b*n
2 楼
教授是看分线进场?
t*y
4 楼
这种垃圾股其实根本不值得玩。
也就按分钟线随便搞搞。
也就按分钟线随便搞搞。
k*y
5 楼
跟1000股
j*9
6 楼
教授登高一呼, 应者云集! 跟了! 教授今天反弹就出吗? 到时候喊一声啊
t*y
7 楼
我昨天就short了USO,刚才再做CHK短线。无论石油跌涨都没问题。
就是这么自信。
就是这么自信。
u*n
10 楼
捞了割,割了捞,快乐就好。。
t*i
11 楼
我也跟了, 啥时候出?
t*y
18 楼
大家别急啊,吃完饭回来,一会就要爆发了。呵呵。
j*9
21 楼
教授, 看这意思今天不一定能起来. 拿着过夜吗?
j*9
24 楼
教授不说话, 就是默认了. 相信教授, 拿着过夜!
Q*g
28 楼
This trade just a joke...
Period
Period
j*9
29 楼
教授, 今天感觉能上来吗? 要设个止损点吗? Follow you! 亏了俺也不怪你, 愿赌服输
嘛
嘛
t*y
30 楼
CHK我已经全割了。亏废啦,被股版害惨啦。不能上股版的新低pick啊,不能上啊不能
上,此处重复一万遍。
上,此处重复一万遍。
j*9
31 楼
12.25全割了, 紧跟教授, 愿赌服输! 教授别泄气, 还有机会!
p*3
36 楼
发信人: park123 (虎视眈眈), 信区: Stock
标 题: Re: 炒UGAZ约等于赌博(高风险,最终接近零)
发信站: BBS 未名空间站 (Thu Jun 11 19:03:25 2015, 美东)
From March 25 Oppenheimer analyst report:
"Oppenheimer analyst Fadel Gheit came out with his views on Chesapeake
Energy Corporation (NYSE:CHK), following the news that the company reduced
its 2015 capital budget to $3.5-$4B, $500M under previous guidance. The
analyst rates the stock an Outperform with a $22 price target, which implies
an upside of 54% from current levels.
Gheit noted, "Based on new guidance and current strip prices, we trim '15E
EPS to -$0.77 from -$0.71 and expect operating cash flow of $1.99B in 2015
and $1.57B in 2016. Assuming CAPEX of $3.75B, and common and preferred
dividends of ~$500M, we expect CHK free cash flow deficits of $2.25B and $2.
68B, respectively, with the gap closed with ~$6B in combined cash and
borrowing capacity. CHK shares are trading at the lowest P/ CF multiple
among peers, based on 2015 consensus estimates."
From today's Oppenheimer analyst report:
"In a report published Thursday, Oppenheimer analyst Fadel Gheit downgraded
the rating on Chesapeake Energy Corporation CHK 3.18% from Outperform to
Perform, citing the negative impact on earnings and cash flow from lower oil
and gas prices and lower production. In the report Oppenheimer noted, "
Based on the future strip benchmark oil and gas prices, we expect CHK to
report losses of $544M this year and $833M next year, or $0.48/share and $0.
84/ share, respectively. We expect operating cash flow of $2.1B this year
and $1.5B next year. Assuming CAPEX of $3.7B, annual dividends of ~$230M and
preferred dividend of ~$220M, we expect free cash flow deficits of $2.1B
and $2.7B, respectively."
The numbers he reports today are actually better than those reproted in
March (at least for 2015), yet he downgrades CHK.
It looks like Gheit is just going with the flow!
标 题: Re: 炒UGAZ约等于赌博(高风险,最终接近零)
发信站: BBS 未名空间站 (Thu Jun 11 19:03:25 2015, 美东)
From March 25 Oppenheimer analyst report:
"Oppenheimer analyst Fadel Gheit came out with his views on Chesapeake
Energy Corporation (NYSE:CHK), following the news that the company reduced
its 2015 capital budget to $3.5-$4B, $500M under previous guidance. The
analyst rates the stock an Outperform with a $22 price target, which implies
an upside of 54% from current levels.
Gheit noted, "Based on new guidance and current strip prices, we trim '15E
EPS to -$0.77 from -$0.71 and expect operating cash flow of $1.99B in 2015
and $1.57B in 2016. Assuming CAPEX of $3.75B, and common and preferred
dividends of ~$500M, we expect CHK free cash flow deficits of $2.25B and $2.
