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Bullboard - Stock Discussion Forum Long Run Explor Ltd Ord WFREF

"Long Run Exploration Ltd is engaged in the development, exploration and production of oil and natural gas in western Canada."

GREY:WFREF - Post Discussion

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Post by JohnJBond on Apr 10, 2014 1:18pm

.

Easy to see who the idiots are posting on this board.

New shares at 5.10, and you're stupid enough to think it goes up!

Hard to get shares at 5.10 when market price is higher..............banks don't give out free money.   No bank will sell to you at 5.10 when then can sell in the market for 5.30.......

LRE is positioning itself for the new paradym of LNG export from N.Am - oil companies don't get to particpate, those with N.Gas exposure get massive price appreciation.

This is a forward thinking management team.

I don't like using undervalued paper for acquisition.   In this case the company used as much debt as they could, added in their heavy oil,  and had no other choice but to use equity for the remainder.    My read is LRE valued this opportunity so highly that they were willing to accept the negative impact of using undervalued paper.

I don't like the dilution, but I'll take it given I think the long term post LNG result increases my forcast net worth.

As for the idiot with the take over rumor............hello!    Control is not in the market, its in the hands of Sprott, and you can expect Sprott to block all takeover offers until after the LNG paradym shift occurs (2020 ish).

The best thing you can do here, is reinvest your dividend every month, and wait for LNG to start exporting via the West Coast.
Comment by barneyj44 on Apr 10, 2014 1:56pm
That feel better name calling, everyone has there price even Sprott , mean while I'm sitting back and enjoying the nice dividend I get paid on a monthly basis, wonder if they will start a drip program.... Glad to have you back John boy....
Comment by JohnJBond on Apr 10, 2014 2:14pm
I havn't been anywhere.    Just nothing worth commenting on. I'm anticipating 25-35 for my shares around 2020 ish. You might want to read the following to get an idea of what is coming, and the associated wealth transfer https://www.gov.bc.ca/mngd/doc/LNG101.pdf
Comment by barneyj44 on Apr 10, 2014 2:19pm
Love your forecast John..
Comment by JohnJBond on Apr 10, 2014 2:48pm
FYI Nat Gas in Japan is $20 ish, compared to $4 ish here.    Once it startes leaving N.Am (in 2015 and thereafter from the US) and 2017 ish and thereafter from BC, the N.Am price will start to rise to meet the Pacific Rim price less transport costs.     At the same time, we have the expectation of Pacific oil exports, thus giving us access to Brent/Asian prices, rather than ...more  
Comment by barneyj44 on Apr 10, 2014 3:35pm
Agree once we get the Lng flowing out of B.C things will really pick up, just have to appease the enviromentalist's, farmers, first nations and all those involved.I think it will take place as long as everyone involved gets there piece of the pie.
Comment by JohnJBond on Apr 10, 2014 3:56pm
IN BC there is a Ministry of Natural Gas Development - thats a Ministry devoted to getting an LNG industry established on the BC coast.    The BC government wants this industry in place, and it will get what it wants.    If you want to see the progress, look at that Minsitry web site.    The lastest announcement was yesterday.