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China Nepstar Chain Drugstore Ltd. Message Board

martha.varias 7 posts  |  Last Activity: Jan 29, 2015 12:56 PM Member since: May 12, 2008
  • martha.varias by martha.varias Jan 29, 2015 12:56 PM Flag

    Both dropped a lot.
    I want to have positions to all oil related sectors and to big and small caps.

    Despite the bearish analysis about PDS (http://seekingalpha.com/article/2798515-reasons-to-avoid-precision-drilling etc), investors should consider if the ongoing price drop has priced in ALL the negative scenarios. I think this stock is reaching oversold territories now.

    From the oil producers I prefer the low cost, with no much debt and cash in the bank: PTA.V is one of them. Read the SA articles about this stock.
    Other catalysts to buy this stock is: the depreciation of Colombian Peso and of CAD, while Pta.V sells in USD BRENT prices. The new about the measures the Colombian government will take soon to strengthen the oil industry. The strongest fundamentals PTA.V offers in comparison with all its Colombian, Latin American, African and Asian peers (also confirmed in SA articles).

    From the nat gas weighted a interesting idea is QXP.V: recently investors bought shares at C$0.40 and the stock trades at C$0.35. Keep that thry bought at that price AFTER the oil price drop and the collapsing in energy stocks.

  • The trend started about 2 weeks ago and continues today. The gap widens more and more.

    BRENT is up 1% today reaching $49, while WTI is down 0.2% reaching $44.3

    -PTA has nothing to do with WTI of course. PTA's pricing is in Brent.

  • Reply to

    Three experts about PTA

    by martha.varias Nov 8, 2014 12:58 PM
    martha.varias martha.varias Nov 8, 2014 1:08 PM Flag

    Three different authors agree that PTA is very undervalued in comparison with its peers in Colombia, or other countries outside North America.

    The undervaluation is not something like 10% or 20%, it exceeds 50% in the most cases, and more.
    The deal with Suroco was transformative for PTA but before market realize it the sharp drop in oil prices has made investors to overlooked it.

    Among other things, check the sensitivity analysis between PTA fundamentals and oil's price to realize why the very few shorters' warnings are just meaningless scare tactics.

  • martha.varias by martha.varias Nov 8, 2014 12:58 PM Flag

    http://seekingalpha.com/article/2566285-petroamerica-my-additional-take

    http://seekingalpha.com/article/2550705-petroamericas-unjustified-sell-off-presents-a-fantastic-buying-opportunity

    http://seekingalpha.com/article/2549985-petroamerica-oil-welcome-to-the-cheapest-oil-producer-worldwide-part-1

    http://seekingalpha.com/article/2562065-petroamerica-oil-welcome-to-the-cheapest-oil-producer-worldwide-part-2

  • Reply to

    PTA in serious danger

    by umbisam Nov 4, 2014 1:26 PM
    martha.varias martha.varias Nov 8, 2014 12:37 PM Flag

    Agree, but there is no gov. problems either. Colombia is not Venezuela...The only problem was the farmers unrest in one of the areas the company operates and that has already ended.

    No we have an update and next is Q3. Let's see.

    Sentiment: Buy

  • martha.varias by martha.varias Nov 7, 2014 3:27 AM Flag

    CALGARY, Nov. 6, 2014 /CNW/ - Petroamerica Oil Corp. (TSX-V:PTA.V - News)("Petroamerica" or the "Company"), a Canadian oil and gas company operating in Colombia is pleased to announce the commencement of drilling operations on two of its exploration properties in the Llanos Basin of Colombia.

    The Zampoña-1 exploration well was spud on October 28, 2014 and is targeting Mirador, Gacheta and Une formations on the next fault trend to the east of the currently producing Las Maracas Field. The well is expected reach a total depth of approximately 12,700 feet (measured depth). Zampoña-1 is situated on the Los Ocarros Block where Petroamerica holds a 50% working interest ("WI").

    The Langur-1x exploration well was spud on November 4, 2014 and is targeting Mirador, Gacheta and Une formations in a highly prospective low-side fault closure. The well is expected reach a total depth of approximately 13,800 feet (measured depth). The Langur-1x well is situated in the Llanos-19 block, where Petroamerica holds a 50% participating interest, subject to ANH (National Hydrocarbon Agency) approval, and the Company will pay 100% of the drilling costs up to a cap of US $17 million.

    Results for both of these wells are expected before year-end.

    Petroamerica is also pleased to announce that it has reached an agreement with Petromont Colombia S.A. Sucursal Colombia ("Petromont") to acquire an additional 5.5% working interest from Petromont on the Llanos-10 Block for a total consideration of US $850,000. Under this agreement Petroamerica, along with Parex Resources Colombia Ltd. Sucursal ("Parex"), the other partner on the block, will each assume an equal share of Petromont's 11% WI and Parex will assume operatorship of the block. With the completion of this agreement, Petroamerica and Parex now each hold a 50% WI in the Llanos-10 Block, subject to ANH approval.

  • martha.varias by martha.varias Nov 7, 2014 3:20 AM Flag

    It's a fact that despite oil continued to drop, PTAXF has held the 0.23-0.25 level about we talked about a few days ago.
    Bears predictions were wrong.

    PTAXF is sitll one of them most undervalued EP companies. The main concern remains the price of oil, but don't forget that the cost for Petroamerica is much lower than the most US based companies. Read the SA article of "TheValueMan" to see how PTAXF could make money even with oil at $60.

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