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Trade stocks by day, and at night am writing a historical epic about the ancient Mayan civilization. "Maya: Spirits Of The Jaguar" is a sweeping saga set in the ancient and magical Mayan landscape where a wronged family struggles against prophecy, power, treachery and forbidden love,... More
  • Will Oil Sands be USA's trump card?  152 comments
    Aug 23, 2009 3:42 PM | about stocks: CVX, ATPAQ, COP
    In the year 1778, a fur trader named, Alexander MacKenzie, was traveling across Canada and stumbled upon some bituminous fountains. He inserted a 20 foot pole into one of the fountains and encountered little resistance. What he was unaware of then, was that he had discovered the second largest oil reserve on the planet.  

    ####

    I keep running across the controversial topic of whether or not oil reserves have peaked. I've seen all types of predictions about where a barrel of oil will go in price, from down to $10 to as much as what Goldman Sachs now predicts $150/barrel sometime next year.

    With GS's prediction, and including that I recall that both Bill Gates and Warren Buffet recently visited Canadian oil sites together, I decided to delve into and do some research of what's really going on in the oil sector. From an investing standpoint, if oil does go to $150.00, I might as well make some money so I can afford to put $5.00 gas in my car.

    What I've learned astounded me. It is now my assumption that OPEC in no way wants oil to go to $150.00/barrel. Why? Because the USA and Canada have vast reserves of newly discovered oil that nobody seems to be talking about.

    We all know about Alaska's Prudoe Bay and the North Slope reserves, and all the ongoing environmental controversy. Comments are welcome, but this article will not go down that path.

    The current total of proven global reserves is 1.239 billion barrels of oil.
    This figure was taken from the March 3, 2009 table provided by: 

    www.eia.doe.gov
       
    From the same Department of Energy table, they claim that the USA has 30.460 billion barrels in reserve, and that Canada has 27.664 billion barrels of reserves.

    These numbers are more dis-information coming from our beloved government.

    The truth is that there are in excess of 2 trillion barrels of proven reserves globally. And the newest and largest discoveries of oil are right here in North America.  

    Out in Utah and Montana, and in Canada there have been a massive discoveries of oil that nobody seems to be talking about. Canada now ranks second behind Saudia Arabia in proven reserves.

    The following was taken from Cobra Oil and Gas's website: "Of those 2 trillion+ barrels [of reserves], the greatest concentration lies in North America, with Canada holding the larger part."

    The oil is in the sand, so to speak, and from that we get term: oil sands (projects).

    The problem is extraction. It takes about 150 gallons of water to produce 1 barrel of oil. In the sand there are large amounts of bitumen, which is melted away with the new "high pressure steaming" technologies. This is proving to be the answer to somewhat economically extracting the oil. But in most oil sands projects, the process is still too expensive to compete with conventional land and ocean production at current prices. 

    The National Board of Energy (NEB) in Canada estimates the average cost of producing a conventional barrel of oil in Saudia Arabia and Iraq is slightly less than $1.00. The NEB estimates the cost of producing a conventional barrel of oil in the US to range from $4.00 to $6.00.

    The NEB states that the cost of producing a barrel of oil from the oil sands ranges from $9.00 to $20.00. This does not include upgrading the crude bitumen to synthetic grade oil, which then takes the final costs up to $36.00 to $40.00.

    ####

    When the following companies are involved with the Oil Sands, an investor should take notice; Exon, Royal Dutch Shell, BP, Chevron, Total S.A., Conoco Phillips, StatiolHydro, Suncor and Marathon Oil. They are involved because they know oil will rise in price, and when it does, they will be postioned to take advantage of what the fur trader, Alexander MacKenzie, discovered. 

    That 20 foot "stake" should have remained in place. 

    Disclosure: I have holdings in Conoco Phillips (NYSE:COP), ATP Oil and Gas, (ATPG), Chevron (CHX), and Doral Energy, Corp (DEGY).  
    Themes: Oil Sector Stocks: CVX, ATPAQ, COP
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Comments (152)
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  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Comments are welcome!
    23 Aug 2009, 03:43 PM Reply Like
  • Swashbuckler
    , contributor
    Comments (715) | Send Message
     
    IMO, there is more bang for the buck in riding oil short to $10 than there is in riding it long to $150, from today's levels.. Of course, the question is which way does oil actually go. If I felt oil were to head to $150 in the next two years, my play would be two or at the most three of the smaller companies that might have exponential growth in their stock prices. At least one of these would be ATPG, largely because of info I read about the company management roughly a year ago. Oil moving to $150 from today's levels is not a life changer. It is a little more than a double. There will probably be many stocks that quadruple in price before oil hits $150. IMO it is extremely difficult to call the price of crude with any confidence, other than on an extended year timeline. There are so many constantly changing variables. I mean, in the past 15 months crude has gone from, what, $80 per barrel to $150 per barrel, down to $40 per barrel and now back to $70 per barrel. I'm surprised Vegas isn't posting odds on it. My personal investing bias in turbulent economic times is toward the short side(not oil issues), but only if the trend is down (unlike now). Even if you know that crude is going to $150, it's hard to know where it goes after that. Regarding oil from sands extraction, I read some mind-blowing stats on that several months ago, consistent with what you have posted here. IMO, we won't run out for ages. The question is the price.
    23 Aug 2009, 05:12 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Thanks for commenting, Swash.

     

    (ATPG) is also one of my favorites. And it's been on a tear recently. I"ve read in-depth analysis that the stock has the potential to triple from it's ~$10/share price.

     

    YellowHoard, or someone who follows him--for his hilarity, as much as his keen insights, like you--talked up (HERO). He said something like, "HERO is a real sleeper."

     

    I love that stock ticker symbol. We all need more heros in our portfolios.

     

    I'm with you that there likely are a bunch of pipsqueak oil companies out there that have a chance to blast off faster than a cheetah chasing an antelope--if oil continues upward.

     

    I'm currently checking out a bunch of small to medium companies that may have the same potential upswing in ATPG's price.

     

    I'll get back to you here with the results.

     

    23 Aug 2009, 05:50 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (4771) | Send Message
     
    Hey Guys,

     

    I look at oil as a great long-term investment as long as I don't have any particular horizon in mind. Or, alternatively, it is also a great short-term trading vehicle whenever prices get too low. In other words, I'm not adding to any positions at these prices.

     

    Oil is plentiful, but the easily extracted supplies are beginning to dwindle and are being replaced with higher-cost reserves. The Saudis definitely want prices within a certain range relative to the US$ (or should I say within a US$ range relative to other foreign currencies). If the price goes too high, it becomes economical to increase production of oil from higher cost reserves such as the oil sands. It also then becomes economical to explore and drill in deep water areas at higher costs. And there are a lot of oil reserves yet to be discovered, if need be, in the depths of the oceans. So, sustained high prices for oil equates to major increases in oil supply which could drive prices lower for a prolonged period.

     

    On the other hand (I can't help using this phrase - it's my BS in econ I'm afraid), if oil prices get too low...(well, this is just too obvious) their oil revenue drops too low to support their economy and lifestyle.

     

    But if oil prices to not rise enough on a sustained basis they remain relevant is the world supply picture longer. Eventually, demand will rise again and excess capacity will evaporate forcing prices high enough to tap the more costly reserve sources. But during the period when fields are being brought into production or production in existing fields is being increased, the price could explode again, possibly over $200/bbl. This is the sort of demand/supply squeeze that GS is predicting, IMHO. And the price level could be with us for a few years because ramping up production in oil isn't as easy as turning a faucet, especially in the oil sands play. There it takes a $Billion or more in capital investment to get a decent flow started. The process, from start to finished product, is very costly to install, especially in Canadian areas with permafrost.

     

    So, IMHO, I think that over the next twenty years or so we will probably see some wild swings in oil pricing, both up and down. The key will be the entry and exit points for investing.
    23 Aug 2009, 10:54 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Mark: You pretty much summed up my thoughts. The powers to be, won't let oil get up to the sky in price.

     

    The odd ratio/thing it seems, as oil goes, so does the stock market.

     

    Oil up/stocks up. Oil down/stocks down.
    24 Aug 2009, 08:43 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Freya: Thanks for checking in. Iraq is a wild card, and so is H1N1. There's too many jokers in the deck right now.
    24 Aug 2009, 08:46 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    maya- saw your post about h1n1 used as a fear tactic to keep protesters away. Don't forget the surgical masks and purel. that's good for two reasons- protection from germs plus it helps keep you anonymous! Even greater protection: Where an obama mask.
    25 Aug 2009, 07:57 PM Reply Like
  • yellowhoard
    , contributor
    Comments (1507) | Send Message
     
    Gotta give credit to Freya for HERO.

