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shabamoon 15 posts  |  Last Activity: May 14, 2015 3:54 PM Member since: Oct 15, 2012
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  • shabamoon by shabamoon May 14, 2015 3:54 PM Flag

    Spend 100 million of all that cash and buy shares at at under 2 bucks and watch the value of those shares increase exponentially as shorts run over each other to cover...By next year this time, and as oil recovers, you can cash in for several times the price.

    Sentiment: Strong Buy

  • Reply to

    WE WANT 5, we want 5, we want 5...

    by tom8880031 May 13, 2015 5:16 PM
    shabamoon shabamoon May 13, 2015 5:19 PM Flag

    I agree. We may get there by next week.

  • hey hey hey. go longs

    Sentiment: Strong Buy

  • Reply to

    Paragon releases 10 K...

    by insider_expert Mar 13, 2015 8:22 AM
    shabamoon shabamoon Mar 13, 2015 8:43 AM Flag

    Insider,

    You have a point; they list revenues for all of 2014 as $2 Billion; for 2015 they list backlog as of the end of 2014 at nearly $1.3 Billion ($1,298 million). If one was to add the $700 Million North Sea contracts signed since beginning of 2015 you match the same $2 Billion they had for all of 2014 and we are only in March and one would expect more contract signed for 2015 in coming months which would mean despite tough oil market Paragon may actually have higher revenues in 2015 compared to 2014. If so I can see pps jumping to around $5 short term once the facts are better known as investors will step in and with the short squeeze PGN should fly and for the intermediate I can see the pps easily hitting $10 and moving towards $20 once oil prices goes back up.

    But what baffles me is why Paragon is disclosing newly signed $700 million North Sea contracts to people that are calling the IR but are not more aggressively advertising it for all to know? Do you know the reason?

    Sentiment: Strong Buy

  • shabamoon shabamoon Mar 12, 2015 1:20 PM Flag

    Just check out stats for PGN on yahoo site or any other site and you'll notice a float of only 84 million shares but nearly 30 million shares shorted. ( I think the IR director mentioned that over 35 million is shorted so Yahoo may not be upto date). Even if we accept the 30 million that is a huge 37% of all shares shorted (mostly by powerful big hedge funds).

    Of course the good thing about such a large number of the shorts is that we will eventually have a short squeeze of monumental size causing the pps to fly for many days and never look back.

    Sentiment: Strong Buy

  • There is nothing like talking to an insider that is also a director of the IR and participates in ALL management and board meetings. PLEASE, PLEASE, Please call him for yourselves for very first hand information.

    Sentiment: Strong Buy

  • Reply to

    Missing the Point Here...

    by play_tow Mar 12, 2015 12:22 PM
    shabamoon shabamoon Mar 12, 2015 12:57 PM Flag

    "ability to generate sufficient revenues"? What about IR director indicating that they have signed over $700 millions in contracts in north seas recently? Do you realize that their cap as of this moment is less than 100 million which is 1/7 th of above contracts and 1/2 the price of only one of their prospectors.

    As for the "value of their vessels falling precipitously" : first of all the same goes for all other drillers but their shares has not dropped nearly 70% in less than 30 days. Also these vessel prices go up and down with oil prices in the current market and once the price moves back up in the second half of the year so will these very same vessel price. But more important is that their vessel price fluctuation is irrelevant as the only financing they need is for prospectors which in the worse case they will have to use their credit revolver of over $650 million dollars as they would only need one third of that credit line and even if they use the revolver option at the end of the day they will still have over $400 million in credit line.

    Like I have said over and over the IR director thinks this whole drop of over 70% in share prices is completely unjustified and the work of short sellers and there is absolutely NO chance of restructuring or anything of sort.

    I think you be best of calling IR director yourself. He has nothing to hide and will answer any and all your questions. Just try it.

    Sentiment: Strong Buy

  • Reply to

    WRONG WRONG WRONG

    by shabamoon Mar 12, 2015 11:49 AM
    shabamoon shabamoon Mar 12, 2015 12:32 PM Flag

    That is one thing I did not ask him but my thought on that is that whenever through manipulations by the shorts or for any other reasons, justified or not, the stock price gets such a huge hair cut for despite no obvious bad news the bonds behave accordingly. If you have the time please call him yourself and ask the question because I think it is important that we hear that from the horse's mouth and let us all know. For the phone number go to their web site and click on IR and then on contact us.

    Sentiment: Strong Buy

  • Reply to

    WRONG WRONG WRONG

    by shabamoon Mar 12, 2015 11:49 AM
    shabamoon shabamoon Mar 12, 2015 11:52 AM Flag

    Correction: He said they are working with the banks and he does not know the outcome but that he was hopeful but that the worst case is that they have to use the revolver option which he thought in either case should not have a material impact on the finances of the company or their finances.

