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SandRidge Energy, Inc. Message Board

denzerini 10 posts  |  Last Activity: Jul 9, 2014 11:06 AM Member since: Mar 27, 2006
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  • The rattle of shopping Repsol Pacific Rubiales would be five more firms
    Bogotá_
    After the payment made Argentina Repsol YPF for participating in as a measure to nationalize the oil, much has been speculated about the fate that will $ 5,000 he received the Spanish.

    Companies like Kodiak, Pacific Rubiales, Oasis Petroleum, Diamondback, Lundin Petroleum, SandRidge, having average sizes and could cost between $ 2,000 million and $ 10,000 million, are the most optioned in the window of Repsol to have a climbing capitalization market in recent months.

    Swedish Lundin Petroleum shown attractive with revenues in 2013 of $ 1,195 million and a stock that traded between U.S. $ 17 and U.S. $ 18 in early 2014 and at the close yesterday came in at U.S. $ 19.2, according to Bloomberg data.

    U.S. Oasis Petroleum has shown interesting after sales of $ 1,142 million last year and a stock price rose from U.S. $ 45.03 on January for U.S. $ 55.62. The same origin, Kodiak with revenues in the same period, from U.S. $ 904.6 million and a price from U.S. $ 10.7 to U.S. $ 14.2 is another of the most optioned. Diamondback also, which went from a stock worth U.S. $ 51.13 to U.S. $ 87.32.

    And SandRidge a company located in Mississippi, who had already signed a deal with Repsol in 2011 and which could deepen its presence in the United States and the Gulf of Mexico.

    Although the deck of possibilities has also spoken of Pacific Rubiales as your bet in Latin America, has not changed the version of the company which stated that he had not received any "official bid for Repsol, or any another company, which denies any news that may have been published about it. "

    The attacks on the infrastructure of mining-sector, which so far this year are 64, have also become an obstacle to investment. Another aspect that the eyes of investors in Colombia steals is the attractive panorama presented by the power law of Mexico, which eased the investment of foreign companies in this sector that was previo

  • Available on the FireEye website home page.

    This is huge as it is a extremely positive review from a highly regarded industry publication. Perfectly timed release with the Target CFO termination news also out today. Take that NSS.

    What do you believe CFO & CEO's are think about what one of their new top priorities are??
    FireEye's stock is only too expensive if you believe analyst estimates. I don't. They had way underestimated Apple when the company released their iPhone and they are now way underestimating FireEye.

    Great price to accumulate as the last of the Mandiant sellers dump their shares.

    DZ

  • denzerini denzerini May 5, 2014 2:25 PM Flag

    It's my understanding that the Mandiant shares have already been unlocked until May 8th which is the date they re-lock. If accurate, I'd say it's a fairly good bet that most of the Mandiant sellers have dumped and probably will be done before earnings at close tomorrow.

    DZ

  • denzerini denzerini Apr 28, 2014 3:55 AM Flag

    Sprint short interest as of 4/15: 64,215,400
    Creeping upwards but still much lower than the last 12 months average.

    DZ

  • Reply to

    What's likely to occur sooner rather than later

    by denzerini Apr 24, 2014 1:49 PM
    denzerini denzerini Apr 24, 2014 1:59 PM Flag

    As for mass insider dumping of recently unlocked shares, it is probable that FEYE pre-arranged large block trades with institutional buyers. You can believe that executives and current institutional stock holders do not want to see their stock values decline much further than the mid-40's.

    You could have bought FEYE today at the same price before the Mandiant acquisition. Sellers are fools at this level.

    DZ

  • FEYE market cap is now far less than half of Symantec's. This is a joke as most of Symantec's product line is no longer relevant and thus in continual decline.

    It's now highly likely that large IT conglomerates are approaching FEYE for acquisition. However, FEYE likely won't sell at these levels since they see the enormous future opportunity to go it alone. The alternative is a hostile take-over attempt which would be great for the stock as piling on shorts get mega squeezed.

    Technology conglomerates make acquisitions based on market growth, engineering talent, and for competitive advantage -- not so much on current earnings. Whichever company can catapult them to the #1 or #2 position of an important, fast growth market, they will be bought at a large premium -- especially if a bidding war ensues.

    Back to accumulating shares today.

  • denzerini denzerini Apr 24, 2014 1:45 PM Flag

    FEYE market cap is now far less than half of Symantec's. This is a joke as most of Symantec's product line is no longer relevant and thus in continual decline.

    It's now highly likely that large IT conglomerates are approaching FEYE for acquisition. However, FEYE likely won't sell at these levels since they see the enormous future opportunity to go it alone. The alternative is a hostile take-over attempt which would be great for the stock as piling on shorts get mega squeezed.

    Technology conglomerates make acquisitions based on market growth, engineering talent, and for competitive advantage -- not so much on current earnings. Whichever company can catapult them to the #1 or #2 position of an important, fast growth market, they will be bought at a large premium -- especially if a bidding war ensues.

    Back to accumulating shares today.

    DZ

  • denzerini denzerini Apr 23, 2014 7:13 PM Flag

    I think you missed my entire point.

    DZ

  • Acquisition value. FEYE's market cap is almost half of that of washed-up and in long-term decline, Symantec (although SYMC is desperately looking for a savior buyer before their cash-flow dwindles to zilch). It's not debatable that the IT/Cyber security market will continue to experience exponential growth globally for years to come. As HP, IBM, DELL, + Int'l conglomerates continue to lose enterprise security deals to Cisco and smaller, new gen security companies, there will be a sense of urgency to catapult themselves back into the game. Now which ahead-of-the-game IT security company do you think will be the primary target? Paying today's Symantec valuation is a screaming bargain for the conglomerates and a huge return for those investors who are smart/wise enough to accumulate FEYE shares in the mid to high 40's. A bidding war developing is a very realistic scenario for FireEye.

    For those who are able to look beyond their trader mentality, take off the myopic glasses and try to take a look at the underpinnings of what is really brewing here. The best thing that happened for mid to long-term investors is market flooding of FEYE shares as a result of the secondary (smart Mandiant buyout) and by those pre-IPO investors who desire to make a nice return on what was then a high-risk investment. This was the same routine with all the insider dumping of Facebook shares less than a year ago and look how happy the investors are who took advantage of fear induced low $20 FB shares. This is the time to accumulate.

    Mark this post to take a look at how large your FEYE gains are 6 and 12 months from now. Hopefully this post will induce other non-short-term investors who understand this industry to begin intelligent dialog on this thus far failed board.

    DZ

  • denzerini denzerini Apr 17, 2014 11:19 PM Flag

    When does the "95 mil" lockup expire? Are you sure you got this part right??

    DZ

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