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Ferrellgas Partners LP Message Board

la.alberti 19 posts  |  Last Activity: 17 hours ago Member since: Apr 29, 2009
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  • la.alberti@ymail.com by la.alberti 17 hours ago Flag

    http://finance.yahoo.com/news/quattro-closes-three-acquisitions-one-015524823.html

    Sentiment: Strong Buy

  • la.alberti@ymail.com by la.alberti Apr 29, 2015 6:00 AM Flag

    http://seekingalpha.com/article/3108326-high-arctic-energy-services-spring-clearance-sale-is-ending-soon

    Shows how the sector is expected to move in the next months with indicator the drilling activity and general oil services activity.

  • Reply to

    NEW Seeking Alpha article on NATURAL GAS

    by sirkiteman Apr 21, 2015 9:29 AM
    la.alberti@ymail.com la.alberti Apr 21, 2015 12:11 PM Flag

    I assume you refer to this article: http://seekingalpha.com/article/3073246-natural-gas-market-will-ung-be-the-next-big-trade-by-2016
    Yes, it's a good one, very useful. Thanks....

  • la.alberti@ymail.com la.alberti Apr 20, 2015 11:02 AM Flag

    On the other hand you are rather conservative, things are even more bullish. That I have to say after I made my DD here during the last days.

    Sentiment: Strong Buy

  • la.alberti@ymail.com by la.alberti Apr 16, 2015 5:40 AM Flag

    http://seekingalpha.com/article/3073246-natural-gas-market-will-ung-be-the-next-big-trade-by-2016

  • la.alberti@ymail.com la.alberti Apr 8, 2015 3:46 AM Flag

    I checked what you have written. It's correct.

  • la.alberti@ymail.com by la.alberti Apr 8, 2015 3:43 AM Flag

    and in JPEP, I'm planning to adding more in the next months.

    Sentiment: Buy

  • Reply to

    2015 EBITDA at $50+ million

    by tradernor Mar 25, 2015 2:33 AM
    la.alberti@ymail.com la.alberti Apr 6, 2015 1:56 AM Flag

    This discount has no excuses except market's inefficiency, which is likely temporary.

  • la.alberti@ymail.com la.alberti Apr 4, 2015 4:53 AM Flag

    Just added more...

  • la.alberti@ymail.com la.alberti Apr 4, 2015 4:52 AM Flag

    Really, I don't see any problem with NSLP debt.
    Have you checked other stocks of the sector??
    It's ridiculous to have such concern!

  • la.alberti@ymail.com by la.alberti Mar 31, 2015 1:49 PM Flag

    CALGARY, ALBERTA--(Marketwired - March 30, 2015) - CERF Incorporated (the "Company" or "CERF") (TSX VENTURE:CFL) today declared its 2015 first quarter dividend of $0.06 per share ($0.24 annually) and announced its financial and operating results for the year ended December 31, 2014 ("year-end") and the three months ended December 31, 2014 ("Q4"). Payment will be made on or about April 15, 2015, to shareholders of record as of the close of business on April 8, 2015. The ex-dividend date is April 6, 2015.

    "We are pleased to announce that 2014 was a record financial year for CERF," said Wayne Wadley, President and CEO of CERF. "We made large strides during the year, effectively acquiring and integrating two significant entities and expanding our footprint in Western Canada's energy services industry. Both have added to our earnings and provide a great platform for future growth. With these acquisitions, CERF now has a balanced weighting of revenue between its industrials and energy services divisions.

    In context of current oil and gas market conditions, CERF has been proactive to reduce capital expenditures, staffing and operating costs for both divisions. These aggressive steps in combination with a strong balance sheet and industry diversification are the reasons why CERF is able to maintain its dividend. We will continue to be vigilant in monitoring the performance of each division."

    FULL YEAR 2014 & FOURTH QUARTER HIGHLIGHTS

    Amounts in the following tables are presented in thousands of dollars, except for per share amounts and percentages.


    Twelve months ended
    December 31 Three months ended
    December 31
    2014 2013 2014 2013
    Revenue 57,967 46,757 20,522 12,522
    Gross margin 17,395 12,070 6,360 3,262
    EBIT1 10,505 6,963 4,138 1,952
    Net income (loss) 5,073 3,129 2,036 1,005
    Net income (loss) per share
    Basic $0.22 $0.23 $0.06 $0.06
    Diluted $0.22 $0.23 $0.06 $0.06

  • 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!

FGP
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