield In The Double Digits [View article]
    Thanks Mark, glad to see you here.

    Regards,
    Nawar
    Jun 7 10:08 AM | Likes Like |Link to Comment
  • Longview Oil: A Potential Double With A Yield In The Double Digits [View article]
    Captain, I agree with you pipeline capacity is an issue for Canadian producers, albeit I expect this issue to be addressed during the 12-24 months time frame. It is worth noting however that this issue is not unique to Longview, the other Canadian dividend E&P names are subject to the same transportation dynamic, yet they trade 50% to 100% higher depending on the metric.

    Regards,
    Nawar
    Jun 7 10:07 AM | 1 Like Like |Link to Comment
  • Longview Oil: A Potential Double With A Yield In The Double Digits [View article]
    GD, as hivoltage indicated I have had hits and misses like most investors, I wish I had the Midas touch, but I don't.

    However having said that, we are all ultimately responsible for our decisions.

    Regards,
    Nawar
    Jun 6 09:48 PM | Likes Like |Link to Comment
  • Longview Oil: A Potential Double With A Yield In The Double Digits [View article]
    Thanks for the input hivoltage. We seem to be on the same page on where this investment is likely heading, I agree a merger is also a distinct possibility, this would further dilute Advantage's position in the combined company and facilitate their full exit, while providing Longview access to its own management team, even though I would prefer a name with a lower debt load than RPL to be their dance partner.

    Regards,
    Nawar
    Jun 6 05:08 PM | Likes Like |Link to Comment
  • Why We're Boosting Payments To High-Value Contributors [View article]
    I love the idea of Small Cap Insight, as the true investment gems are often found in this segment of the market. I do hope however that authors who qualify for premium content will be offered access to alpha pro (example 6 months access after each article), I believe this will offer another incentive for contributors to keep contributing.

    Regards,
    Nawar
    Jun 6 04:16 PM | 1 Like Like |Link to Comment
  • Equal Energy: Broken Management And A Broken Board [View article]
    By the way, in light of the Board & management’s childish stance of refusing to meet or negotiate with the shareholders regarding the 5 Point Plan, we are launching the Lollipops Campaign. We ask each shareholder to mail 7 lollipops to the 7 members of the board of directors at the following address:

    Equal Energy
    Attn: Board of Directors
    2700, 500 - 4th Avenue SW
    Calgary, Alberta, Canada
    T2P 2V6

    for more details visit:
    http://bit.ly/WK5GJw

    Regards,
    Nawar
    Jan 17 01:12 AM | Likes Like |Link to Comment
  • Equal Energy: Broken Management And A Broken Board [View article]
    John, I really doubt it, that would be total suicide, and considering that the dividend was just established in November and energy prices are still holding at the same levels, I don't see a reason to cut it.

    Regards,
    Nawar
    Jan 17 01:11 AM | Likes Like |Link to Comment
  • Equal Energy: Broken Management And A Broken Board [View article]
    Armaya,

    Our run off analysis in case of permanently low propane prices is a value of around $4.5; however we believe propane prices will move significantly higher in 2013/2014 as a result of the upcoming sizable expansion in propane exports, for more details on the numbers please visit: http://bit.ly/VINVya (5 Point Plan section and Fact Sheet section).

    Regards,
    Nawar
    Jan 15 06:41 PM | Likes Like |Link to Comment
  • Equal Energy: Broken Management And A Broken Board [View article]
    Thank you Roger, I appreciate the support for our efforts.

    Regards,
    Nawar
    Jan 15 04:47 PM | Likes Like |Link to Comment
  • Equal Energy: Broken Management And A Broken Board [View article]
    Thank you for your support Fundwise, indeed shareholders will have the final say and we intend to enforce our rights as permitted by the law, this situation will not be allowed to persist indefinitely.

    By the way, shareholders who are interested in participating in /organizing a dissident circular and who are supportive of our 5 Point Plan are welcome to contact me. I need to highlight that at this juncture we are not soliciting for votes, any contact will be for the purpose of exchanging views on the business of the company and for gauging the interest of fellow shareholders in officially joining and working on a dissident process.

    Regards,
    Nawar
    Nawaralsaadi@yahoo.com
    Jan 15 04:06 PM | Likes Like |Link to Comment
  • Equal Energy: Broken Management And A Broken Board [View article]
    Aurelien, we are looking into alternative ways to nominate, and are currently working with our legal counsel on such alternatives, however due to regulatory restrictions I can't expand further without the proper filing of a dissident proxy circular.

    Regards,
    Nawar
    Jan 15 03:41 PM | Likes Like |Link to Comment
COMMENTS STATS
431 Comments
425 Likes