    Sentiment: Strong Buy

  • shabamoon by shabamoon Mar 12, 2015 11:49 AM Flag

    Some are speculating that "someone knows something that us peons don't know"...Wrong, wrong, wrong.

    Spoke with the director of the Investor Relations; He is as baffled as we are and he assured me there is nothing out there that we don't know. He said the the negotiations with Pemex are slow because of the way Mexico works and that most like likely the out come of these negotiations will be somewhere in the middle of two extreme expectations. But he also said that the have signed over 700 million dollars in new contracts in the north sea and what happens in the case of the Pemex is negligible and irrelevant and that short sellers are trying to make a big deal out of Pemex "because they are shorts". He also touched on the prospector refinancing and said they have over 650 million dollars revolver credit available to them and that the worst case they will have to use the revolver and overall this refinancing issue will not and does not have any material effect of significance on the company.

    He pointed out the whole drilling sector being pummeled but said PGN's recent major price drop is simply a game played by the short sellers and "totally uncalled for" and that "paragon is secure with such large back log of contracts for years to come" but he is sad to see the share dropping day after day but he blamed it again and again on short sellers and pointed out the large and increased number of shares shorted.

    Bottomeline: The director of IR feels recent share price drop is not but manipulation by short sellers and feels the company is just fine and will be so in the foreseeable future.

    P.S. I was surprised that when I called I was able to speak to the director of investor relations within seconds...Try it for yourselves.

    Sentiment: Strong Buy

  • shabamoon shabamoon Mar 11, 2015 9:41 PM Flag

    Nobody knows where oil prices are going to be going from here. But I too can tell you the price drop in pgn is completely unjustified and like Insider says presents an opportunity to add. Could pgn go low from here or jump higher? anything is possible right now. The main thing is not to lose focus of the fact that pgn is solid and will be solid and all this manipulation of share prices are the greatest thing for the longs to add shares.

  • Reply to

    No maturities until 2018 and no major bond sales

    by ibc123 Mar 5, 2015 5:51 PM
    shabamoon shabamoon Mar 6, 2015 11:19 AM Flag

    Again, management was very assuring and optimistic about the refi and closing...But you are ignoring that fact and simply building up fears based on your self created worse case; created not just because you don't like the management but because you are a fake short selling basher with multiple aliases.

    This management is done an excellent job and once oil prices turn around this stock will take off with vengeance and then no shorty can stop it or create fears. This management is even setting itself up for deep water and not just the shallow water and your aliases is even bashing that.

    And yes I have seen many times in my 30 years in stock markets companies stock completely crashed by short sellers and for no good reasons to the point of many times in the past there has been serious discussions about banning short selling all together.

    The ONLY reason this stock went from 3.35 on February 9 to yesterday's 1.56, a hair cut of nearly 60%, was not the earnings or dividend cut but by far mostly because of short selling manipulating double faced bums like you with multiple aliases.

  • Reply to

    No maturities until 2018 and no major bond sales

    by ibc123 Mar 5, 2015 5:51 PM
    shabamoon shabamoon Mar 6, 2015 10:00 AM Flag

    They also said they are certain they will get refi done; Of course they are still in discussion with the banks otherwise the dotted lines would have been already signed.

    Thats it? just because the word "discussion" was used you find that a convenient to to use your many aliases to go after shaking the weak hands? What did you want the management to say that they are NOT in discussions with the banks!!!! what are you an smarty pants that talks from both ends?

    Once again, the management said they are certain and very optimistic about the refi and that certainly means alot more that saying they are in discussion which they should be...

  • Reply to

    No maturities until 2018 and no major bond sales

    by ibc123 Mar 5, 2015 5:51 PM
    shabamoon shabamoon Mar 6, 2015 9:31 AM Flag

    The management, that obviously has more inside info, says they will have the refi done on time but you and other "long" pretenders here, in an attempt to scare off the weak hands and buy their shares on the cheap, claim otherwise. Answer this question smarty pants: how do you know they don't have the banks lined up and where do you get your info from?

    Also, the terms of many refi of this size are finalized the last days before dotted lines are signed. How do you know where in the process of refi they are unless if you are either part of the management of the banks involved; are you???

  • Is lost nearly 40% of its value sine Feb 9th with last 6 trading days straight down. I read the earning reports and analysts reports port latest earnings. This huge drop does not make sense. My gut feeling is it will start moving up with a vengeance beginning tomorrow. I have a good feel for these things and think whoever bought today did so at the bottom.

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