L*n
2 楼
不错。
j*h
4 楼
信人: jackahh (RockMyLife), 信区: stock_trend
标 题: Re: 最近的rally?
发信站: BBS 未名空间站 (Fri Nov 15 18:33:11 2013, 美东)
holy cow.
i will be mostly out of all the positions after the weekend.
only pbr 2000 shares with $17. 5 covered call by 11/29
chicken out. Market is insane
标 题: Re: 最近的rally?
发信站: BBS 未名空间站 (Fri Nov 15 18:33:11 2013, 美东)
holy cow.
i will be mostly out of all the positions after the weekend.
only pbr 2000 shares with $17. 5 covered call by 11/29
chicken out. Market is insane
j*h
5 楼
11/22 there shall be some FA announcement from pbr management.
you better hedge. Though i think it is most likely positive.
you better hedge. Though i think it is most likely positive.
m*r
6 楼
m*r
10 楼
大夫阿。
我特别特别想进born,和gure。抄底。是不是得打消这个注意阿。
我特别特别想进born,和gure。抄底。是不是得打消这个注意阿。
m*r
11 楼
看了这个:
http://www.forbes.com/sites/kenrapoza/2013/11/13/brazil-billion
挺恐怖啊,打算先不买了。
【在 j*****h 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 11/22 there shall be some FA announcement from pbr management.
: you better hedge. Though i think it is most likely positive.
j*h
12 楼
negative energy plenty
What not to like:
1 State owned and runned, country risk
2 Organized union, collective bargaining agreement, difficult to control
cost
3 State controlled retail and gas price, PBR have to import to subsidize
the domestic demand at low price
4 Reals depreciation
5 Very aggressive Capex plan in the next several years, Capex outpace the
operating cash flow by wild margin ($237 billion five-year investment plan)
$47 Bn per year while operating cash flow highest $33 bn in 2011. Selling
assets & new debt will fill the capital gap, so said.
6 Stagnant production output
7 Uncertainty in Capex investment (technical difficulty….)
What not to like:
1 State owned and runned, country risk
2 Organized union, collective bargaining agreement, difficult to control
cost
3 State controlled retail and gas price, PBR have to import to subsidize
the domestic demand at low price
4 Reals depreciation
5 Very aggressive Capex plan in the next several years, Capex outpace the
operating cash flow by wild margin ($237 billion five-year investment plan)
$47 Bn per year while operating cash flow highest $33 bn in 2011. Selling
assets & new debt will fill the capital gap, so said.
6 Stagnant production output
7 Uncertainty in Capex investment (technical difficulty….)
m*s
13 楼
美股那样多的好的石油商,去跟ptr耗啥劲。不过感觉最近这些石油商有很大量的钱进去
了,是个好板块
control
subsidize
the
plan)
【在 j*****h 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: negative energy plenty
: What not to like:
: 1 State owned and runned, country risk
: 2 Organized union, collective bargaining agreement, difficult to control
: cost
: 3 State controlled retail and gas price, PBR have to import to subsidize
: the domestic demand at low price
: 4 Reals depreciation
: 5 Very aggressive Capex plan in the next several years, Capex outpace the
: operating cash flow by wild margin ($237 billion five-year investment plan)
了,是个好板块
control
subsidize
the
plan)
【在 j*****h 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: negative energy plenty
: What not to like:
: 1 State owned and runned, country risk
: 2 Organized union, collective bargaining agreement, difficult to control
: cost
: 3 State controlled retail and gas price, PBR have to import to subsidize
: the domestic demand at low price
: 4 Reals depreciation
: 5 Very aggressive Capex plan in the next several years, Capex outpace the
: operating cash flow by wild margin ($237 billion five-year investment plan)
m*r
14 楼
control
subsidize
the
plan)
撑死胆大的。 :)
我看煤在起阿,aa,anr。
【在 j*****h 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: negative energy plenty
: What not to like:
: 1 State owned and runned, country risk
: 2 Organized union, collective bargaining agreement, difficult to control
: cost
: 3 State controlled retail and gas price, PBR have to import to subsidize
: the domestic demand at low price
: 4 Reals depreciation
: 5 Very aggressive Capex plan in the next several years, Capex outpace the
: operating cash flow by wild margin ($237 billion five-year investment plan)
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