68B, respectively, with the gap closed with ~$6B in combined cash and
borrowing capacity. CHK shares are trading at the lowest P/ CF multiple
among peers, based on 2015 consensus estimates."
From today's Oppenheimer analyst report:
"In a report published Thursday, Oppenheimer analyst Fadel Gheit downgraded
the rating on Chesapeake Energy Corporation CHK 3.18% from Outperform to
Perform, citing the negative impact on earnings and cash flow from lower oil
and gas prices and lower production. In the report Oppenheimer noted, "
Based on the future strip benchmark oil and gas prices, we expect CHK to
report losses of $544M this year and $833M next year, or $0.48/share and $0.
84/ share, respectively. We expect operating cash flow of $2.1B this year
and $1.5B next year. Assuming CAPEX of $3.7B, annual dividends of ~$230M and
preferred dividend of ~$220M, we expect free cash flow deficits of $2.1B
and $2.7B, respectively."
The numbers he reports today are actually better than those reproted in
March (at least for 2015), yet he downgrades CHK.
It looks like Gheit is just going with the flow!
j*9
37 楼
教授要不您再受累研究研究? 如果中长期看好, 这两天还有机会在进...
a*1
38 楼
CHK has a strong balance sheet and is not going to bankrupt. However, with
about 80% NG vs 20% liquid and the pricing of NG depressed as is, it is very
difficult for it go back to $20 in the near term.
NG trend is going up regardless of what the short term price is. However,
there are two things against CHK. One is the differential CHK realized NG
price vs Henry Hub. With the HH spot price of $2.8, CHK only realizes about
$1.5 for 50% of the NG it produces. As a matter of fact, more than 90% of
the NG it sells are below the HH price.
The other part is the fixed long term contract for mid-stream transportation
cost CHK committed. That might be related to the issue I mentioned above,
but as long as the realized NG price stays below $3, CHK is losing money.
The more it produces, the more it losses money.
CHK is dying, long live CHK!
implies
【在 p*****3 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 发信人: park123 (虎视眈眈), 信区: Stock
: 标 题: Re: 炒UGAZ约等于赌博(高风险,最终接近零)
: 发信站: BBS 未名空间站 (Thu Jun 11 19:03:25 2015, 美东)
: From March 25 Oppenheimer analyst report:
: "Oppenheimer analyst Fadel Gheit came out with his views on Chesapeake
: Energy Corporation (NYSE:CHK), following the news that the company reduced
: its 2015 capital budget to $3.5-$4B, $500M under previous guidance. The
: analyst rates the stock an Outperform with a $22 price target, which implies
: an upside of 54% from current levels.
: Gheit noted, "Based on new guidance and current strip prices, we trim '15E
about 80% NG vs 20% liquid and the pricing of NG depressed as is, it is very
difficult for it go back to $20 in the near term.
NG trend is going up regardless of what the short term price is. However,
there are two things against CHK. One is the differential CHK realized NG
price vs Henry Hub. With the HH spot price of $2.8, CHK only realizes about
$1.5 for 50% of the NG it produces. As a matter of fact, more than 90% of
the NG it sells are below the HH price.
The other part is the fixed long term contract for mid-stream transportation
cost CHK committed. That might be related to the issue I mentioned above,
but as long as the realized NG price stays below $3, CHK is losing money.
The more it produces, the more it losses money.
CHK is dying, long live CHK!
implies
【在 p*****3 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 发信人: park123 (虎视眈眈), 信区: Stock
: 标 题: Re: 炒UGAZ约等于赌博(高风险,最终接近零)
: 发信站: BBS 未名空间站 (Thu Jun 11 19:03:25 2015, 美东)
: From March 25 Oppenheimer analyst report:
: "Oppenheimer analyst Fadel Gheit came out with his views on Chesapeake
: Energy Corporation (NYSE:CHK), following the news that the company reduced
: its 2015 capital budget to $3.5-$4B, $500M under previous guidance. The
: analyst rates the stock an Outperform with a $22 price target, which implies
: an upside of 54% from current levels.
: Gheit noted, "Based on new guidance and current strip prices, we trim '15E
相关阅读