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drbubb

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  1. USO Versus ... charts 1 / vs- BTE, VII.t : Baytex : $1.57 (14.1% of $11.16-uso), / Seven Generations: C$10.20 (91.4%) ==
  2. Roxgold TO ACQUIRE THE séGUéLA GOLD PROJECT IN CôTE D’IVOIRE AND ANNOUNCES addition to mANAGEMENT team Toronto, Ontario – February 11, 2019 – Roxgold Inc. (“Roxgold” or “the Company”) (TSX: ROXG) (OTC: ROGFF) is pleased to announce that it has entered into an agreement with Newcrest West Africa Holdings Pty Ltd (“Newcrest”) to acquire a portfolio of 11 exploration permits in Côte d’Ivoire (the “Tenements”), which includes the Séguéla gold project (“Séguéla”), for total upfront consideration of US$20 million (the “Transaction”). All amounts in this news release are expressed in US dollars. Highlights of the Transaction Highly prospective exploration permits covering 3,298 km2 in the attractive mining jurisdiction of Côte d’Ivoire with significant scope to build upon existing data and high-quality exploration work completed to date Near-term development potential at the flagship Séguéla project, which hosts the Antenna deposit and a number of satellite opportunities Séguéla’s Antenna deposit hosts a mineral resource containing an inferred resource of 5.8Mt at 2.3 g/t Au for 430koz Au1 Acquisition cost of $20 million upon closing with a further payment of $10 million upon first gold production from the subject land package Addition to management team with the return of Paul Criddle to a full time executive position John Dorward, President and Chief Executive Officer of Roxgold commented, “Roxgold is excited to acquire Séguéla and the related permits from Newcrest. This acquisition represents a meaningful addition to our growth pipeline, providing a key second asset, immediate additional resource upside and a large prospective land package all in an accretive transaction for Roxgold shareholders. Rarely does such a large and carefully assembled land package become available from one of the world’s leading gold producers and Séguéla is expected to materially increase Roxgold’s overall resource inventory, particularly after we bring the deposit up to National Instrument 43-101 standards later this year. We also believe there is substantial near-term exploration upside at this deposit, and regionally, with the opportunity to significantly advance Séguéla in the near term.” Paul Weedon, Vice President, Exploration added, “This acquisition provides Roxgold with a very attractive exploration portfolio that includes highly prospective early stage opportunities as well as an advanced stage exploration asset in Séguéla. Acquiring these assets from Newcrest allows us to build upon the high quality exploration work they have completed to date. We are eager to get to work on this portfolio to fully explore the potential upside we see at these assets.” Terms of the Agreement Roxgold is acquiring the Tenements from Newcrest for upfront consideration of $20 million. Roxgold is also committing to a further payment of $10 million in cash upon production of the first gold from any of the areas covered by the Tenements
