08-14-2013, 11:20 AM
'ArtM72' pid='27094' datel Wrote:The Morgan Stanley report is something along the lines of a report, if found on SHU, that would be criticized as hype. Hard to share a common view with its opening paragraph: "Dr. Hession’s first call at IOC helm went well with clear corporate vision and exploration restart" Either MS knows something we don't or the analyst doesn't have critical thinking skills as a strong suit. "Call went well" Stock down 10%. "Clear Corporate Vision" Don't want to think about running an LNG by ourselves, yet anyway, although its my personal dream. "Exploration restart" We won't say what we're going to do with our two rigs, when PRE will be active or for that matter whether we'll find someone to rent us a rig for maybe a Wahoo spud next November if all goes well. I fear the MS report is disingenuous, and THAT worries me.
If anyone know what' the deal is is likely Even, and he has likely the contacts that other's don't, but he's been very above aobard as a lead analyst, and just imo, but his postive glean on this today, is likely send a message to his clients that all is okay, despite the emotions abounding> I thouhht about this, and believe I'm on to something....good