     

    Freya was pumping HERO before it was cool.

     

    On Aug 23 05:50 PM Mayascribe wrote:

     

    > Thanks for commenting, Swash.
    >
    > (seekingalpha.com/symbo...) is also one of my favorites.
    > And it's been on a tear recently. I"ve read in-depth analysis that
    > the stock has the potential to triple from it's ~$10/share price.
    >
    >
    > YellowHoard, or someone who follows him--for his hilarity, as much
    > as his keen insights, like you--talked up (seekingalpha.com/symbo...).
    > He said something like, "HERO is a real sleeper."
    >
    > I love that stock ticker symbol. We all need more heros in our portfolios.
    >
    >
    > I'm with you that there likely are a bunch of pipsqueak oil companies
    > out there that have a chance to blast off faster than a cheetah chasing
    > an antelope--if oil continues upward.
    >
    > I'm currently checking out a bunch of small to medium companies that
    > may have the same potential upswing in ATPG's price.
    >
    > I'll get back to you here with the results.
    >
    >
    25 Aug 2009, 09:27 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Commodities investor, Eric Sprott, of Sprott, Inc. ups his stake in Oil Sands Quest.

     

    Article on Yahoo! Finance.
    28 Aug 2009, 02:43 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Mr. Fitzsimmons had Freya, Her Instablogs and all of her comments Zapped into oblivion. She discovered he was Pumping his articles using other names and that ended it for her, I finished up when asked, But I may go next, Because I'm not going to let SA get away with it. A new Swine Flu update is avaiable.

     

    Bern: Freya is gone, she was Zapped as she was about to submit the Following to ART/Fitz: I thought you would slip up, I didn't think you would do it so quickly.

     

    5. So you're still celebrating CH4=Methane, what's your insight on H2O vs. water?
    6. There is no doubt about the history of frustration with your incompetant uselessness....what purpose do you think you serve? What have you ever said that is innovative or beneficial? Can you quote yourself even once!?
    7. What specific accomplishments have you provided the U.S. to improve quality of life and benefit the environment? My work legacy saves enough energy to power hundreds of U.S. homes and I add to my accomplishments yearly. I'm sure the skills hinted at by other SA contributors are similar. I doubt you can even fake it. Aug 29 12:58 AM"

     

    ART doesn't have a Profile let alone a legacy.

     

    ART005: what is Your Work Legacy? (I thought it was you all along Fitz, I just had to get you on a one on one)

     

    MF: You questioned "My level of Intelligence". You have your answer

     

    Poof Gone. this was posted under my name, I was told what to say. Those are her last words almost verbatim.
    29 Aug 2009, 04:03 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » From Minyaville--Privately held Athabasca Oil Sands, announced it was selling a 60% interest in its MacKay River and Dover Oil Sands projects for a consideration of C$1.6B. The buyer is PetroChina.

     

    The news created a positive interest in other early stage oil sands projects including:

     

    UTS Energy Corp. (UTS.TO)
    Opti Canada (OPC.TO)
    Alberta Oil Sands (AOS.V)
    Oil Sands Quest (BQI)

     

    Disclosure: I own shares in (BQI)
    3 Sep 2009, 11:20 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Iron ore

     

    go.infomine.com/?re=13...

     

    Cubic energy, don't own it, think it was in the Middle of a popular field. QBC I think.

     

    Your selections brought back a memory.
    9 Sep 2009, 03:19 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    When you get onto SA, check your Thumbs Up. I spent about 1/2 hr reinstating the Ones I had given you previously on my Instas.

     

    I give myself a Thumbs up automatically when I see a Thumbs down against one of my comments when there isn't a post on why it was there.

     

    I noticed this morning, that I was missing some in the MF article, so I tried giving myself another Thumbs Up. It worked. I went into my Insta's and Found that every one of my previous Ups for you people had been erased. So I proceeded on my Mission. Every comment Got a Thumbs Up.

     

    That's why you can't find The Thumb Downs on recent Posts which you have made. SA Is working it from the Other Side, They are eliminating the Thumbs Up you have gotten in the Past.

     

    No One else can do it. Sep 16 06:09 AM |Report abuse| Link | Reply 00
    16 Sep 2009, 06:11 AM Reply Like
  • doubleguns
    , contributor
    Comments (7891) | Send Message
     
    info on lynas

     

    www.proactiveinvestors...
    16 Sep 2009, 01:22 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Dear Mayascribe: Bernie Schaeffer is taking your view on the market. I thought I'd share this with you,( so you can feel even more validated, as if you need to!) At any rate, your comments gave me the kick in the a__ that I needed. I'll still be watching for the reversal, though.

     

    Here's the link:
    www.schaeffersresearch...
    16 Sep 2009, 01:33 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » OE: WOW! Thank you so much. I hadn't noticed, but Mayascribe is suddenly about 100 thumbs up. Thanks so much for your kind efforts. A 1,000,000 e-roses for you!

     

    OG: If it weren't for my terrific broker and his, "The hedgies are like a Christian Scientist..." analogy, I would have less nads in how I'm attacking this upswing. Thanks for the link. Exciting to see in print what I've been crowing about for the last few weeks. This ain't no suckers rally. Quite the opposite.

     

    Just finished inhaling a few blueberry pancakes. Time to pursue my other career for a few hours.

     

    An Oil Sands stock update: (BQI) Oil Sands Quest is up over 13%. If Quinn's column proves true, and Israel bombs Iran's nukes this coming spring. BQI is going to go Mazarati on us.
    16 Sep 2009, 02:04 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    DG- Lynas is short cash. China wants to buy a piece. That would generate cash. Aussie regulatory are investigating the sale. They should decide next month ( I think that was the time frame, I can't remember with certainty). They postponed that decision last month. Could this drag on? Sure.
    Some of us think Aussies will not allow China to buy share of Lynas, as it is too strategically important.
    Some of us think China will be permitted to do the partial acquisition.
    OE said she thinks the Aussie government will help them. Whatever way it plays out, this one looks good to me. We can only hope that the Aussies will recognize that it is in their national interest to have strategic reserves within their borders- unlike the USA, where the emphasis is on stopping miners, drillers, etc.
    Either Lynas will get $ from their govt, from the Chinese, or in a take-over from another larger miner acceptable to the Australian regulators. The question for me, is when, and at what price should I enter. It's not "if" it's when.
    16 Sep 2009, 04:52 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » OG: Yep, that's how I see it. But my loose scratch has an itch for Great Western. Poker night. I'm out.
    16 Sep 2009, 05:37 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    I bought some today- Great Western. Lynas I'm going to watch and see if I can get a feel for the Aussie decision. If China buys in, would that make you happier than if another co or aussie govt steps in? I'd really appreciate any feedback on that one.

     

    On Sep 16 05:37 PM Mayascribe wrote:

     

    > OG: Yep, that's how I see it. But my loose scratch has an itch for
    > Great Western. Poker night. I'm out.
    16 Sep 2009, 06:45 PM Reply Like
  • jimp
    , contributor
    Comments (671) | Send Message
     
    Lynas corp up 25% today!

     

    Maya,

     

    Regarding the rare earths and videos by Jack Lifton. Wasn't he at a conference that was in some way sponsored/ related to Great Western Minerals? Jack Lifton never mentions any rare earth miners other than those in north america. I thought Avalon rare metals was further along & has greater/better resources than GWM (but not very sure on that.) Thanks for your insight! I think that condo in Costa Rica sounds wonderful.
    16 Sep 2009, 07:19 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Oil Sands Quest up another 11.83% today, after being up over 13% yesterday. Something's afoot. I bought some more today.

     

    OG: You turkey! You got in Great Western before me! Well, at least I helped push your shares up. That's a good thing.

     

    Jimp: Suggestion--read Jack Lifton's articles and Instas. He does write quite a bit about Lynas. After reading his stuff, watching his video streams...little doubt in my noggin as to which REE stock he favors.
    17 Sep 2009, 04:02 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    maya- I got a sell signal from the investment service that suggested to get into abb three years ago.
    17 Sep 2009, 04:27 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » More on (BQI): Oil Sands Quest ended after hour trading up $0.12 to $1.24. Average volume was up 447% with 8,655,955 shares traded. BQI is up 107% from its 52 week low, and 64% down from its 52 week high.
    17 Sep 2009, 10:20 PM Reply Like
  • SAS70
    , contributor
    Comments (72) | Send Message
     
    Maya-
    Being a new and very novice investor I would like to say thanks to you and to many of the other commenters for that matter. I have been following this site for about a year now and sort of figured out a group of commenters that seems to me (someone who actually purchased investing for dummies) like they know what the hell they are talking about. Again Thanks

     

    I bought BQI yesterday therefore was happy today. I may add a little more tomorrow.

