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

To: E_K_S who wrote (49460)	9/18/2012 12:46:48 PM
From: NikhilJog	Respond to of 78661

EKS - Everyone can be wrong hahaha. but i appreciate the disclaimer. There has been lot of M&A happening with land properties lately, but its mostly divestitures to restructure balance sheets or pure M&A.Those who are buying are looking at it as a value buy for future profits. If not, then people are trying to play it in a different way. NBR for example got rig contracts to drill for YPF. Argentina ( who now owns YPF) is looking at making the falklands an LNG hub to export gas to peeps like japan, where gas is selling at north of $12 per million btu. so you can play O&G that way. So the question is - they do have land, how are they going to monetize it? so unless we are just investing for a quick trade, that questions of monetization needs to be answered.