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Dell Computer Corporation (DELL) Message Board

hjeffer846x 40 posts  |  Last Activity: Dec 22, 2014 4:51 PM Member since: Aug 17, 1999
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  • hjeffer846x hjeffer846x Dec 22, 2014 4:51 PM Flag

    ...taxman: Huh? Force a reverse stock split...NEVER...maybe what you are talking about is an offer of 3 to 1 for the remaining NADL's shares (IMO, it would be more like 2 for one), but a reverse stock split would be of no value whatsoever. to SDRL. Now if another company, that wanted the HE rigs, were to offer 8$ per share for NADL (it IS costly to build those rigs), I would think SDRL would jump at it.. Pay off some debt, and coast through this downturn in oil. You are right about the 70% has the power to rule, and because of that, I don't think SDRL will ever let NADL go, and make an offer on the remaining shares...sell what they don't need any longer, and still be ready for any future events...like Rosneft. Remember also, although the HE rigs are made for the Arctic, they CAN operate anywhere in the world.

    Sentiment: Hold

  • Reply to

    Final Minutes of trading day to DUMP NADL

    by taffy123414 Dec 19, 2014 3:51 PM
    hjeffer846x hjeffer846x Dec 20, 2014 3:41 PM Flag

    OOoooppppps...a little play on words...I should have spelled quiet....lol...or else it could be quite a losing affect...or is it effect?...on shorts...wouldn't want that...would we. Now to the KY/UCLA game...

    Sentiment: Hold

  • Reply to

    Final Minutes of trading day to DUMP NADL

    by taffy123414 Dec 19, 2014 3:51 PM
    hjeffer846x hjeffer846x Dec 20, 2014 3:34 PM Flag

    PPssssttttt: Don't tell the shorts on here, but it looks like a 2 to almost 3 dollar increase in brent oil futures....keep it quite.

    Sentiment: Hold

  • Reply to

    Final Minutes of trading day to DUMP NADL

    by taffy123414 Dec 19, 2014 3:51 PM
    hjeffer846x hjeffer846x Dec 20, 2014 9:52 AM Flag

    Wow...must be some shorts are getting worried because of the constant one liners posted to hide relevant good information that has been posted. I have been watching SDRL too (obvious reasons), and wonder, yes it has a debt issue, but if it was bought out, the buying company would get a LOT of shares/interest in the companies SDRL spun off....to include NADL. Truthfully, if I were shorting oil stocks, I think I would be looking at an exit point now. One good story, M&A activity, and poof...all profits from shorting lost, and then some.. On the other hand, and even shorters KNOW this, oil WILL recover, and oil stocks will climb dramatically from these levels....matter of time....the only question is, will the companies make it to that point...my bet is on NADL...for various reasons. GLTA longs...and have a GREAT Holiday season and New Year!

    Sentiment: Hold

  • Reply to

    Rosneft and NADL

    by glb1943 Dec 18, 2014 6:19 PM
    hjeffer846x hjeffer846x Dec 20, 2014 12:24 AM Flag

    Norway, like other countries, is beginning to hurt because of the sanctions...anyway here is a read: On December 18, Member of Rosneft Board of Directors, special representative of President of the Russian Federation on international cooperation in the Arctic and Antarctic Artur Chilingarov made a report "Russia and Norway: Prospects for Cooperation in the Arctic" at the Fridtjof Nansen Institute.

    "Russia and Norway provide an example of how disputed issues may be constructively resolved on the sole basis of national and international laws," said Chilingarov, "the Russian-Norwegian agreement on maritime delimitation in the Barents Sea and the Arctic Ocean has demonstrated both parties' goodwill."

    "Arctic development will help to melt the ice of distrust between Russia and the West," Chilingarov asserted. He cited Rosneft's joint projects as examples of successful Russian-Norwegian cooperation on the Arctic shelf.

    He emphasized, that the recent Pobeda (Victory) oil field discovery in the Kara Sea became a common victory, primarily, for the Russian and Norwegian specialists. The Universitetskaya well drilling results surpassed the boldest expectations. The resource base discovered only in the first trap is 499 bcm of natural gas and over 130 million tons of oil. The oil has very high quality and is comparable to Siberian Light. For reference: in 2013, Norway's aggregate production amounted to 109 bcm of gas and 83 million tons of oil.

    The only well drilled on the Universitetskaya structure demanded implementation of a powerful shipping support system including rescue and transportation vessels, ice breakers, floating hotels all worked in the Kara Sea. Chilingarov believes, Norwegians could get actively involved in setting up the infrastructure in the years to come, as the number of exploration wells grows and, thereafter, commercial production of Arctic oil begins.

    "Considering that Rosneft and partners plan to spend US$400 billion on hydrocarbons production in the Kara Sea (which will cover just 25% of proven reserves in the Arctic), Norway's lost profits could amount to hundreds of billions of dollars if politicians keep making uneconomical decisions," Chilingarov noted.