     

    SAS70
    17 Sep 2009, 11:45 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » SAS70: Thanks for the compliment!

     

    I browsed who you are following. Good list! I'm just a corporal in this investing gang. The Lieutenants, Captains and Generals I think you should add to your list are, in no particular order: One Eye, OptionsGirl, doubleguns, TeresaE, User 283977, Swashbuckler, and the fabulous and recently resurrected, Freya.

     

    Also, not for investment strategies so much, but add Mark Bern to your list. He's a sage and prolific writer, whose wide ranging opinions I find little room to quibble with.

     

    Hoping your BQI investment has a long term frame of mind. That stock's up 30%. Not sure the stock is a rocket ship, yet. Expect a bumpy ride. Long term, 5 years or so, BQI will gain for you a huge return, that is if the scat doesn't once again hit the fan.
    19 Sep 2009, 01:03 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Also, I suggest adding Rare Earth Elements guru, Jack Lifton, as well as "Mono" and his 3000 IQ to your list.
    19 Sep 2009, 01:17 PM Reply Like
  • SAS70
    , contributor
    Comments (72) | Send Message
     
    Maya-

     

    Well if you consider yourself a corporal that puts me still at the recruiters office. Anyways thanks I have started to expand my follow list. Well here comes my daughter time to log into Disney.

     

    Thanks
    SAS
    19 Sep 2009, 05:10 PM Reply Like
  • Swashbuckler
    , contributor
    Comments (715) | Send Message
     
    SAS70---You could not have picked a better group to hang out with. Follow this group and your investment IQ will probably be 100 points higher in a year. They routinely provide details of potentially attractive investments that you and I may otherwise not have heard of. They always have something going on, and are very generous in sharing insight into their investment strategies. I personally am nowhere near as active as the others are in their investments. I mostly hangout to observe the different ways in which each of them deals with risk while investing.

     

    On Sep 17 11:45 PM SAS70 wrote:

     

    > Maya-
    > Being a new and very novice investor I would like to say thanks to
    > you and to many of the other commenters for that matter. I have been
    > following this site for about a year now and sort of figured out
    > a group of commenters that seems to me (someone who actually purchased
    > investing for dummies) like they know what the hell they are talking
    > about. Again Thanks
    >
    > I bought BQI yesterday therefore was happy today. I may add a little
    > more tomorrow.
    >
    > SAS70
    19 Sep 2009, 05:54 PM Reply Like
  • SAS70
    , contributor
    Comments (72) | Send Message
     
    Swash-
    Could not agree more with you. I have learned a tremendous amount since stumbling across SA as I was trying find out what direction the industries my company serves were going. After awhile I decided to try investing myself based on articles or comments I would read AND very quickly learned the dangers of margin trading OR margin loosing.
    It seems to me there are a fair amount of commenter's that may have ulterior motives or are just real idiots on this site. So finding a good group such as yourselves has been invaulable and helps make sense of what I am reading and aids in my DD.

     

    Thanks
    SAS70
    20 Sep 2009, 12:46 AM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    Maya: I shoved this into HTL's Insta but thought it would be appropriate here as well:

     

    bigcharts.marketwatch....

     

    Good news for PGH holders, definitely bad news for our other CanRoy Holdings because none of them carry the Tax withholding news.

     

    Needless to say, I'm embarking on a chart comparison mission to see which of our holding looks like the PGH Chart which reflects what they did.
    20 Sep 2009, 01:09 PM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    SAS70: were you, by any stretch of my Imagination, a Brit commando in 1970?
    20 Sep 2009, 01:12 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5806) | Send Message
     
    Or perhaps a statistician?
    20 Sep 2009, 01:47 PM Reply Like
  • Swashbuckler
    , contributor
    Comments (715) | Send Message
     
    SAS70----I think the DD is a major key. While this group frequently comes up with potentially good investments, ALWAYS back it up to whatever extent you can with your own research. They don't know your risk profile or appetite for risk. And if you happen to find info in your DD that contradicts the opinions of the others, you may want to share that.

     

    On Sep 20 12:46 AM SAS70 wrote:

     

    > Swash-
    > Could not agree more with you. I have learned a tremendous amount
    > since stumbling across SA as I was trying find out what direction
    > the industries my company serves were going. After awhile I decided
    > to try investing myself based on articles or comments I would read
    > AND very quickly learned the dangers of margin trading OR margin
    > loosing.
    > It seems to me there are a fair amount of commenter's that may have
    > ulterior motives or are just real idiots on this site. So finding
    > a good group such as yourselves has been invaulable and helps make
    > sense of what I am reading and aids in my DD.
    >
    > Thanks
    > SAS70
    20 Sep 2009, 01:58 PM Reply Like
  • SAS70
    , contributor
    Comments (72) | Send Message
     
    Freya-
    You've blown my cover. I'm a not so covert anymore British agent trying ruin your economy so you'll realize what a mistake you made leaving. I started the tea parties (trying reverse psychology) to get you all to demand America be given back to England. ;-)

     

    Actually I'm from Pennsylvania those are my initials and year of birth. Not very creative I like the British commando better.

     

    Swash good advice!!
    20 Sep 2009, 03:18 PM Reply Like
  • doubleguns
    , contributor
    Comments (7891) | Send Message
     
    "And if you happen to find info in your DD that contradicts the opinions of the others, you may want to share that."

     

    We would most definatley appreciate any follow up SAS70. Welcome to the group. I am the political "nut case" in this group which you will find out soon enough if you hang around. We wont have an economy if we dont take care of the political issues along the way. Cap and trade tax is just one example of what politics can screw up. So politics is a major concern for investments. Sorry I said you would find out soon enough but it looks like now.

     

    Welcome.
    20 Sep 2009, 10:34 PM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    People, could you do me a favor, please?

     

    My name was Freya, I would like to be Freya again but SA doesn't allow me to change it back to what it was.

     

    So that every time I post a comment, I'm reminded of what was done to me.
    That's why you will see more comments on the "Energy Policy" as time goes on.

     

    SA doesn't allow me to be Freya again. But I would be beholden if you could use Freya. Damn, I'm starting to tear up again.

     

    Emotional Distress.
    21 Sep 2009, 01:28 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » They blew up Freya, AGAIN? Sheesh!

     

    I'm speechless. Feel badly for you.
    21 Sep 2009, 01:58 PM Reply Like
  • SAS70
    , contributor
    Comments (72) | Send Message
     
    Maya-
    Who I assume SA better yet why would they blow up Freya?
    21 Sep 2009, 02:33 PM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    Maya; they never brought the Old Freya back, Capital F small r, e, y, a.

     

    I've tried to change it back to what it was. Freya, but I can't.

     

    Basically, its like having someone delivering a constant punch between the Eyes. All of the Prior Instablog's were Freya's.

     

    SeekingAlpha causes me "emotional distress" everytime I post. I take it the only way I can, as continual Personal Abuse from its Staff, probably trying to get me to leave.
    21 Sep 2009, 02:33 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Long, long story SAS70. Keep tuned in, the story I feel is ramping up again. Add "freya" to your list.
    21 Sep 2009, 02:41 PM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    SAS70, read my Bio. About me.

     

    I came back because of people like you who have questions about individual stocks but no seems to pay any attention to them. I check out all of my followers as they follow me. If I can help, I will.

     

    As Mary Hunt pointed out to my husband in an Email:... "This is a serious site for serious investors."

     

    But if you look at all of the Fascist garbage that one of their Favorites pushes both in articles and comments, and all of the personal abuse I have received, that continues in print, one might draw a different conclusion.

     

    SA condones Personal Abuse because they practice it themselves.
    21 Sep 2009, 02:52 PM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    Maya: its not "heating" up. It never went away. When I was brought "back", it was as "freya" not as "Freya".

     

    Its a Big Deal, its an especially Big Deal because I'm not allowed to change it back. Its a constant reminder, which means its "emotionally distressing" and Abusive on the part of SA. SA's staff, its Founder, every post, every day.

     

    I'm keeping track of every abuse that SA's staff commits. The number of thumps up that Vanish as well as the number of thumbs down that Vanish.

     

    Altering a Vote once Cast is illegal, my opinion.

     

    21 Sep 2009, 03:10 PM Reply Like
  • doubleguns
    , contributor
    Comments (7891) | Send Message
     
    Freya, if it is not illegal it certainly is immoral and dishonest. Something you would think SA as well as all of the bloggers would not want to beparty to.
    21 Sep 2009, 04:18 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    You're Freya to me. The little" f" I will reserve for others...
    21 Sep 2009, 05:47 PM Reply Like
  • Freya
    , contributor
    Comments (2265) | Send Message
     
    Back to Biz.

