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Energy Transfer Partners, L.P. Message Board

barmy_madeoff 9 posts  |  Last Activity: Apr 24, 2015 11:30 PM Member since: Apr 6, 2009
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  • barmy_madeoff barmy_madeoff Apr 24, 2015 11:30 PM Flag

    I should add that I wanted to buy back some covered calls I had written on shares I already own, but those prices held pretty strong. Presumably the options market isn't as easily spooked.

  • barmy_madeoff barmy_madeoff Apr 24, 2015 11:27 PM Flag

    I cleverly watched and waited until $62.20 to add some more and of course it more or less immediately dropped another dollar. Timing is something I excel at.

    Anyway, in the long term the irrational reactions to uncorrelated events creates trading opportunities. I don't know if the price is driven by nervous idiots or by those who see a thinly traded stock as an easy target for manipulation. It's certainly nothing to do with company specific fundamentals. I guess the volatility will continue until it doesn't work for them anymore.

  • Reply to

    odd isn't it

    by desertridgept Apr 7, 2015 8:49 AM
    barmy_madeoff barmy_madeoff Apr 7, 2015 9:14 AM Flag

    Right. Do you think L'Oreal was just taking a shot in the dark and that ONVO made the commitment as a gift from the Easter bunny? Negotiating an exclusive commercial supply agreement obviously depends on development issues, but it's as much in ONVO's interest as L'Oreal's to see where this could lead & provide direction to this phase and that still leaves open the areas of skin drug testing and transplant applications and could spark interest from a major pharmaceutical company to nail down a similar deal in those areas.

    "The development and validation phases each require L'Oreal to make an upfront payment and payments for certain deliverables. The Agreement contemplates that the parties will negotiate an exclusive commercial supply agreement, which will include customary licensing and royalty terms. The parties have not disclosed the commercial terms of the Agreement."

  • barmy_madeoff barmy_madeoff Mar 13, 2015 2:18 PM Flag

    Anyone who references "the big boys" is clearly a conspiracy theorist on a par with the flat earth proponents.

    There's less than $8 million in trading volume so far today and almost zero option action. These are obviously penny-ante "big boys."

  • Reply to

    Earnings Miss ?

    by investright2003 Mar 10, 2015 9:14 AM
    barmy_madeoff barmy_madeoff Mar 11, 2015 11:33 AM Flag

    Unfortunately some people, including analysts with only a superficial understanding of the company, trade this with the ups and downs of oil as if the only thing they produced was oil tankers and as if order were placed and cancelled on a weekly basis. It's fairly thinly traded and if the "machine traders" spot momentum one way or another they buy or sell without any concern for the long term prospects of the company.

    And, of course, industrials as well as the broader market have been selling off.

  • barmy_madeoff barmy_madeoff Mar 4, 2015 2:04 AM Flag

    Yes, SDRL and SDLP are different entities. The partnership is still paying distributions.

    " What if they miss on the next quarter est and stop the dividend?

    The cash flow is not going to zero even if they don't meet estimates ... and at this point the market has had plenty of time to price in the pessimism regarding oil and underestimate distributable cash flow in future.

    "Unlike traditional MLPs, EMES is a variable distribution MLP, which means that it pays out all available cash flow every quarter ."..

  • barmy_madeoff barmy_madeoff Mar 3, 2015 3:31 AM Flag

    "However, my losses far exceeded those dividends"
    You only realize losses if you get skittish and sell.
    Refracking of old wells and an eventual return to economic oil prices will support profits, distributions and the stock price over time. The goal is to buy low and sell high, not to panic and sell low.

    "Let's see what the analysts have to say tomorrow."
    If you really depend on analysts, you might as well just use your own Magic Eight Ball or Ouija Board like they do.

  • Reply to

    cup and handle

    by thesarksays Feb 14, 2015 6:51 PM
    barmy_madeoff barmy_madeoff Feb 25, 2015 6:12 AM Flag

    "Load up!"
    I guess for you the sun is always over the yardarm, especially if someone else is buying.

  • Reply to

    Cologuard POP UP ADS overkill !

    by troianir Feb 24, 2015 11:13 PM
    barmy_madeoff barmy_madeoff Feb 25, 2015 6:03 AM Flag

    " It is like once your computer sees you put in anything to do with the colon"

    I'm sure that must be especially burdensome for people with odd fetishes.

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