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Assured Guaranty Ltd. Message Board

hounddawgie 14 posts  |  Last Activity: May 21, 2015 9:06 AM Member since: Jan 27, 2009
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  • Reply to

    I'm whipped.

    by hounddawgie May 20, 2015 12:19 PM
    hounddawgie hounddawgie May 21, 2015 9:06 AM Flag

    Fact, SD has not done a RS. Still laughing at you.

    Sentiment: Sell

  • Reply to

    I'm whipped.

    by hounddawgie May 20, 2015 12:19 PM
    hounddawgie hounddawgie May 21, 2015 7:24 AM Flag

    You are distorting things again, per usual. I have never "advised" anyone, only gave my opinion. Neither you or I are in any position to be "advising" anyone unless we understand their individual tolerance for risk and their investment objectives. I made the mistake of not believing that the Saudis would stick to their price cuts and hung on to Sandridge too long. However, you are correct in one thing, you are not the cause of my losses. All you ever do is "rake" on other people and I never found your comments useful or constructive. You rarely offer any relevant metrics in support of your ideas; supplying me with all the evidence I needed to disregard every piece of "advice" you offered. You may be smart, but it was never evident in any of your posts. Any wisdom that you might be able to offer (if any) you have managed to keep hidden somewhere deep in your immense body fat. You didn't think anyone knew that ey?

    Sentiment: Sell

  • hounddawgie by hounddawgie May 20, 2015 12:19 PM Flag

    Dumped 48K shares.

  • hounddawgie by hounddawgie May 18, 2015 3:22 PM Flag

    My current "estimating" worksheet says SD needs $105 WTI price (90 day out futures price), assuming that 80,000 boe/day production can remain steady on $100 mil/Qtr CAPEX (running 7 rigs). That's just $40/bbl over the current 90-day price. NO PROBLEM-O. ha ha ha ha.

    Sentiment: Hold

  • Reply to

    Reserse Split

    by cleint9 May 17, 2015 10:40 AM
    hounddawgie hounddawgie May 18, 2015 8:50 AM Flag

    7 months is a material amount of time

  • Ronald Wayne sold his 10% stake in Apple for $800 on this day in 1976. Today those shares would have been worth over $58 billion.

    Sentiment: Hold

  • Reply to

    Debt for equity swap

    by cleint9 May 17, 2015 3:26 PM
    hounddawgie hounddawgie May 17, 2015 4:23 PM Flag

    Crude and nat gas prices don't have to go that high tomorrow, next week, or next month for SD to survive and be profitable. They don't have to rid themselves of all their debt either. All you need to do is get crude and nat gas prices moving northward in an aggressive fashion, something to fuel speculation in futures. SD could do a capital raise (spo) at a much higher price to merge with/takeover another driller or vice versa. Higher crude and nat gas price speculation would open a lot of doors. Remember, the market price of a stock is a "discounted" valuation of a "FUTURE" stream of earnings. Something needs to happen w/in the next 18-24 months that will start the process.

    Sentiment: Hold

  • hounddawgie hounddawgie May 17, 2015 1:35 PM Flag

    Saudi/OPEC is intent on using price to drive all the marginal producers out of business. This is no different from when China was dumping low priced steel onto the world market. China, U.S. and Japan are all stock-piling cheap crude. There are no efforts being made in Washington or by OPEC to stop it. For the U.S. it is a strategic resource that we need to keep growing here, allowing exports and limiting imported sources. Subsidies and tariffs are not my favorite thing, but if we had a functioning Dept Of Energy, applying some restrictions that "sunset" seem to make sense when there are large exporting players (like Saudi) manipulating markets with price.

    Sentiment: Hold

  • hounddawgie hounddawgie May 17, 2015 12:36 PM Flag

    There is only one thing that will save Sandridge, that is the notion that much higher crude and natural gas prices are on the near horizon. It can happen almost overnight. A vision that 4+% worldwide economic growth is near or major supply disruptions occur that "dash" the Saudi plan. Keep in mind, every crude producer in the world (except Saudi) NEEDS higher pricing. Saudi Arabia's position right now is a precarious one.

    Sentiment: Hold

  • Reply to

    Reserse Split

    by cleint9 May 17, 2015 10:40 AM
    hounddawgie hounddawgie May 17, 2015 12:17 PM Flag

    SD needs to grind-this-lapse-out and wait for optimism to return to crude markets before attempting to do a big capital raising effort via an spo. It is a tough period, but there is a window of time yet before an spo would be appropriate (IMO).

    Sentiment: Hold

  • Reply to

    Reserse Split

    by cleint9 May 17, 2015 10:40 AM
    hounddawgie hounddawgie May 17, 2015 11:04 AM Flag

    Why?... just to reduce the number of shares that can be borrowed? I doubt the NYSE is going to rush to delist SD unless the price stays low for a prolonged period and the volume falls away. The exchange understands periods of high volatility occur and bids falling below a dollar does not flip any circuit breakers for delisting. It is a "decision" by the exchange that takes into account a number of different factors.

    Sentiment: Hold

  • Reply to

    All the roaches have left

    by trmmara May 15, 2015 11:33 AM
    hounddawgie hounddawgie May 15, 2015 3:45 PM Flag

    I see what you are doing, I just don't understand (and never will) understand why you like gloating over the misfortune of others so much.

    Sentiment: Hold

  • Reply to

    All the roaches have left

    by trmmara May 15, 2015 11:33 AM
    hounddawgie hounddawgie May 15, 2015 11:42 AM Flag

    Groveling over the misfortunes of other is fun, isn't it?

    Sentiment: Hold

  • hounddawgie by hounddawgie May 14, 2015 3:34 PM Flag

    issue the new shares then buy the bonds in the market at 80 cents on the dollar?

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