  3. UPDATED : late June 2022 Silver Shares to start new rally? ... from SIL-$27.00, was 31.50 Low SIL-etc... : 10yr: 5yr: from Mar.2018: Mar.2020 : 10d/. SIL: $27.37 / SLV: $19.37 = r-141.3% /AGQ: $26.47 = r-103.4%, Old, early May/ SIL: $33.93 / SLV: $21.28 = r-159.4%, / AGQ: $32.48 = r-104.5%, from Mar.2018: Mar.2020 : 10d/ SIL: $27.37 / Ratio: AGQ / SIL : R- 153% Three Silver stocks ... 3yr : from Jan.2020 / fr.t / 10d : GPR.v, FR.t, CDE In edit (after wed.) : FR.t-6mo : AG-6mo : AG-wed.close: $5.92 -0.01 / day range: $5.85 - 6.06
  4. SILVER related Charts SIL ($26.35) - vs SLV, GLD ... update : SLV ($14.72, r-1.79) vs. SIL, GLD ($123.60) & UGL ($38.53, r-38.2%) Ratio : SIL-to-SLV : 1.79 SLV ($14.72,) vs. SIL, GLD ($123.60) & UGL ($38.53, r-38.2%) Ratio: SLV -to-UGL (r-38.2%) David Morgan - Silver Will Shine Again Kerry Lutz - audio MP3 : mms://media.kitco.com/weeklyreport/DavidMorgan07Feb19.mp3 SILVER should outpace Gold ... on the upside "Last month, gold rose 3.46%. Silver rose 3.94%. That’s only about 14% better, but the point is that this pattern is the norm, not the exception, when precious metals are rising. The last time precious metals prices were really on a tear, silver outperformed gold even more: From the bottom of the crash of 2008, London PM gold rose from $713.50 to $1,895 in September of 2011. Gold was up 165.6%. From the same starting point, London PM silver rose from $8.88 to $48.70 in April of 2011. Silver was up 448.4%—and in less time. This is why I’ve said that if you’re a gold bull—which I am this year—you should be a raging silver bull." > https://www.kitco.com/commentaries/2019-02-08/Silver-Not-Just-the-Poor-Man-s-Gold.html
  5. SILVER related Charts SIL ($26.35) - vs SLV, GLD ... update : SLV ($14.72, r-1.79) vs. SIL, GLD ($123.60) & UGL ($38.53, r-38.2%) Ratio : SIL-to-SLV : 1.79 SLV ($14.72,) vs. SIL, GLD ($123.60) & UGL ($38.53, r-38.2%) Ratio: SLV -to-UGL (r-38.2%) David Morgan - Silver Will Shine Again Kerry Lutz - audio MP3 : mms://media.kitco.com/weeklyreport/DavidMorgan07Feb19.mp3 SILVER should outpace Gold ... on the upside "Last month, gold rose 3.46%. Silver rose 3.94%. That’s only about 14% better, but the point is that this pattern is the norm, not the exception, when precious metals are rising. The last time precious metals prices were really on a tear, silver outperformed gold even more: From the bottom of the crash of 2008, London PM gold rose from $713.50 to $1,895 in September of 2011. Gold was up 165.6%. From the same starting point, London PM silver rose from $8.88 to $48.70 in April of 2011. Silver was up 448.4%—and in less time. This is why I’ve said that if you’re a gold bull—which I am this year—you should be a raging silver bull." > https://www.kitco.com/commentaries/2019-02-08/Silver-Not-Just-the-Poor-Man-s-Gold.html
  6. QUICK UPDATE - after visit to The Rise on Friday + No more Foreign units available + Discount for Cash is now just 5% + First turnovers expected early Q2 + The Mall area is mostly complete and looks great! I think the mall will be finished in a few week - March? When people see it, there may be increased interest in living at the Rise. The Aura-like mall next door at Air will also help Rise - giving grocery shopping, and more choices
