Fri, Oct 31, 2014, 1:53 PM EDT - U.S. Markets close in 2 hrs 7 mins

Recent

% | $
Quotes you view appear here for quick access.

Awilco Drilling Plc Message Board

stdvooh 150 posts  |  Last Activity: Oct 27, 2014 5:21 PM Member since: Dec 16, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    The Real Bottom Line

    by hansy_burkhalter Oct 27, 2014 4:02 PM
    stdvooh stdvooh Oct 27, 2014 5:21 PM Flag

    Awilco Drilling didn't sell any shares at all. Awilhelmsen and a fund sold their shares, that they had every right to do, without telling anyone. That's a right you have too. Who do you report to before you sell stocks that you own? As it was, that was an arranged sale that they took a loss from market on, in order not to damage the market by dumping a huge block on it. Together they still own 53% of the Awilco, so no one is hurting more from this price drop than they did. But they're not selling into a vacuum as others did. Paper losses, only become real losses, when you sell at a loss. If you bought Awilco Drilling for anything other than a long term income investment, then you made a real mistake. It's your bad, and no one else's fault.

    Sentiment: Strong Buy

  • stdvooh stdvooh Oct 27, 2014 3:04 PM Flag

    I know because I actually do research, as I'm not a short troll, such as you are.

    Sentiment: Strong Buy

  • stdvooh stdvooh Oct 27, 2014 12:12 PM Flag

    Those DO rigs are ultra deep water rigs, not competing with Awilco at all. Plus DO got chump change for the leases, because there's a glut of ultra deep rigs on the market (and more coming on the market) at exactly the wrong time. GS just lowered DO rating to Sell, with sharply lower price targets. And Hess and all other oil companies operating in the North Sea have to, by law, close every one of the wells they've drilled. Awilco is in line for that work, and they are cooperating with Hess on their lease option extension time limit, with just that kind of work in mind.

    Sentiment: Strong Buy

  • Reply to

    Bottom line...

    by twomovehigher Oct 26, 2014 10:19 PM
    stdvooh stdvooh Oct 27, 2014 11:18 AM Flag

    The extension of the contract is all the decision of Hess. Hess is the one who has to notify Awilco if the want to extend the contract. Until Hess speaks, Awilco management doesn't know. Today is was announced that both parties have agreed to put off Hess' decision until February, 2015. That's fine. It shows that Hess is still interested, but doesn't know for sure yet.

    When Hess first leased the rig, the contract length was determined by how long it should take to do the job, plus some extra time added for vagaries such as weather, breakdowns, everyone on board getting the flu, whatever, and they have an option to extend the contract too, in case it takes way longer than they thought.

    By giving Hess an extra bit of time, to decide on exercising their option, Awilco management is generating good will with a big customer. That kind of management flexibility is something companies, not only Hess, take note of when they're looking to lease rigs. The option is something Hess hoped that they would never have to exercise. Them asking for more time to consider it, means they just may need to exercise that option after all later.

    Awilco has at least a year to lease the rig to someone else. They'll be offering it now with a variable date for another customer to lease the rig, either when the Hess lease is up, or the Hess lease extension is up, should Hess exercise that option. Awilco can't say anything to investors until the extension is signed by Hess, or a new customer signs a lease. When management knows, you'll know too.

    Sentiment: Strong Buy

  • Reply to

    Should You be covering ?

    by outboard.jack Oct 24, 2014 8:58 AM
    stdvooh stdvooh Oct 24, 2014 9:51 PM Flag

    So how do the institutional shareholders make a quick profit, without the "little" shareholders doing the same? And, how do institutional shareholder make a quick profit, if as you said, DVAX is sold "on the cheap"?

    Sentiment: Strong Buy

  • Reply to

    Should You be covering ?

    by outboard.jack Oct 24, 2014 8:58 AM
    stdvooh stdvooh Oct 24, 2014 8:57 PM Flag

    "Sell it on the cheap"? You are aware that any takeover offers must be approved by the shareholders, aren't you?

    Sentiment: Strong Buy

  • Reply to

    Curious why Black Raven has disappeared.

    by awebbinwv Oct 23, 2014 11:34 AM
    stdvooh stdvooh Oct 24, 2014 6:06 PM Flag

    I guess that you were away, attending clown school. Fitting.

    Sentiment: Strong Buy

  • stdvooh stdvooh Oct 24, 2014 6:03 PM Flag

    I glad for you, that you finally figured that out.

    Sentiment: Strong Buy

  • Reply to

    There has to be a reason

    by nicewander58 Oct 23, 2014 5:06 PM
    stdvooh stdvooh Oct 24, 2014 3:06 PM Flag

    The FDA already has stated that Heplisav is more effective than the GSK vaccine. The test for GSK is a waste, as we already know the safety statistics for the GSK vaccine. There was no reason to test it again. Just another delaying tactic for getting Heplisav on the market. In any case, DVAX is a takeover target, and that's a good thing.

    Sentiment: Strong Buy

  • Reply to

    There has to be a reason

    by nicewander58 Oct 23, 2014 5:06 PM
    stdvooh stdvooh Oct 24, 2014 10:44 AM Flag

    And the reason is the FDA wanted to compare it with GSK vaccine, that takes about a year to bestow immunity, if it works at all, after 3 or more shots. What I said is real for Heplisav. We'll know in three months if any safety issues or side effects show up. If not, then the takeover offers will begin, well before FDA approval.

