Apr 20th, 2006, 16:39
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只看该作者 #36 | |
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告别2011
   
注册日期: Jul 2004
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引用:
但是今天如果你在本坛关注，老李发得实时帖，当时2.07是完全能够买到的（2.05需要事先挂单和运气） MSY你说的是不是摩跟的高回报基金？其实也不高，7%左右。很多股票都比他高。因为是基金就不能指望大涨之类，股息稳定是最重要的。没有太多研究。 |
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Apr 21st, 2006, 00:58
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只看该作者 #38 |
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Senior Member
 
注册日期: Jun 2005
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Canaccord 对ral的评价。
RALLY ENERGY (T-RAL) $2.23 +0.27 DIAMOND TREE ENERGY (T-DT) $6.77 -0.13 Yesterday analyst Andy Gustajtis gave his three top picks and one of them, Rally Energy, certainly has responded on cue. Today they announce their oil and gas production numbers with a quarterly update and production has flown up to the 4500 barrel a day level. Not bad at all. When we talk with company President Abby Badwi, he talks of the changes for both him and the company over the last while. When he took over last July, he was semi-retired and enjoying time in Palm Springs plus some time in Calgary. But Rally, with most of its assets in Egypt, but also smaller parcels in Pakistan and Canada, was going through several management changes and obviously, he filled the missing piece. A new business plan was put up, a new slate of executives and obviously excellent drilling results in Egypt are delivering the goods and the market certainly paid attention today. Badwi tells us that while their projects are somewhat delayed in Pakistan and they expect to sell some of their assets in Canada shortly to raise $10 or $15 million, that capital could be put to use in Egypt. He points to a 42-well, two year program in Egypt that could continue to increase production dramatically and points to a company target of 6700 barrels a day by year-end. Wow! Reserves are up by a factor of four over the last while he suggests, and production is up by a factor of two. More importantly, he suggests that Rally now has some sense of stability with management and the days of revolving chairs, has ended. With his international connections, we ask him to make a stock pick. The usual rules apply―can’t pick anything he is a director of or another company he has an interest in and he reminds us that the last time we asked him this, he picked Petrolifera Petroleum (PDP). Needless to say that stock soared, but he obviously benefited from his association with Dick Gusella, Connacher and Petrolifera’s head honcho. Today when asked for a pick, he figures he will go for something not quite as pizzazzy, but Diamond Tree, currently trading at $6.77, he would not be surprised to see trading at $9.00 down the road. Rally Energy Diamond Tree Energy www.rallyenergy.com www.diamondtree.ca Badwi will be presenting at the COPIC Conference next week and the company should have an updated website shortly. |
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又飞天啦！！！