    The special representative of the Russian President is sure that there is no problem in the Arctic that could not be resolved on the basis of good relations and constructive dialog.

    The Director of the Nansen Institute, Arild Moe, and Director of Norwegian Polar Institute, Jan-Gunnar Winther, took part in the debates that followed Chilingarov's speech. Chilingarov also held informal meetings with representatives of the Oil and Energy Ministry, Climate and Environment Ministry, and Foreign Affairs Ministry of Norway, discussing with them the issues of Norwegian-Russian cooperation in the Arctic.

    Sentiment: Hold

  • Reply to

    check out AH

    by daicheng0722 Dec 18, 2014 5:47 PM
    hjeffer846x hjeffer846x Dec 18, 2014 10:51 PM Flag

    Means nothing unless a LARGE volume traded....or a very LARGE block traded...note several 1 share trades....could have been a ECN just tidying up his book....p.s. I didn't thumbs down ya' as I noticed the AH, and checked it out myself...always good to get any relevant info.

    Sentiment: Hold

  • hjeffer846x hjeffer846x Dec 16, 2014 2:24 PM Flag

    hagen: good grief...yes, SDRL spun off NADL when oil was MUCH higher, and I know you have noticed times have changed, BUT they still have 70% of NADL, because they want control of the rigs....I do not think SDRL would in any way, shape , or form want to lose the HE rigs. SDRL could merge with NADL, keep the HE rigs, and sell off the other...although they may not get a lot for 'the other'. ..but much better than losing all of the assets. SDRL can do this with NO change of cash, by a total stock swap...which would not even be dilutive to SDRL. When oil stabilizes, SDRL will have the option to 'spin off' NADL again to pay down debt...or whatever. Again, I do not think SDRL would like to see the assets, and interest in, NADL go 'BYE-BYE'...just IMO.

    Sentiment: Hold

  • hjeffer846x hjeffer846x Dec 16, 2014 1:08 PM Flag

    newlife: SDRL buying shares would be of no vlaue to SDRL unless they decided to buy the rest of the shares SDRL does not own. However, that does not preclude Fredrikson from buying. IMO, todays action is because of the M&A of other oil companies, and some shorts believing that this would be a good exit point...short covering... in other words, it wouldn't be good to be short to wake up one morning and find out SDRL, or some Indian company decided to buy NADL. HE rigs are expensive.

    Sentiment: Hold

  • Reply to

    Seadrill

    by shawn44life Dec 13, 2014 4:24 PM
    hjeffer846x hjeffer846x Dec 14, 2014 7:07 PM Flag

    lepv: 5000 shares of SDRL...and actually there is NO money exchanged, just shares...just what the value of SDRL the day of the exchange IE: SDRIL and NADL agree to a 1 ( one share of SDRL) for two (two shares of NADL) stock merger on Jan 2. On Jan 2 the price of SDRL stock is 10$ (just a number for illustration) , that would make the exchange value 5$ for each share of NADL. Now...for the fly in the ointment....because of short sellers, the price could be dramatically different on that date, and days preceding the exchange... and if the market thinks the merger of SDRL/NADL is good for the short/intermediate term...SDRL's shares could go up dramatically....iif not...well, imo, there wouldn't be much difference in the share prices. It's neat to ponder these scenarios...if...IF...it were to happen. Just about all analysts agree, M&A in oil companies is going to happen....HAS TO happen. All again...just IMO. Take care, have a great holiday season...and New Year.

    Sentiment: Hold

  • Reply to

    Seadrill

    by shawn44life Dec 13, 2014 4:24 PM
    hjeffer846x hjeffer846x Dec 14, 2014 10:15 AM Flag

    lepv: There would no longer be any NADL shares....only SDRL shares as the companies become one. However, this is all about survivorbility of the companies. A long protracted plunge in oil prices will have an effect on the companies after the contracts on the rigs run out...no doubt about it. With the merger, SDRL will have a much better chance to survive, and NADL shareholders will benefit from it...note that SDRL shares were twice as much as NADL shares...so was the dividend. Will NADL shareholders lose? Good question, but I doubt it from this point. NADL has very little wiggle room for very long term survivability with the current situation. This is just IMO, as a possible outcome....

    Sentiment: Hold

  • Reply to

    Seadrill

    by shawn44life Dec 13, 2014 4:24 PM
    hjeffer846x hjeffer846x Dec 13, 2014 11:25 PM Flag

    lepv: Right now, that would equate to a little over 5$ per share:However, SDRL's stock could go down, but I don't think either the companies, or shareholders would mind, as the merger would be beneficial for all concerned. Giving stock would not be dilutive for SDRL, and they would have control of all of NADL's assets. From what I read, they could sell some of NADL's assets to pay down debt This, IMO, would be the best way for the companies to survive....by the merger.

