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Jion

Jion
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  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    An oil newsletter that contains short ideas too.
    Dec 4, 2014. 09:38 AM | 11 Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    The Chinese executives and their IR firms have to protect their companies.
    The shorters know that the Chinese are new on this and they can't do that right, so they will drive down all chinese RTO stocks with price above $5 and decent daily volume. It's easy money for them.
    Five or a few more scandals in RTO China space are destroying a hundreds of listed chinese companies. Even chinese IPO stocks plunged to oversold levels and ridiculous low evaluations.
    Mar 23, 2011. 10:07 AM | 10 Likes Like |Link to Comment
  • 3 Biotechs That Could Double In 2014 [View article]
    Very well said.
    Dec 26, 2013. 11:39 AM | 9 Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    I just checked the chart of the ASX listed stock "LNR" of Lonestar.

    The Australian stock was flat for months, until the LNREF was listed in OTCQX from the Grey Market. That was the key point I think.
    Value Digger wrote about Lonestar 4 days later. I assume that he already followed Lonestar and thought that the US listing will spread the word. His article enhanced the uptrend.

    At the date of this article, LNR was traded at A$0.34.
    Today closed at A0.585.

    After one and a half month, LNR is 72% higher.

    On the other hand Value Digger's haters claimed in numerous posts that:

    -After his article, Australian analysts will pump the stock with new higher target prices.
    -The company will release some "wonderful" results to pump the stock at the same time.
    -The stock will be proven soon as a pump and dump.

    Now we all see that nothing of all these happened.

    It's obvious, even to the most prejudiced, who was right and who was wrong here.
    Jul 22, 2014. 03:53 AM | 8 Likes Like |Link to Comment
  • Why Evolution Petroleum Corporation Is Not Currently In My Investment Portfolio [View article]
    I'm curious why the SA editors have such tolerance with BS. In an article about EPM he has post the 20% of all comments and all are irrelevant with EPM, mostly personal attacks to the author and to other posters.

    He repeats the same accusations again and again, about a couple of fails among 140 articles, about the unlisted penny stocks (according to BS the Canadian, UK and Australian stocks have to be listed in a major US exchange otherwise are scams), the "fraud", the paid promoter thing, etc.

    At least, if there is a special relationship with BS, an ignore button will be very helpful for those who want to read about stocks and make investments, short or long term.

    The SA could make also a special page exclusively for BS where he could write how VD corrupts his followers by offering gains to them.

    But please let the rest of us to focus to our investing decisions.
    Jul 12, 2014. 01:12 AM | 8 Likes Like |Link to Comment
  • Halcon Resources: The High Debt And The High Key Multiples Continue Going Hand In Hand [View article]
    Thank you VD for the replies.

    Beyond that, I would like to comment, with due respect, some of longs' on HK posts. Guys, HK has its own advantages, there is arguments to provide. By calling the author paid basher or attack to him you don't support your position. Fortunatelly, most of the longs don't do that.
    I'm a follower of VD for a long time. In his previous article about LNREF, some called him paid promoter because he was bullish. Now he is bearish, so he supposed to be a paid basher. This tactic is tired and isn't useful to anyone. All IMHO, of course.
    Jun 13, 2014. 10:29 AM | 8 Likes Like |Link to Comment
  • Arsenal Energy Offers The Triple Play: Income, Value And Potential For Big Returns [View article]
    Yet another excellent article. I guess this is why, you have 20+ followers/article which is one of the highest followers/article ratios among all the SA authors. I have noticed that 90% of SA authors have from 1 to 10 followers/article...
    Keep up the good work VD. I have read a lot of BS lately, you are one of those who make all the difference in SA.
    Nov 7, 2013. 02:15 PM | 8 Likes Like |Link to Comment
  • Oversold, 11.3% Dividend Vanguard Natural Resources Is A Bargain On This Dip [View article]
    Another comprehensive and approachable article David, thank you. It is difficult though for investors to search for bargains in a bearish market. They prefer to buy high, sell low....
    Oct 13, 2014. 09:38 AM | 7 Likes Like |Link to Comment
  • Really Scared Money: Which Oversold Oil Stock Bargains To Buy Now [View article]
    Excellent article Hawkinvest!

    For instance, I added to Petroamerica Oil (PTAXF) which trades just 1.1 times its 2014 EBITDA while having a rock solid balance sheet with zero net debt and $60 million cash.

    Petroamerica produces 97% oil.

    Unbelievable? Yes, but this is what the panic selling creates!
    Oct 7, 2014. 08:59 AM | 7 Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    As a shareholder of LNREF I have to say that the number of outstanding shares is not "disturbing" at all. The number of shares can change anytime by a split or a reverse split and it is not an investing criterion.

    What matters is the Capitalization of both companies, which VD used in his comparisons above, like everyone who knows the basics should do.
    These comparisons show that LNREF is cheaper than SSN.

    As for Yahoo Finance target prices, you need to dig much more to find analysts estimates than looking into Yahoo. For what they worth these estimates...the same aplies to all Yahoo data and statistics.

