DogFacedGod
Well-known member
Die mails zijn schitterend.
Je krijgt ze gewoon 'smorgens toe bij de start van je dag.
Kleine Beursfeiten
- Onderwerp starter Tweak37
- Startdatum
Je krijgt ze gewoon 'smorgens toe bij de start van je dag.
Spooky
Well-known member
Bij Saxo mag je zelfs raden: één of meerdere posities zijn met 10% gedaald of gestegenDie mails zijn schitterend.
Je krijgt ze gewoon 'smorgens toe bij de start van je dag.
Brt
Banned
Oil prices rise even as report says President Biden will visit Saudi Arabia and meet with other top crude producers
Biden will meet with Saudi Crown Prince Mohammed bin Salman and with the Gulf Cooperation Council, NBC News reported.
markets.businessinsider.com
Oei, ze hebben water gevonden ipv petrol
APA Corporation Provides an Activity Update for Suriname Block 53
HOUSTON, June 13, 2022 (GLOBE NEWSWIRE) -- APA Corporation (Nasdaq: APA) today provided results from recent drilling operations on Suriname Block 53. APA Suriname, the operator, holds a 45% working interest in the block, with Petronas holding a 30% working interest and CEPSA holding a 25%...finance.yahoo.com
Geen verrassing. Rasper lag ferm uit “the golden lane”.
Moh, ceo met historie van liegen en aandeelhouders in het zak zetten, blijkt serieus overdreven te hebben in de vooruitzichten.
Broek zakt weer af van verbazing!
Rasper niet verwarren met Krabdagou.
En exploratie is steeds onzeker.
America's richest oilman Harold Hamm wants to take his company Continental Resources private
Continental Resources Inc. shares jump 15% Tuesday after shale pioneer and billionaire Harold Hamm offered to take private the shale company he founded for...
www.marketwatch.com
Ja, bedrijven O&G staan goedkoop.
JanusDR
Well-known member
Enkel bij Oxy aan 100.Er zijn zo van die dagen dat OXY alles groen doet kleuren... we moeten misschien dat standbeeld voor Janus toch eens overwegen, kan me niet van de indruk ontdoen dat hij er hier toch al voor velen een pak geld heeft opgebracht met de OXY-tip
Nen Rum- Freeway cola zero volstaat ;-)
Bij oxy aan 100 kan er wel een echte cola vanaf
Op papier heb je gelijk, maar genoeg bedrijven waar de beurskoers jarenlang serieus afwijkt van de intrinsieke waarde. Dus ik hoop eerder op koopjes als in "aangekocht aan 100 en na een jaar staat het (terug) aan 110-..."
MiniJeffrey
Well-known member
ETF paar keer afgelopen maanden. Gemiddelde aankoopkoers dus wat kunnen drukken, maarja alles staat bloedrood dus dikke verliezen nu.
LaCucaracha
Well-known member
Ook zware verliezen op je ETF's? Heb de indruk dat die nog redelijk goed stand houden...
Heb je je portefeuille pas sinds vorig jaar opgebouwd? Want indien al vele jaren, zou je toch nog in de + moeten staan?
Wat zit er allemaal in je portefeuille?
JanusDR
Well-known member
Nee, vind freeway en pepsi beter.Bij oxy aan 100 kan er wel een echte cola vanaf
Dat zijn de 'echte' voor mij
Spooky
Well-known member
oei, daar gaat papa Buffett niet blij mee zijnNee, vind freeway en pepsi beter.
Dat zijn de 'echte' voor mij
JanusDR
Well-known member
Hij dronk vroeger zelf altijd pepsioei, daar gaat papa Buffett niet blij mee zijn
Brt
Banned
FT: interessant artikel voor de oxy en apa beleggers:
Brt
Banned
Bij deze:
LeBlanc said the “highly unusual” situation means some of the largest shale companies “could theoretically buy themselves back entirely in less than five years”. Bar chart of Years to buy back shares at current cash flows showing Shale companies could go private quickly That includes Occidental Petroleum, whose debt pile increased by more than $28bn to almost $39bn in 2019 when it beat Chevron in a bidding war to buy Anadarko, another shale producer, just months before the coronavirus pandemic shattered crude prices and the US oil patch. But Oxy is now generating more free cash flow than ever. Analysts expect it to pay its once-crippling debt load down to pre-deal levels by next year. Oxy’s share price remains depressed despite the financial performance, however, even as Warren Buffett’s Berkshire Hathaway has piled into the stock. The combination means that at $100-a-barrel oil and current cash flow levels and equity prices, Oxy could buy back all its shares within three and a half years, according to S&P Global. ConocoPhillips and Pioneer Natural Resources, the two biggest producers in Texas’s and New Mexico’s prolific Permian shale field, could do the same in less than six years, even while they keep paying down debt. The cash influx and balance sheet strength mark a stunning turnround for an industry whose debt-fuelled drilling sprees took US oil output to a record high in 2020 — but left investors disillusioned with the poor returns. US oil and gas stocks once made up about a quarter of the S&P 500’s value, but only account for around 4 per cent now — a reflection of investors’ disillusionment but also longer-term fears about the value of fossil fuel stocks amid efforts to combat climate change. Even shares in Devon Energy, the S&P 500’s best performer last year, remain cheap enough that it could buy back its outstanding shares in less than six years, reckons S&P Global. The company has pledged $2bn in buybacks, roughly 4 per cent of its market value as of Tuesday. And given the constraints on capital spending, share repurchases increasingly make sense, said Matt Portillo, an analyst at Houston investment bank Tudor, Pickering, Holt. “If the market doesn’t start to recognise the value [shale companies are] creating through equity repurchases, you’re just going