  7. Your picks are on fire Dr B, shame I didn’t believe in GZZ, little bit like MUX. For me McEwan, the man himself seems a good guy watching videos, I’ve sent them an email to ask questions, just don’t believe in the stock right now and staying out but watching. Glad I followed your GCM and WM.t prompts though, particularly GCM. You’re much more disciplined about selling than I ever am, I suppose that comes with a cynical trading view. - Jerpy === 3 out of 4 is not bad, eh? GZZ is winning because of its large holding in RZZ, which I think is worth $13 or more. Can't get them all right. I'd be buying MUX now if it was performing better, and I could be more sure about future good news. Gold bar has been delayed a bit, but it should start up this month February 5, 2019 McEwen Mining Provides Update on Gold Bar Mine Start-Up Maybe MUX will benefit if/when the ounces start being produced and reported. But the new performance might be taken for granted. A big discovery near Gold bar or elsewhere would help. I have enough GCM, that I can afford to take some profits. But I am now sitting with more cash than I am accustomed to having. Seeking opportunities in Oil & Gas (yesterday's jump in O&G shares came a bit to quickly for me.) - And maybe in Silver-related calls
  8. Seven Generations VII ... update : == Sym. Company----- : Last-$: E.P.S.: PE-R : Yield: BkVal: MkCap: Debt: ebitda EV.e D/ebi: Pr/BV Obe.t Obsidian/Pwt C$0.44: - 0.50: N/A-: -N/A- : $3.90: 233M: 394M 74.0M: r8.30 r5.32: 11.% OBE: Obsidian/Pwf : $0.33 : - 0.38: N/A-: -N/A- : $2.93: -N/a- : 394M --N/a- : --n/a- --n/a : 11.% svrgf SevenGens-- : $7.68 : $0.57: N/A-: 0.00% : $9.76: 2.72b: 0.00b: 0.00b: -n/a- -n/a : 79.% ??? : Unknown ---- : C$0.00 : $0.00 r00.0: 0.00%: 00.00: 0.00b: 0.00b: 0.00b: r00.0 r00.0: 00.%
  9. OBE / Obsidian, 2nd Close-up OBE -vs- OIH, USO +bte ... since 4.1.18 : 1.1.18 : Ratio: OBE-to-USO (etf for WTI crude, "US Oil") Sym. Company----- : Last-$: E.P.S.: PE-R : Yield: BkVal: MkCap: Debt: ebitda EV.e D/ebi: Pr/BV Obe.t Obsidian/Pwt C$0.44: - 0.50: N/A-: -N/A- : $3.90: 233M: 394M 74.0M: r8.30 r5.32: 11.% OBE: Obsidian/Pwf : $0.33 : - 0.38: N/A-: -N/A- : $2.93: -N/a- : 394M --N/a- : --n/a- --n/a : 11.% svrgf SevenGens-- : $7.68 : $0.57: N/A-: 0.00% : $9.76: 2.72b: 0.00b: 0.00b: -n/a- -n/a : 79.% ??? : Unknown ---- : C$0.00 : $0.00 r00.0: 0.00%: 00.00: 0.00b: 0.00b: 0.00b: r00.0 r00.0: 00.% ==== WHY the Relative Weakness? Obsidian Energy: Struggling To Keep Production Flat Nov. 21, 2018 / 115 comments About: Obsidian Energy Ltd. (OBE), Includes: SVRGF, YGRAF Hervé Blandin Long only, value, long-term horizon Summary The production and the cash flow keep on dropping while the net debt is increasing. Management lowered the FY 2018 expectations. The 2019 guidance indicates a stable production with optional growth if oil prices improve. Compared with Seven Generations, which operates a similar production mix with a lower debt, Obsidian's operating costs are much higher. Yet, the flowing barrel valuations are similar. Obsidian (OBE) reported Q3 earnings and provided extra guidance during the November Investor Day. The situation is challenging. During Q3, the production and the funds flow decreased while the net debt increased. And due to some lower-than-expected wells results, management lowered the FY 2018 production guidance and increased the expected costs. Also, the company operates at much higher costs compared with similar producers. Despite these issues, the flowing barrel valuations for Obsidian and Seven Generations (OTC:SVRGF) are similar. Yet, Seven Generations, with a comparable production mix, operates at much lower costs and its net debt to funds flow ratio is much lower. === SVRGF presentation : Link : website: https://www.7genergy.com/investors
