Peanut's Potent Plethora of Profit

[em26jamie]

REXX bought today... I like this price dip on a quality company. Buy when they're scared, right?

Nice pick. Up over 15% in a week.

[peanuts]

I'm still sticking with the companies referenced earlier and adding a few others. Some have more direct exposure to Marcellus, but some cannot be considered "pure plays" as they are more diversified in their exploration activities or product mix:

Companies with a high ratio of Marcellus exposure to total assets:
RRC, UPL, SM, REXX, EQT, TENG.ob, GST

More diversified companies having some stake in the Marcellus shale:
NBR, TLM, XCO, BHI, CHK, COP, APC, SWN, PVA, COG, HES, CRZO, D, MRO, NFX, CNX, SGY

There is no particular order to this list. I did the base level research, it's up to you to decide how you want to invest in this opportunity. But I can promise you that there is nothing stopping the expansion of the activity in the Marcellus Shale region. I also promise that this is just the beginning of the development and we have decades upon decades left to go.

Start your 2011 off on the right foot and get some Marcellus exposure to your long term portfolio.

REXX bought today... I like this price dip on a quality company. Buy when they're scared, right?

[peanuts]

Peanuts,
From the high exposure group VV likes UPL and SM. Although SM has by far a better rating both are rated a buy although they say SM is overvalued and UPL is undervalued.

----------billy

UPL is one of my top 5 from the entire list.

[billyjoe]

Peanuts,
From the high exposure group VV likes UPL and SM. Although SM has by far a better rating both are rated a buy although they say SM is overvalued and UPL is undervalued.

----------billy

[peanuts]

I'll be compiling a list of companies with enough exposure to the play that will make a difference. For now, RRC, NBR, TLM, UPL, XCO should give you a good start in your own research.

I'm still sticking with the companies referenced earlier and adding a few others. Some have more direct exposure to Marcellus, but some cannot be considered "pure plays" as they are more diversified in their exploration activities or product mix:

Companies with a high ratio of Marcellus exposure to total assets:
RRC, UPL, SM, REXX, EQT, TENG.ob, GST

More diversified companies having some stake in the Marcellus shale:
NBR, TLM, XCO, BHI, CHK, COP, APC, SWN, PVA, COG, HES, CRZO, D, MRO, NFX, CNX, SGY

There is no particular order to this list. I did the base level research, it's up to you to decide how you want to invest in this opportunity. But I can promise you that there is nothing stopping the expansion of the activity in the Marcellus Shale region. I also promise that this is just the beginning of the development and we have decades upon decades left to go.

Start your 2011 off on the right foot and get some Marcellus exposure to your long term portfolio.

[peanuts]

For anyone that uses Google Trends, then I found this comparison between "gas shale" and "marcellus shale" very interesting... especially the primary cities where the searches originated:

http://www.google.com/trends?q=gas+shale%2C+marcellus+shale&ctab=0&geo=all&date=ytd&sort=1

The 2 PA metro areas are no-brainers: and Pittsburgh is much higher because it is in the heart of the Marcellus. But Houston and NYC... hmm... the major energy and the major financial centers of the biggest economy on Earth. I wonder why the Marcellus is so popular to them?

If you are not investing in the Marcellus Shale Natural Gas play, then you need to have your head examined.

More and more deals are being made in the Marcellus play... The Superior Wells purchase by Nabors was just the beginning. Chevron just bought Atlas. Range Resources has developed acres and acres of land in Southwestern PA and will most likely expand to other areas. There are also plenty of private companies in the region which will bundle their leases and sell them off to the highest bidder.

I'm telling you folks... THIS IS JUST THE BEGINNING... get in now while this monster is still in infancy. This has years and years and years to go. And, Pennsylvania elections have ousted many Dems and the people voted in business friendly, and especially resource company friendly, leaders. We have a new Republican Governor from Pittsburgh that has already stated how important the shale gas development will be. This really should be a no-brainer to everyone. I'd stake my reputation on this. Investing in the Marcellus Shale gas play should be a part of everyone's portfolio. Buy it for yourself, for your kids, for a trust fund, for whatever you want... just buy it and be happy. In the coming years, you can tell everyone how smart you were for doing it now.

I'll be compiling a list of companies with enough exposure to the play that will make a difference. For now, RRC, NBR, TLM, UPL, XCO should give you a good start in your own research.

[riverbabe]

I think I have to agree with you. Remember, another quarter ends Sept. 30th for the mutual funds and hedge funds. They have to window dress to look good. I'm betting on a bull for Sept.

[peanuts]

I'm calling it: Today, Sept 1, 2010: HOPE

[riverbabe]

Thank you PEANUTS!!!

[peanuts]

I live in the heart of the Marcellus Shale natural gas play. My neighbors are getting rich. Energy companies are striking huge deals with landowners for leases. Even Reliance of India is buying up leases. There is so much lease grabbing going on that the energy companies cannot drill wells fast enough. They buy the leases and then can't develop the lease because they are busy elsewhere. There is a backlog of drilling.