     

    Its easier to see it on the Daily DOW than on the SPX.

     

    The first Leg, Started in March: There were 3 peaks, Apr., May, and June before a swoon.
    The Second leg, started in July but this time around: 2 legs were compressed into Aug. while we are in the third here in Sept.

     

    If you start with Apr., you can draw a straight line across the tops until you get to where we currently sit.
    This does not Bode Well Methinks.
    Meanwhile linking the bottoms of Mar. and July suggests DOW 9,000 holds.
    We are as overbought now as we were then. And we are overbought practically everywhere.

     

    I do not like it. I'm not predicting a wholesale slaughter either. I'm positioned in Niche companies, the predominant positions are in High yielders. Hard Commodities are as overbought also. I'm not into the Soft's as much but do follow through DAG.

     

    A Correction is coming, Imminently, whether it takes a month or a week???
    I do not have a clue. Whatever it is, it will be a "surprise".
    Maybe the Clueless Academic Wonder will issue a statement that the markets won't like and they will spike down.
    21 Sep 2009, 11:08 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Tamm Oil and Gas (TAMO) was up 22.06 % yesterday. Acquired more land and 3B more barrels of proven heavy oil reserves.

     

    No recommendation. Just an observation.
    24 Sep 2009, 08:03 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Tamm Oil and Gas (TAMO) is up another 16.46%. Enjoying the ride on this whacko day.

     

    Sidebar comment: H1N1 play (APT) is also keeping me sane today.
    30 Sep 2009, 10:39 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Is anybody paying attention to oil sands stocks? Sheesh! You should be.

     

    Tam Oil and Gas (TAMO) has gone from ~60 cents/share on October 1, to a buck and back to 91 cents this month.

     

    Oil Sands Quest has gone from .75 two months ago to .84 on 9/1 to $1,40 today.
    12 Oct 2009, 11:27 PM Reply Like
  • SAS70
    , contributor
    Comments (72) | Send Message
     
    Maya-

     

    Picked up some BQI yesterday @ 1.21. Thought about pullin the trigger last week when it was down around a buck.
    13 Oct 2009, 12:32 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » SAS: Hoping you and yours are feeling better.

     

    Thinking you made a good move with BQI. Insitutions and China are buying.
    13 Oct 2009, 10:02 AM Reply Like
  • ScroogeMcduck
    , contributor
    Comments (516) | Send Message
     
    Great article Maya
    Do you think (BQI) has any intention of extracting oil for distribution?
    I could be wrong but it seems as though they're just hording land, proving reserves to eventually sell for a profit?
    19 Nov 2009, 02:14 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Good question. As you can see, though, oil sands are already profitable at current oil prices, but not nearly as profitable as convention oil sources.

     

    From all I've read about BQI is that they fully intend to commence production when oil prices go higher. That's why I like BQI and (TAMO). I'm not going to pile $ into them, though.

     

    When morons scream that the world is past peak oil, I just laugh.
    19 Nov 2009, 02:20 PM Reply Like
  • ScroogeMcduck
    , contributor
    Comments (516) | Send Message
     
    New Tar Sands Technology May Increase Oil Production and Greatly Reduce Costs Per Barrel
    6:00 AM ET 11/17/09

     

    Winning Strategies (winningstrategies.net) Senior Editor Tim Connolly reported today that recent news from Advanced Clean Technologies (Other OTC: ACTH) may actually alter the overall economics of tar sands oil production, in particular throughout Canada and Utah. The major issues that have historically dogged the oil sands production industry are related to the high amount of energy needed to produce oil, and excessive environmental damage due to current production techniques.

     

    Connolly stated, "For many years the principals of Winning Strategies have invested in Canadian energy trusts such as Suncor (NYSE: SU), Harvest Energy Trust (NYSE: HTE), which was recently sold to Korea National Oil Corporation, Pengrowth Energy Trust (NYSE: PGH) and San Juan Basin Royalty Trust (NYSE: SJT), among others. It is our experience that one of the largest obstacles to industry economics is the high cost of tar sands production and the low percentage rates of extraction. IF ACTH can actually produce 99% oil extraction rates as reported last week, while lowering the energy consumption needed for production and minimizing environmental damage, this is a game changer for the industry. This technological breakthrough could mean literally billions of dollars in savings for both the oil industry and consumers in the United States."

     

    The President of Advanced Clean Technologies, Inc. Russell Kidder, announced last week, "Our tests, which utilized our patented, non-hazardous chemical reagents in an ambient temperature environment, were remarkable in that they showed our ability to successfully extract and separate over 99% of the oil residue present in both the Alberta and Utah oil sands samples. We believe that our unique technology provides an extraction rate that is significantly higher than the traditional methods, while at the same time being much more energy efficient and environmentally friendly."
    19 Nov 2009, 03:56 PM Reply Like
  • ScroogeMcduck
    , contributor
    Comments (516) | Send Message
     
    This is probably more pump & dump crap directed towards (ACTH) but who knows maybe a good peny stock you could play with.
    19 Nov 2009, 03:59 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Program for (TAMO) @ $0.28 didn't go today I'll let it ride for a thirty day as I expect a choppy market at best for the next few weeks and I might get in at that level.
    12 Jul 2011, 04:53 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » I agree Robert. If I don't get rejected tomorrow, I'm going to put in a 90 day program.

     

    Above comments were a hoot to read, but there also were some of bad memories.
    12 Jul 2011, 05:12 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I knew this one would come in handy one day...
    12 Jul 2011, 06:17 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Michael J. Ray recently wrote this on the bigger names in oil sands:
    seekingalpha.com/artic...

     

    I really want to find time to do some DD on the names in this Devon Shire piece... but it ain't happening:
    seekingalpha.com/artic...

     

    And although I'm catching up with y'all at the tail of the day... I have a few $$$ after getting stopped out of DF today (if you want to know the price I got stopped out at, look no further than the low price for the day... LOL), and thus am putting DF $$ into GTCs to try to double down on TAMO.

     

    THANK YOU for all the data (and the handy instablog) Maya!!!
    12 Jul 2011, 07:01 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Yep, Jon. This is a real interesting space. Ahh...not this Insta, but the incalculable impact Canadian oil sands and Bakaan shale formations not could, but CAN have in slowing the $700M per year we spend on Middle Eastern oil, which in part has indubitably funded our terrorist enemies.

     

    This is exactly why I posited that OPEC does not want $150.00 oil; not the terrorist angle, but from the angle of the greatest transfer of wealth in human history. But back then, even two years ago, China and India were just hitting the "hockey stick rise" of consuming more and more oil.

     

    Hardly any one back then was paying attention, especially the MSM, in realizing that right in our back yard, we have a solution.

     

    Perhaps we do have one eventual savior, when the purblind political nut jobs wake up and finally realize that we have four Jupiter-sized problems in our country; national debt, under funded entitlement programs, health care and our nation's energy policy.

     

    We can solve one of them just by granting some permits, which would also spin off 10s of thousands of higher waged, tax paying jobs, and corporations.

     

    Isn't this the gig Obama wants, to get people back to work, so Uncle Slammy can reap the rewards through increasing tax revenues?

     

    I see this space eventually being as prominent and important to the riskier side of my portfolio as I do REEs, biotechs, and battery stocks. Have for some time.

     

    I was only a little early--about two years--in conjuring up the above Instablog.

     

    As a group, I believe in what Joseph Shaefer wrote to me in a PM earlier today, and that is we should make sure these juniors are properly funded before they drill, not after, which is what has put the whomping on Oil Sands Quest.

     

    I only wish I would have tracked this a sector little more closely, starting before last September, when many of the larger oil sands and shale stocks blasted off like the Space Shuttle.

     

    But there are still some little gems, like TAMO.
    12 Jul 2011, 08:17 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    After 4 hours sleep, just looking over TAMO info Maya noted before my double down GTCs go into effect later today.

     

    Just a tangential question... where are CEO Bill Tighe's followers? He's also CEO at Cougar and Kodiak (this is not KOG) - two stock charts worth looking at... He's worked for Suncor and PetroChina before going on to work for these three developmental oil plays at once (COUGF.OB, KDKN.OB, and TAMO.OB).

     

    Should Bill Tighe have followers?
    13 Jul 2011, 02:17 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Yikes! Oil Sands Quest pops over 50% from Saskatchewan granting permits for 15-year leases at Axe Lake.

     

    Maybe this puppy ain't dead afterall.