  10. Canada - Royalty & Smaller Energy Co's Sym. Company---- : Last-$ : E.P.S.: PE-R : Yield : BkVal: MkCap: Debt : ebitda: EV.e D/ebi: Pr/BV Bte.t Baytex Egy. - : C$2.00 : Neg.: N/A- : -N/A- : $5.70: $1.11b: 2.00b: 457M r6.70 r4.38: 35.% Sgy.t Surge Energy C$1.27 : -0.02: N/A- : 7.70%: $3.29: 393M: 288M 141M: r4.83 r2.04: 39.% Aav.t AdvantageO. C$1.90 : $0.03 r61.3: N/A- : $7.02: 353M: 259M 139M: r4.38 r1.86: 27.% Erf.t Enerplus Cp.: C$10.54 : $0.00 r18.1: 1.13%: -N/a : $2.52b: 0.00b 0.00b: r00.0 r00.0: 00.% Pd.t PrecisionDrill: C$2.60 : - 0.49: N/A-: -N/A- : $5.89: 764M: 1.70b: 329M: r7.15 r5.17: 44.% Pgf.t PengrowthE.: C$0.74 : - 0.48: N/A-: 1.35%: $1.35: 412M: 706M 76.4M r14.6 r9.24: 55.% Obe.t Obsidian/Pwt C$0.44: - 0.50: N/A-: -N/A- : $3.90: 233M: 394M 74.0M r8.30 r5.32: 11.% ??? : Unknown ----- : C$0.00 : $0.00 r00.0: 0.00%: 00.00: 0.00b: 0.00b: 0.00b: r00.0 r00.0: 00.% ==== OBE /Obsidian vs- OIH, PGHef, SGY.t ... all-data : US$0.333 / C$0.44 Presentation : Nov.15th : Web-Podcasts : May.11th : Name-change and plans / stock was $1.14, C$1.45, OIH: x, USO: x, PGHef: x Went down from >30 assets to 3 core assets; "A 30,000 bpd company"
  11. Canadian Oil & Gas BTE /Baytex Energy - etc. ... 2-years : 6mo / 10d : Suncor Energy. Canadian Natural Resources Limited. Encana Corporation. Husky Energy. Enbridge. Cenovus Energy. Surge Energy ... all-data : 5-yr : Sym. Company-- : Last-$ : E.P.S. PE-R : Yield: BkVal: MkCap: Debt: ebitda: EV.e D/ebi: Pr/BV Bte.t Baytex Egy.-: C$2.00 : Neg.? N/A-: -N/A- : $5.70: $1.11b: 2.00b: 457M: r6.70 r4.38: 35.% Sgy.t Surge Egy.- : C$1.27 : -0.02: N/A-: 7.70%: $3.29: $393M: 288M: 141M: r4.83 r2.04: 39.% Cnq.t Can.NatRs C$34.14: $3.07 r11.1: 3.71%: 27.54: $41.0b: 19.7b: 11.1b: r5.38 r1.77: 124% Cve.t CenovusEgy C$7.49 : -0.42: N/A-: 0.00%: 11.39: $9.20b: 0.00b: 0.00b: r00.0 r00.0: 66.% Eca.t Encana------ : C$8.06 : -0.20: N/A-: 0.72%: $6.82: $7.68b: 4.43b: 1.79b: r6.41 r2.47: 118% Enb.t Enbridge--: C$47.92 : $0.97 r49.6: 5.32%: 29.57: $96.9b: 63.7b: 10.4b: r15.9 r6.13: 162% ??? : Unknown --- : $0.00 : $0.00 r00.0: 0.00%: 00.00: $0.00b: 0.00b: 0.00b: r00.0 r00.0: 00.% ====
  12. Some interesting METRICS in this old 2016 article Oilfield Service Sector On Course To Hit $110 Billion Debt Wall Joseph Markman, Hart Energy August 10, 2016 Forty-four North American oilfield services companies had declared bankruptcy this year through late July, Haynes and Boone LLP said in a report, but the sector appears primed to hit a huge debt wall in the next five years. Moody’s Investor Service warned that speculative-grade companies are particularly vulnerable as almost $110 billion of debt matures or expires between now and 2021. The burden will nearly triple to $21 billion from 2017 to 2018, the company said in a report. “While some companies will be able to delay refinancing until business conditions improve, for the lowest-rated entities, onerous interest payments and required capex will consume cash balances and challenge their ability to wait it out,” Morris Borenstein, Moody’s assistant vice president, said in a prepared statement. “We also see companies facing weakening financial covenant cushions that can accelerate default or result in expensive bank