    Sentiment: Hold

  • Reply to

    Seadrill

    by shawn44life Dec 13, 2014 4:24 PM
    hjeffer846x hjeffer846x Dec 13, 2014 6:34 PM Flag

    shawn: I agree, and stated this in a comment a while back. BUT, both SDRL and NADL need money to weather this downturn in oil prices. I believe that SDRL, which owns 70% of NADL, should offer a 1 for two share offer for the remaining shares of NADL...that way both companies merge into one, and SDRL can take the cash NADL has, AND revenues to hold out, and pay off debt. Yes, SDRL will assume NADL debt, but that would be manageable as the companies become one. SO many possibilities...Russia, India buying SDRL, or making partnerships....who knows...but I do believe SDRL merging with NADL would be a win-win situation, When oil stabilizes, things get better-a matter of time....SDRL could re-IPO NADL to pay down debt.

    Sentiment: Hold

  • Reply to

    Russia/India

    by matthsusant Dec 10, 2014 7:55 PM
    hjeffer846x hjeffer846x Dec 11, 2014 11:02 PM Flag

    After a lot of research, and this is hypothetical, Indian Oil Company, which is 79% owned by the state (India), could buy NADL with no problem....in fact, it would look like a win-win for Indian Oil Company and India..IMO. A lease, maybe, but by buying NADL, they would have almost immediate access to HE rigs when weather permits arctic drilling, and not have to worry about sanctions. SDRL could pay down debt, and wait out the sanctions with the funds. Just a thought...puzzle pieces.

    Sentiment: Hold

  • Reply to

    Russia/India

    by matthsusant Dec 10, 2014 7:55 PM
    hjeffer846x hjeffer846x Dec 11, 2014 6:08 PM Flag

    Another article: Putin Took Another Sharp Turn Away From The West....good read.

  • hjeffer846x by hjeffer846x Dec 10, 2014 10:10 PM Flag

    I like J C Penny....seen the price drop again, went to the local J C Penny here in B.G. Ky...had lines at least 10 people deep at each cash register, and I spent money too. ...jewelry. I consider it a good buy at these levels, so, I bought some shares...looks like a good risk/reward...and yes, I did my DD about the company, and know the risks. Anyone else out there have a report on your local J C Penny store?

    Sentiment: Buy

  • Reply to

    Russia/India

    by matthsusant Dec 10, 2014 7:55 PM
    hjeffer846x hjeffer846x Dec 10, 2014 9:52 PM Flag

    matth: Thanks for the info...I couldn't find anything about India's oil companies having HE rigs either. I know this would be a stretch, but possible that India either hires/leases NADL/rigs, or buys it out to get the rigs...IF the Russian contract is good? Since Rosneft already knows NADL, and it is a ten year deal...well, anything could be possible. I am only thinking that if Russia/India do deal, obviously India can't wait for the construction of HE rigs.

    Sentiment: Hold

  • Reply to

    I'm not big on conspiracy theories, but....

    by deadairez Dec 9, 2014 1:11 PM
    hjeffer846x hjeffer846x Dec 10, 2014 9:45 AM Flag

    One can see how easily it is to manipulate the public with this oil fiasco. Remember just a coupla' years ago, when the oil people/analysts stated there was only about 15 years of ALL, known and unknown, oil left on/in this planet to last only about 15 years, and oil would go to 200/400$ a barrel... Pickens got on the bandwagon to start alternate energy sources. Manipulation at its best.

    Sentiment: Hold

  • Reply to

    I'm not big on conspiracy theories, but....

    by deadairez Dec 9, 2014 1:11 PM
    hjeffer846x hjeffer846x Dec 9, 2014 5:43 PM Flag

    matth: Thanks for the info, and yes, agreed. Have a great holiday season...take care.

    Sentiment: Hold

  • Reply to

    I'm not big on conspiracy theories, but....

    by deadairez Dec 9, 2014 1:11 PM
    hjeffer846x hjeffer846x Dec 9, 2014 4:32 PM Flag

    Yes...agree., and bet some that are shorting got a little nervous today...wouldn't take much to have NADL shoot up...OPEC cut, sanctions lifted, Rosneft deal, SDRL annouce buying some, or rest of shares...IMO, the VERY rich control oil, and will NOT suffer losses too long.....they are too greedy. Shipping, as some make reference to on this board, is a different matter.

    Sentiment: Hold

  • Reply to

    class action suit against sdrl

    by cbowneoil Dec 8, 2014 4:30 PM
    hjeffer846x hjeffer846x Dec 9, 2014 9:21 AM Flag

    kywildcats56: Agree, and it IS fun!!! Take care, and have a geat holiday season.

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