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Inovio Pharmaceuticals, Inc. Message Board

ivestors 39 posts  |  Last Activity: Jun 16, 2014 5:09 AM Member since: Mar 21, 2010
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  • Let's take a look to author's "Value Digger" bullish articles which were rated as "Top Idea" by Seeking Alpha. Were these just pump and dump as a few HK longs claim, or not? From the date of these articles until today:

    1.Pan Orient, (POE): C$1.71 then , C$2.09 now.

    2.Salamanter Energy (SMDR): 105 GBX then, 135.5 GBX now.

    3.Arsenal energy (AEI): C$5.21 then, C$8.40 now.

    4.Chinook Energy (CKE): C$1.06 then, C$2.57 now.

    5.Zargon Oil and Gas (ZAR): C$8.04 then, C$9.57 now.

    6.Nighthawk Energy (HAWK): 10.25 GBX then, 11.25 GBX now.

    7. Caza Oil and Gas (CAZ): C$0.235 then, C$0.385 now.

    This is an amazing track record of TOP LONG IDEAS in Seeking Alpha by VD. Some of these articles are from 2013 and those who held these stocks are still making money from them.
    In the meantime some have sold many of these stocks in a higher price level than the aforementioned current one, but even the long term holders have 100% SUCCESS.

    These are the FACTS. Lonestar Resources is his current TOP IDEA pick. In his article he has explained thoroughly why it is a winner like his previous picks.

  • No rumors, no hype, no hopes. Just FACTS:

    Adjusted EBITDA also surged from $6.6 million in March 2013 to $19.3 million in March 2014.

    Net income jumped from $342,000 in March 2013 to $5.2 million in March 2014. The company is already Profitable.

    The revenue leaped from $15 million in March 2013 to $26.5 million in March 2014.

    The operating CF rose from $(2.9) million in March 2013 to $19.9 million in March 2014.

    Cash margins per boe averaged $66.43 in 2013, which was among the highest in the Eagle Ford.

    Low well cost that ranges from $4.9 million to $7.0 million.

    Net Debt to EBITDA ratio below 2 times for 2014.

    EV: $430 million

    boepd: ~4,700 (~85% light oil/liquids)

    $/boepd: 91,489

  • Reply to

    Eagle Ford is here to stay, industry says

    by ivestors Jun 15, 2014 12:38 PM
    ivestors ivestors Jun 16, 2014 4:15 AM Flag

    It's all about the numbers and the facts, not hopes, rumors or hype.

  • ivestors ivestors Jun 16, 2014 4:12 AM Flag

    ASX listed LNR at +5% now.

  • Not long ago, many in South Texas wondered whether the Eagle Ford Shale was real or just a figment of some geologist's imagination.

    Now companies are talking about producing oil and natural gas for the next several decades in the region - but it was hard to see that projection coming, and even harder to figure out exactly what it meant.

    Frank Brogan, managing director of the Port of Corpus Christi Authority, said at first it looked like the Eagle Ford would eliminate the need for the facility altogether.

    The first wave of wells sent Eagle Ford oil to Corpus Christi refineries, which meant they didn't need to import foreign oil through the port anymore. Total tonnage dropped. Valero Energy Corp.'s Three Rivers Refinery used to move 75,000 barrels per day through the port but suddenly needed nothing, said Brogan, who spoke Wednesday at the Eagle Ford Consortium's annual conference in San Antonio.

    "It's kind of like a tsunami where it comes and sucks the water out before it floods your area," Brogan said.

    Eagle Ford production quickly outstripped the demand of local refineries. Now there's $22 billion in investment at the port, much of it driven by the Eagle Ford directly or the availability of a long-term supply of natural gas to fuel manufacturing plants. Starting last summer, more crude left Corpus Christi for other U.S. ports and Canada than foreign oil arrived.

  • ivestors ivestors Jun 15, 2014 12:36 PM Flag

    The upgrade to OTCQX plus the awareness from two SA articles already started to support the sp.
    I expect more in the near future. The Australians need some time to react as both factors came from US.