     

    finance.yahoo.com/news...
    15 Jul 2011, 01:30 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Williams has upped the ante for Southern Union (SUG) again. This could be the last, best and final on this deal. What a ride, the remainder of my position will fetch a 165% gain. finance.yahoo.com/news...
    15 Jul 2011, 01:37 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Congrats Robert. Well done !
    16 Jul 2011, 05:47 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Terrific, Robert! You nailed that one! WTG!

     

    The Oil Sands Quest news ups my hopes that TAMO will have some action forthcoming, too. I have an open bid for 10,000 shares at .28.

     

    If that hits, I'm going to add another 10,000 at .25, and then let it ride up to .60 to .80, and then sell half. Hopefully, this plan will be executed as well as you executed SUG.

     

    Congrats!

     

    Sheesh! BQI now up 61.68%! Huge volume!
    15 Jul 2011, 01:50 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Thanks Maya. Have a great week end.
    15 Jul 2011, 04:26 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Maya... I saw up 61.68% and I thought, "great, another stock I perfectly timed selling right before a big move..."

     

    But then I saw it closed at the price I sold my last shares at.

     

    Will be interesting to see if there's follow through on that BQI rally or not...

     

    TAMO... I have small GTC orders at every round penny... got an order half-filled at .30 on Friday (after it got nothing Thursday). The trading desk is not being kind to me on the TAMO trades... at least TB and you seem to be getting the better prices I miss :-)
    16 Jul 2011, 05:53 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Jon: If I recall correctly, I sold at a 19% loss. I also believe the price I sold at was higher than BQI's closing, after that 60% gain. So like you, I'm thinking I made the right move.

     

    Over 17,000,000 shares traded. TAMO has a mere 25M+ shares outstanding.

     

    Imagine...with the attention PetroHawk is getting, and the premium shareholders are getting, what TAMO will be like if Cougar taps a better than expected well this autumn. I'm guessing TAMO will surge way more than 60%.

     

    Haven't been able to snag even a share lately, because others amongst us are buying above my bids.
    16 Jul 2011, 12:44 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    I'm still sitting on a program for (TAMO) @ $0.28 as well.
    18 Jul 2011, 04:36 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Do I have to mention that I am too? GTC at $.28.

     

    If anything, I'm thinking we are seeing support at $.30 now - strong support.
    18 Jul 2011, 04:39 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Southern Union Gas (SUG) has completed it's bidirectional gas transit lines in the south west for moving product out of the Eagle Ford Shale. finance.yahoo.com/news...
    18 Jul 2011, 05:33 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Someone just painted the TAMO line for 1k (only volume thus far) at $.29. Action lining up at $.295...

     

    I just increased my program buy at $.28, but its looking like $.29 is the line in the sand at the moment.
    19 Jul 2011, 10:35 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Changed my program to $.29...
    19 Jul 2011, 10:44 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    TB: Greetings. I'm sandbagging mine @ $0.28 and in all probability will double up on it. I'm figuring there will be at least two or three days of complete carnage and chaos coming in the immediate future so chances are good I can get in at that price. I am also going to drop the all or none requirement so that if I don't get my fill at least I won't be empty handed.
    19 Jul 2011, 12:28 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    I think the issue is that there are not just US reserves but China and many other reserves as well. Drastically higher prices will also suppress economic activity and slow demand. Often when this happens the crash in oil brings it down over 50% and that's something the Middle East can't really afford.

     

    Long term the biggest issue is that if battery technology and alternative fuels that make sense (not ethanol) work out we could see a massive shift out of increasing oil demand in the world save maybe emerging or industrial nations like SE Asia, China, etc. If algae, geothermal, and other technologies work out oil becomes the new dirty energy like coal is now.
    19 Jul 2011, 12:52 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Moon: Welcome to this oldest active Insta in SA history!

     

    I agree, but from another angle, as I posited above in the body of the Insta. I believe OPEC can't afford to let oil get to $150, at least not while the global economy is two breaths away from the bailing wire and paper mache unraveling. There would be serious demand destruction this time around, catapulting the price lower, as speculators flee...a ditto to what we just went through these past few years, only worse because of the new austerity fad going on in Europe, and maybe even here in the US, too.

     

    But then...as we learn more about the newer, less expensive innovative and productive ways to extract oil from shale formations and sands than as close as just three years ago, OPEC also has to be leary of allowing oil to skyrocket, because then there will be even more pressure than now to grant permits and subsidies to enhance companies' abilities to lower importation of ME oil.

     

    A fine tightrope act we will witness as demand from the emerging markets continues to rise.
    19 Jul 2011, 01:41 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    Thanks. I commented here before, it was just a while ago. Anyway, the issue is not if OPEC can afford to let oil go to $150 it's will the US devalue its currency so much as to make it go to $150. The US is more the issue for price volatility in commodities than OPEC these days. Also we are paying almost the same price as when oil went to $147 already when oil is under $100. It's not OPEC's fault that the American consumer is betting screwed by gasoline prices, its the refiners, distributors, and government taxes.
    20 Jul 2011, 01:57 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    I was paying $8 per gallon for gas in Europe this past month. The American consumer's fossil fuel addiction is relatively cheap by comparison.
    20 Jul 2011, 05:52 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Moon: Greetings. Developing our resources for our consumption is the key. Coal is only "The dirty energy." in the developed world as the BRIC isn't at all concerned with anthropogenic global warming preferring to warm their economies with fossil fuels of all types. Should we ever get around to forming a beneficial, efficient, comprehensive and effective energy policy it will matter little to us what world energy markets look like. Being the best customer of Brazilian oil producers and sinking money in them doesn't fit that model.
    19 Jul 2011, 01:10 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    Thanks for the greeting. I agree, domestic/Canada production is the key. Even China is looking to tap domestic production because they can't afford to get roiled by foreign oil volatility and also can't afford to go into massive trade deficits buying oil like the US can and does.
    20 Jul 2011, 01:54 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    An interesting recent history of things in the shale. www.energyandcapital.c...
    19 Jul 2011, 02:26 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Energy Transfer (ETE) has upped it's bid and has reached an agreement with the (SUG) board. finance.yahoo.com/news...
    19 Jul 2011, 02:42 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » (COUGF.OB) Cougar Oil and Gas chart looks very interesting. Topped out at $5.15 early January. Now trading for $1.47.

     

    So why is this?

     

    William Tighe is the big cheese in both TAMO and Cougar. Here is his response to a "study" completed this past February, and all the acts of God that have prevented him getting his Trout Core oil to market.

     

    "William Tighe, CEO of Cougar provided "We are pleased with the completion of this report and the results contained. Despite challenges from the inconclusive results from the horizontal well due to insufficient pumping capability with the equipment currently available to properly test that well, due to the continued Rainbow Pipeline shut in since late April where we have had to truck all our oil to markets in a 12hr round trip per load often in inclement weather, to the wild fires in early May, during which the focus was to keep all the wells producing, - we in addition have kept the projects moving forward where ever possible. This report provides the 3rd party evaluation of the 15 well targets and demonstrates why we are enthusiastic to move this project forward. As a drill ready program which is subject to financing, the report identifies this project has the potential to add revenue, estimated cash flow with pay outs on the capital program in the 130 day range, and add substantial proven reserves once the wells have been producing for 6 months, while continuing our goal to attaining 2000 bbl/d production from operations."

     

    WOW! 2000 bbl/day? With a market cap only 27.76M! Stock is down some 350% since January? Hmmmm! Let's do some third grade math:

     

    2000 barrels per day X $100/barrel X 365 days per year potentially adds up to $73,000,000 in annual revenues.

     

    What do we have here!

     

    Haven't done enough DD on this one yet, but net tangible assets have grown from $3,140,000 in 2009 to $14,436,000 by March 31, 2011.

     

    I'm going to program a token initial position tomorrow of a few hundred shares, which will induce me to do more DD when I get back to Philly.

     

    Others help is welcomed!

     

    19 Jul 2011, 08:01 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » From prevous studies, let's say it costs ~ $50.00 per barrel to produce and transport through the Rainbow Pipeline. That's $35M per year on a $26M market cap.

     

    Sleeper stock...or what else is wrong?
    19 Jul 2011, 08:11 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    My first impression is that the horizontal tech might be flawed in this application...

     

    This assumes that the CEO's estimation of the disappointing results is not correct.

     

    It otherwise looks like a binary equation - its either a roaring deal, or one with severe fundamental barriers.
    19 Jul 2011, 09:10 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » That idea crossed my cranium, too. But then I asked, why would this flawed oil "mining" technology be the one chosen by Tighe to drill his own TAMO sweet spot? If, indeed it is the same.

