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blueice

blueice
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  • Lonestar Resources Is Hilariously Undervalued Right Now [View article]
    I look forward to it, Mr Hess..

    Could Lonestar trade below $2.oo? At least there are not a billion
    shares outstanding..
    May 23, 2015. 08:52 AM | Likes Like |Link to Comment
  • The Great Beta Hoax: Not An Accurate Measure Of Risk, After All [View article]
    "But this crowd thrives on finding ways to pretend they're move clever than academics and financial professionals."

    Unfortunately, not that difficult to do.
    May 22, 2015. 11:04 AM | 6 Likes Like |Link to Comment
  • The Great Beta Hoax: Not An Accurate Measure Of Risk, After All [View article]
    Never used it never will..I find it as a lot of noise.

    I could see CEOs at a dinning table and asking others
    what their beta numbers are.
    May 22, 2015. 08:53 AM | Likes Like |Link to Comment
  • China Officially Lost The Most Money On Record, The Unofficial Estimates Are Even Scarier [View article]
    Ben, Red China has more people in poverty than any nation on earth.

    Perhaps that is the new definition of a super power today.
    May 21, 2015. 02:47 PM | Likes Like |Link to Comment
  • China Officially Lost The Most Money On Record, The Unofficial Estimates Are Even Scarier [View article]
    Ben, building structures before they are inhabited is akin
    to digging foxholes in case of war..

    Name a project which has a 50 year plan? If so we should follow
    their lead.
    May 21, 2015. 02:44 PM | Likes Like |Link to Comment
  • China Officially Lost The Most Money On Record, The Unofficial Estimates Are Even Scarier [View article]
    3753, FXP, would be our trading vehicle.
    May 21, 2015. 09:31 AM | Likes Like |Link to Comment
  • Qatar Production Is Growing [View article]
    VP, nice article; of which I would like to see more of.

    The level of LNG production of this nation is rather amazing.
    May 20, 2015. 09:42 AM | Likes Like |Link to Comment
  • China Officially Lost The Most Money On Record, The Unofficial Estimates Are Even Scarier [View article]
    Timely, report Times! The folly of many of those whom thought Red
    China was going to be a economic super power.

    The country has numerous or shall we say systemic issues..A construction
    industry which is 37% of GNP, used to keep millions employed by building
    endless empty structures.

    Billions of lost capital which continue to bailout state enterprises; which
    again only serve to keep the payrolls full.

    After an excellent two decade run, the nation is beginning to loss it labor
    competitiveness, as costs rise firms are taking their manufacturing elsewhere.

    Although their markets have been opened, the power exercised by the
    Communist Party and the "Central Committee" as planners will not serve
    their domestic markets well..

    As this article mentioned, what began as capital fright has now turned
    into capital flight..

    Anther matter of great concern is their foreign policy, which over the past
    several years has been viewed as very aggressive especially too many of their
    neighbors.

    The days of double digits growth is gone and replaced with 3 to 5% annual
    growth.
    May 20, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Whiting Petroleum Corporation's Proved Reserves PV-10 Should Drop By At Least 35% [View article]
    Yes, Frac4, they are a good company with the exception of their
    investor relation department.

    I suspect they will wind up on the dinner table for a larger
    oiler.

    In the meanwhile, the company needs to start reducing their much
    too large debt...One of these days, we will have nominal interest rates
    as the Fed begins it's own fracking.
    May 20, 2015. 08:57 AM | 1 Like Like |Link to Comment
  • Harold Hamm wanted scientists dismissed, dean's e-mail says [View news story]
    JD, I thought it was only my PC..Thanks for noting the fact.
    May 20, 2015. 08:42 AM | Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]
    Tlingeman, good post!

    Another excellent piece of work from Mr Zeits. I am quite confident that
    Bankken shalers and others will continue to reduce costs.

    Only $40 crude will squash shale oil production and OPEC does not have
    the fiscal time or muscle to shutter the industry.
    May 20, 2015. 08:40 AM | 2 Likes Like |Link to Comment
  • Chicago Bridge & Iron: The Narrative Turns Positive [View article]
    When I first encountered this firm, it was Mr Jensen article on
    October 14, 2014.

    The stock, was trading that day at $48.oo and declined to $35.oo..

    The position would current net an investor 20% or an APR of 27%.
    Another excellent pick by the author.
    May 19, 2015. 05:20 PM | Likes Like |Link to Comment
  • Harold Hamm wanted scientists dismissed, dean's e-mail says [View news story]
    Zorrow, well put..

    JD, if it was buggyware, then someone from staff could have posted.
    May 19, 2015. 05:09 PM | Likes Like |Link to Comment
  • Whiting Petroleum Corporation's Proved Reserves PV-10 Should Drop By At Least 35% [View article]
    1701, as the author, whom is brighter than me, has stated so..

    On the other hand, when Royal Dutch had to lower there proven
    reserves, the stock took quite a hit..

    I suspect the institutions already are aware of this but no likely
    the small investors..Hence the first two hours of trading may result
    in a drawdown.

    Two events, declining pricing and now declining reserves.
    May 19, 2015. 05:05 PM | 1 Like Like |Link to Comment
  • Whiting Petroleum Corporation's Proved Reserves PV-10 Should Drop By At Least 35% [View article]
    Mr Garcia, I am one of those dolt retail investors, so I am grateful
    to have read your piece..

    I would assume this is common place of all resource companies..
    May 19, 2015. 04:59 PM | Likes Like |Link to Comment
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