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Nawar Alsaadi

 
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  • Gasfrac Energy Services: Fracturing Game Changer [View article]
    This is version 1.0 of my investor presentation for the company:

    http://slidesha.re/GXbO9e

    Regards,
    Nawar
    Mar 24 03:01 PM | Likes Like |Link to Comment
  • Gasfrac Energy: The Prize Of Waterless Fracturing [View article]
    Evan, Gasfrac can not be compared to HEK, HEK is focused on another segment of the market; Gasfrac main advantage is increasing the oil and gas production of O&G companies; their technology has also the environmental advantage of no water use, and no waste products, but this is a secondary benefit.

    Regards,
    Nawar
    Mar 22 07:35 PM | Likes Like |Link to Comment
  • Gasfrac Energy: The Prize Of Waterless Fracturing [View article]
    Hi there,

    Glad my articles are of interest.

    In regards to your questions:

    1. Yes, the picture shows the equipment they usually have at a fracturing site.

    2. They do the fracturing themselves.

    3. In total they have 17 patents between issued and applied (I believe 13 issued so far); those patents are related to the system they developed to fracture with LPG; no other company has developed a system such as theirs; the patents makes it harder for someone to copy their system. Of course, it is always conceivable that a competitor may try to work around the patents or even violate the patents; but beyond the patents the company has extensive experience and know how in working LPG fracturing for the last several years, this is an asset no one can replicate.

    The current stock price has is not reflecting the progress the company has experienced over the last few quarters; however we invest in companies, not stocks; as long as the company underlying business is going in the right direction and value is created for shareholders, the stock price will eventually follow.

    Regards,
    Nawar


    Mar 21 12:23 PM | Likes Like |Link to Comment
  • Warren Buffett Is Correct To Identify U.S. Housing As An Attractive Asset Class [View article]
    There is a mistake in the article EQU is not a REIT, it is Equal Energy, an oil and gas producer in Canada and the US.

    Regards,
    Nawar
    Mar 20 11:21 AM | Likes Like |Link to Comment
  • Opportunities Stack Up, As Fracs Back Up [View article]
    My money is on Gasfrac (GSFVF.PK) ; their waterless technology is superior and their new management is undertaking an intensive marketing efforts to gain market share and educate the market about the technology.

    Regards,
    Nawar
    Mar 4 07:51 PM | Likes Like |Link to Comment
  • Gasfrac Energy: New Evidence Of Superior Production Results [View article]
    Thank you Andrew, I am not privy to the exact details of the licence; but based on my conversations with management; there is no risk of them losing this licence. Chevron can licence to someone else as well in the US market; however as I mentioned in my previous articles, LPG fracking is not limit to the LPG gel licence; Gasfrac has developed its own propriety closed loop system to utilize this gel in a fracking operation; currently nobody has a similar know-how.

    Regards,
    Nawar
    Feb 29 09:06 AM | Likes Like |Link to Comment
  • Gasfrac Energy: New Evidence Of Superior Production Results [View article]
    There is a very little activity going either way, the CEO bought 3K shares at $6.5 couple of months ago.

    Regards,
    Nawar
    Feb 27 03:52 PM | Likes Like |Link to Comment
  • Gasfrac Energy: Unlocking New Hydrocarbon Liquid Basins [View article]
    Today Quicksilver held their 4th Quarter Conference call; they reported excellent production results from their LPG fracs; they mentioned verbatim that "Gasfrac LPG fracs did significantly better" then the offsetting oil fracs. If you own shares in Gasfrac or doing your research on the company, I urge you to listen to Quicksilver conference call:

    http://bit.ly/yQedz6

    Regards,
    Nawar
    Feb 27 03:25 PM | Likes Like |Link to Comment
  • Gasfrac Energy: New Evidence Of Superior Production Results [View article]
    bsirola; over the long term most certainly; however in the short term and medium term they have their hands full with North America, nonetheless they are taking steps to expand internationally, their partnership with eCorp to expanded in Europe is an example; I believe similar partnerships will be formed for Asia in the next couple of years. It is worth noting that fracking is still a nascent industry in China, it would take at least 5 years before that industry achieve critical size.

    Regards,
    Nawar
    Feb 27 10:47 AM | Likes Like |Link to Comment
  • Land Drillers Look Attractive In Light Of Premium Rig Shift [View article]
    Thank you for the interesting article.

    Indeed the drillers and pressure pumping group seems to be priced for Armageddon; yet fundamentals in the ground offer a vastly different picture. Oil prices seems to be going through a new leg up; and NG prices while low still require drilling and fracking, when we take in consideration a 32% annual decline rate for US NG production.

    I believe this sector is set for a strong upward re-rating later in 2012.

    Regards,
    Nawar
    Feb 15 03:23 PM | Likes Like |Link to Comment
  • Gasfrac Energy Services: Fracturing Game Changer [View article]
    I believe the market is still waiting for the company to translate this impressive technology in better financial results; as I highlighted in the article the company disappointed in 2011; while the new management has been on board only since November 2011, thus they still need a bit more time to show results. The stock will likely start moving once they show progress in terms of US long term service contracts.

    My guess in March 16th, around Q4 CC, the new management will articulate its strategy for the company going forward; and there is a strong chance of contract announcement around that time frame.

    Regards,
    Nawar
    Feb 9 04:08 PM | Likes Like |Link to Comment
  • Poseidon Concepts: Storms Ahead [View article]
    Like I said, not in-depth; but some quantitative analysis.

    as for this:

    "Personally I see great potential for the company to further increase 2012 guidance as they continue building tanks in the second half of the year. The stock could easily double from here"

    If you are long, I sincerely hope so for you.

    Regards,
    Nawar
    Feb 3 04:17 PM | Likes Like |Link to Comment
  • The Human Element  [View instapost]
    Mtn, Thanks for your comment. Certainly when I wrote this blog post, I did not have you in mind; I believe you have a clear understanding of both the qualitative and quantitative side of investing; my focus was rather on those who totally ignore the human side and focus solely on their models.

    Regards,
    Nawar
    Feb 1 10:42 AM | Likes Like |Link to Comment
  • Gasfrac Energy: Unlocking New Hydrocarbon Liquid Basins [View article]
    Hi Jack,

    The company is planning to list in the US in the next couple of years; they are waiting first to grow their business in the US a bit further before going for an official listing (beyond the PK sheets); they believe they can hold for now, since US institutions can easily invest on the TSX.

    Regards,
    Nawar
    Jan 30 04:23 PM | Likes Like |Link to Comment
  • Investing In Fracking Water Solution Providers [View article]
    Great article; I am long Gasfrac and very optimistic about this company; I believe 2012 will be a true breakout year for Gasfrac, the new ex-Halliburton management is completely re-shaping the company.
    Jan 27 10:16 AM | Likes Like |Link to Comment
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