Seeking Alpha

bobbafett38@yahoo.com

bobbafett38@yahoo.com
Send Message
View as an RSS Feed
View bobbafett38@yahoo.com's Comments BY TICKER:
Latest  |  Highest rated
  • UNO - Looking For Uranium Away From The Crowd [View instapost]
    well fair enough. just trying to narrow down the number of "lotto tickets" to a higher probability set :)
    Apr 18 03:43 PM | Likes Like |Link to Comment
  • UNO - Looking For Uranium Away From The Crowd [View instapost]
    interesting prospect, thank you. I'm probably going to wait for the post discovery 2nd or 3rd round of financing to get involved. Your article makes me curious too-- if one could narrow down the Venture Exchange to perhaps a couple dozen "real" prospective companies and throw out the hundreds of trash, what would portfolio returns look like on a 5-10 year period? And what would they look like if you waited for discovery and paid up double instead (but with potentially less risk)? I'm guessing one of the Canadian brokers has stats on this, though I haven't seen them after a quick look around.
    Apr 15 10:42 AM | Likes Like |Link to Comment
  • Valeura Update: Another Quarter Of Production Growth [View instapost]
    an interesting article on the overall Turkish energy situation: http://bloom.bg/R0rWUI
    Apr 8 09:40 AM | Likes Like |Link to Comment
  • Canacol Energy: Successful Shale Oil Test Underscores Compelling Value Proposition [View article]
    The Reuters article brings up another great point about Mexico potentially being the new "hot" area to invest in for E&P. Might also pay to own the E&P equipment suppliers down there, who will make money regardless
    Mar 12 09:47 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    looks good
    Mar 11 06:43 AM | 3 Likes Like |Link to Comment
  • Canacol Energy: Successful Shale Oil Test Underscores Compelling Value Proposition [View article]
    thank you for the added insight on a great stock.

    I think the word "Colombia" still scares tons of investors away, regardless of the massive changes in the last few years. The Fission Uranium discoveries for example, were broadcast for a long time but none of my colleagues wanted to touch something literally "radioactive" after the Fukushima disaster. These stigmas take a long time to fade but leave quite an inefficiency in the markets.
    Mar 10 02:27 PM | Likes Like |Link to Comment
  • New Offer Marks Beginning Of A Happy End Of SWS [View article]
    always "buy the bump" as they say in risk arbitrage. I bought more at $8.17
    Feb 20 11:29 AM | Likes Like |Link to Comment
  • A Jewel In The Crown? Hoyada Exploration Well Finds Vaca Muerta Oil [View article]
    Repsol's $5 billion settlement with Argentina today arguably has cut the political risk of energy investing in the Vaca Muerta down dramatically. While another devaluation and default could cause volatility in the share price, it seems like Kirchner is trying to restore domestic credibility (as she is desparately in need of future foreign loans). Some of the embedded discount in Crown Point should disappear, though not all of course.
    Feb 19 11:08 AM | 1 Like Like |Link to Comment
  • SWS Group Buyout Offers A 'Hill-A-Cious' Return [View article]
    will Hilltop counterbid now above $8? that's the question!
    Feb 18 11:03 AM | Likes Like |Link to Comment
  • Fission Uranium - Still Undervalued With 50%-125% Upside [View article]
    that is a good point. I'm a novice on geology and mining, but didn't Fission say something about a dam wall around the area?
    Feb 14 03:07 PM | Likes Like |Link to Comment
  • Fission Uranium - Still Undervalued With 50%-125% Upside [View article]
    please don't make comments blasting the author for writing a perfectly legitimate article on a mining exploration stock. The assets are clearly described as the cash on hand and prospective amounts of uranium in the ground, the total amount unknown and waiting for a NI-43 101 estimate. There are risks and they are quite clear. Being an OTC or Venture stock does not make a business illegitimate or on the way to bankruptcy.
    Feb 14 07:49 AM | 11 Likes Like |Link to Comment
  • A Jewel In The Crown? Hoyada Exploration Well Finds Vaca Muerta Oil [View article]
    I only have a small position haoleboy1967 as well, but I'm hoping it bases here before adding more. one way to think about it is like Texas Hold 'Em poker-- you get dealt a pair of 10's (Crown Point before yesterday) and you're not sure if you should bet more. then the stock price goes up as the flop shows another 10-- now what you have is worth paying more for, right?
    Feb 13 03:10 PM | 2 Likes Like |Link to Comment
  • A New Crown Jewel? [View instapost]
    thank you for this follow up on Crown Point. That was a great risk/reward call in your last article on it, and hopefully now too.

    And as you mentioned previously , valuations per acre in a jurisdiction like Argentina will carry a perpetual discount, but anything for Vaca Muerta is an uptick for CWV. I wonder how far the market will take it in the short run and what a new "floor" could be. Could be useful to keep a core position and trade around it while buying close to that floor again and again.

    Also, it would be intriguing to invest, as Eduardo Eurnekian has, in the pipelines connected to the Vaca Muerta. Unfortunately Transportadora Gas del Norte (TGNO4 AR on Bloomberg) is only in local form and CGC is also privately held (by Southern Cross & Eurnekian among others). I have a feeling investing in other "picks and shovel" plays during the VM gold rush may also be for locals only, but could be interesting if Argentina opens up again to foreign JV's etc.
    Feb 13 09:00 AM | Likes Like |Link to Comment
  • SWS Group Buyout Offers A 'Hill-A-Cious' Return [View article]
    thanks CompleatAngler for this info. So just to be clear-- SWS has $31 million in accumulated losses they can book against future profits, that's the deferred tax asset? So the next $31 million of profit is tax -free essentially? I think that's what you mean but I wanted to be sure
    Jan 28 10:38 AM | Likes Like |Link to Comment
  • Valeura Operational And Production Update -- Another Quarter Of Growth In Q4 [View instapost]
    nice call, its had quite the move the last week
    Jan 15 03:01 PM | Likes Like |Link to Comment
COMMENTS STATS
80 Comments
31 Likes