     

    Not enough pumping power? That's a good problem to have.

     

    Just doesn't add up. With so much on the line.

     

    Might be more to this than we know at current DD level.
    19 Jul 2011, 09:23 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Cougar "owns" 50% of TAMO's "working commitments." Excerpt from the following link. Unclear is of which of 54 properties TAMO owns. All? A few?

     

    "On March 17, 2011 Cougar announced a heavy oil farm-in agreement with TAMM Oil and Gas Corporation (TAMO). The Farm-in agreement has two work commitment earning phases whereby Cougar becomes the operator for the project and can earn up to a 50% working interest in the TAMM heavy oil properties upon completion of the work commitments. The Corporation has been assisting TAMM during the last couple of months in by providing information for an independent third party report to evaluate the Manning farm-in properties."

     

    Whole article link:

     

    finance.yahoo.com/news...
    19 Jul 2011, 10:13 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Some ill-educated questions...

     

    There's this deal (www.cougarenergyinc.co...) where Cougar bought Ore-More, which changed Ore-More's name to Cougar... and rendered Cougar a subsidiary of Kodiak (KDKN.OB) - note all the times Cougar is referred to as a subsidiary here: www.cougarenergyinc.co...

     

    Yet, KDKN's website indicates it has two projects that have both been rendered inactive ... conclusions here: www.kodiakpetroleum.co...
    and last paragraph before fine print here: www.kodiakpetroleum.co...

     

    Meanwhile, TAMM, which is largely owned by COUGF opened an office in Zug, Switzerland, last August - www.tammoilandgas.com/...... - yet has a corporate page with 3 executives and directors combined.

     

    And... I could keep digging about and rambling odd tired questions and trying to figure out what Mr. Tighe is doing with these 3 companies... but perhaps I could suggest that we pool together a list of questions for him, and then contact him directly to try to get the answers...?
    19 Jul 2011, 11:11 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Okay. I'm serious now. I don't have the time, but I don't have the patience to let this keep going without more info either.

     

    Please post every question you can think of for Tighe. With the Cougar price action where it is, and with as many of us as are in on TAMO, I am bound and determined to call and somehow get some answers from the horse's mouth. Yeah... I know the price action is Libya and oil and whatever... but after what happened with KDKN, I want better clarity before chucking any more money at Tighe's other two companies.
    22 Aug 2011, 03:36 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » My sentiment exaclty. That's why I posted Cougar's collapse in the QC. Makes no sense given that in a month or so Cougar + Tamo should be striking the sweet spot.

     

    Please keep this column updated, Jon.

     

    Cougar is trading at ~ 1/7th normal daily volume today.

     

    Obvious questions:

     

    a) Is the TAMO + Cougar drilling on schedule for a September potential strike?

     

    b) Who is the "third independent party" who will be evaluating the farm-in Manning property. When can we expect this report to become available?

     

    c) From whom or where did the 2000 barrels/day estimate originate?

     

    d) What kind of on site infrastructure must be built to remove bitumen before entering the Rainbow pipeline?

     

    e) Is there enough water on site?
    22 Aug 2011, 03:58 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Well, program trade failed, even after I upped the ante to $.75. Last trade went off for COUGF for $.81.

     

    As for questions, and talking about "ill informed" (ie, myself), Mr. T. in the July 14th 6k mentioned:

     

    "As a drill ready program which is subject to financing, the report identifies this project has the potential to add revenue, estimated cash flow with pay outs on the capital program in the 130 day range, and add substantial proven reserves once the wells have been producing for 6 months, while continuing our goal to attaining 2000 bbl/d production from operations."

     

    Are the new figures in line with expectations based upon the earlier research from Chapman?

     

    Have the problems with pumping capacity been solved?

     

    What is the plan to utilize the Rainbow pipeline? Is there a timetable to accomplish this goal?

     

    Where does the financing stand?
    22 Aug 2011, 04:20 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    If any other questions come to mind, keep 'em coming. Targeting Monday to start pursuing a conversation and/or exchange with Mr. Tighe in earnest. If I can do it sooner I will, but I need to set aside time to go through everything...

     

    Don't want to wait quite that long... but I know where my time allocation is at, and I think that's realistic.
    22 Aug 2011, 06:03 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    It was nice yo see oil go up but too bad seeing gold and silver back down. Anyway they had a nice run up the last 2 weeks. Hopefully this will allow miners to catch up although they seem to fall further and rise slower than the precious metals underlying them right now.
    20 Jul 2011, 02:00 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Below market current item regarding one of Moon's favorite stocks IIRC might give the oil sands patch a bump today:

     

    "5:18 AM Cnooc (CEO) is buying bankrupt OPTI Canada for $2.1B in cash and debt to increase its oil sands holdings. The deal is contingent on regulatory approval in Canada and China, and a greenlight from OPTI's second lien noteholders. (PR) [M&A, Energy]"
    20 Jul 2011, 06:01 AM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    Thanks for noting my like of CEO. It seems like they are trying to give a gentle push to other people's investment ^^. Anyway, CEO I don't worry about. They are the future of China oil and energy. That makes them more rock solid than 90% of other oil companies (XOM can't be beat in terms of solidness, political power, and low production cost).
    20 Jul 2011, 10:00 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (11015) | Send Message
     
    It is funny after commenting about China trying to get their hands on energy resources CEO announced buying OPTI Canada. I think the market is mistaken about CEO's actions. Their buyout will get enough Canadian goodwill to keep doing deals unlike Petrol China etc. that have been thwarted. It is a great tactical move and one that may actually pay out as well. I'm long CEO.
    20 Jul 2011, 09:58 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Posted this in the QC but will add some comment here...

     

    BQI... dilution is at hand...
    Shareholders as of 7/25 & 7/28/2011 will receive rights to purchase .816 shares per share owned at $.20 per share.

     

    Up to 300,000,000 new shares to be created. They say this can raise up to $60,000,000.

     

    Announcement and revision of announcement:
    www.oilsandsquest.com/...
    www.oilsandsquest.com/...

     

    Comment: I think long-term this could be the kind of "good dilution" HTL was discussing on the Rare Earth Concentrator earlier today. They have openly discussed on their website that they needed to raise capital to develop their projects. However, I think share price could be very dicey going forward until they actually raise the cash from the rights offering and do a good job of putting those funds to good use. Just my opinion.
    20 Jul 2011, 11:19 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Tamo's beta is looooow! 0.44, suggesting low volatility:

     

    www.investors.com/News...

     

    Still trying to snatch shares at $0.28
    26 Jul 2011, 03:56 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Stumbled on this one, too. Mountainview (TSX-V:MVW) has acquired a 20% interest in 67,000 acres in North Dakota and Montana, of the Baakan shale shelf, in conjunction with a "large major independent US oil concern." The joint interest party will be the operator on this project:

     

    www.investors.com/News...
    26 Jul 2011, 04:12 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I wonder if that is a Marathon jv...
    26 Jul 2011, 04:16 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Good a guess as any. But I like the way the joint operation seems to be set up.
    26 Jul 2011, 04:35 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Great article written by SA member, Marco, about Canadian Bakken plays. He mentions Mountainview:

     

    seekingalpha.com/artic...
    4 Aug 2011, 04:02 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Jon: Some more thoughts to ask Tighe.

     

    --I'd like to know how the "sweet spot" was determined. Did Tighe employ an aeromagnetic survey? (This is when a plane flies over head towing a magnetometer, the results are fed into a computer, which software can then determine the gravitational signatures of oil and gas)

     

    --Another question was if he used magnetotellurics, which measures the amount of electric current in the ground. Tellurics can measure the minute differences in how electricity travels through various materials like different kinds of rocks, which are more resistant to carrying a current, and sediments, and especially the most porous and permeable formations, which will usually be oil, or water, which are less resistant to carrying electric current.

     

    Minute it may be, each has its own resistance signature.
    22 Aug 2011, 09:00 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Short New Yorker article on Bakken Oil shale.

     

    www.newyorker.com/repo...
    24 Aug 2011, 09:38 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    More land acquired by Cougar...
    www.cougarenergyinc.co...
    29 Aug 2011, 01:03 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I've been adding more TAMO at $.21 - $.24...
    29 Aug 2011, 01:22 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    I'm a bit behind (what's new?), but here's the prospective list of questions for Mr. Tighe of COUGF and TAMO. Maya and TB provided the lion's share of questions - I'm just the mouthpiece here. Revisions/suggestions before I make my effort at engaging?

     

    Dear Mr. Tighe,

     

    I am writing to you (and/or calling you - I'll see what contact can be had) representing a cohort of investors in Tamm and Cougar that have been discussing and adding to positions in your companies for anywhere from months to years on SeekingAlpha.com.

