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Inovio Pharmaceuticals, Inc. Message Board

martha.varias 10 posts  |  Last Activity: Nov 8, 2014 1:08 PM Member since: May 12, 2008
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  • 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.

  • martha.varias by martha.varias Oct 3, 2014 3:23 AM Flag

    About his penny stock picks, etc.

    http://seekingalpha.com/author/value-digger/instablog

  • martha.varias martha.varias Sep 29, 2014 12:19 PM Flag

    What very simply investors have to do, is to read Nuttall's arguments and judge if these arguments are rational. I think Nuttall this time is right.

  • Eric Nuttall, a guest columnist for Inside the Market, is portfolio manager of the Sprott Energy Fund.
    The Canadian energy sector has experienced one of the worst monthly corrections in recent memory, with many oil stocks down by more than 20 per cent. Perhaps a little perspective is in order.

    I queried a handful of Canadian oil executives this past week after the stock market pummelling, asking "how's business." The universal reply was "great."

    One might have expected a more dour answer.
    But consider the following: Despite oil having sold off this month by about 3.5 per cent in U.S.-dollar terms, when you take into account the positive impact of the falling loonie and the marginal shrinking of the Canadian light differential, the price of oil is down less than 2 per cent.
    Further, given the continued efficiency improvements in how wells in many oil plays are being drilled and fracture stimulated, oil well economics today are the highest they have been in decades. I routinely see wells paying out in under a year, which speaks to the impressive returns that these oil executives are seeing.
    Finally, the oil executives pointed out that service-cost inflation is essentially non-existent, and that drilling and pressure pumping equipment availability is not a problem. In short, business is indeed great and they foresee another strong year in 2015 of impressive production gains that will generate excellent investment returns.

    Now, if I were to ask the average investor how they feel about the energy sector right now, I would expect their answer to be the exact opposite of the rosy responses of those in the business, given the daily shellacking of oil stocks and the negative feedback loop that it has created.

  • martha.varias by martha.varias Sep 27, 2014 3:09 AM Flag

    Several comparisons with its regional peershttp://seekingalpha.com/article/2517215-after-an-impressive-payoff-arsenal-energy-is-not-in-the-bargain-bin-anymore

  • martha.varias by martha.varias Sep 27, 2014 3:04 AM Flag

    Here it is http://seekingalpha.com/article/2517215-after-an-impressive-payoff-arsenal-energy-is-not-in-the-bargain-bin-anymore

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