Rambus Inc. Message Board

I would say that is a good reason to be long the stock now. If management is under pressure to perform or else then they are going to pull out all the stops for a good first quarter.

Sentiment: Strong Buy

As I said you keep looking in that rearview mirror. PWE has focused on obtaining and developing oil resources and paying a significant dividend so it is expected that they were exceeding their cash flow. They are now ready to harvest those assets by selling non-core properties and focusing on efficient production. They easily sell non-core assets for significant amounts which if they wanted could eliminate their debt. I see no problem with this company maintaining production and paying a high dividend over the next decade.

Sentiment: Strong Buy

Okay I said I wouldn't respond to your post but you keep spouting a lie. PWE is in no financial difficulty at all!! Their balance debt is reasonable and interest payments are easy to meet with their cash flow. They have immense resources they can sell and reduce debt even further without affecting their long term growth prospects. At worse they may cut back on their dividend which isn't likely. At the current price the stock is a steal!!

Sentiment: Strong Buy

Yes talking about it and improving capital efficiency are not the same. PWE has already outlined the many steps TAKEN to improve efficiency this year and in the conferences have mentioned they are working. I will note that it seemed that had a lot of areas where they could cut so the effects could be dramatic on cash flow. SO it is very likely we will see much better cash flow this year if oil prices hold up.

Sentiment: Strong Buy

I guess we are early to the party ador. I see so much potential in PWE as they said in the conference they have to continue to execute their capital efficiency objectives. I think the pipelines will eventually take care of themselves timing is the only issue. Also for the shorts we are only one major black swan event away from soaring oil prices.

Sentiment: Strong Buy

I just read the article and I think he got some things right and some he was mistaken. First, does PWE even plan to use the Keystone pipeline? Isn't PWE going to use other pipelines like Flanagan?
He also didn't mention that PWE plans to significantly increase their capital efficiency which should greatly increase their cash flow. In the short run PWE ability to reduce their operating cost will have the biggest impact on the stock in my opinion as it will show that the dividend is safe and there will be cash for capital projects. Also not mentioned is that PWE can sell some more non-core assets for liquidity to develop their 4 main properties.

Sentiment: Strong Buy

Hey dimwit I have you on ignore. Are you stalking me I might have to report you to yahoo. What perverted cretins post on these boards.

This is a CRAZY price PWE is trading. Somebody IMO is slamming it down to collect shares because they know there is some good news on the way. Wallstreet is so crooked.

Sentiment: Strong Buy

I heard some nuclear and coal plants are being overhauled so more gas use this season. Just something I heard no facts. But EPA/Obama still putting pressure on electric companies to drop emissions.

Sentiment: Buy

Yeah in todays 1.70% 10 year treasury bond rates environment it is way too low to accept a 12% yield. I am thinking of waiting to buy when the yield hits 20%. The market has gone insane!

Sentiment: Strong Buy

CIBC conference. There was a link on the news section of yahoo for the CIBC conference. The conference was still there a few days ago. .

Sentiment: Strong Buy

I think PWE explained that they had been too focused on acquisition and exploration of resources and are planning to greatly increase their netback through their capital efficiency efforts. So far they have been very positive about achieving those results in conferences. I think 1st quarter will start to provide a lot of answers.

Sentiment: Strong Buy

To add that have also been talking up their capital efficiency efforts are working. That they have some valuable assets sales in the works that should greatly add to liquidity. I think it partly has to do with the Whitebear's of the world who think they should cut the dividend to focus on development of their assets.

Sentiment: Strong Buy

At the conference they said they were way ahead on their capital efficiency for the first quarter so that means much better cash flow. So there will be NO pressure for now for a dividend cut.

Sentiment: Strong Buy

Its not about bad fundmentals or dividend cuts its about hedgefunds massively shorting the stock down. Until they are chased out they control the stock.

Sentiment: Strong Buy

At several of the conferences they have really highlighted that drilling cost and times have come way down. Even though oil has come down in price their capital efficiency now in drilling should more than make up for the lower prices.

Sentiment: Strong Buy