amendments that may or may not alleviate refinancing needs.” More than $29 billion in issuance and revolving debt will come due in 2021, Moody’s said in its report, with low-rated entities constituting 65% of the total. More than 70% of the rated high-yield bonds and term loans that mature through 2018 are rated Caa1 or lower, the report said, and more than 90% are below B1. Those figures don’t include about $3.1 billion of rated and unrated committed revolvers among issuers rated Caa1 or lower that are set to expire through 2018. Huge investments made during the shale boom between 2011 and 2015 laid the foundation for accumulation of debt. Much of the maturing debt was issued during that time, Moody’s said, while drilling set records. However, the collapse of crude oil prices that began in late 2014 has drastically reduced drilling and placed enormous financial pressures on oilfield service companies, cutting off avenues for refinancing and forcing many to foreclose. Moody’s expects more than one-third of the 67 companies analyzed in the report to have debt/EBITDA above 10x in 2016, placing them more at risk for debt restructurings and defaults. Haynes and Boone listed 83 total filings for 2015 and 2016 in the July 20 issuance of its Oilfield Services Bankruptcy Tracker. Secured and unsecured debt for 2016 through late July, $8.16 billion, is 53.5% above the figure for all of 2015.
  13. Energy Capital Markets Endure Worst Quarter This Decade U.S. energy capital markets took a hit in 2018 with the upstream oil and gas industry bearing a greater brunt of the decline than any other sector, particularly at the end of the year. A recent Drilling info report found total energy offerings last year were down 20% year-over-year. Combined, bond and equity deals raised $106.8 billion from 201 issuances in 2018 compared to the $133 billion raised from 271 deals in 2017. During the fourth quarter, the energy sector raised about $20.1 billion through equity and debt offerings, down 4% sequentially and down 34% year-over-year. About $3.9 billion was raised from public stock offerings and $16.2 billion from bond issuances.
  14. Looking at some Natgas shares - different size co's RRC / Range Res. + APC, BTE ... update : w/SWN : RRC Sym. Company------ : Last-$ : E.P.S. PE-R : Yield : BkVal: MkCap: Debt: ebitda: EV.e D/ebi: Pr/BV Bte.t Baytex Energy: C$2.00 : Neg.? N/A-: -N/A-: $5.70: $1.11b: 2.00b: $457M r6.70 r4.38: 35.% CHK: Chesapke.Egy: $02.39 : Neg.? N/A-: 0.00%: (2.04) $2.15b: 9.81b: 2.20b: r6.67 r4.46: Neg.% COG: Cabot O&G --- : $23.95 : $0.52 r45.7: 0.97%: $4.82: 10.33b: 1.29b: .951b: r5.93 r1.36: 496% CRK: Comstock Res: $05.69 : -0.34 -N/A- : 2.13%: $4.92: 602.M: 1.24b: -N/A- : r00.0 r00.0: 116% DVN: Devon Energy : $24.92 : $4.10 r6.08: 1.11%: 18.81: $11.7b: 6.05b: 3.16b: r4.63 r1.91: 132% NBL: Noble Energy- : $20.64 : $2.58 r8.00: 2.00%: 21.47: $9.84b: 6.62b: 2.45b: r6.82 r2.70: 96.% NFX: Newfield Expl.-: $16.30 : $2.61 r6.24: 0.00%: $9.44: $3.23b: 2.44b: 1.16b: r4.64 r2.10: 173% PXD: Pioneer NatRs : 135.71 : $7.68 r17.7: 0.23%: 69.78: $23.1b: 2.29b: 2.50b: r9.57 r0.92: 194% RRC: Range Res. ---- : $09.44 : $0.96 r9.86: 0.83%: 23.75: $2.31b: 4.16b: 1.13b: r5.71 r3.68: 40.% SWN So'westernEgy: $03.80 : $0.88 r4.32: 0.00%: $3.82: $2.18b: 3.57b: 1.39b: r4.14 r2.57: 100% UPL: Ultra Petroleum $0.637 : $.716 r00.0: 0.00%: (5.55) $1.26M 2.12b: 480M r4.66 r4.42: Neg.% APC: Anadarko Pet. : $41.84 : $2.87 r14.6: 1.88%: 17.62: $21.1b: 17.8b: 6.41b: r6.18 r2.78: 237% XOM: Exxon Mobil-- : $73.98 : $4.88 r15.2: 4.37%: 44.96: $313.b: 40.0b: 49.7b: r7.12 r0.80: 165% XXX: Unknown Co. - : $00.00 : $0.00 r00.0: 0.00%: 00.00: $0.00b: 0.00b: 0.00b: r00.0 r00.0: 00.% ==== SWN: So'western Energy ... update : $03.80 : $0.88 r4.32:
