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Spdr S&P Oil & Gas Exploration & Production Etf V.XOP.W


Primary Symbol: XOP

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the oil and gas exploration and production segment of a U. In seeking to track the performance of the S&P Oil & Gas Exploration & Production Select Industry Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the oil and gas exploration and production segment of the S&P Total Market Index (S&P TMI).


ARCA:XOP - Post by User

Comment by checkingfacts66on Jul 18, 2014 4:27pm
428 Views
Post# 22761180

RE:RE:RE:RE:RE:Very suspicious!

RE:RE:RE:RE:RE:Very suspicious!I am having a hard time reaching the conclusion that Chevron had a negative result, or Exxon is waffling.  The AGM was not that long ago and if this were the case, Art would not have been so optimistic in his presentation.  And Chevron has pumped a lot of money into Liberia since their first well a couple years ago.  I am going to rely on that to continue to believe this play has legs.  And as for why West Telus is not back, or Chevron has not continued to drill, or why Exxon has not announced a dril date, I won't speculate about why Multinational Oil companies do business the way they do.

I think the impatience of people who want a drill date is colouring some perception here.  It could as easily be argued that XOP pulled their presentations because they realized it was actually providing valuable information to other parties about the tendency of the play.  The XOP analysis went beyond our block.  Maybe other players have approached Exxon and are trying to negotiate for a piece of the play, which is why Exxon has delayed, while negotiating.  If the Chevron results showed a trend toward our block, it would be good business for them to approach Exxon to try to work out a jv deal.   Unfortunately, we just have to be patient.  I am still a buyer.
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