Otras Aventuras de los Farmas USA

JCP los 9 y medio los ha pasado. A ver si sigue a 11 como decía Mugi

JCP

Al final te animaste a comprar? Eran 12 altos el techo del canal de largo plazo. 11 y poco eran sus últimos máximos, ahí también puede ser una dura resistencia.

JCP si Mugi, tal como dije, entré a 9,40 ayer. Prometí estudiarla ayer tarde pero no he tenido tiempo. Rápido: entre 80 y 90% de institucionales, una deuda del copón (pierden pasta trimestre a trimestre) pero venden y venden. Es cuestión de reestructurar la empresa. Como tu dijiste el sector está hecho unos zorros pero esta lleva meses en un canal alcista. El 24 de agosto aprovechó para tocar la base inferior del canal y en pocos días se fue a buscar los 9 y medio. Primera traba de muchas que tiene por delante. Pero que coño estoy cansado de estudiar microfarmas con 9 o 10 empleados. Esta tiene 114 mil. No los van a echar todos a la calle

JCP

Sí que lo dijiste, pero luego a saber si has cambiado de opinión, o no te entró la orden donde pensabas, etc.

"Pero que coño estoy cansado de estudiar microfarmas con 9 o 10 empleados" jaja Esto me ha hecho gracia :))
También está el tema de diversificar, que tampoco viene mal. Si tienes otras ideas no farmas ya nos las traerás por aquí! Suerte con esas JCP!

Al final solte las 83000 de Ugaz media de 1,74. ahora con dólares para liarla..
Os lo comento por haber sido tan pesado ayer y supierais mis derroteros.
Como vuelvan a bajar las Amrn vuelta al all in. mientras a picotear.

Siento que la jugada del promedio no te haya salido bien. Si yo hubiera actuado tan rápido como tu en el primer promedio fallido otro gallo me cantaría ahora!

Gas

Ayer la cifra de rigs no se movió y continúa en los 202 de la semana pasada. Y la ratio oferta/demanda sigue por encima de lo previsto. Nada positivo otra semana mas :-(

ESCR chicharrón de gas. Un usano al que sigo insiste que su valor es de al menos 2$ (con datos: activos, 12M que ha recibido hace poco pero no incluyeron en los últimos datos, etc). Si os apetece leer: http://investorshub.advfn.com/Escalera-Resources-Co-ESCR-29849/

Edito: resumen
ESCR DD for new investors,VALUE estimations:

1. Oil price ran more than 30% past week.the company should have a great report.

2. Shareholders could win bigtime. from $2.5M cap to at least $42M cap if the deal will be completed.i believe it will.both companies need each other. "On June 16, 2015, the Company and its wholly-owned subsidiary Warren E&P, Inc., entered into non-exclusive purchase and sale agreements
with Escalera Resources, Co., pursuant to which Warren will sell all of its interests in its shallow depth coal bed methane assets, which are
located in the Atlantic Rim area of the Washakie Basin in Carbon County, Wyoming, appurtenant midstream pipeline assets, and an undivided
30% of its interest in certain deep rights associated with Warren’s former leases in the Atlantic Rim area, to Escalera with an effective date of
April 1, 2015. The total purchase price for these assets will be $47 million, with $42 million payable in cash at closing. Following consummation
of the transaction, Warren will retain 70% of the operated deep rights associated with Warren’s former leases in the Atlantic Rim area, across
68,700 gross acres, which are currently being evaluated for potential upside in a number of the deep formations present. The sale is subject to
closing conditions and adjustments, including completion of the purchaser’s financing

Almost the same value mentioned above is also shown here:

3. ESCR's value is $33.3m per past week 10Q(Market Cap is only $2.5m):
Total liabilities ( including St+Lt are $67m). actually the balance sheet very solid due to Total Assets/Debt ratio way over 1. $97m-$67m= $30m Net Assets. + about $3.3m in Cash.

$30m Net assets/14m o/s= $2+ PPS!.

"LIABILITIES, PREFERRED STOCK AND STOCKHOLDERS' EQUITY" "about the same as a year ago.even lower!!
http://www.otcmarkets.com/edgar/GetFilingPdf?FilingID=10863878

TOTAL ASSETS $ 97,710
TOTAL LIABILITIES 67,708

it means,NET ASSETS = $30M
Cash and cash equivalents $ 3,385

3. 10k: ESCR's proved reserves- net cash flows $ 90,112(in millions),December 31, 2014
Based on Total proved reserves 246,570 - oil
Total proved reserves 85,846,208 - Natural Gas

"We engaged an independent petroleum engineering firm, Netherland, Sewell & Associates, Inc. (“NSAI”) to prepare our
reserve estimates at December 31, 2014, 2013 and 2012. NSAI is a worldwide leader in petroleum property analysis for
industry and financial organizations, and government agencies"

"As of December 31, 2014, it had estimated proved reserves of 85.8 billion cubic feet of natural gas and 247 thousand barrels of oil; owned interests in approximately 1,200 producing wells; and had an acreage position of 112,219 net acres in natural gas prone basins primarily located in the Rocky Mountains".

Just for Comparison:
Warren market cap is $50m and they have only $4m more in cash. ESCR market cap is only $2.5m. "Warren’s cash flow from operations in the second quarter of 2015 was $7.0 million"..

the SS much better, 14m o/s(ESCR) vs 81m