Seeking Alpha
  • TruffelPig
    What is up with BAS? Earnings did not look bad at all. 15% down since then?
    4/20/12
    Reply (6)
    • losbronces: They are heavily involved in on-shore nat gas drilling. I suspect people are looking at the downturn in ng prices & reductions in drilling.
      4/20/12
    • TruffelPig: At $13 it looks pretty cheap.....but who knows, it might even get cheaper.
      4/20/12
    • losbronces: I thought ERF was cheap @ $22...now it wants to go below $18.
      4/20/12
    • TruffelPig: Me too. I was so happy to get 100 shares under $23 -lol. But ERF pays a hughe dividend, BAS not
      4/20/12
    • losbronces: The drop in ERF price is due to speculation that the divi will be cut imo, again due to nat gas prices.
      4/20/12
    • Tom in Texas: Using ERF "funds flow" sensitivity #s, from Q4 2011 to Q1 2012, oil = +0.23/sh & ng = -0.303/sh for a net of -0.073/share.
      4/20/12