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Ecopetrol ADR Representing 20 Ord Shs V.EC


Primary Symbol: EC

Ecopetrol S.A. is an oil company. The Company operates in Colombia, Peru, Brazil and the United States Gulf Coast. The Company's segments include Exploration and Production, Transportation and Logistics, and Refining, Petrochemicals and Biofuels. The Company's Exploration and Production segment includes exploration, development and production activities in Colombia and abroad. The Company's Transportation and Logistics segment includes the transportation of crude oil, motor fuels, fuel oil and other refined products, including diesel and biofuels. The Company's main crude oil pipeline systems' operating capacity is approximately 1.34 million barrels per day (BPD). The Company's main refineries are the Barrancabermeja refinery, which it directly owns and operates, and a refinery in the Free Trade Zone in Cartagena that is operated by Reficar S.A., a subsidiary of the Company. The Company also owns and operates two other minor refineries: Orito and Apiay.


NYSE:EC - Post by User

Comment by petesky1on May 03, 2011 2:03pm
300 Views
Post# 18523761

RE: Any longs left?

RE: Any longs left?I'm still long on this, over a year now. Took a rather large position and stuck to it.

My thoughts are mixed but I generally remain optimistic that they will make some sort of discovery which should increase the share price from here. What I am not pleased about is cutting loose our assets for peanuts. I felt like Condor was a desperation sale as our cash reserves depleted due to crazy operating costs and huge (probably undeserved?) salaries. The whole gong-show with Alca gave them the upper hand and they ended up getting Condor at even a larger discount in the end...

But that was Condor. I'm even LESS pleased with cutting our Mn stockpile loose. That was the main "stability" I was looking forward to, with steady cashflow for 5 or 6 years. Once they put the beneficiation in place, cashflow would easily cover all our cost and a long-term drilling program could be guaranteed.

I have a feeling they have the ability to burn through cash that's sitting in an account rather quickly which makes the long-term stability more questionable. We would have made MUCH more money from the Mn having kept it... I'm undecided on my thoughts of Lamarque. People keep referring to all this money he has saved us - I would love to hear some actual hard numbers. I don't hear him or anyone else in the company volunteering a large salary reduction until some time of discovery. And like I said, he sold our Mn for peanuts... :/

But like anyone holding this stock longer-term, I have my fingers crossed for a successful drill program since that's the only thing that will make us money. I'm sure I will automatically be called a "basher" for this post since it's not all rosy like some, but believe me, I do want this stock to go through the roof! lol

Petesky.
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