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Tadpoles_UK

Tadpoles_UK
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  • Making Money By Remaining Calm While Others Panic [View article]
    Mr Jensen: As a follower for the past 2+ years, I really appreciate your common-sense approach to investing.
    Redeployed my cash stash last week and feel like I got some bargains, including one of your old recommendations, U.S. Silica. Made a very good return when you touted it the first time (was it 3Q 2012?), dropped it when I was accumulating cash earlier in the year, and bought back in at a nearly-$30 discount to recent prices.
    It has already rebounded $10/share.
    Thanx for what you do.
    Oct 23 11:50 PM | 1 Like Like |Link to Comment
  • Declining Oil Prices Create Substantial Opportunity For Yield In Offshore Drillers [View article]
    Mr Flannery - I agree with your premise.
    At this point, I'm watching and waiting for a bottom for the drillers.
    Not sure we've gotten there yet.
    Also, I still remember the early 80's when so many drilling companies went under. Of course, the interest rates they paid then were lots more than the almost free loans nowadays.
    Long AWLCF.
    Oct 18 11:17 PM | 1 Like Like |Link to Comment
  • Abraxas Petroleum: My First Trade For Monday [View article]
    Mr Jensen:
    Have started laying out some of my cash hoard this past week. Picked up AXAS at less than $4 and RICK at ~$10.50.
    Looking forward to doing more due diligence on RICK when I'm in New Orleans next weekend.
    Thanx for the recommendations.
    Oct 18 06:45 PM | Likes Like |Link to Comment
  • Awilco Drilling: Well-Positioned To Withstand Drop In Daily Rates [View article]
    Not sure if Awilco has hit bottom yet.
    Have been holding quite a bit of cash the the past six weeks, and some of it is earmarked for AWLCF. Picked up a small portion at $16-17, and hoping for lower prices going forward.
    Watching for now.

    Good luck to all Awilco longs.
    Oct 18 06:38 PM | Likes Like |Link to Comment
  • Awilco Drilling: Well-Positioned To Withstand Drop In Daily Rates [View article]
    He was probably talking about the comments from Lockheed Martin. Here's an article: http://engt.co/1wUKofN

    But their prediction is that they can produce power from fusion within the next 20 years.
    Oct 18 06:35 PM | Likes Like |Link to Comment
  • Murphy USA: Still Plenty Of Upside Left [View article]
    Thanx for the article, Mr Patwari.
    I'm not sold that comparing a company's stock price to the value of a large acquisition is an apples-to-apples comparison.
    That said, I am bullish short-term on MUSA.
    Bought at-the-money Jan15 calls in MUSA yesterday.
    The stock has declined 10% over the past six weeks with the rest of the oil sector.
    Declining oil prices actually help retail margins, and we can expect the MUSA 3Q results to surprise to the upside when they are reported next month.
    (MUSA options are thinly traded, so this trade is strictly for little guys like me.)
    Oct 16 04:43 PM | Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Mr Levi:
    I once challenged Archie Manning to one-on-one basketball, but he just laughed at me. He was three years removed from the NFL, 6'3 and about 220. I was 6'0 and 135 (no not a typo.) I still think I could have whipped him...
    Have to disagree with that Freud quote - there are lots of jokes. It's just that some are funnier than others.
    Share your sentiment about Imetelstat - it or one of its derivatives will hit the big time some day. And I'll admit that I'm old enough that I may or may not be here to see it. Might have to put in my will "Do not sell GERN shares."
    Oct 14 10:37 PM | 1 Like Like |Link to Comment
  • Q&A: Awilco Drilling Lost More Than 30%, What To Do Next? [View article]
    ultrarun - Don't misunderstand my comment - I was referring to the cost of decommissioning, not the timing.
    Once a decommissioning plan is agreed, the operator has little leeway to delay the work, barring some major unforeseen difficulties.
    The idea that low oil prices and reduced cash flow might be a legit reason to delay abandonment work is off the table.

    I know all governments like to waste money, but over the years, the UK government has been supportive of cost-conserving measures when it comes to the North Sea. Remember, it's not the government making all the cost decisions, the industry makes strides in methods and technologies and the government only has to approve them.
    Oct 14 09:53 PM | Likes Like |Link to Comment
  • Q&A: Awilco Drilling Lost More Than 30%, What To Do Next? [View article]
    The most significant info in the report is the estimate that ~60% of the North Sea abandonment costs will be borne by the UK government under the various tax relief provisions.
    It means a large discount for the operators performing the decommissioning, and provides an economic incentive for the government to avoid overly-onerous abandonment regulations.
    Oct 14 08:46 PM | Likes Like |Link to Comment
  • Q&A: Awilco Drilling Lost More Than 30%, What To Do Next? [View article]
    I think you pegged it, BG - Hess' work program will still be there, and if they are able to renegotiate the rate, no reason they would drop the contract. (Unless, they see something in Awilco's operations that causes them concern about its safety, in which case they would have already tried to get out of it.)
    Oct 13 10:56 PM | Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Hoping that John and Irishtrader get the best results.
    Makes me laugh when people question whether Irishtrader is a real person.
    Oct 12 06:22 PM | 1 Like Like |Link to Comment
  • Playing This Yo-Yo Market [View article]
    Mr Jensen: Never quite got to the same level of cash as you did - 15-20%, but I'm sitting on it like this guy: http://bit.ly/1rjfOYx
    (It's not obscene, it's supposedly art, from the Boboli Gardens in Florence.)

    Watching and waiting.
    Oct 9 12:30 PM | 3 Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Happy to see a new GERN article so the list of comments becomes a lot more manageable.
    I agree with the author that the recent price pull-back represents a buying opportunity, but my portfolio can't comfortably take any more.
    The $6 valuation might be conservative, but achieving 'only' that level will make my retirement much easier.
    Oct 8 11:50 PM | 1 Like Like |Link to Comment
  • Bank Of America's Margins Will Drive Billions In Additional Profits [View article]
    OK, Josh - I agree with your premise, am so far way ahead on quite a few Jan16 $17 options, and own some TARP warrants.
    I also appreciate whatever affect your articles have on the share price.
    But, don't be offended if I don't read or comment any more.
    There is such a thing as overkill.
    Oct 7 10:20 PM | Likes Like |Link to Comment
  • Murphy Oil to sell 30% of Malaysian assets for $2B [View news story]
    Curious that MUR sold only a portion. If the price is right, anything is for sale, right?
    Sep 30 10:55 PM | Likes Like |Link to Comment
COMMENTS STATS
530 Comments
478 Likes