SandRidge Energy (Seite 2)
eröffnet am 17.05.19 17:24:38 von
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ID: 1.304.021
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ISIN: US80007P8692 · WKN: A2AS4M · Symbol: SD
13,910
USD
+2,05 %
+0,280 USD
Letzter Kurs 01:00:00 NYSE
Neuigkeiten
Werte aus der Branche Öl/Gas
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 12,000 | +71,43 | |
| 0,6000 | +16,41 | |
| 8,0500 | +15,33 | |
| 2,8700 | +12,11 | |
| 11,480 | +9,23 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,8800 | -15,38 | |
| 35,28 | -15,87 | |
| 11,72 | -21,45 | |
| 10,000 | -33,33 | |
| 3,0600 | -34,83 |
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4.1.
...
...
https://www.spiegel.de/politik/deutschland/news-corona-quara…
Tag: Biden Administration
...
...
https://www.spiegel.de/politik/deutschland/news-corona-quara…
Tag: Biden Administration
7.10.
Hedge funds cash in as green investors dump energy stocks
Big institutions’ exit from oil and gas companies leaves hedge funds as among the only buyers
https://www.ft.com/content/ed11c971-be02-47dc-875b-90762b350…
...
“It’s such a great and easy idea,” Crispin Odey, founder of London-based Odey Asset Management, told the Financial Times.
“They [big institutional investors] are all so keen to get rid of oil assets, they’re leaving fantastic returns on the table,” added Odey, whose European fund is up more than 100 per cent so far this year.
...
Odey said he had also been providing financing for unlisted vehicles that are being set up by commodities companies specifically to buy up unwanted assets being sold off by the oil majors.
...
Alongside Odey’s fund, Goldman Sachs’s prime brokerage division, which provides a range of services such as stock lending and execution, recently told clients that energy stocks had had their biggest net buying by hedge funds since late February, according to a note seen by the FT.
“People don’t understand how much money you can make in things that people hate,” said Bison Interests’ managing partner and co-founder Josh Young, who says his fund avoids the “dirtiest companies”.
Bison Interests has profited from positions in companies including Canadian oil and gas group Baytex Energy Corp and US-based SandRidge Energy and is up 377 per cent this year before fees, according to a person familiar with the matter, ranking it as one of the world’s top-performing funds.
“Many of these companies are trading at very low cash flow multiples and at very big discounts to the replacement value of their assets,” said Young. “More people are driving gas-powered cars and scooters than ever.”
...
Hedge funds cash in as green investors dump energy stocks
Big institutions’ exit from oil and gas companies leaves hedge funds as among the only buyers
https://www.ft.com/content/ed11c971-be02-47dc-875b-90762b350…
...
“It’s such a great and easy idea,” Crispin Odey, founder of London-based Odey Asset Management, told the Financial Times.
“They [big institutional investors] are all so keen to get rid of oil assets, they’re leaving fantastic returns on the table,” added Odey, whose European fund is up more than 100 per cent so far this year.
...
Odey said he had also been providing financing for unlisted vehicles that are being set up by commodities companies specifically to buy up unwanted assets being sold off by the oil majors.
...
Alongside Odey’s fund, Goldman Sachs’s prime brokerage division, which provides a range of services such as stock lending and execution, recently told clients that energy stocks had had their biggest net buying by hedge funds since late February, according to a note seen by the FT.
“People don’t understand how much money you can make in things that people hate,” said Bison Interests’ managing partner and co-founder Josh Young, who says his fund avoids the “dirtiest companies”.
Bison Interests has profited from positions in companies including Canadian oil and gas group Baytex Energy Corp and US-based SandRidge Energy and is up 377 per cent this year before fees, according to a person familiar with the matter, ranking it as one of the world’s top-performing funds.
“Many of these companies are trading at very low cash flow multiples and at very big discounts to the replacement value of their assets,” said Young. “More people are driving gas-powered cars and scooters than ever.”
...
Antwort auf Beitrag Nr.: 69.439.513 von faultcode am 28.09.21 00:59:28das könnte auch in einem Bump and Run-Chartmuster enden -- aber vorerst nicht mMn:
Trading Spotlight
27.9.