  • Reply to

    PVA about to acquire some eagle-ford accerage

    by shavitmi Jun 11, 2014 3:20 PM
    ivestors ivestors Jun 15, 2014 12:32 PM Flag

    There is more in sites about Eagle Ford...

  • Reply to

    PVA about to acquire some eagle-ford accerage

    by shavitmi Jun 11, 2014 3:20 PM
    ivestors ivestors Jun 15, 2014 12:31 PM Flag

    I agree with your thoughts.

  • Reply to

    PVA about to acquire some eagle-ford accerage

    by shavitmi Jun 11, 2014 3:20 PM
    ivestors ivestors Jun 12, 2014 7:44 AM Flag

    Eagle Ford news (acquisitions, investments etc) of the last 30 days:

    Devon Subsidiary Constructing New Eagle Ford Oil Pipeline/
    Abraxas Raises Eagle Ford Cap-Ex Budget by $35 Million/
    Sun Resources Acquires 5,014 Net Eagle Ford Acres/
    Sundance Energy Acquires 11,000 Net Eagle Ford Acres for $33-Million/
    Sanchez Nearly Doubles Eagle Ford Acreage in $265 Million Deal with Shell/
    Koch Expands its Eagle Ford Crude Oil Pipeline System/
    Cabot Oil & Gas To Expand Eagle Ford Drilling Program/
    Panhandle Oil and Gas Acquires Interest in Eagle Ford Acreage for $80 Million/
    Sabine Oil & Gas Merger with Forest Oil Corporation/
    Penn Virginia Seeks to Expand Eagle Ford Position/
    Encana Corporation Purchases 45,500 net Eagle Ford acres from Freeport-McMoRan for $3.1 billion/

    If LNREF stays for long so cheap, very soon larger oil cos will start the bids with significant premium.

  • Reply to

    Oil and gas sector now in play for mergers

    by ivestors Jun 6, 2014 10:59 AM
    ivestors ivestors Jun 7, 2014 3:24 AM Flag

    Tanks, I posted the second part but it didn't appear because of the copy-paste I guess.

    Sentiment: Strong Buy

  • Richard Hemming
    The Australian
    June 07, 2014 12:00AM

    SMALL listed oil and gas companies look to be increasingly on the auction block as bigger predators eye takeover opportunities to boost production growth given higher operating costs, a relatively high oil price and increasing domestic gas prices.
    This was certainly the case for Karoon Gas Australia, whose shares spiked 46 per cent from $2.54 where it was in late April prior to its suspension of trading due to funding uncertainty. It got to as high as $3.72 this week after Origin Energy lifted the previously cash-strapped oil and gas minnow out of the grave.
    Origin is on the hook to buy Karoon’s 40 per cent interest in two exploration permits for potentially large offshore gas fields in Western Australia’s Browse Basin. The deal delivers Karoon $US600 million ($647m) upfront and payments of up to $US200m if things go well for Origin.
    The transaction follows other merger and acquisition activity in the sector, including the Horizon Oil (HZN) and Roc Oil (ROC) merger, the all scrip takeover by Drill Search for Ambassador Oil and Gas (AQO) and the $1.84 billion takeover of US-based oil producer Aurora Oil and Gas by Canada’s Baytex Energy.
    Canaccord Genuity’s oil and gas analyst Johan Hedstrom explains why there is more M&A activity in the sector in comparison to others. He said:
    (CONTINUED)

    Sentiment: Strong Buy

  • Reply to

    OTCQX Listing: the Catalyst

    by ivestors Jun 3, 2014 2:54 PM
    ivestors ivestors Jun 6, 2014 4:20 AM Flag

    By reading the last presentation the company has already the excellent news (acquisitions etc) to move up further, but the lack of listing to a regulated market was a big disadvantage.
    Now, with the upgrade to the best OTC category, I believe that it will rise more in the next days.