  15. Gas & Oil shares - A Natgas Buying Window? Buying Window near $2.50? $2.00? Natgas prices are highly Seasonal ... : seasonal prices : Ratio: NG to WTI Crude Top Natgas Producers / Top 40 Producers - Natural Gas Supply Association CNQ / Can. Nat'l Res. vs.USO (oil), NGAS (natgas) ... 5yrs : 2yr : ULP / UltraPetroleum etc ... update : ExxonMobil. Chesapeake Energy. Anadarko. Southwestern Energy Co. Devon Energy. Cabot Oil & Gas. ConocoPhillips. BP. > Link-2016 : https://www.forbes.com/sites/rrapier/2016/08/12/the-top-10-natural-gas-producers/#673073f53005
  16. Heavy INSIDER BUYING preceded the last move up ... update WM.t ... 10d chart / Last : 0.245 / H: $0.25 breaking out on Topside of "laser beam"? If so, very bullish
  17. WM.t finished friday @ $0.245 +0.03, +13.95% , Volume: 2,191,145 Presentation http://www.wallbridgemining.com/s/presentations.asp Comments: pg.8: "So they are looking at 500 t/d so that’s around 60 000 oz/yr, not bad." "I really like pg 17 very impressive. Lots of technical info great presentation." BULK SAMPLE EXTENSION Extending the bulk sample is significant,we have almost completed the 35,000 tons to be completed at the end of february. Taking the new bulk sample into a new zone. As a direct result,the decision to proceed into commercial production has been pushed back into 2020. 2. The actual bulk sample is expected to be cash positive, taking in consideration the millions of dollars that has to be paid for loans. Any extention for bulk sample will be very positive in term of cash . That will allow more surface and underground drilling to expand fenelon mine in term of depth and long strike, and it will allow more exploration for beschefer as well. 3. it was a surprise they would and already have applied for an extension. tap into the zones not sampled yet. yes,the cash flow from bulk is a welcome tool,its mining on a small scale,never a bad thing. Obviously the sp rise friday and the near 2.2 million shares traded were a direct result of the new corp presentation,if it wasnt on the site friday during trading hours,obviously those close to the company knew it was coming. leaky leaky.... Read more at https://stockhouse.com/companies/bullboard#bst9eAilVerZ7U07.99 Interview with Eric Sprout - makes a few brief comments about WM.t. "Stock Market could be rolling over... Chinese gold buyers back, after CNY." WM.t had: "One of the better News releases." The Report in the bulk sample - showing the Average grade was 17g / ton. The best mines in the world are around 17g."
  18. DANGEROUS CRACKS in New buildings? Expert warns Australia could turn into slums in 20 years | 60 Minutes Australia "there was a threat of it maybe falling over... just 4 months after it opened"
  19. Top Natgas Producers / Top 40 Producers - Natural Gas Supply Association ULP / UltraPetroleum etc ... update : ExxonMobil. Chesapeake Energy. Anadarko. Southwestern Energy Co. Devon Energy. Cabot Oil & Gas. ConocoPhillips. BP.