     

    We all concur that your companies have excellent prospects and have accumulated sizable positions vis-a-vis our personal net worth. We are all considering purchasing more shares in these two companies and we would appreciate it if you could answer 10 questions for us to clarify our long-term investment objectives for your companies.

     

    1) What is the financial relationship between Kodiak, Cougar, and Tamm at this time? Which companies are subsidiaries of which? Which company owns how much of which? Our research shows both companies are still tied into Kodiak, is that accurate?

     

    2) We believe that the experience investors had with Kodiak may be holding down the value of Cougar and Tamm stock. Do you plan to clarify the particularity of the situation with Kodiak and its differences from Cougar and Tamm for investment professionals?

     

    3) What are the current timeline ranges for Cougar and Tamm for drilling and production? Are they on schedule for a September potential strike?

     

    4) In the July 14th 6k you said, "As a drill ready program which is subject to financing, the report identifies this project has the potential to add revenue, estimated cash flow with pay outs on the capital program in the 130 day range, and add substantial proven reserves once the wells have been producing for 6 months, while continuing our goal to attaining 2000 bbl/d production from operations." Are the new figures in line with expectations based upon the earlier research from Chapman? What is the source of the 2,000 barrels per day estimate?

     

    5) Who is the "third independent party" that will evaluate the Manning property? When will this report become available?

     

    6) How has data to quantify your resources under ground been gathered? Have the companies used aeromagnetic surveys? Have magnetotelluric surveys been used? Why have other methods been used more frequently? Could your resources be measured more accurately using different methods?

     

    7) What is the plan to utilize the Rainbow pipeline? What kind of infrastructure must be built to remove bitumen before entering the Rainbow pipeline? Is there a timetable to accomplish the goal of using the Rainbow pipeline? Have the problems with pump capacity been resolved? Is there enough water on site?

     

    8) Where does the financing stand for both Cougar and Tamm?

     

    9) On August 29, 2011, Cougar announced the purchase of more land? Is the company well enough capitalized, or was the property cheap enough, that it makes more sense to expand the companies' property profile instead of investing capital in the necessary infrastructure to operate the companies profitably?

     

    10) What is the reasoning to keep Cougar and Tamm as two separate companies as opposed to merging the properties under one parent company when you are the CEO of both?
    29 Aug 2011, 01:34 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Fantastic, Jon. Bansai!
    29 Aug 2011, 01:42 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Great set of questions. I'll be awaiting his answers, if any.

     

    HardToLove
    29 Aug 2011, 01:50 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Jon: Nice!

     

    This link may have some contact info for your excellent set of questions:

     

    messages.finance.yahoo...
    29 Aug 2011, 02:22 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Jon, Springer: Greetings. Your questions seem to have covered all of the bases. Thanks for the great work.
    30 Aug 2011, 11:45 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Pins and needles waiting for answers!

     

    For the most part, I own more shares than are being daily traded. Usually, that bodes well.

     

    Since I can't trade the pinkies on my cheapo trading platform, if the answers come in with a positive spin, I may buy some Cougar, too.
    30 Aug 2011, 11:51 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Haven't talked to anyone yet.... but after a busy morning with home improvement stuff, just wanted to update that I did do something:

     

    Investor relations phone # for Tamm is a personal residence. I asked to speak to Trevor Countryman and the young man who answered the phone offered that Trevor was out, but that his mom could come to the phone. I'll try back later.

     

    At the investor relations phone # for Cougar I got a voice mail that said it was the investor relations phone # for Cougar and Kodiak. I left a message there.
    30 Aug 2011, 01:34 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Thanks, Jon.

     

    Guessing no one ever calls TAMO for queries. But I do like that they are controlling costs. Ahem!
    30 Aug 2011, 01:52 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Jon, Springer, Maya: Greetings. Was it the young man's Mom or Trevor's mom who was available? I have always tried to avoid taking work home with me. I've found that when it follows me home of it's own volition nothing good ever came of it. Thanks Jon.
    30 Aug 2011, 02:59 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Young man's mom, who ostensibly is Trevor's wife, was available to talk. I assumed, perhaps incorrectly, that the wife of the investor relations guy was not also working for the investor relations department. I have left a long message for Mr. Tighe as well now. I will persist - but will not persist in posting about messages left and e-mails sent - until I actually get a response. Glad you all like the query list. I'm guessing (without knowing or wanting to know what anyone has) that we probably have between 750,000 and 1,000,000 shares of TAMO between us, not to mention COUGF holdings.
    30 Aug 2011, 06:00 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Michael J. Ray article on China and the U.S. duking it out for Canadian oil sands pipes and properties:
    seekingalpha.com/artic...
    1 Sep 2011, 09:19 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » My Zecco trading platform is showing TAMO % as "infinity" (glad it's in green).

     

    Anybody else seeing this?

     

    Dug around in the I-net and found nada.

     

    Reverse split?
    6 Sep 2011, 09:26 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Bid .17
    Ask .255
    Last trade .215

     

    Just initiated position in COUGF (sadly, at .70... down on the day)
    6 Sep 2011, 11:48 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » I'm seeing COUGF down 10.96% @ .65, with a bid at .64, and ask at .551.

     

    TAMO, only 1000 shares traded today. But, I'm still seeing "Infinity%," under "% Changed," which I've never before seen.
    6 Sep 2011, 11:54 AM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    Result of division by zero might be displyed that way. Volume Friday, on my Power ETrade Pro chart shows 0 trades Friday.

     

    HardToLove
    6 Sep 2011, 12:03 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I think your platform is having trouble, Maya. I just took profits on 8500 shares TAMO in one account, and bought 1000 in another. Sold the 8500 in blocks of 5000 and 3500, if that helps.

     

    Considering adding to COUGF on the dip...
    6 Sep 2011, 02:01 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » You're probably right, TB. It took four days for Zecco to change Original Oil's ticker from OOIL to OOILG. Got a dandy little profit out of that reverse split.

     

    I see that TAMO is now up over 40K shares traded. Last week I sold 5,000 fifteen cent shares. Looking to add them back when TAMO gets back to that level.
    6 Sep 2011, 03:24 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Average cost for the shares I just sold was about $.17.

     

    I took some of the money and bought COUGF and AXPW with it.

     

    Still have core holding in TAMO.
    6 Sep 2011, 03:29 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Maya

     

    Seeing everything you are... except infinity... I've got -10.42% for % changed on TAMO

     

    By the way... Marco G.'s PTAXF has rocked... its up to .176 from his buy at .12... and I missed that boat handily.
    6 Sep 2011, 12:05 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    After listening to the Sam Zell interview (linked in QC) where he said Colombia is heading for a boom, combined with Marco G.'s thoughts, I am trying to find something to sell to start buying a little PTAXF. Had a GTC sitting at .126 that might work in a downdraft...

     

    Think I'm over-exposed to TAMO, and will try to to sell off a small portion to buy some PTAXF somewhere soonish... but maybe I'm tinkering too much.

     

    COUGF is having some weird price action the last two days. I think there's a whale investor in trouble dumping during the middle of the trading day the last two days. Price went down to .52 and recovered to .69 by the end of the day yesterday - that's insane. Imagine if there were a "$" in front of those numbers... stock goes from $75 to $52 back to $69 in a day... nutty. Now today... from .69 to .56 back to .61... so far... hope its one of you gulping down shares at .56
    7 Sep 2011, 12:08 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    (GXG): I've been following a Columbia ETF for a bit - GXG. Avoided buying at the highs, missed buying at the lows (no dry powder <sob>, <sob>) and it's now diddling around in what I perceive to be is "median" range with a slight upside bias ATM.

     

    If it looks interesting, just be sure and read the prospectus. Now I've got a little dry powder and I'll have to do some TA and decide whether to sprinkle here, there or yonder!

     

    I became interested in it when the free-trade agreement was near being finalized and mentioned it in one of the QCs.

     

    I still think it could be a decent vehicle. It's apparently consolidating ATM, so the next move is not yet apparent, but as mentioned seems biased up.

     

    HardToLove
    7 Sep 2011, 12:15 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    This is an etf I would time with geopolitical events. Watch and see, when Chavez gets fiesty with some military hardware purchase or his backing for FARC and co., the effect on his neighbor's share prices will be easy to see.

     

    The other factor would, of course, be more violence from the drug cartels. Assassinating a supreme court judge or national police official is usually good for some headlines that will chase 10% off the top of the ETF.

     

    And the likelihood of some such event over the next 12 months is near certain.

