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The_Hammer

The_Hammer
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  • Pengrowth Energy: The Sky Is Not Falling [View article]
    Yeah long term the stock price has been a total bust and it is much lower than the 2009 lows.
    Dec 11, 2014. 05:30 PM | 1 Like Like |Link to Comment
  • Pengrowth Energy declares C$0.04 dividend [View news story]
    lived up the their "commitment" again even though the share price has been a long term bust and the share price is substantially below 2009 lows. Hows that for protecting value?
    Dec 11, 2014. 05:27 PM | 3 Likes Like |Link to Comment
  • Update: United-Guardian's Dividend Cut Raises Questions [View article]
    agreed mgt is shareholder friendly compared to most trough feeding corp execs. Also 30% ownership is an incentive to think like a shareholder/owner of the business.
    Dec 11, 2014. 05:04 PM | Likes Like |Link to Comment
  • Penn West Should Cut Its Dividend; If It Does I Will Buy More [View article]
    more value destructive activity on the horizon all due to very poor mgt decision making like paying out a 270 mil dividend and not hedging production enough in 2015. expect more fire sale "non-core" asset sales. always non-core when u have to sell something to raise cash. mgt has done a good job operationally correcting the imbeciles of the past but these two missteps are going to cost shareholders dearly.
    anyone think a offer comes in to buy the whole thing? probably $4.
    gotta believe cnq is going to really bleed a low ball offer on a property.
    Dec 10, 2014. 04:23 PM | Likes Like |Link to Comment
  • Pengrowth Energy - High Risk With A Lot Of Potential For Fearless Investors [View article]
    borrowing 40 mi, for q3 to pay a dividend is lunacy. now we know why the share price has cratered. weak mgt. decision making to allow this
    Dec 10, 2014. 04:20 PM | Likes Like |Link to Comment
  • Pengrowth Energy: The Sky Is Not Falling [View article]
    If oil prices slide further This commitment to the dividend is going to send these shares to scary levels. Why are the shares way below 09 levels when oil was much cheaper? This commitment to dividend policy is wrecking value and a diversion. neither long or short. The best word to describe the long term stock performance - abysmal.
    Dec 10, 2014. 09:49 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy: The Sky Is Not Falling [View article]
    i think hoyt has kind of nailed the problem at this company. Mgt has been "committed to the dividend" to save their job. The share price performance LONG TERM has been abysmal. It is time for the board to dump these guys and get real. They have a chance to fund this linberg development without loading the company with further debts and hurting value. the company cannot afford this dividend considering cap requirements. what about buybacks and dirt cheap valuations?
    I betcha most shareholders would like cap gains vs collapsing long term share price.
    Dec 9, 2014. 09:38 PM | 3 Likes Like |Link to Comment
  • Pengrowth Energy: The Sky Is Not Falling [View article]
    <<As safe a stock as there is in the dividend universe.>> wow what a dream statement. You wish you could of owned bax for the last 10 years. most great dividend stocks grow the dividend and the share price ie protect and grow your capital! PGH's share price has melted down the past 5-10 years. Just look at the 09 low vs today! lots of fools fall for that "committed to the dividend " non-sense which covers up for destruction of shareholder principal.
    the stock price has been obliterated BUT the company barely has enough cash to do anything to build value like buying back stock in the mid $2's. cutting the dividend they could payoff the convert and buyback about 7% of common stock!! No this is to complicated thing to consider. It would only reduce share count and increase the dividend and underlying share value but we are "committed to the dividend". Based on the stock price being at multi year lows it ain't working!
    Dec 9, 2014. 06:02 PM | 3 Likes Like |Link to Comment
  • Pengrowth Energy: The Sky Is Not Falling [View article]
    just another company which should not be paying a dividend but retaining the cash to pay down the convertible coming due. rolling debts spooks investors when oil prices drop. ffo cannot fund cap ex, dividend and paydown some debt too.
    1.5 billion in debt. they make plenty of money but paying out 0.48 a year or roughly 254 mil a year. These idiots follow the same lemmings off a cliff like sdrl. suspend the damn @$$ dividend take the proceeds and get your house in order first then resume it! continual non-sense these diopes get themselves painted into a corner since they are "committed to the dividend"
    Dec 9, 2014. 03:02 PM | 5 Likes Like |Link to Comment
  • Seadrill Shows Just How Little Insider Buys Can Mean [View article]
    anyone with basic math skills should of seen this bloated debt ball could not sustain this dividend
    Dec 8, 2014. 06:00 PM | Likes Like |Link to Comment
  • Only Yesterday---How The Federal Debt Went From $1 Trillion To $18 Trillion In 33 Years [View article]
    don't worry Yeller will own a real big chunk of treasuries at some point and will be e-dropping bucks to the avg american. Gotta get double digit inflation. Good news 3% down mtg fraud loans coming back soon. Boooooyaaaaaa
    Dec 8, 2014. 04:18 PM | 1 Like Like |Link to Comment
  • Talisman Energy: At The Tail End Of A Terrible Freefall [View article]
    wsd i was buying drillers beginning of '99 at prices just below todays slaughtering. these stocks as recall tripled and then crashed again in 2002. only difference today is the industry has gone off the deep end due to the misfits at sdrl and the follow the leader (not many 1980's bust leadership around as in late 1990's) types across the industry who think you can build rigs like cisco routers, have a massive payout ratio and pile on debt like it is 125% mtg loans.
    Dec 8, 2014. 04:04 PM | Likes Like |Link to Comment
  • 3%-down mortgages are back at Frannie [View news story]
    Now does everyone understand why this corrupt crony capitalistic financial system is going down?
    Dec 8, 2014. 02:12 PM | 1 Like Like |Link to Comment
  • Penn West Should Cut Its Dividend; If It Does I Will Buy More [View article]
    alot of value going to be destroyed due to the dividend hounds thinking they can sell assets to reduce debts as opposed to using the 275 mil divie. You can't have it all.
    E&P's should not be high dividend stocks. This mgt had the chance to right this ship coming in. Yes they were dealt a real mess from the former incompetents but no excuse not to do it right. Cater to some dumb down dividend hounds. Good luck if covenants breached. another thing is why this company was not more fully hedged being it was taking time to sell assets and the debt load and dividend levels. The current environment is definitely not a sellers markets for those in distress. This is exactly why you do not carry such debt levels or such high payouts ratios or huge cap ex programs.
    it is time to do some shopping but like 2002 or 2009 energy stocks were obliterated so go slow and demand high margin of value.
    Dec 8, 2014. 10:45 AM | 1 Like Like |Link to Comment
  • Ensco: NAV Analysis [View article]
    ab do not say never. esv is trading about tang bv and several others like ne and rdc are trading at nearly 50% of tang bv.
    why esv increased their dividend so much just not to long ago was dumb given the build program still in place. if they were smart they would cut the dividend in half now and play it safe by covering capex growth and maybe even a share buyback at such levels.
    esv has 3 billion in goodwill mostly from the pride acquisition. They basically have taken a bath on this acquisition ie they overpaid big time. If this goodwill is written down this could be the trigger that sends it lower.
    Dec 8, 2014. 01:48 AM | 2 Likes Like |Link to Comment
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