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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (28021)9/6/2007 10:52:59 PM
From: Madharry  Read Replies (1) | Respond to of 78763
 
you could be right and i certainly dont know much about O&G however, i did listen to the presentation, and the ceo to me seemed methodical, forthright and very enthusiastic. The guy from Morgan Keegan who introduced him, sounded almost apologetic in stating that he had only been with MK for a few weeks and that they did not yet cover BZP and a few others that were presenting but that that would change over time. What also seems clear to me as a novice is that its clear that there is oil there, and the only question is how much, and the previous valuations only took into account gas and not oil. Im sure there will be others who provide a more analytic take on the presentation.



To: Paul Senior who wrote (28021)9/14/2007 2:23:06 PM
From: Madharry  Read Replies (1) | Respond to of 78763
 
well bzp is turning into at the very least a double for me . up another 7% today. overall things are starting to look up . stm.v recovered around 5-6%. ras recovering 9%, and aruze and mpel having good weeks too. cfc which i didnt buy went up 20% yesterday.



To: Paul Senior who wrote (28021)9/17/2007 7:48:50 PM
From: Madharry  Respond to of 78763
 
bzp is up another 9% and big enough now to be affecting my portfolio, my technicals say hold.



To: Paul Senior who wrote (28021)1/25/2008 11:59:40 AM
From: Paul Senior  Read Replies (1) | Respond to of 78763
 
I'll cut back my BZP. Still not knowing what I own with BZP, rather just following the SI crowd in (who I am guessing don't much know what they own with BZP either), I'll just use today as an opportunity to take most of my gamble here off the table.

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