QUOTE(gark @ Oct 9 2015, 04:29 PM)
LOL!!!Traders Kopitiam! V8
Traders Kopitiam! V8
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Oct 9 2015, 05:35 PM
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All Stars
15,942 posts Joined: Jun 2008 |
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Oct 9 2015, 05:38 PM
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Junior Member
189 posts Joined: Nov 2014 |
Eh why Shell drop
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Oct 9 2015, 06:43 PM
Show posts by this member only | IPv6 | Post
#1883
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Senior Member
1,449 posts Joined: Dec 2007 |
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Oct 9 2015, 07:54 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang |
QUOTE(gark @ Oct 9 2015, 05:31 PM) Quiet? Lol actually looking for stocks which has not appreciated .. yet. In this case an 'OnG' stock which has been beaten to the ground despite it is not really dependent on oil price. Idx right hahaLooking at a gas pipeline company which have high re-curing income ..with locked in contract 10Y or more. Last 2Q profit increased 20% YoY and with 2 more pipeline completing in 3Q and 4Q, expect the earnings will be up by 60% in 2016. Currently sells at 7x PE only..PBV 0.9, looks good eh? Company earned $5.3 million in 1H15 on $100 million sales.. and the current market cap is just $57 million |
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Oct 10 2015, 12:31 AM
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Senior Member
3,437 posts Joined: Sep 2007 |
QUOTE(Pink Spider @ Oct 9 2015, 05:16 PM) QUOTE(gark @ Oct 9 2015, 05:31 PM) Quiet? Lol actually looking for stocks which has not appreciated .. yet. In this case an 'OnG' stock which has been beaten to the ground despite it is not really dependent on oil price. See the pinned thread mah.Looking at a gas pipeline company which have high re-curing income ..with locked in contract 10Y or more. Last 2Q profit increased 20% YoY and with 2 more pipeline completing in 3Q and 4Q, expect the earnings will be up by 60% in 2016. Currently sells at 7x PE only..PBV 0.9, looks good eh? Company earned $5.3 million in 1H15 on $100 million sales.. and the current market cap is just $57 million Normally hor uptreand like this i only see expression 1 day move like 10 pages. Now not even more than 5 posts , so means majority buyer basically still the foreigner. ( My assumption la) but sometimes company tends to cancel contract rather paying penalty right? Maybe i dont understand the whole story la... another tipsy by gark goh |
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Oct 10 2015, 10:45 AM
Show posts by this member only | IPv6 | Post
#1886
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Senior Member
1,449 posts Joined: Dec 2007 |
QUOTE(foofoosasa @ Oct 10 2015, 12:31 AM) See the pinned thread mah. cancel contract means have to pay penalty. Some company (e.g. OnG downstream, gas pipe, storage, etc.) do not really depends on oil price to generate profit. The impact is not as strong towards those upstream activity (exploration, drilling, etc)Normally hor uptreand like this i only see expression 1 day move like 10 pages. Now not even more than 5 posts , so means majority buyer basically still the foreigner. ( My assumption la) but sometimes company tends to cancel contract rather paying penalty right? Maybe i dont understand the whole story la... another tipsy by gark goh |
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Oct 10 2015, 01:40 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(foofoosasa @ Oct 10 2015, 12:31 AM) See the pinned thread mah. Depend on contract.. if use or pay contract, then have to pay for remaining lifetime of contract even if it is cancelled, like those for Armada, sometimes negotiations can lead to some discount for remaining lifetime. Due to very long lifetime contract for FPSO, sometimes the oil company have no choice but to keep pumping although at loss. Normally hor uptreand like this i only see expression 1 day move like 10 pages. Now not even more than 5 posts , so means majority buyer basically still the foreigner. ( My assumption la) but sometimes company tends to cancel contract rather paying penalty right? Maybe i dont understand the whole story la... another tipsy by gark goh Gas pipeline contract usually have minimum mmscfd usage, below the minimum, you still have to pay for those you did not use. Some company during slowdowns rather throw away the un-used gas just to meet the minimum, than the gas company get 'buta' profits. Some contract have specific cancellation clauses and/or penalty clauses. Note : mmscfd = million standard cubic feet per day, standard measurement for nat gas. This post has been edited by gark: Oct 10 2015, 01:50 PM |
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Oct 10 2015, 01:40 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Oct 10 2015, 01:41 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Oct 10 2015, 02:30 PM
Show posts by this member only | IPv6 | Post
#1890
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1,449 posts Joined: Dec 2007 |
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Oct 10 2015, 04:14 PM
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16,872 posts Joined: Jun 2011 |
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Oct 10 2015, 05:45 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Oct 12 2015, 09:24 AM
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Senior Member
16,872 posts Joined: Jun 2011 |
Local funds gonna sarpork KLSE...
Najibnomics come into play... No more bargains |
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Oct 12 2015, 09:32 AM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Oct 12 2015, 09:35 AM
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16,872 posts Joined: Jun 2011 |
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Oct 12 2015, 09:37 AM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Oct 12 2015, 09:40 AM
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All Stars
15,942 posts Joined: Jun 2008 |
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Oct 12 2015, 09:41 AM
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16,872 posts Joined: Jun 2011 |
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Oct 12 2015, 09:42 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Oct 12 2015, 09:42 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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