Sibir Energy Share Discussion Threads

[wizard7] 30/1/2008 09:14

Ah - someone has decided to go long now then...about time too.

[leeson31] 24/1/2008 10:29

indeed.

seen addax too!? quite cheap, nearly bought some yestrday ta 1900p but then it rose quite quickly , ive left it for time being, hoping for more sell ofs to get some cheap...

[curt3] 24/1/2008 10:28

market cap is low for production and reserves compared to many other oilers and the downstream value in the outlets would appear to be substantially undervalued as well. then the exploration potential seems to be ignored in the valuation. one to lock away !!

[wizard7] 24/1/2008 09:46

due a bit of a bounce I think...and hope!

[twc1949] 23/1/2008 15:37

This has now dropped 25% in two weeks.
How low will it go???????????????????
Thats even with good news.

[leeson31] 23/1/2008 11:29

I think were going to be in for a few bad weeks.....

[wizard7] 23/1/2008 11:28

Not so good now though...

[leeson31] 23/1/2008 09:20

th fk.

:-)

[banj] 23/1/2008 08:15

phew - still in one piece, nice bounce :-)

[leeson31] 22/1/2008 12:47

I'd go along with that theory 'A3477681'. Dow opens soon, that'l be fun...

:p

[a3477681] 22/1/2008 12:45

Is there some correlation with the drop in share price and the British Council row? Problem is that confidence goes when they get knocked so hard every time they seem to finally get going. I've held all the way though from 18p(pre conversion) apart from selling out at 1.95 and having to come back in at 2.25 then kept adding. I am just going to hold whatever. It seems too hard to judge and moves too quick to catch in either direction. I might hazard a guess that the slide was prompted by funds pulling out to cover other losses. They will be back I guess cos the fundamentals are better than ever.

[offerman] 21/1/2008 15:38

Cheers Leeson.

[leeson31] 21/1/2008 14:54

yeah, at 27p the suspended, and we were given one shs for every ten we had, so went from (example) of old holding = 10,000shs but then the share price opened at 165p and you had new shs= 1,000 shs..

prospere since then.....

p.s the relisting was AFTER 9 months suspension..

seems cheap to me Napoleon but im losing a bit of fosh so hen ce my potential decision to flog some.

cheers

[offerman] 21/1/2008 14:51

I used to own these shares way back in the 20`sp range, what happened? Did they have a share conversion or something?

[napoleon 14th] 21/1/2008 14:49

Wondering when to go longer if this goes much further.
I'm sure forward projections & PER/PEGs looking real cheap.

Selftrade says :

2007 (Act.) 2008 (Est.) 09 (Est.)
Earnings per share (GBP) 35.30 / 56.55 / 101.62

So, @ 480p:

Price earnings ratio 13.60 / 8.49 / 4.72
Earning growth % 110.12 / 62.04 / 30.77

So I make it PEG '07 = 0.22 / '08 = 0.276 / '09 ?


Is that supposed to be expensive?

[stevest2] 21/1/2008 13:23

Not often you get two announcements of good news , record oil production and thawing of relations at the moscow refinery and the share price gets hammered.
( ontop of this oil price remains strong and the strenghening dollar will help the improve earnings)

[leeson31] 20/1/2008 11:08

Hi, I'm still trying to digest/analyse it Napoleon, because it oes seem complicated. Ive actually gone on the basis of never getting anythign back from when we were wripped off by that scumbag R Obramovich, so anything is a bonus, and it does appear to be a little bit better prospect wise...

Main thing for my view, is the refinery, production, and imho undervalued MCAP....

cheers

[napoleon 14th] 19/1/2008 19:28

Banj & Leeson; I'm holding all mine as well. Safe share in this world.
All that refinery news makes good reading.

It's worth the chin wag if it gets us our half of Yugra back,
since they bought abramoschmuckchelski's Sibneft........

So do we get a staight deal on that in exchange, 1 way or the other?
Seeing as City of Moscow own 25% of SBE, it's becoming 6 of 1 - & half a doz of the other, give or take 1.5Bn US$!

[leeson31] 18/1/2008 11:00

sorry to hear you go stopped out David..

its cost me 7k this week so far on sbe, but as ver, just holding..

perhaps youll be back in if it dips further, but the prospects do look rather good imo re production..

cheers.

Banj - hows goes it mate ? I hope.

[banj] 18/1/2008 10:53

fantastic news ref mogc, missed yesterday btw :-))

[davidwilkin] 18/1/2008 08:18

sorry stops triggered - 10% in a week what a nightmare.