Famed Gas Trader Arnold Says Europe Crisis Is Warning for U.S.
https://uk.news.yahoo.com/famed-gas-trader-arnold-says-17462…
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John Arnold, the billionaire philanthropist who made his fortune betting on natural gas prices, says the energy crisis in Europe should serve as a cautionary tale for the U.S. about transitioning away from fossil fuels too quickly.
Europe’s gas crunch is a warning that the U.S. must ensure a smooth transition to reasonably priced, carbon-free energy, Arnold said last week on Twitter. He added that efforts by some to “kill” the oil and gas industry will result in price spikes that risk alienating voters who otherwise support efforts to address climate change.
“It will be easy to place blame on government policies if consumer energy prices spike,” wrote Arnold, who founded hedge fund Centaurus Capital LP and was a gas trader at Enron Corp. “Opponents will scream from the rooftops that decarbonization actions caused the price rise, whether true or not.”
Famed Gas Trader Arnold Says Europe Crisis Is Warning for U.S.
https://uk.news.yahoo.com/famed-gas-trader-arnold-says-17462…
...
John Arnold, the billionaire philanthropist who made his fortune betting on natural gas prices, says the energy crisis in Europe should serve as a cautionary tale for the U.S. about transitioning away from fossil fuels too quickly.
Europe’s gas crunch is a warning that the U.S. must ensure a smooth transition to reasonably priced, carbon-free energy, Arnold said last week on Twitter. He added that efforts by some to “kill” the oil and gas industry will result in price spikes that risk alienating voters who otherwise support efforts to address climate change.
“It will be easy to place blame on government policies if consumer energy prices spike,” wrote Arnold, who founded hedge fund Centaurus Capital LP and was a gas trader at Enron Corp. “Opponents will scream from the rooftops that decarbonization actions caused the price rise, whether true or not.”
und Squeeeeeze 
+12%
+12%
Antwort auf Beitrag Nr.: 69.285.573 von faultcode am 09.09.21 23:39:38Ding Dong -- 5.2 U.S. dollar
Antwort auf Beitrag Nr.: 69.244.167 von faultcode am 05.09.21 22:55:27Ding Dong -- 5 U.S. dollar:
https://tradingeconomics.com/commodity/natural-gas
8.9.
Natural Gas Jumps to 7-Year High as Winter Supply Worries Mount
• Inflation fears rising amid rallies across commodity markets
• Southern California prices climbing as heat wave boosts demand
https://www.bloomberg.com/news/articles/2021-09-08/natural-g…
https://tradingeconomics.com/commodity/natural-gas
8.9.
Natural Gas Jumps to 7-Year High as Winter Supply Worries Mount
• Inflation fears rising amid rallies across commodity markets
• Southern California prices climbing as heat wave boosts demand
https://www.bloomberg.com/news/articles/2021-09-08/natural-g…
Antwort auf Beitrag Nr.: 69.244.311 von faultcode am 05.09.21 23:53:32laut CFRA Research haben in dieser Gewichtsklasse z.Z. (2.9.) nur 2 US-Fracker ein Strong Buy-Ranking:
• SandRidge Energy
und
• Oasis Petroleum, die mehr als dreimal so groß sind wie SandRidge
Ansonsten habe ich nur einen (speziellen) Sellside-Analysten zu SandRidge gefunden, Noel Parks von Tuohy Brothers Investment, dessen Votum ich aber nicht kenne: http://tuohybrothers.com/Default.asp
--> https://seekingalpha.com/article/4448337-sandridge-energys-s…
=> man sieht: an diesem CC zum Q2 haben 3 Buyside-Analysten teilgenommen
Das sieht man selten (OK, vielleicht mehr bei so kleinen Unternehmen...)
• SandRidge Energy
und
• Oasis Petroleum, die mehr als dreimal so groß sind wie SandRidge
Ansonsten habe ich nur einen (speziellen) Sellside-Analysten zu SandRidge gefunden, Noel Parks von Tuohy Brothers Investment, dessen Votum ich aber nicht kenne: http://tuohybrothers.com/Default.asp
--> https://seekingalpha.com/article/4448337-sandridge-energys-s…
=> man sieht: an diesem CC zum Q2 haben 3 Buyside-Analysten teilgenommen
Das sieht man selten (OK, vielleicht mehr bei so kleinen Unternehmen...)
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