you na sayers need to be careful at this PPS
This trust will still pay for the next 6 years so will it pay more than 2.75? place your bet
Report Friday confirms rig count in Permian went up so confidence to build the market is returning and will probably do so fast
Whiting USA Trust II surges 10% after Raymond James upgrade
Jun 5 2015, 15:17 ET
Whiting USA Trust II (WHZ +10.4%) is upgraded to Outperform from Underperform with a $4.50 price target at Raymond James, which considers the recent sharp selloff overdone and that the price has moved too far into bearish territory.
The firm expects WHZ's distributions to increase steadily throughout the year after Q1 fell to $0.01/unit from $0.33 in Q4 2014; WHZ's production is heavily weighted towards oil (77%), and the last remaining hedges rolled off in Q1, so the Q1 distribution bore the full brunt of the decline in oil prices, which damaged the stock performance.
kot - one flaw in your thesis as outlined in the Ray James coverage and that is at the recent distribution there was accounting for the ending of the hedges which will not be a cost moving forward.
UBS suggests we see much higher oil in 2016 as the supply issue changes. No Iran deal and we accelerate the process to higher divi IMO
Last qtr. WHZ paid a small divi based on 48.75 per barrel of oil
We now avg. 60.00 and recently forecasts call for the "glut" to diminish (past 3 reports showed inventory draw downs) and prices expected to continue a rise
Unless oil goes below 45.00 I don't see how this thing will never stop paying divi's
Don't also forget the Iran factor or that OPEC could finally come to their senses with a production reduction
I call for $5 PPS before $3
in roughly 3 years the trust has paid out over $6 in distributions ..all be it when oil was higher.
now with the price of WTI rising and 6 more years before the trust terminates, you mean to tell me that getting back over $3 in distributions is not all but a sure thing? Your playing with fire if short IMO
this has become quite possibly the bet buy in the market
Backing up the truck at these levels
duwanee .. may the fleas of a thousand camels infest your arm pits
stock went down today in relation to the move in interest rates
this baby will pop hard on the upside when you least expect it ... promise
bla bla bla - ok, your short a hard to borrow stock. Your comments seem very subjective. What factual information did you use to come to your "brilliant" conclusions?
GLTY but this trust has a history of turning like a waverunner on a lake.
" interest in the production of specific wells untill 2001" ... no 2021
"In the mean time prices are down and our divy will be cut by half" prices are down but risk/reward is compelling. What basis/analysis supports your dividend theory?
"When it is cut the share price will fall again." Again,What basis/analysis supports your comment?
"Instead of getting out i bought more" very good move IMO
MDXG taking share?
08:43 AM EST, 03/05/2015 (MT Newswires) -- Osiris Therapeutics(OSIR) on Thursday reported slightly weaker quarterly income even as revenues rose to record levels.
The regenerative medicine specialist said income from continuing operations was $1.1 million in Q4, or $0.03 per share, compared with $1.5 million or $0.04 per share in the prior year period.
Product revenues during the quarter were $19.3 million, compared to $8.1 million during the fourth quarter of 2013, an increase of 138%, Osiris said.
Analysts expected EPS of $0.05 per share on revenue of $18.9 million, according to Capital IQ estimates.
Theory - management thinks they are the only ones taking risks and should be getting the compensation they deserve. Mr. market and shareholders are not getting rewarded for the risk they are taking
Todays action is simply inexcusable