o*1
2 楼
#positions?
For your reference, Icahn has 4,746K [email protected] 24.XX---it is not a large
position for him but he did not dump it yet (the latest information I could
got).
I am thinking to long this after Icahn, but do not make my mind yet
Good luck!
For your reference, Icahn has 4,746K [email protected] 24.XX---it is not a large
position for him but he did not dump it yet (the latest information I could
got).
I am thinking to long this after Icahn, but do not make my mind yet
Good luck!
k*g
3 楼
就是跟Icahn
亏大了
large
could
【在 o*********1 的大作中提到】
: #positions?
: For your reference, Icahn has 4,746K [email protected] 24.XX---it is not a large
: position for him but he did not dump it yet (the latest information I could
: got).
: I am thinking to long this after Icahn, but do not make my mind yet
: Good luck!
亏大了
large
could
【在 o*********1 的大作中提到】
: #positions?
: For your reference, Icahn has 4,746K [email protected] 24.XX---it is not a large
: position for him but he did not dump it yet (the latest information I could
: got).
: I am thinking to long this after Icahn, but do not make my mind yet
: Good luck!
K*N
4 楼
我没有这个股,刚才大概看了一眼,好像要在这里筑底,现在再割可能就是地板。
q*g
5 楼
以前老牛不是有个左右脚的理论么?现在左脚和右脚都有了。只要不跌破左脚都拿着好
了。现在已经割无可割了。
你跟keepbuying啥关系?
了。现在已经割无可割了。
你跟keepbuying啥关系?
a*1
12 楼
This is the spin off from CHK, where Icahn has a position.
However, the spin off mostly benefits CHK as it got rid of debt and
obligations. I would say on the other side, SSE is not so great a investment
due to its debt. More importantly the business mostly is from CHK. Given
the current environment, the oil service is not going to do well.
That was the thesis when it was 24 dollars. It is much safer now at 11. But
I would say if you like oil service, BHI is a better bet as of today.
【在 k*********g 的大作中提到】
: 24 进的,现在11
However, the spin off mostly benefits CHK as it got rid of debt and
obligations. I would say on the other side, SSE is not so great a investment
due to its debt. More importantly the business mostly is from CHK. Given
the current environment, the oil service is not going to do well.
That was the thesis when it was 24 dollars. It is much safer now at 11. But
I would say if you like oil service, BHI is a better bet as of today.
【在 k*********g 的大作中提到】
: 24 进的,现在11
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