    About the paid writing, read the SA policy: the authors have to disclose if they get paid or not by a third party to write articles.
    This is the second article of Value Digger about Lonestar and his haters (mostly Halcon longs) started accuse him from his first for paid promotion.

    Of course, they never asked Richard Zeits (another reputable SA contributor imo) if he gets paid by Halcon to write FIVE articles about it the last 2 months and about twelve in 2014, until today!
    Jul 5, 2014. 02:25 AM | 7 Likes Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    Stock price of PTA.V closed at C$0.385 before VD's article, made a few trades at 0.42-0.43 after and then dropped to 0.40.
    I can't see that as a "drop like a rock", especially for volatile stocks like this one.
    Sep 3, 2014. 01:57 AM | 6 Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Bankstocks,

    There are so many inaccuracies and misleading statements in your post.
    I really wonder why I spend my time to address them. But I will not waste my time to address them all. This will be my biggest mistake!

    You say:

    "like MTDR, ROSE, Sanchez, CWEI , and Carizzo, who I have noted, ALL have left the EF Basin in the last year or two to pursue other Basins, plays, and acres."

    MTDR, ROSE, SN, CWEI, CRZO are not true comparables because they are INTERMEDIATE producers. In addition, they have NOT left EF as you claim. In contrast, SN keeps buying big in the EF (see the latest news and the acquisition from Shell), although this acreage is NOT at the crude oil window but at the wet gas window of the Eagle Ford that carries much lower IRR and oil content.

    CRZO and ROSE have not sold one single acre in the Eagle Ford. MTDR will also use the proceeds from the May 2014 offering to acquire EF acreage. I quote:

    "Matador also intends to use net proceeds from this offering to fund targeted acquisitions of additional acreage in the Permian Basin, as well as in the Eagle Ford shale and the Haynesville shale".

    You say:

    "IMO this is a large reason Lonestar dropped the U.S. listing that they seemded to be pursuing. They had made a filing with the SEC earlier this year that seemed to indicate they were pursuing a SEC compliant listing on an exchange."

    Lonestar NEVER dropped a US listing. This is another BIG LIE.
    Post the link that proves your allegation that Lonestar applied for NYSE or NASDAQ.
    Lonestar's US listed stock recently upgraded from the Grey Market to the best OTC category, OTCQX.

    You said, "More to come".
    Do you mean more lies? I'm sure you know that you'are lying....It's a shame that sometimes you have something usefull to contribute and sometimes your VD-mania makes you write posts like this one above...
    Jul 7, 2014. 04:52 AM | 6 Likes Like |Link to Comment
  • Halcon Resources: The High Debt And The High Key Multiples Continue Going Hand In Hand [View article]
    Also, they are more "promotional" than it should be some times. This doesn't happen only in Halcon of course...I quote what they were saying about TMS in February 2014:

    "The proceeds from the pending sale of non-core assets are expected to provide Halcón the ability to internally fund the TMS program. However, the Company is evaluating joint venture options for its entire TMS position and is engaged in ongoing discussions with several potential partners." 

    Apparently, Halcon's outlook about TMS wasn't a lure for any joint venture partner but they had to go to Apollo and pay 8% and additional royalties for their wells. 
    Am I right that it was proved that Halcon couldn't farm-out its TMS acreage and save significant development costs?

    I hope that I didn't sound like a Halcon shorter, or someone too biased against the company. I don't ignore their positive developments which are known.
    I just provided some of my thoughts on the negative side.
    Jun 13, 2014. 07:50 AM | 6 Likes Like |Link to Comment
  • Halcon Resources: The High Debt And The High Key Multiples Continue Going Hand In Hand [View article]
    Value Digger,

    There is no perfect company or stock. Halcon is not the only energy producer on this world and any logical investor has to see the big picture though.

    You are also so right about TMS and the "world class" thing. I think you presented many drilling results from the Delaware Basin in one of your last articles, where numerous IP-24 rates exceed 1,000 boepd while the cost per well doesn't exceed $8 million. Am I mistaken? 

    These results truly prove that the Delaware Basin is a real world-class oil asset, not TMS of course. Same applies to the crude oil window of the Eagle Ford in my opinion.
    Jun 13, 2014. 07:45 AM | 6 Likes Like |Link to Comment
  • Zargon Oil And Gas Is In The Bargain Bin And Ready To Take Off [View article]
    VD, I just made a first read of this article but I definitely need more time to study it, as it looks more like an analysis of those you have to pay $200 to $500 to purchase them, than a SA article, even a good one.
    I also have read your articles with your bullish top ideas of the last 3-4 months. All of them are up. POE, AEI, CKE have risen from 25% to 85% since you recommended them. This one looks even better to me.
    Fortunatelly, I have enough time for my DD until market opens and I will make a first buy today for sure. I hope you will be available to answer to some of my questions today and the next days.
    Thank you.
    Mar 18, 2014. 05:20 AM | 6 Likes Like |Link to Comment
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