Peanut's Potent Plethora of Profit

[skiracer]

Riverbabe gave a good summation as to why I feel SWSI is a stock to own, and also about the entry price of it.

This is not a short term trading opportunity. This is sharing information about a company that in my opinion is set to see enormous growth over the next decade and beyond. With this long term perspective, quibbling over a few cents per share seems pointless. In my opinion, this is one of those companies that you build a position through dollar cost averaging.

I own this stock personally and also hold it in another portfolio which I manage. Unless something drastically changes with the company, I will continue to add to the position as funds permit. In many years to come, I expect to be handsomely rewarded for today's investment.

it may be a good company but its a niche company in that it's services are directly linked to oil and gas exploration companies. im not knocking the company and i hope it does well for you but it will go the way of the exploration companies. if they are busy then swsi will be busy and visa versa. plus they are not the only one providing drilling services and parts for the exploration companies. sorry but it does not excite me long term and although they are in a decent niche it is not that big of a niche when you think world wide and what is going on with exploration and drilling dynamics.

[peanuts]

Ski, what makes this such a significant opportunity is the growth potential, not the overall size and international reach of the service provider. The comparison of SWSI to SLB or HAL is not good because the diversity of SLB and HAL spreads out the business to areas in various levels of development. So, their growth is steady. However, if you find a company that has their growth directly tied to a boom in something else, then the growth that particular company will experience will coincide with the growth of that boom. It doesn't matter if we're talking about VCR's, cell phones, web applications, real estate, or energy. In each and every case, the companies that produced, serviced, or sold the products related to these booms saw enormous growth in revenues because those revenues were directly linked. Share prices of these companies soared.

This is where SWSI fits in. Their revenue is directly tied to the services needed to capture the gas trapped in the Marcellus Shale. How big is the shale play? Well, check out some of the information below and draw your own conclusions. You'll see that the play is huge. You'll see how relatively undeveloped it is. This should lead you to see what the potential for growth is. And you'll see who has had successful experiences so far in the play.

Video information on the Marcellus Shale from Penn State University:

http://www.youtube.com/watch?v=z4SH3gmQH7E

Here is a map of the entire Marcellus Shale Gas Play. I have added an asterisk to the map to show Superior Well Services Headquarters (Indiana, PA)


And this link will take you to a 2008 Pittsburgh Post Gazette article that features Snyder Brothers oil and gas company (The Snyders privately own an O&NG company that employs SWSI to do the drilling for them):

http://passmore.motime.com/archive/2008-07

The company doesn't have to set your pants on fire, Ski. It just has to be in the right place at the right time, and it needs to be set up to exploit the opportunity.

[billyjoe]

Peanuts,
One of my college roommates was from Kittanning. I spent several weeks there and heard stories of the natural gas. Being in the greenhouse industry, several businessmen and women I met had their nurseries and greenhouses sitting on top of free sources of heat. I always envied them especially after getting $2000/month gas bills just to keep my greenhouses at 54 degrees.

-------------billy

[peanuts]

Peanuts,
One of my college roommates was from Kittanning. I spent several weeks there and heard stories of the natural gas. Being in the greenhouse industry, several businessmen and women I met had their nurseries and greenhouses sitting on top of free sources of heat. I always envied them especially after getting $2000/month gas bills just to keep my greenhouses at 54 degrees.

-------------billy

And those wells are just the "shallow" wells... Marcellus is 4x as deep, and even more productive.

I love the candlestick action in today's chart of SWSI I was able to scoop some cheap shares because of my conviction of the company's direction.

Oh, and they also beat on their earnings today

[peanuts]

Rock Energy

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.

[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.

[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.

[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]

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.

[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]

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.

[riverbabe]

Thank you PEANUTS!!!

[peanuts]

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

[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]

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.