  20. An Oil & Natural Gas producer that I used to follow... APC / Anadarko Petroleum (NYSE) ... all-data : 6-mo / Last: $41.84 -$0.76, -1.78% / PER: 34.9. Yield: 2.87%  . all-data : Symbol: -MDR : -MUR- : -APC- : Price—: $ 8.95 : $26.42: $41.84 : Ern/sh : $ 0.85 : $ 2.35 : $ 2.87 : PEratio: R 10.5 : R11.23 : R14.60: Sh.OS : 180.6m: 173.m : 504.m : MktCap $1.62b: $4.57b : $21.1b : Debt — $3.51b: $3.24b : $17.8b : Revs. : $5.35b: $2.61b : $12.8b : Ebitda : $682m: $1.72b : $6.41b : Ebi./Rv : 12.7% : 65.9 % : 50.1 % : Dt./Ebi.: R 5.15 : R 1.88 : R 2.77 : BkVal. : $3.54b: $4.83b : $8.88b : PerSh.: $19.60 : $27.91 : $ 17.62 : ===== Anadarko Petroleum Corporation (NYSE: APC) today announced 2018 fourth‑quarter results, ...reporting net income attributable to common stockholders of $102 million, or $0.21 per share (diluted). These results include certain items typically excluded by the investment community in published estimates. In total, these items decreased net income by $82 million, or $0.17 per share (diluted), on an after-tax basis.(1) Net cash provided by operating activities in the fourth quarter of 2018 was $1.6 billion. For the year ended Dec. 31, 2018, Anadarko reported net income attributable to common stockholders of $615 million, or $1.20 per share (diluted). Full-year 2018 net cash provided by operating activities totaled $5.9 billion. 2018 HIGHLIGHTS Reached $3.75 billion of total share repurchases, representing 12 percent of shares outstanding Retired more than $600 million of debt during the year Increased the per-share dividend from 5 cents to 30 cents Announced Western Gas simplification transaction and $4 billion midstream asset sale Significantly expanded Delaware Basin oil, natural gas, and water infrastructure Positioned Mozambique LNG for expected sanctioning decision in the first half of 2019 "In 2018, we delivered on our commitment to increase the return of cash to investors through repurchasing stock, retiring debt and increasing our dividend," said Anadarko Chairman and CEO Al Walker. "As we look to 2019 and beyond, we remain focused on enhancing our capital efficiency by further improving our per-barrel margins and lowering our free cash flow breakeven oil price to continue meeting our cash-return objectives. We believe our portfolio and people give us an industry-leading ability to accomplish this while maintaining the financial flexibility to invest in our future as we anticipate progressing toward a final investment decision (FID) in the Mozambique LNG project in the first half of the year." Anadarko's Debt-Fueled Buybacks Are Dangerous - Anadarko ... Nov 1, 2018 - During the past nine months Anadarko has seen their operating cash flow soar higher thanks to higher oil prices. However, after capital ...
