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vorgriff

vorgriff
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  • My Ensco Fourth-Quarter Earnings Prediction [View article]
    Agree, all of them cut it. Tomorrow guidance will be telling.
    Feb 25, 2015. 11:47 PM | Likes Like |Link to Comment
  • Ensco beats by $0.32, revenue in-line [View news story]
    may be that last drop from 30 to 27, matches the expected div cut (neither sdrl nor rig were down like esv). Just guessing.
    Feb 25, 2015. 11:38 PM | 1 Like Like |Link to Comment
  • Notable earnings after Wednesday's close [View news story]
    yes, you are right.
    Q4 EPS of $1.68 (beats by $0.32).
    Revenue of $1.16B
    Div cut, big time (0.15 from 0.75).
    Feb 25, 2015. 10:49 PM | Likes Like |Link to Comment
  • Notable earnings after Wednesday's close [View news story]
    ESV is not reporting today:
    Ensco plc (NYSE: ESV) will hold its fourth quarter and full-year 2014 earnings conference call at 10:00 a.m. CST (11:00 a.m. EST and 4:00 p.m. London) on Thursday, 26 February 2015. The earnings release will be issued before the New York Stock Exchange opens that morning.
    Feb 25, 2015. 01:48 PM | 1 Like Like |Link to Comment
  • Peabody Energy names Kellow as new CEO [View news story]
    Hello T, there have been rumors about an interest of BHP to acquire BTU or something, could this move on the becalmed ship have something to do with that?

    Hope Jan 27 conference call, throw some light.

    Best wishes to all.
    MB
    Jan 22, 2015. 10:04 PM | Likes Like |Link to Comment
  • Watch for entry points in better quality coal names, analyst says [View news story]
    Hello T1234, thanks for sharing your thoughts!

    I'm doubling down BTU right now, also considering the much awaited turning point for coal companies like this, could be approaching.

    Best wishes to all.
    MB
    Jan 8, 2015. 04:23 PM | 2 Likes Like |Link to Comment
  • North Atlantic Drilling: Fleet Analysis And Q3 Results [View article]
    Wise words TJ. Slowly accumulating SDRL, ESV, and now starting NADL.
    Best Wishes to all.
    Nov 30, 2014. 11:04 AM | 3 Likes Like |Link to Comment
  • Update On Prospects For Peabody Energy: New Tariffs On Sale Of Australian Coal To China [View article]
    Well said T1234! Your info is always very much appreciated.
    Oct 13, 2014. 05:01 PM | 1 Like Like |Link to Comment
  • Offshore Drilling Outlook: October 2014 [View article]
    Much appreciated, Jacob. I'm long ESV and SDRL, adding shares as they go down. They will recover sooner or later.

    Do you find dividends safe for the next two years (my only concern) ?

    Best wishes.
    Oct 3, 2014. 01:44 AM | 2 Likes Like |Link to Comment
  • Shop For A 5% Yield At Sainsbury [View article]
    Hello Edmund, a follow-up would be much appreciated. I'm about to start a position on this company.
    Sep 26, 2014. 01:11 PM | Likes Like |Link to Comment
  • Ensco: Fleet Analysis As Of July 16, 2014 And Commentary [View article]
    Well said, Fun Trading. Doing the same thing. Long ESV.
    Aug 5, 2014. 02:25 PM | 2 Likes Like |Link to Comment
  • With The Market At A New High, The Dollar Stores Offer Outstanding Value [View article]
    Hi Alexander, very good article. Agree about your take on DLTR. I'm considering starting a position on FRED. Do you have any thoughts about that unappreciated company ? Greetings.
    Jun 23, 2014. 01:08 AM | Likes Like |Link to Comment
  • Penn West Continues To Execute Against Its Turnaround Plan [View article]
    And what do you think of TLM in comparisson with PWE ? Great article, Michael.
    Feb 10, 2014. 01:01 AM | 1 Like Like |Link to Comment
  • 5 Reasons Energy XXI Remains A Strong Buy [View article]
    Agree with that. Starting a position right now. Good Article, Derek.
    Feb 7, 2014. 03:38 PM | Likes Like |Link to Comment
  • 5 Reasons Energy XXI Remains A Strong Buy [View article]
    any thoughts on this massive sell-off ?
    Feb 7, 2014. 01:12 PM | Likes Like |Link to Comment
COMMENTS STATS
177 Comments
85 Likes