RE:@ 2.60 could retrace.. or not..lolWildcattter wrote: lots to consider
the methanol plants are running at half capacity du to both freeze ups and power loss. I would add the power losses shuts down oil refining in the Gulf so 20% of that is off line.. the shipping channel is also down... they all weigh on natgas supply and they would increse natgas availablity as they conserve gas.
we also would expect a lot of gas wells to be down at those temps last week...a supply issue that is really short term depending on where it is and crews to mitigate the effects... aav would be a winner here as their wells are mulitple wells on pads so a bit faster to bring on vs chasing single wells across whole land base.
it all adds up to a week or two before normalization and then we see what has occured and the cost.
SO....with the recent 50% pop in AAV, with warming coming through next week.. perhaps natgas stocks back off, maybe, if the market keeps up on these things... maybe they act late, I don't know, but I am protecting my 50%, 5 week gain, by selling down today... all this news plus we got to wait those 2 weeks or so for the qtrly report where we will learn if the latest well pad is on sales and at what kind of production...
now, besides clamlingunine, who else is owning aav for a dividend play? LOL.no one I expect as they pay no dividend and there is no plans to re start such soon.... so sonny your divy idea is best suited for other companies that actually pay one... no?
I can give you a few such companies that pay a divy, if you want maybe I and others here can help you out cause aav is not the one to own for a dividend... not this year for sure... maybe next year or most likely at least two years out ... not now...
I am owning it because it is a take-out candidate.