    Sentiment: Strong Buy

  • Reply to

    There has to be a reason

    by nicewander58 Oct 23, 2014 5:06 PM
    stdvooh stdvooh Oct 23, 2014 6:01 PM Flag

    By the end of this month, everyone in the study group, that is getting the Heplisav vaccine, will have gotten their second and last shot. In a couple of weeks they should have immunity, and will be tested for same. It won't take a year for safety problems or side effects to show up. If there aren't any in three months time, then DVAX has a a great vaccine, and then the buy out offers will appear. Nothing like a bidding war to boost the PPS.

    Institutions that own millions of shares, will get information about potential takeover offers, because those who want to takeover DVAX, go to the big shareholders, to feel out the market. Big shareholders sign confidentiality agreements (not that they would tell anyone anyway!) and both sides discuss what the value of the shares might be to them in a takeover situation. Now suppose more that one potential buyer comes to the big shareholder? Now they have real important information! If you had that kind of information about a stock, then what would you do? Maybe buy more of it? Ya think?

    Sentiment: Strong Buy

  • Reply to

    Curious why Black Raven has disappeared.

    by awebbinwv Oct 23, 2014 11:34 AM
    stdvooh stdvooh Oct 23, 2014 1:28 PM Flag

    Who cares? As long as he's gone.

    Sentiment: Strong Buy

  • stdvooh stdvooh Oct 23, 2014 11:09 AM Flag

    Institutions own a greater percentage of DVAX shares, than they own shares in any other small cap biotech stock. Now, after these trades, they own more today.

    Sentiment: Strong Buy

  • Reply to

    Future Market Cap

    by capinvestor Oct 22, 2014 1:52 PM
    stdvooh stdvooh Oct 23, 2014 11:02 AM Flag

    At around $4.00 per share.

    Sentiment: Strong Buy

  • Reply to

    Over 3 million shares traded already?

    by strawhatjoe Oct 20, 2014 3:14 PM
    stdvooh stdvooh Oct 20, 2014 3:26 PM Flag

    Up on volume. Always good.

    Sentiment: Strong Buy

  • Reply to

    Merck and GSK vs Dynavax

    by pylesm Oct 20, 2014 3:07 AM
    stdvooh stdvooh Oct 20, 2014 1:21 PM Flag

    Every manufacturer of anything has to get raw materials from somewhere. If a supplier, or suppliers, of raw materials, refuses to sell to some other company, that's going to lead to a lawsuit, based on restraint of trade. A lawsuit the plaintiff will surely win. And that could easily get Federal charges of monopoly against the defendants too.

    Investors should learn more about how business really operates, and not be panicked into selling a stock, based on their ignorance of how things are done in the real world.

    Sentiment: Strong Buy

  • Reply to

    How low can days rate go and what effect?

    by bobdbus Oct 20, 2014 2:48 AM
    stdvooh stdvooh Oct 20, 2014 11:15 AM Flag

    First, the day rates now, have no effect on the day rates when the Awlico contracts are up. The price of oil may affect the number of new wells being started, but old wells need to be maintained and used, or the oil in the pipes can solidify.

    Drilling companies bid on projects, based on their costs, plus the profit they would like to get. The biggest cost to any drilling company, is the original cost of the rigs. I don't see how any drilling company trying to lease similar rigs to Awilco's, could possibly beat them on price, because of the incredibly cheap prices that Awilco paid for their two rigs. Awilco may have these rigs on their books for their original costs and retro fitting, but their replacement value is much more, as reflected in fact, that the rigs are insured for 100s of millions more than what the initial costs for them were. That means the true replacement value of the two rigs is more than the current total capitalization of the company's stock. There is a lot of both, competitive power, and hidden value in Awilco Drilling.

    Sentiment: Strong Buy

  • Reply to

    A Better Than 33% Yield At $13.75

    by stdvooh Oct 15, 2014 12:21 PM
    stdvooh stdvooh Oct 15, 2014 6:38 PM Flag

    I did read it. You didn't, because it is beyond your mental comprehension. Troll.

    Sentiment: Strong Buy

  • Reply to

    A Better Than 33% Yield At $13.75

    by stdvooh Oct 15, 2014 12:21 PM
    stdvooh stdvooh Oct 15, 2014 6:28 PM Flag

    How does that apply to Awilco? They're not resolving a debt situation. They're surely paying a dividend for another year, and some kind of dividend after that.

    Sentiment: Strong Buy

  • Reply to

    A Better Than 33% Yield At $13.75

    by stdvooh Oct 15, 2014 12:21 PM
    stdvooh stdvooh Oct 15, 2014 6:25 PM Flag

    Of course you couldn't explain. The dividend isn't determined by the price of the stock. It's determined by revenues, that will remain the same until over a year from now. That's how little you know, but since you have no money to invest in anything, anyway, your ignorance of the marketplace won't cost you anything.

    Sentiment: Strong Buy

AWLCF
14.10+0.15(+1.08%)1:14 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.