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Bullboard - Stock Discussion Forum MGM Energy Corp MGMCF

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MGM Energy Corp > Executive Options Exercised
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Post by oregonmcm on Feb 21, 2013 4:21am

Executive Options Exercised

I like to read the posts here for info, and I hadn't seen this on here yet, so I thought I would post it. It appeared only on the homepage of baystreet.ca.

"3:41 PM MGM ENERGY CORP. (MGX) Henry Sykes purchased 280.000 shares at 12.5 cents on 02-20-13 -- bringing his total stake in the company to 734,039 shares."

It's only on the news feed, so it will likely disappear soon from the home page. Here's a link to the google cache, where it may hang around a bit longer:

https://webcache.googleusercontent.com/search?q=cache:mzgJvtnAt08J:www.baystreet.ca/+&cd=1&hl=en&ct=clnk&gl=us&client=firefox-a

I'm not sure I understand the nuances of interpreting insider trading, but it would seem this could mean one of three and-a-half things:

1) Sykes has exercised his options now so that he can sell his shares at the current price because the well results were bad and he'll make more money this way than by selling his shares after they plummet or by simply letting them expire. This seems unlikely because the present falue of those shares is less than $90000. Given the daily volume, he probably would make less than $50000 by doing this, making it a silly risk to exercise the option at all.

2) If the options were set to expire soon, he chose to exercise them because the share price would never fall below 13 cents even if they found out the Canol wasn't economic. There's no downside risk in exercising the option, whereas if he allows the option to expire, he loses something because, again, he could probably sell all of his shares for over 13 cents anyway.

3) The options are expiring soon and he knows that a few months or years from now, he'll be glad he bought those shares at 12.5 cents a piece.

3.5) The options aren't expiring any time soon, but he's exercising them because, yet again, there's no downside risk.

But this made me think about looking more into what other insiders are doing. In the US, (legal) insider selling is documented and freely available. I have access to such information through my account services for with the company I use to make trades, but they do not provide these records for Canadian companies and I don't know where I would find it online, if it exists at all. If anyone does have access to this information and can confirm that there is no insider selling going on, that would confirm that #1, above, is not a possibility.

Other than that, I actually take this as a neutral to good sign. While I don't think he's taking on any downside risk, making it difficult to interpret this action as a positive, he is investing $30,000, and increasing his stake by 50%, at a time when he, as the President of the company, is one of the few who knows for certain what is going on at the well site.

...WAIT! There's one more possibility...If we follow farml's logic, it would seem that Sykes exercised the option so that he could donate the shares to the town of Norman Wells, NO the whole region, so that when the stock explodes, the people of Norman Wells will be so awash in oil money (I mean, more awash), that they can then purchase an ample supply of natural gas to last them 1000 winters. They would be so grateful to Sykes for his gesture, that they would allow MGM to drill anywhere they wanted without permits! Just my honest opinion...do your own due diligence ;)

Comment by OilEng on Feb 21, 2013 7:19am
The insider activity is available through the INK report.  I checked it and there has been no insider trading as of February 21st.  Although there is a delay of a couple of days.  As a result Henry's recent option exercise does not show up.  Henry has 6.4 million options.  The $0.12 options must have been issued early in 2009 as that is when the stock traded that low ...more  
Comment by pipsqueak3 on Feb 21, 2013 9:40am
Oregonmcm - please sell me a put on the Farmlogic scenario haha www.canadianinsider.com As well - Most major equity indices are well overbought and have experienced a downward crossover in momentum.. Money is quickly flowing out, and the venture got destroyed yesterday. Unfortunately, oil/NG plays may be in for a large correction as the cards are stacked against them right now. If Henry is ...more  
Comment by shambano1 on Feb 21, 2013 9:54am
Senior execs and insiders will not sell a single share of MGX, if they are exercising options they are doing it for long term gain not short term pennies or that's how I see it. management is committed to make MGM a major oil and gas company by convering their vast oil and gas resources into produciton in future years and their current drilling and testing programs is just the start of their & ...more  
Comment by pipsqueak3 on Feb 21, 2013 10:00am
Still - begs the question 
Comment by shambano1 on Feb 21, 2013 10:26am
time will tell if any senior executive sells their shares but again their history suggests that no one will sell any shares in the short term. the markets are in a down draft at the moment for a few reasons, but MGM is not really tied to general economic trends, and the results of their drilling program will dictate the direction of the our SP. good produciton numbers (50-100 barrels)  from 1 ...more  
Comment by akhenaten19 on Feb 21, 2013 10:40am
The answer to your question begging is DYODD
Comment by OilEng on Feb 21, 2013 10:46am
I'm not sure what the question with regards to Henry Sykes buying shares is.  He is not selling.  It would seem to me to be a good thing that he is putting money into the company.  At any rate, it is a very small part of the 6.4 million options that he holds. 
Comment by pipsqueak3 on Feb 21, 2013 10:47am
I'm on stockhouse, DD complete.. now its just time to TYG
Comment by farml1234 on Feb 21, 2013 12:37pm
 Henry Sykes some people are complaining that Henry exercised some of his options , well Henry just up up money to buy shares or lose them so the smart thing for him to do is exercise at the low price and sell to pay for the cheap shares he picked up in the rights offering , money does not grow on trees people.   Henery did right     jmho
Comment by oregonmcm on Feb 21, 2013 1:28pm
Just to clarify, in my original post I wanted to lay out all of the logically possible options for why the shares were picked up when they were. As for practical possibility, I seriously doubt that he would exercise any options in order to sell his shares for such a small amount of money. Also, my post was sort of meant to poke fun at myself and other people like me on here, who tend to obsess ...more  
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