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I freak out today, lost a perfect DT opportunity
(2010-08-25 11:43:39)
IwaslookingatthehorribleplungingchartofISRGlastnight,Iwasfrightened.Sotoday,forthefewsecondsthatATPGdroppedto10,Iwashesitating,IknewitisagoodbetthewayATPGdropped,butIkeptonremindingmyselfthatIalreadysold50putsandIalreadyhavesomemarginpositions.Anyway,asahumanbeing,wecanalwaysfindexcuseswhenwewantordonotwanttodosth.NowATPGistradingat10.87.
Atleast,Ididnotfallintopanicselling,Iamstillwaitingfort...[阅读全文]
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I have decided to sell Sept 10 put on ATPG,
(2010-08-24 17:43:21)
ATPGbroke11today,11isits50dma.So,thedecisionisactuallymadebythemarket.Isold50putstodayat0.75.Myreasonstoselltheputagainstmarkettrendare:
1,ManagementsaidMC941#3wellshouldcomebeforetheendofSept,Ibelievethatitishighlylikelytohappenatthetimespecified.BPoilspillcrisisisoverandthereisa6monthdrillingban,IbelievenowpeopleinGOMhasnotmuchthingstodootherthansoleftoverprojectstofocustheirenergyon.Justinc...[阅读全文]
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could not believe that I have the exact timing as SD insiders
(2010-08-12 23:37:53)
IboughtSDtoday.Aftermarketclose,SD\'sinsidersreportedtheywerebuyingtodayandyesterday.
Lasttime,itisCIMthatIboughtatthesamedayasinsiders.
CouldnotbelieveIamthatgood!wow!itisamazing![阅读全文]
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just cut almost all my margin position on ATPG
(2010-08-11 11:17:51)
from11.18to11.33whileIstillhaveabout10%profitmarginonthem.stillverybullishonit,bereadytogetbackintoitatanytime.Thetwocatalystscouldbehereatanydaynow:MonetizationofTitanandMC941#3wellcomesonproduction.Ijustdonotwanttotakeunnecessaryrisktogoagainstgeneralmarket,alsoconsideringhurricaneseasonisuponus.Thisisabigdilemma.
AlsoIamveryworriedaboutthemessonChineseeconomy.WehaveexperiencedchaosonUSAan...[阅读全文]
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apc drop more than 2 today, I just closed my put
(2010-08-11 08:22:02)
onitat4.79.Isoldtheput(APCJan21201235put)at10.3on6/25/2010.Mademorethan5digits,veryhappy,nomoreworryonAPCnow.
ATPGisup2centsnowonaplummetingmarket,Godblessme![阅读全文]
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ago up $2, 10%, cool, I went back to ago
(2010-08-06 07:18:58)
twomonthsago,boughtat17.88,16,finallyIseesomerealprofittoday.Ialsodidsomesmalltradesinbetween.HereiswhenIstartedtogetbackintoago:
http://web.wenxuecity.com/BBSView.php?SubID=tzlc&MsgID=232702
insiderbuy20000sharesatago 2010-06-0223:07:58
Veryhappytoseeit.Iwentbacktoagoduringthiscorrection,boughtasizableposition.Iregretitverymuchtogetoffagotrainwaybeforeithitsthepeakduringfinancialcris...[阅读全文]
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atpg down 2, good opp to start buying
(2010-08-06 05:29:10)
ERisout,bigonetimeexpenseonrefinancing,thewellisexpectedtoonproductionbefore9/30,twomoremonthstowait(whichisdisappointing).[阅读全文]
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atpg is up nearly 14%, +1.76 now, The drama is unfolding
(2010-08-04 10:24:20)
todayisabaddayfortheshorts,wellIalreadyhadmysharesofbaddayswhenATPGwaspusheddownrecklesslyafterIwentallin.Istuckmyneckoutandpiledupmarginsonit.Nowittheirturn,hopingtheyarenotbettingtheirfarmsonit.
Ihavebeenwantingtopyramidintoatpgwhenitwasstartingtogoup,butIdidnotdoitsinceIalreadyhadalotofmarginsonandalotofthingscanstillgowrong.
MysuccessonATPGisontwofacts:
1.ATPGcansurvivea6monthdrill...[阅读全文]
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Another good article on ATPG by Devon Shire
(2010-08-02 12:27:53)
http://www.gurufocus.com/news.php?id=101862
Iamsogratefultothisguy.
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Hereisthepointofthisarticle.ATPOilandGasshareswereat$24inAprilbeforetheBPoilspill.Thesharepricedroppedto$11becauseofjustifiableconcernthatthegovernmentmightkillsmallerDeepwatercompanieslikeATP.OnFridaytheHousepassedtheirproposedoffshoredrillingbillthatwillnotmateriallyalterthevalueofATP.Son...[阅读全文]
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GOM Energy company like ATPG may soar next week
(2010-07-30 22:58:19)
ATPGup3.4%aftermarketafterhouseapprovesanewbillondeepwaterdrillingonFridayafternoon.
1.BPisgoingtodostatickillthewellnextTuesday.
2.Newbillondrillingmodifiessix-monthmoratoriumondeepwaterdrilling,drillingcouldbestartedifitmeetsnewsafetystandard.Thenewbillremovesliabilitycapforoilcompany,butwhatreallymattersis:itonlyrequirecompanytodemonstrate$300millionfinancialresponsibility.Soitismanagea...[阅读全文]
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