Seeking Alpha

Vartu

Vartu
Send Message
View as an RSS Feed
View Vartu's Comments BY TICKER:
Latest  |  Highest rated
  • Seadrill's Earnings Announcement And Conference Call On November 26 Is 'Can't Miss' For Investors [View article]
    Yes, when M$M shows up, the thread become less useful.
    Nov 24, 2014. 09:42 PM | 3 Likes Like |Link to Comment
  • Update: Rosneft-North American Drilling Break-Up Period Extended Until May [View article]
    And after Ukraine, the 3 Baltics, Moldova (and other former Soviet Republics), and then the former Warsaw Pact countries -- Poland, Hungary, Romania, etc.?
    I guess Putin's belligerence distracts his people from the fact that Russia is in decline. A higher death rate than birth rate in a country with half the population of the US that would collapse without its oil. Russia used to be the core of the Soviet Union, but the Soviet Union was a failed state itself.
    Nov 9, 2014. 03:46 PM | 1 Like Like |Link to Comment
  • Update: Rosneft-North American Drilling Break-Up Period Extended Until May [View article]
    Anthony, thanks for posting this news. Your article and the comments that follow are very useful.
    Nov 9, 2014. 09:05 AM | 6 Likes Like |Link to Comment
  • Seadrill's Future Comes Into Focus Upon Expiration Of Rosneft Breakup Rights [View article]
    Didn't you already say something like that somewhere above among your 100s of messages? Really tiresome!
    Nov 5, 2014. 05:54 PM | 2 Likes Like |Link to Comment
  • Update: Seadrill Partners' Unit Price Is At The Bottom Of A Possible Trading Range [View article]
    I'm philosophical about my SDRL position. If I didn't own any, I might consider buying now. If I sold today, I would be locking in a loss. Ergo, I'm staying long. Lots can happen quickly in the Middle East, so the steep decline in oil could be brief.
    Nov 4, 2014. 12:36 PM | 1 Like Like |Link to Comment
  • Seadrill's Future Comes Into Focus Upon Expiration Of Rosneft Breakup Rights [View article]
    The bad news could continue to get worse. However, with continuing conflicts between Iran (Shiites) and the Saudis (Sunnis), and other problems in the Middle East, quick reversals can also happen.
    Nov 4, 2014. 10:20 AM | 5 Likes Like |Link to Comment
  • Six Factors Depressing Taser, Unnecessarily [View article]
    Thanks for the article. Not every policeman has a car, so I'd think body cameras would get the nod.

    With the strong possibility of explosive growth, it's surprising that there are so few comments at SA about TASR.
    Oct 31, 2014. 09:45 AM | Likes Like |Link to Comment
  • Seadrill Ltd.: I Don't Care About Analyst Downgrades, I Will Buy More Seadrill Shares Today [View article]
    From today's WSJ article: Low Prices Lure China into Oil Market

    "China is on a buying spree in the global oil markets as prices slumber near the lowest in years.
    The trading unit of state-run China National Petroleum Corp. has bought 36 cargos of crude oil in the open market so far in October, the largest purchase ever in a single month, Singapore traders familiar with the transactions said.
    The purchases show how China, the world’s second largest consumer of oil after the U.S. , is taking advantage of the energy glut to stock up on oil used for making transportation fuels like gasoline and diesel. It’s also a change from usual buying patterns as Beijing normally secures its oil needs through long-term contracts with fixed prices—and is rarely a big player in the Singapore spot market, Asia’s biggest oil trading hub.
    The 36 cargoes were bought by China National United Oil Corp., or Chinaoil, and are equal to 18 million barrels of crude, and come from the United Arab Emirates and Oman, according to Singapore-based traders and Platts, which runs the trading system where bids and offers are listed."

    There goes some of the excess that contributed to the oil price drop.
    Oct 28, 2014. 06:27 PM | 1 Like Like |Link to Comment
  • Seadrill Is A Value Play For Those Willing To Wait [View article]
    Missile defense system in Poland was not aimed at Russia, but for protection against Iran.
    Oct 27, 2014. 06:21 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: What Went Wrong And What Investors Need To Know About The Bankruptcy Process [View article]
    The point was was making was about no insider buying any GTAT stock in 3 years -- ridiculous, if true.

    I agree with you about insiders not selling an amount of stock that would indicate a lack of faith in their company.
    Oct 10, 2014. 03:59 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: What Went Wrong And What Investors Need To Know About The Bankruptcy Process [View article]
    banmate, my point was concerning the comment that no insider had BOUGHT GTAT shares in the last 3 years. Crazy.

    There are many good reasons why insiders may sell SOME of their shares. Did Bill Gates keep all his while he was still running Microsoft? Did Jobs keep all his Pixar and Apple shares when he was CEO? Have Zuckerberg, Brin and Page kept all theirs?
    Oct 10, 2014. 12:29 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: What Went Wrong And What Investors Need To Know About The Bankruptcy Process [View article]
    "NOT ONE INSIDER BOUGHT ONE SINGLE SHARE OF GTAT STOCK"

    If true, the GTAT insiders were also guilty of being truly horrible at investing!!

    There would have been many opportunities to make vast amounts of money during the ups & downs in the last 3 years.
    Oct 10, 2014. 09:38 AM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: What Went Wrong And What Investors Need To Know About The Bankruptcy Process [View article]
    Yeah, looks like CA was caught by surprise like almost everyone else.
    Oct 9, 2014. 02:33 PM | Likes Like |Link to Comment
  • A Lesson Learned: The Unfortunate Case Of GT Advanced Technologies [View article]
    I read today that among the folks who were completely surprised by the Chapter 11 were Apple and Pavel Molchanov.

    From todays's WSJ, "A person familiar with the matter said Apple had been working with GT to keep it solvent. In addition, Apple hadn’t demanded repayment of loans as it could have, based on GT’s weak cash position, people familiar with the matter said." GTAT had made a scheduled bond payment last week also according to the article.
    Oct 8, 2014. 06:08 PM | Likes Like |Link to Comment
  • A Lesson Learned: The Unfortunate Case Of GT Advanced Technologies [View article]
    Lots of pro & amateur investors were fooled. Many small hi-tech companies were risky before they made it big. Were the reports of their busy plant, full parking lot and want-ads wrong? Maybe, but their tie to Apple and the CEO's statement in August were reasonably reassuring. If sapphire's use in the iP6 was the primary driver, that situation had to be known somewhere in June-August.

    Today GTAT is active again and up again I will likely make back some of my loss by the 90c to $1.10 buys I made on Monday that I probably will sell today.
    Oct 8, 2014. 09:44 AM | Likes Like |Link to Comment
COMMENTS STATS
181 Comments
178 Likes