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SunPower Corporation Message Board

la.alberti 12 posts  |  Last Activity: Feb 24, 2015 11:51 AM Member since: Apr 29, 2009
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  • Reply to

    New Investor Q

    by silentpartnerinavn Feb 24, 2015 11:17 AM
    la.alberti@ymail.com la.alberti Feb 24, 2015 11:51 AM Flag

    The stock option that management took is around 1.05%. Obviously it is not important.

    Until a couple of weeks ago, PTA has drop like any other similar stock and not more than the other Colombian energy stocks. Then a seller appeared and pushed the ps down further, like he did today.
    Personally I haven't found a reason good enough to sell at the current prices.
    The speculation about who is selling: could be VETRA, the company which tried too to acquire Suroco last summer, or they could be Suroco holders who took PTA shares as a payment.
    Regarding FARC, this issue should affect other Colombian producers as well, but it doesn't, as the negotiations between FARC and the Colombian government go rather well at the moment.
    Check Parex for example, which have a JV with PTA, it dropped from $15 to 6 but it has recovered to 8+.

    So, the big question for any potential new investor in PTA is: Is this big seller a red flag, or he just provides a screaming buy opportunity? as always, more DD is required to drive you to your own conclusions...

    Sentiment: Buy

  • la.alberti@ymail.com by la.alberti Feb 20, 2015 2:41 AM Flag

    Here is is:
    http://seekingalpha.com/article/2933506-petroamerica-oil-the-strong-buy-rating-has-become-even-stronger

  • la.alberti@ymail.com by la.alberti Feb 17, 2015 2:11 PM Flag

    http://seekingalpha.com/article/2922836-petroamerica-for-oil-investors-seeking-amazing-return-potential

  • la.alberti@ymail.com by la.alberti Feb 13, 2015 2:13 PM Flag

    Embattled Petroamerica Oil maintains strong balance sheet and asset quality
    POSTED ON FEBRUARY 13, 2015 BY TOMMY HUMPHREYS
    CATEGORY PETROAMERICA OIL,

    I just got off the phone with the Petroamerica Oil CEO Ralph Gillcrist in Calgary.

    The company has been under intense selling pressure in recent weeks, after having declined approximately 75% since September.

    Clearly, investors in PTA were caught off guard in the oil price crash, myself included.

    Ralph’s message was Petroamerica has a strong balance sheet and asset quality.

    The company has approx US $60 million in cash and CAD $35 million (approx $28 million US) in debt due in April. The company had previously announced it looks to refinance the facility.

    The company is guiding 5400 barrels per day production for the first half of 2015 and is deferring its growth plans until oil prices recover.

    #PTA is substantially carried for two high impact wells in the Llanos Basin that Parex will drill in the first half of the year. Both are 50% working interest to PTA.

    Year end reserves and end of year financials will be released by mid April. (continued)

  • Reply to

    CEO talked to CEO.CA

    by la.alberti Feb 13, 2015 2:08 PM
    la.alberti@ymail.com la.alberti Feb 13, 2015 2:10 PM Flag

    It’s all about cost saving measures now, Ralph says. The G&A has been reduced by a third already and they intend to decrease it further. They are working to renegotiate service contracts. Transportation and diesel costs are coming down.

    The company’s Llanos Basin production should have sufficient margin down to the mid $30’s, with Putomayo production likely costing $40-$45 per barrel (my estimates). This is inclusive of royalties.

    They are selling their production at a slight discount to Brent.

    Management has their head down and are talking to analysts. They will likely start pounding the pavement more aggressively in March.

    Nobody knows who the big seller from RBC is over the past couple weeks, which has put a lot of pressure on the stock.

    I’m concerned the selling is startling retail investors.

    Additionally, some investors may have bailed on Petroamerica for its tempered 2015 growth plans.

    I never thought I would see the day with PTA at $0.105, as it was this morning. In the past hour, the shares have recovered to the $0.12 range, giving the company an approximate enterprise value of $55 million ($95 million CAD market cap less $75 million cash plus $35 million debt). All figures approximate.

    I am a shareholder in the company and have averaged down recently. Always do your own due diligence as this work may contain errors."

  • la.alberti@ymail.com by la.alberti Feb 13, 2015 2:08 PM Flag

    Embattled Petroamerica Oil maintains strong balance sheet and asset quality
    POSTED ON FEBRUARY 13, 2015 BY TOMMY HUMPHREYS
    CATEGORY PETROAMERICA OIL,

    I just got off the phone with the Petroamerica Oil CEO Ralph Gillcrist in Calgary.

    The company has been under intense selling pressure in recent weeks, after having declined approximately 75% since September.

    Clearly, investors in PTA were caught off guard in the oil price crash, myself included.

    Ralph’s message was Petroamerica has a strong balance sheet and asset quality.

    The company has approx US $60 million in cash and CAD $35 million (approx $28 million US) in debt due in April. The company had previously announced it looks to refinance the facility.

    The company is guiding 5400 barrels per day production for the first half of 2015 and is deferring its growth plans until oil prices recover.

    #PTA is substantially carried for two high impact wells in the Llanos Basin that Parex will drill in the first half of the year. Both are 50% working interest to PTA.

    Year end reserves and end of year financials will be released by mid April. (continued)

  • Reply to

    While Kids Are Playing...

    by martha.varias Feb 9, 2015 2:43 PM
    la.alberti@ymail.com la.alberti Feb 9, 2015 3:22 PM Flag

    Well said, let these kids playing and wish them to cover soon.

    Sentiment: Strong Buy

  • Reply to

    While Kids Are Playing...

    by martha.varias Feb 9, 2015 2:43 PM
    la.alberti@ymail.com la.alberti Feb 9, 2015 2:54 PM Flag

    You are new here is suppose, these guys are playing here by technical shorting, they know nothing about Europe!

  • Go to Seeking Alpha website, find "Value Digger" author who has a proven track record with many successful calls over the last two years, and read his latest article about SARA. He forecasts that SARA will most likely go broke by the end of 2015.

    The title of the article is:

    "Will these 2 Energy Producers Bite the Dust In the Gulf of Mexico?"

    Sentiment: Hold

  • Reply to

    Seeking Alpha 'Pro' article with GST

    by la.alberti Dec 3, 2014 7:08 AM
    la.alberti@ymail.com la.alberti Dec 3, 2014 7:10 AM Flag

    Several comparisons included between Gastar and its peers.
    It seems that the experienced author prefers nat gas weighted companies now.

  • la.alberti@ymail.com by la.alberti Dec 3, 2014 7:08 AM Flag

    http://seekingalpha.com/article/2718975-i-will-definitely-cheat-on-storm-resources-with-its-natural-gas-weighted-peers?v=1417589496

  • Reply to

    Insider Purchases

    by geauxer Dec 2, 2014 5:27 PM
    la.alberti@ymail.com la.alberti Dec 3, 2014 7:06 AM Flag

    I agree, actions from insiders speak louder than words.

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