to continue to see shares gobbled up by management teams,” Portillo said. In the next two to three years, several shale producers could buy back between 30 and 40 per cent of their existing market capitalisation just through free cash flow generation, leaving them an opportunity to privatise the rest, Portillo added. He cited companies such as EOG Resources, one of the shale patch’s largest producers, which would have a “huge cash war chest by the end of the year” as income streamed in. But even if other shale bosses would like greater control over their companies, Hamm and his family’s controlling stake in Continental make him a special case. “Harold owns 83 per cent,” Pioneer chief executive Scott Sheffield said in an email. “[It’s] the key and big difference with others. I believe it would be very hard for others to do.” Recommended Shale Oil & Gas US gas heartland woos foreign buyers as Europe’s energy crisis deepens And analysts cautioned that even if shale executives wanted freedom from Wall Street — and to drill as and when they pleased — they would still need to contend with efforts to clamp down on fossil fuel use to curb climate change. “Shale companies may want to escape the scrutiny that is part and parcel with being a public company, but it is critical they don’t lose their focus on cutting emissions and playing a role in the changes in energy that are under way,” said Jamie Webster, a senior director at consultancy BCG’s Center for Energy Impact. Get alerts on Shale Oil & Gas when a new story is published Copyright The Financial Times Limited 2022. All rights reserved.
LeBlanc said the “highly unusual” situation means some of the largest shale companies “could theoretically buy themselves back entirely in less than five years”. Bar chart of Years to buy back shares at current cash flows showing Shale companies could go private quickly That includes Occidental Petroleum, whose debt pile increased by more than $28bn to almost $39bn in 2019 when it beat Chevron in a bidding war to buy Anadarko, another shale producer, just months before the coronavirus pandemic shattered crude prices and the US oil patch. But Oxy is now generating more free cash flow than ever. Analysts expect it to pay its once-crippling debt load down to pre-deal levels by next year. Oxy’s share price remains depressed despite the financial performance, however, even as Warren Buffett’s Berkshire Hathaway has piled into the stock. The combination means that at $100-a-barrel oil and current cash flow levels and equity prices, Oxy could buy back all its shares within three and a half years, according to S&P Global. ConocoPhillips and Pioneer Natural Resources, the two biggest producers in Texas’s and New Mexico’s prolific Permian shale field, could do the same in less than six years, even while they keep paying down debt. The cash influx and balance sheet strength mark a stunning turnround for an industry whose debt-fuelled drilling sprees took US oil output to a record high in 2020 — but left investors disillusioned with the poor returns. US oil and gas stocks once made up about a quarter of the S&P 500’s value, but only account for around 4 per cent now — a reflection of investors’ disillusionment but also longer-term fears about the value of fossil fuel stocks amid efforts to combat climate change. Even shares in Devon Energy, the S&P 500’s best performer last year, remain cheap enough that it could buy back its outstanding shares in less than six years, reckons S&P Global. The company has pledged $2bn in buybacks, roughly 4 per cent of its market value as of Tuesday. And given the constraints on capital spending, share repurchases increasingly make sense, said Matt Portillo, an analyst at Houston investment bank Tudor, Pickering, Holt. “If the market doesn’t start to recognise the value [shale companies are] creating through equity repurchases, you’re just going to continue to see shares gobbled up by management teams,” Portillo said. In the next two to three years, several shale producers could buy back between 30 and 40 per cent of their existing market capitalisation just through free cash flow generation, leaving them an opportunity to privatise the rest, Portillo added. He cited companies such as EOG Resources, one of the shale patch’s largest producers, which would have a “huge cash war chest by the end of the year” as income streamed in. But even if other shale bosses would like greater control over their companies, Hamm and his family’s controlling stake in Continental make him a special case. “Harold owns 83 per cent,” Pioneer chief executive Scott Sheffield said in an email. “[It’s] the key and big difference with others. I believe it would be very hard for others to do.” Recommended Shale Oil & Gas US gas heartland woos foreign buyers as Europe’s energy crisis deepens And analysts cautioned that even if shale executives wanted freedom from Wall Street — and to drill as and when they pleased — they would still need to contend with efforts to clamp down on fossil fuel use to curb climate change. “Shale companies may want to escape the scrutiny that is part and parcel with being a public company, but it is critical they don’t lose their focus on cutting emissions and playing a role in the changes in energy that are under way,” said Jamie Webster, a senior director at consultancy BCG’s Center for Energy Impact. Get alerts on Shale Oil & Gas when a new story is published Copyright The Financial Times Limited 2022. All rights reserved.
