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Logitech International SA Message Board

infoonstocks 6 posts  |  Last Activity: Dec 2, 2014 7:40 PM Member since: Nov 9, 1999
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  • Reply to

    Pending asset sales

    by stjm99 Dec 1, 2014 8:51 PM
    infoonstocks infoonstocks Dec 2, 2014 7:40 PM Flag

    I asked that very question on Oct 15th- just got an obnoxious comment from an apparent short holder. I did send an email to IR at that time but received no response. Most of the majors who are counter parties to these swaps have long-term vision. They should be fine. Picken's said today oil will be back to 100 in the next 12-18 months... well within my horizon. Not happy about the decline (down $45K), but I'll get paid to wait. If it takes another leg down I may have to grab my junk and double down. Gulp.

    Sentiment: Hold

  • infoonstocks by infoonstocks Oct 17, 2014 2:46 PM Flag

    I've not been able to find the break-even oil price for NOG. Does anyone have info on this- preferably with a source reference? Thx in advance.

    Sentiment: Hold

  • Reply to

    Asset swaps/sales with DVN, EOM, etc.

    by infoonstocks Oct 15, 2014 2:50 PM
    infoonstocks infoonstocks Oct 15, 2014 3:28 PM Flag

    Sentiment.... not helpful

    Sentiment: Buy

  • Does anyone know if the asset swaps and asset sales recently announced by Linn are a done deal? Are they in jeopardy given oil prices?? Please respond only if you have real information- I'm not interested in theories or sentiment.

    Sentiment: Buy

  • Line/LNCO holds hedged nat gas and oil reserves, with a goal of maximizing DCF (distributable cash flow). It holds physical assets with a hedge fund behind it for purpose of making us money. That's what we have here. IMO this is a trust in mgt story. If you trust mgt, you hold, if you distrust, you sell. The assets are bought and sold, assumptions are made about proved/probable reserves, and we put a price on those assets. There's debt of course, but they're hedged too (2020). If oil & gas goes down and stays down for a long time, we're toast (that's = to "it's different this time") If you believe in mgt, and think the long price of oil is up over time, hold and take as much DCF as they can spin off. If not, sell. If only I really knew the REAL NAV... but that's magiical thinking. I believe in mgt- I'll continue to avg down. NAV is currently calculated a little over 20. That's where I'll take my next big chunk.

    Sentiment: Buy

  • Reply to

    Taking loss in LINE and buying LNCO

    by maxgeo123 Oct 8, 2014 3:23 PM
    infoonstocks infoonstocks Oct 8, 2014 3:44 PM Flag

    You can likely get away with it- the IRS isn't that sophisticated, but they are "substantially similar" stocks, so you should apply the wash rule. Consult your tax accountant. This would be no different than switching from RDS A and B shares. Wash rule applies.

    Sentiment: Buy

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