p*r
2 楼
PWE is still traded at PB < 60%, still has a lot of room to go up.
NG price going up, which mean the price for its assets is going up, so book
value will go up too.
NG price going up, which mean the price for its assets is going up, so book
value will go up too.
x*n
3 楼
明天ER,不看好
p*r
5 楼
明天ER,看好. PWE should be able to beat the number due to high oil/NG price
.
First Q oil price(WTI mostly) is above $100, NG is above $4.5.
PWE cannot sell oil at $100 price, but should be $5 better than
their original planed.
.
First Q oil price(WTI mostly) is above $100, NG is above $4.5.
PWE cannot sell oil at $100 price, but should be $5 better than
their original planed.
a*1
6 楼
It will depend upon how people interpret it. The production was seriously
down in Q1. The commodity price was significantly up, but not enough to
make up the production loss. So the total rev will be down, but the earning
should be up due to the cost reduction.
It is all about the confidence in the turnaround plan by the new CEO. If the
street views the production is stabilizing while profit is going up, we are
will be double digit in no time. However, if the production dips to 5
figure and we are still in the red, we will test new low.
I am betting on the optimistic side. Cross you finger.
price
【在 p*********r 的大作中提到】
: 明天ER,看好. PWE should be able to beat the number due to high oil/NG price
: .
: First Q oil price(WTI mostly) is above $100, NG is above $4.5.
: PWE cannot sell oil at $100 price, but should be $5 better than
: their original planed.
down in Q1. The commodity price was significantly up, but not enough to
make up the production loss. So the total rev will be down, but the earning
should be up due to the cost reduction.
It is all about the confidence in the turnaround plan by the new CEO. If the
street views the production is stabilizing while profit is going up, we are
will be double digit in no time. However, if the production dips to 5
figure and we are still in the red, we will test new low.
I am betting on the optimistic side. Cross you finger.
price
【在 p*********r 的大作中提到】
: 明天ER,看好. PWE should be able to beat the number due to high oil/NG price
: .
: First Q oil price(WTI mostly) is above $100, NG is above $4.5.
: PWE cannot sell oil at $100 price, but should be $5 better than
: their original planed.
S*t
7 楼
看了你们的帖子,青蛙我盘前卖了一半,剩下的听天由命了。
p*r
9 楼
Good analysis.
I bet on optimistic side too.
The possibility of the production dropping to 5 digits(average daily)
is very small. The street estimates was -0.01 several weeks back. It
was raised to 0.08 recently. So, some analysts may already have got
some info that's why the share price went above $9 recently.
earning
the
are
【在 a*****1 的大作中提到】
: It will depend upon how people interpret it. The production was seriously
: down in Q1. The commodity price was significantly up, but not enough to
: make up the production loss. So the total rev will be down, but the earning
: should be up due to the cost reduction.
: It is all about the confidence in the turnaround plan by the new CEO. If the
: street views the production is stabilizing while profit is going up, we are
: will be double digit in no time. However, if the production dips to 5
: figure and we are still in the red, we will test new low.
: I am betting on the optimistic side. Cross you finger.
:
I bet on optimistic side too.
The possibility of the production dropping to 5 digits(average daily)
is very small. The street estimates was -0.01 several weeks back. It
was raised to 0.08 recently. So, some analysts may already have got
some info that's why the share price went above $9 recently.
earning
the
are
【在 a*****1 的大作中提到】
: It will depend upon how people interpret it. The production was seriously
: down in Q1. The commodity price was significantly up, but not enough to
: make up the production loss. So the total rev will be down, but the earning
: should be up due to the cost reduction.
: It is all about the confidence in the turnaround plan by the new CEO. If the
: street views the production is stabilizing while profit is going up, we are
: will be double digit in no time. However, if the production dips to 5
: figure and we are still in the red, we will test new low.
: I am betting on the optimistic side. Cross you finger.
:
a*1
10 楼
Agreed.
明天好的话拍包子。这个是跟你的。
【在 p*********r 的大作中提到】
: Good analysis.
: I bet on optimistic side too.
: The possibility of the production dropping to 5 digits(average daily)
: is very small. The street estimates was -0.01 several weeks back. It
: was raised to 0.08 recently. So, some analysts may already have got
: some info that's why the share price went above $9 recently.
:
: earning
: the
: are
明天好的话拍包子。这个是跟你的。
【在 p*********r 的大作中提到】
: Good analysis.
: I bet on optimistic side too.
: The possibility of the production dropping to 5 digits(average daily)
: is very small. The street estimates was -0.01 several weeks back. It
: was raised to 0.08 recently. So, some analysts may already have got
: some info that's why the share price went above $9 recently.
:
: earning
: the
: are
x*n
12 楼
取决于怎么看它的起死回生策略的进展。现在是光投入没产出的阶段。
earning
the
are
【在 a*****1 的大作中提到】
: It will depend upon how people interpret it. The production was seriously
: down in Q1. The commodity price was significantly up, but not enough to
: make up the production loss. So the total rev will be down, but the earning
: should be up due to the cost reduction.
: It is all about the confidence in the turnaround plan by the new CEO. If the
: street views the production is stabilizing while profit is going up, we are
: will be double digit in no time. However, if the production dips to 5
: figure and we are still in the red, we will test new low.
: I am betting on the optimistic side. Cross you finger.
:
earning
the
are
【在 a*****1 的大作中提到】
: It will depend upon how people interpret it. The production was seriously
: down in Q1. The commodity price was significantly up, but not enough to
: make up the production loss. So the total rev will be down, but the earning
: should be up due to the cost reduction.
: It is all about the confidence in the turnaround plan by the new CEO. If the
: street views the production is stabilizing while profit is going up, we are
: will be double digit in no time. However, if the production dips to 5
: figure and we are still in the red, we will test new low.
: I am betting on the optimistic side. Cross you finger.
:
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