  21. An integrated Oil company I used to follow & invest in years ago MUR / Murphy Oil Corp. (NYSE) ... all-data : 6-mo / Last: $26.42 -$1.53, -5.47% / PER: 11.25, Yield: 3.79% . all-data : Symbol: -MDR : -MUR- : Price—: $ 8.95 : $26.42 : Ern/sh : $ 0.85 : $2.35 : PEratio: R 10.5 : R11.23: Sh.OS : 180.6m: 173.m : MktCap $1.62b: $4.57b: Debt — $3.51b: $3.24b : Revs. : $5.35b: $2.61b : Ebitda : $682m: $1.72b : Ebi./Rv : 12.7% : 65.9 % : Dt./Ebi.: R 5.15 : R 1.88 : BkVal. : $3.54b: $4.83b: PerSh.: $19.60 : $27.91 : =====
  22. Weatherford stock gets a boost from positive cash flow Shares of oilfield services company Weatherford International Ltd. WFT, -0.83% rose Friday, ...After the company reported positive cash flow for its latest quarter. The Baar, Switzerland-based company said it had a net loss of $2.1 million or 14 cents a share, in the quarter, wider than the net loss of $1.9 billion, or $1.95 a share, posted in the year-earlier period. The number includes pretax charges of $2.0 billion, comprising a $1.9 billion write-off of goodwill, as well as $79 million in impairments and asset write-downs, $36 million in restructuring charges, and $4 million in currency devaluation charges, partially offset by a $3 million credit. Excluding those costs, the company had a loss of $140 million, or 14 cent a share, wider than the 12 cents loss consensus estimate of FactSet analysts. Revenue was flat at $1.429 billion, close to the $1.432 billion FactSet consensus. SunTrust Robinson Humphrey analyst Ken Sill said positive free cash flow of $105 million, in-line results and continued transformation benefits are positive for the stock, given low expectations. "WFT provided no guidance in the earnings release other than on transformation benefits, but we assume their guidance will be similar to its peers," he wrote in a note. "WFT continues to report international contract wins, despite investor concerns reflected in a sub $1 share price." SunTrust rates the stock a buy with a $6 price target. The stock rallied 10% in early trade to 71 cents. Statistics Symbol: WFT : -ESV- : -RDC - : -MDR : Price—: $0.89 : $4.48 : $12.38: $ 8.95 : Ern/sh $-2.82 : $-1.49 : $-1.75 : $ 0.85 : PEratio ( N/a): ( N/a ). ( N/a ) : R 10.5 : Sh.OS : 995m : 434m: 127.1m: 181.m : MktCp: 897m: $1.95b: $1.57b: $1.62b : Debt — 8.02b : $5.00b: $2.51b: $3.51b : Revs. : 5.74b : $1.76b: $9.42b: $5.35b: Ebitda: 756m : $295m: $147m: $682m: Ebi./Rv: 13.1%: 16.8% : 1.56% : 12.7% : Dt./Ebi.: R10.6: R16.9: R 17.1: R 5.15 : BkVal. : -1.45b : $8.23b: $5.09b $3.54b: PerSh.: $-1.55 : $18.97: $40.04: $19.60 : ===== MDR has the best Stats (per above) MDR chart ... update / Last: $8.95 -0.36
  23. When I saw THIS.... OIH: 16.75 -0.70, -4.01% The OIH Jan.2020.Puts are back to $3.90-4.00 / $3.95 +$0.45 I thought, I am glad I am out. THE CHART looks like a rollover is underway. At this stage, I have no idea how big the dip will be. It could even retest the year-end Lows. Best guess right now (I repeat: GUESS) is a 50% retracement (BTW, a modest & humble attitude will help me to stay alert and flexible. It is helpful.)
  24. Hi Yield / Discounted bonds ENSCO PLC NOTE CALL MAKE WHOLE. . 4.50000% 10/01/2024 Hypothetical Trade | Fixed Income Alerts Overview Price & Performance Basic Analytics Price (Bid) 74.556 Price (Ask) 75.393 Depth of Book View Ask Yield to Worst 10.362% Ask Yield to Maturity 10.362% Current Yield 5.968% WEATHERFORD INTL LTD BERMUDA NOTE. . 4.50000% 04/15/2022 #325 / CALL MAKE WHOLE Hypothetical Trade | Fixed Income Alerts Overview Price & Performance Basic Analytics Price (Bid) 67.063 Price (Ask) 68.617 Depth of Book View Ask Yield to Worst 17.822% Ask Yield to Maturity 17.822% Current Yield 6.558% Third Party Price 69.250 Spread to Treasuries 15.322 Treasury Benchmark 3 YR.(1.875% 04/30/2022) Recent Trade View Recent Trades Price 69.019 Quantity 85
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