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Comcast Corporation Message Board

mad7411 5 posts  |  Last Activity: Dec 22, 2014 12:33 AM Member since: Apr 24, 2002
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  • mad7411 by mad7411 Dec 22, 2014 12:33 AM Flag

    my suspicion is the recent pop in the stock is due to the terms of the convertible rather than obtaining a permit to acidize a well in bulgaria.

    permit was all but a given; projected to happen in jan, but instead took place in dec. no biggie there.

    the convertible announcement, on the other hand, contains a couple of interesting points, namely:

    even at the high end of the debt offering, max shares will not total more than 19.9% of outstanding.
    NMMIII and entities intend to participate "at least" at the level of their proportionate ownership today, which i believe is around 30-35%. that's a pretty strong statement and will probably mean an additional $15-20M investment on the part of NMMIII and affiliates (assuming high end of offering). in other words, shares are going into strong hands.

    of course, the devil's always in the detail...it'll be interesting to see what the discount is (i suspect not big, based on $55M not converting to more than 19.9% of OS), what the trigger is, etc...

    Sentiment: Strong Buy

  • Reply to

    Silent support for TAT

    by transoil2323 Dec 12, 2014 2:30 PM
    mad7411 mad7411 Dec 12, 2014 2:51 PM Flag

    share your hope that management is stepping in...how NMMIII and leadership could pass up on fire-sale prices would be beyond me.

    i notice that another E&P company that i follow, TAG Oil, just announced a buyback of nearly 10% of its shares. much smaller than TAT. they have a strong balance sheet and are growing production in the highly prospective taranaki basin in NZ. $0 debt. heck, they are sitting on cash that is nearly half their share price and selling for

    Sentiment: Strong Buy

  • Reply to

    And now for something completely different.

    by transoil2323 Dec 4, 2014 4:38 PM
    mad7411 mad7411 Dec 5, 2014 12:26 AM Flag

    it seems like we've been over this before...
    stock options are only a "benefit" if the stock rises in price
    it seems to me that the large holders of stream shares...basically the handful of management that controlled a large number of shares...are not going anywhere. the reason they agreed to be acquired in the first place is the potential for the new company to exploit the assets they had, resulting - in theory at least - in share price appreciation. i have to believe that their horizon is more than a few weeks (the time since they've been acquired).

    Sentiment: Strong Buy

  • Reply to

    Dear Stream Investors

    by transoil2323 Nov 3, 2014 12:10 PM
    mad7411 mad7411 Nov 3, 2014 10:14 PM Flag

    actually, i misfired on that post. it was supposed to be a complete letter to stream shareholders, the salient points of which are as follows:

    * your company has

    Sentiment: Strong Buy

  • Reply to

    Dear Stream Investors

    by transoil2323 Nov 3, 2014 12:10 PM
    mad7411 mad7411 Nov 3, 2014 1:44 PM Flag

    Dear Stream Investors,

    We know it kinda sucks, but let's be honest...you have precious few options here. You have

    Sentiment: Strong Buy

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