I do respect the fact that Cramer has a relationship with Aldrich in that theyhave talked several times and he has been on the show many times. So I dont think he recommends this off the top of his head. I do believe he has more intimate knowledge of this company than most he discusses on his show
this is one analyst. Dont see anybody else with this assessment form a real firm
Exactly, aapl news is weighing heavily on stock. Company no different than yesterday. Charts are nice but this is entirely an aapl sympathy event
True but they still have a large hedge book and as you said still has legs for 3 years. Not saying exclusively vnr but could work for somebody.
Why wouldnt someone like VNR go after memp for its headges and shelf their reserves for now, lower cost producer can havebigger spread if they own the hedges?
Exactly and in dividendseekers assessment looking at 8 dollars eps in 2017. Likely a 80% pps form here. Bought more at 76 and will keep at it if dips. Don't confuse the company with the stock!
You can look at slides for upcoming SF presentation and form all appearances looks pretty good with well hedged NG. Good equity position and lots of room on revolver
aldrich wont sell unless we are talking up there. rumors occurred when stock was at 110s last july but stated would have to go much higher. dont confuse the stock with the company
obviously very bullish considering the sales numbers as well as the fact that content appears in samsung phones as well.
Stifel still has this as a buy and their financial tables going forward dont look bad. Obviously when the hedges start to weaken everybody is in trouble. WIsh I could access their presentation form citi mlp conference. Have emailed them but no response yet.