     

    IF it coincides with a general downturn, hold your nose and get in. You may get a huge bargain with the right timing.
    7 Sep 2011, 12:27 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Just looked quickly (really should be doing other things)... wondering about GXG vs. AND (Global X Andean ETF that covers Colombia, Peru & Chile).

     

    Anyway... not sure I want to invest in foreign ETFs as much as comb them for individual stocks now... as I'm keen to avoid banks for the foreseeable future (and GXG's #1 holding is 14.3% in a single bank).
    7 Sep 2011, 12:27 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I bailed on the Vietnamese ETF when their bank holdings became too high a percentage of the whole ETF.
    7 Sep 2011, 12:29 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Another investment I should have stuck with. PTAXF is on a nice run http://tinyurl.com/bkl...

     

    Excellent work by Caiman Valores on other Colombia oil producers reminded me to look (at what I left on the table) http://bit.ly/13J49Ks
    17 Jan 2013, 05:42 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Jon: I had thought this Insta had been long ago been scuttled, mothballed and, ahem, tapped out.

     

    Earlier today, I did read the article you linked, and considered parking it here, too.

     

    From an investment standpoint, there are lots of opportunities still out there with the oil sands, that is if Brent crude stays priced around where it is now.

     

    Right now, I own no oil stocks, because it is my belief that during the next half decade there's a decent chance of an oil glut, due as much to more oil being produced, as more efficient cars and trucks being made. That's why I have redirected the energy parts of my portfolio toward oil and nat gas infrastructure.

     

    I think I heard that oil production in North America last year was up 12%, the largest increase since some archaic date like 1859.

     

    It's a good investment discussion to have, I believe, as to whether or not a glut may happen in the next five years, or so...with the whole world growing up, I may be wrong.

     

    BTW, I feel the same way about Sangamo BioSciences. Check its chart over the past 14 months (SGMO). I have a whopping 25 shares that today went over being up 100%.

     

    BTW2: I have been clicking into your fine emerging markets articles regularly, enough that you might be able to buy a package of petrified Twinkies on EBay.
    17 Jan 2013, 06:29 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Here's another good article about Bakkan Oil plays:

     

    http://seekingalpha.co...
    17 Jan 2013, 07:35 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4152) | Send Message
     
    Thanks Maya!

     

    Now I know how to invest my Seeking Alpha windfall: Petrified E-Bay Twinkies... in 200 years... they'll power energy reactors when the oil and coal runs dry - LOL

     

    Thanks for the clicks and compliment...

     

    As for SGMO... I saw that price the other day and had the same thought... minus 25 shares... LOL

     

    Its all a learning curve.
    17 Jan 2013, 09:04 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Archiving OptionGirl's Sept. 19 comment made in Quick Chat:

     

    Re: TransCanada Corp's Keystone pipeline approval: Companies that will be impacted per the article below:
    "Producers and refiners waiting on final approval
    In addition to TransCanada, who will build and operate the Keystone XL expansion, a number of companies have already signed long-term binding agreements that cover up to 76 percent of the project’s initial capacity.
    Chief among these players is Valero Energy Corp. (NYSE:VLO). The largest exporter of refined products from the US, Valero is contracted to take 100,000 barrels per day from the Keystone XL pipeline until 2030.
    Other Port Arthur refiners who have already signed on to Keystone XL include Total S.A. (NYSE:http://bit.ly/ontL3t) of France, and Motiva Enterprises, a joint venture between Royal Dutch Shell (LON:http://bit.ly/q1KppK) and Saudi Aramco.
    Producers in the Alberta oil sands contracted to the Keystone XL expansion include Canadian Natural Resources Ltd. (TSE:http://bit.ly/pLPGJR), as well as Cenovus Energy Inc. (TSE:http://bit.ly/ncK2D9), an Encana Corp. (TSE:http://bit.ly/qE9p9j) spinoff founded in 2009."
    http://bit.ly/nnq2q8;utm_campaign=657d9620...
    20 Sep 2011, 10:22 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Here is a article regarding a plausible Black Swan event in the Middle East and some ideas about dealing with such an event in your portfolio. http://seekingalpha.co...
    20 Sep 2011, 02:10 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Robert: Here's an updated article I read a few days ago about Belarus helping Iran develop their nuclear capabilities.

     

    The original article I read, read like a suspense thriller, full of accusations and denials.
    20 Sep 2011, 02:27 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Maya: Greetings. The link does not appear to have made the transition.. You just can't trust them spy VS spy links.
    20 Sep 2011, 05:13 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » (oops!)

     

    Here ya go!

     

    http://bit.ly/qbtfVx
    20 Sep 2011, 05:21 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    Maya: Greetings. Thanks for the link. Look for things to accelerate and not in a good way as our election approaches. There is a very good chance that Voldemort will not get another term and a much more conservative administration will take over. Those who are laughing at all of the U.S. efforts now will not find that amusing and will wish to advance their agenda as far as possible prior to any more aggressive administration taking charge.
    21 Sep 2011, 09:55 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Robert: One way Voldy can win is if there is a war going on...the old rally around our president, theme.

     

    Now it becomes apparent that the US is building secret drone bases in this region:

     

    Here's today's latest intel:

     

    http://on.msnbc.com/p5...

     

    So we are concurrently expanding military presence in South America, Africa, India, and the Arabian pennisula.
    21 Sep 2011, 10:06 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    This is also a cost savings measure. Look for these drone installations to displace expensive manned operations. This has been the goal at the DOD for at least 10 years, and now the environment has shifted in favor of the robots.

     

    Same thing happened at NASA, now we no longer have a manned space effort.

     

    We can only hope that this initiative on the part of the DOD ubergeeks makes more sense than what happened at NASA...

     

    I honestly don't know the answer.
    21 Sep 2011, 10:17 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    TB, Maya: Greetings. His problem is that the current conflicts are low level asymmetrical warfare. Not really amenable to a John, Wayne moment. Should the economy continue to stumble along with high unemployment and depressed wages his chances are about zilch. I see no catalyst for improvement on the near horizon either.
    21 Sep 2011, 10:41 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    Took profits on TAMO the last 2 days...
    21 Sep 2011, 11:54 AM Reply Like
  • doubleguns
    , contributor
    Comments (7891) | Send Message
     
    Under water cant take profits. sheesh

     

    If your done selling maybe I can get back in to the green. LOL
    21 Sep 2011, 02:05 PM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I loaded up every time it hit the teens...

     

    Now I am operating on house money.

     

    Given the wacky macro sitrep, I've dropped my Buy@ target back to $.17 - .18, and if I get them I will probably take more profits at $.20-23 (again).

     

    LOL, I have to support my rare earth addiction somehow.
    21 Sep 2011, 02:52 PM Reply Like
  • doubleguns
    , contributor
    Comments (7891) | Send Message
     
    Then you leave me no option but to buy along with you and get my average down. LOL

     

    I am in at .27, sheeesh, seems like a million miles away at this point.
    21 Sep 2011, 03:06 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17254) | Send Message
     
    DG: I'm averaged in at the same level. I'll cry in my beer along with you!

     

    But I'm going to do what TB is suggesting and doubling in the high teens.

     

    Fortunately for me it's currently a small position.

     

    HardToLove
    21 Sep 2011, 03:19 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » I sold off all of my 15 cent shares last week or the week before. I'm still in on this one with a 2016 objective. Average share price now 25 cents. Still believe this stock is somewhere between a 20 bagger, or crash and burn.

     

    Where's the penny arcade? Let's all sell 50 shares and treat ourselves to some serious bumper car fun. Because that's what we may be doing...playing bumper cars with our shares.
    21 Sep 2011, 02:16 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    I recently opened a position @ $0.25 and bought another block @ $0.22. I'll be buying more as it goes down to.
    21 Sep 2011, 06:06 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Cougar getting the crap kicked out of it today, down 25.41% to $0.41.

     

    TAMO following suite, down 14.29% to $0.18.

     

    Glad I don't own any Cougar. Considering adding TAMO below $0.15.
    22 Sep 2011, 11:58 AM Reply Like
  • tripleblack
    , contributor
    Comments (13441) | Send Message
     
    I sold off COUGF a while back at a small loss - I decided I had a fairly good handle on TAMO, and would trade that until things settled down.

     

    Adding TAMO today at $.18 (and lower if it goes there).

     

    I will be taking profits at $.21 (if it goes THERE, which I doubt for today).

     

    Banking remainder shares as I go...
    22 Sep 2011, 12:43 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9584) | Send Message
     
    Author’s reply » Good plan, Trip. I'm down more than I would like with TAMO, but like I wrote, I'm in on this one long.
    22 Sep 2011, 01:08 PM Reply Like
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