Besides the landowners, I can think of a few other beneficiaries of all of this action. And, I personally know of one company that is headquartered right in the center of this entire shale play. And, they are not necessarily a major energy company, but instead are highly competent WELL SERVICE PROVIDERS.

Many of these wells that have been drilled, and are going to be drilled, are done by a company called SUPERIOR WELL SERVICES They are a publicly traded company. The ticker is SWSI

This is a lifetime opportunity that I am giving you, folks. Buy this stock and hang on. It is majority owned by the Snyder family. Good ole Chuck and Elmer Snyder started his resource business a long time ago. Click here for some info on them. This company has a history of success and is in the right place, at the right time, with the right gear, and the right people, and the right financial backers, and the right experience.

Forget charts or past fundamentals... they won't help you to see how much value is in this company.

5, 10, 15, 30 years from now, I hope that you remember me

And, in full disclosure, I'm long and will continue to add to my position.

You're welcome!

http://houston.bizjournals.com/houston/stories/2010/08/09/daily1.html?ana=yfcpc

Nabors Industries Ltd. is buying Superior Well Services Inc. for $900 million in cash.

Nabors (NYSE: NBR) is paying $22.12 a share for Indiana, Pa.-based Superior Well Services (NASDAW: SWSI). Superior’s stock closed at $18.23 on Aug. 6. Shares were up 3.8 percent to $21.99 in pre-market trading Monday on the news.

Nabors Chairman and CEO Gene Isenberg said the deal will expand the drilling firm’s footprint both internationally and in North America.

“Superior Well Services' broad U.S. presence complements that of both our U.S. land drilling and well-servicing operations and augments our expansion into areas such as the Marcellus shale region,” Isenberg said in a statement.

The deal is expected to close by the end of the third quarter.

Bermuda-incorporated Nabors has its administrative headquarters in Houston. The company announced in late July plans to raise $2 billion from the sale of assets to fund new purchases and pay off debt.

[peanuts]

Gold and Silver

Both AGQ and UGL are doing nicely today. I like AGQ better.

The current gold:silver price ratio is 66:1

Historical price ratio has been as low as 15:1. The 3 year moving average is about 63:1

[peanuts]

For anyone that uses Google Trends, then I found this comparison between "gas shale" and "marcellus shale" very interesting... especially the primary cities where the searches originated:

http://www.google.com/trends?q=gas+shale%2C+marcellus+shale&ctab=0&geo=all&date=ytd&sort=1

The 2 PA metro areas are no-brainers: and Pittsburgh is much higher because it is in the heart of the Marcellus. But Houston and NYC... hmm... the major energy and the major financial centers of the biggest economy on Earth. I wonder why the Marcellus is so popular to them?

If you are not investing in the Marcellus Shale Natural Gas play, then you need to have your head examined.

[riverbabe]

This is against the rules of the forum regarding penny stocks, BUT I'm going to post it anyway.

RCKE.pk is very cheap today (.03 per share) compared to the potential assets in the ground. The management is knowledgeable and the company seems to be well enough financed to carry out the natural gas exploration.

I am invested in this company with funds that I can afford to lose. I have an order in for some more shares. Just thought I would share my lotto ticket.

A little hard to find info. on this company, peanuts. But haven't given up. It's a real gamble. I see your bid. Wonder if you're the only one? Heck, it's cheaper than that $1 lottery ticket.

"Rock Energy Resources is pushing to release oil and gas energy from the rocks in which they are trapped. The former Hanover Gold Company is in the business of natural gas and crude oil production in Texas and California. In 2008, not long after changing its name and its business focus, Rock Energy Resources doubled its ownership interest in the Orcutt project in California. It plans to continue drilling more wells and increase its overall reserve base. In 2010, after a hiatus during which the company sought to obtain more capital, it recommenced work on its Garwood Wilcox properties in Colorado County, Texas." http://www.hoovers.com/company/Rock_.../cyxkhi-1.html

Here's more info. for those interested: https://markets.ft.com/tearsheets/bu...p?s=RCKE%3APKN

[peanuts]

not much volume going on there peanuts.

Agreed, but that's not important unless you want to daytrade it. I've already gotten into and out of this stock several times and never had an issue with my limit orders not getting filled.

Volume only matters when you have money that you need in a jiffy or money that you can't lose... that's why this is a lotto ticket, not an investment or trade. When it comes to gambling, I like to play the games with the best odds.

[skiracer]

This is against the rules of the forum regarding penny stocks, BUT I'm going to post it anyway.

RCKE.pk is very cheap today (.03 per share) compared to the potential assets in the ground. The management is knowledgeable and the company seems to be well enough financed to carry out the natural gas exploration.

I am invested in this company with funds that I can afford to lose. I have an order in for some more shares. Just thought I would share my lotto ticket.

not much volume going on there peanuts.