    Sentiment: Strong Buy

  • ivestors by ivestors Jun 5, 2014 12:04 PM Flag

    EWPO 55.5%
    Lonestar Management 5.9%
    Wyllie Group Pty Ltd 5.3%
    Adam Smith Asset Management 1.2%
    Colonial First State Global AM 1.0%
    Industry Funds Management 1.0%

    Sentiment: Strong Buy

  • From February's 2014 presentation:

    "Lonestar has also announced that it plans to seek a secondary listing in New York to improve the liquidity
    of its shares."

    Sentiment: Strong Buy

  • The listing to OTCQX is the catalyst which increases the daily volume and the ps of this very undervalued company.
    Sooner or later more investors, commenters and newsletters will spot this stock.

    Sentiment: Strong Buy

  • Reply to

    QXP metrics and fundamentals at 38 cents

    by ivestors Mar 29, 2014 5:32 AM
    ivestors ivestors Jun 3, 2014 1:17 PM Flag

    For everyone bought QXP and made a 100% return in a short time, I posted some info in LNREF-Lonestar board, as I did here as the first poster.

  • On 24 February, 2014, Lonestar announced a series of acquisitions for US$71 million that will double its footprint in prime areas of the Eagle Ford Shale Basin. These acquisitions:

    · Raise Lonestar's Eagle Ford net acreage by 130% to 23,079 acres;

    · Lift Proved Reserves by 40% to 25.6 million BOE, of which 85% are in the Eagle Ford Shale Basin;

    · Enhance the value of Lonestar's Proved Reserves according to independent appraisers to US$566 million, which equates to a 19% increase in the value of Lonestar's Proved Reserves per share to A$0.57 (net of debt); and

    · Were funded by an expansion of Lonestar's senior secured credit facility.

    Alongside these enhanced operational metrics, the acquisitions add materially to Lonestar's drilling locations and potential to increase Proved Reserves as these wells are drilled. Lonestar now has 131 engineered drilling locations, including 51 on the acquired properties, representing a drilling inventory of 7 years at Lonestar's current rate of drilling. The valuation of Proved and Probable Reserves for the group is lifted to US$678 million, equivalent to A$0.74 per Lonestar share (net of debt).

    This transaction has enabled Lonestar to raise guidance for 2014 EBITDA by US$15-20 million to between US$105 million and US$125 million. Lonestar has reiterated its intention for the drilling program (expanded to between $92 million and $125 million with the acquisitions) to be covered by cash flows from operations over the course of 2014.

    Sentiment: Strong Buy

  • ivestors by ivestors Jun 3, 2014 10:32 AM Flag

    2014 has started strongly for EW&PO controlled Lonestar, the Australian listed US shale oil and gas producer. Following a reserve update and the announcement of sizeable acquisitions, independent appraisals now value Lonestar's Proved Reserves at US$566 million, equivalent to approximately A$0.57 per Lonestar share (net of debt).

    Lonestar achieved several key milestones in 2013:

    · Its independently appraised Proved Reserves rose 41% to 18.2 million BOE, and the proportion in the high margin Eagle Ford Shale Basin rose from 44% to 79%;

    · Lonestar's Proved Reserves at the end of 2013 were valued by independent appraisers at US$428 million;

    · The value of Lonestar's Proved Reserves per share, net of debt, rose 58% to A$0.49; and

    · Lonestar's growth was entirely funded through internal sources of its expanded senior secured credit facility and cash flows.

    Sentiment: Strong Buy

  •  QXP's  CEO converted his $500,000 debentures to common shares at C$0.50 per share in February 2014. He did that despite the price per share was traded below C$0.30 at that time. After this transaction, the CEO increased his QXP stake to 32.9%.
    Obviously it's a major vote of confidence.

  • Check the KELTF headlines to find it:

    "If I Owned Kelt Exploration At The Current Levels, I Would Take The Money And Run"

    Read also the comments of the author. He explains with facts how undervalued QXP is.

INO
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