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*** OT *** Investment Ideas Beyond IOC?
#1

I know this post is committing blasphemy of the holy InterOil, but your Admin's other favorite stock has been on a tear lately and the party is really just getting started.

http://shareholdersunite.com/mybb/showthread.php?tid=4198

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#2

My other major investment idea in the NG space is UPL. ok ok... I know US ng play. 10 second pitch is.... all in costs 3 dollars/mcf lowest in the industry, capex below FCF... us ng is below the cost of 50% of the producers and capex is being cut all over the US ng industry. ng drill rigs per baker hughes as fallen from 1700+ in 2010 to 380 some now... a 20 year low. At the same time big demand drivers are coming online.... mexican exports... truck usage... and LNG exports from the US.

NG will stabilze at 6-7+ dollars per mcf and UPL will rise from 20 to 60+ in within 3 years.

Buy under 20 this summer/fall.

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#3

LOL Tarules, thanks. Like IOC, that one was always just a matter of time

My2cows, there is a separate forum for the search for other promising stocks, you could enter it there, it could do with a few more suggestions Smile

Low cost NG player, that sounds familiar..

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#4

'my2cows' pid='25925' datel Wrote:

My other major investment idea in the NG space is UPL. ok ok... I know US ng play. 10 second pitch is.... all in costs 3 dollars/mcf lowest in the industry, capex below FCF... us ng is below the cost of 50% of the producers and capex is being cut all over the US ng industry. ng drill rigs per baker hughes as fallen from 1700+ in 2010 to 380 some now... a 20 year low. At the same time big demand drivers are coming online.... mexican exports... truck usage... and LNG exports from the US.

NG will stabilze at 6-7+ dollars per mcf and UPL will rise from 20 to 60+ in within 3 years.

Buy under 20 this summer/fall.

One of Wayne Andrews 1st big hits when he was with RJ...before he found IOC

L Ron Rules!
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