July 19th, 2009
THREE NEW STOCKS THAT SHOULD BE BOUGHT REGARDLESS OF THE MARKET MOOD: BEXP, LNY & VSR:
BEXP- OIL PLAY IN THE HOTTEST AREA OF NORTH AMERICA- COULD BE LARGER THAN THE PRUDHOE BAY FIND. VSR SUPER CHEAP INFRASTRUCTURE PLAY AND LNY A RESTAURANT AND CASINO PLAY WITH HUGE INSIDER BUYING!
BRIGHAM EXPLORATION COMPANY (BEXP) CURRENT PRICE AROUND $3.95
BEXP is an exploration, development and production company that has oil and gas reserves located in the Rocky Mountains, Onshore Gulf Coast, Anadarko Basin and Western Texas.
READ THE JULY 14TH 2009 PRESS RELEASE-
BEXP ANNOUNCES NEW WELL FLOWING @ 2000 BOE DURING FIRST 24 HR. THE WELL IS LOCATED IN "NEW" DEVELOPMENT AREA OF THE WILLISTON BASIN IN NORTH DAKOTA KNOWN AS "THREE FORKS FORMATION".
ANOTHER SUPER WELL DRILLED IN THE BAKKEN FORMATION IS CURRENTLY FLOWING @ 1110 BARRELS/DAY. A WELL 1 MILE AWAY (ANDERSON 28-33 #1 WILL BE FRACTED DURING EARLY AUGUST-- RESULTS LOOKS EXTREMELY FAVORABLE!
THE COMPANY CONTROLS 35,200 NET ACRES. ASSUMING 2 BAKKEN AND 2 THREE FORK WELLS/1280 ACRE DRILLING UNIT, BEXP COULD POTENTIALLY DEVELOP 110 NET WELLS OVER ITS ROSS AREA ACREAGE.
WITHIN THE WILLISTON BASIN THE COMPANY CONTROLS 290,000 NET ACRES, THIS REPRESENTS A SIGNIFICANT POTENTIAL NET ASSET VALUE CREATION OPPORTUNITY FOR SHAREHOLDERS.
DRILLING COSTS ARE DOWN 33% AND COMPLETION COSTS ARE DOWN 34%
GAS PRICES HAVE ALSO HAD A NEGATIVE IMPACT ON BEXP --IN OUR OPINION THESE LOW PRICES WILL NOT LAST MUCH LONGER-- PLEASE KEEP IN MIND THAT 2Q-4Q 81% OF THE GAS IS HEDGED AT $4.76/mcf AND 41% OF THE OIL IS HEDGED AT $54.24/barrel.
GO TO WEBSITE: www.bexp3d.com
READ THE JULY 2009 CORPORATE PRESENTATION:
YEAR END 2008 PROVEN AND PROBABLE RESERVES EQUAL 249 Bcfe
DURING JUNE 2009, COMPANY COMPLETED A SECONDARY AND "GREENSHOE" AND NETTED AROUND $95 MILLION, WHICH WILL BE USED FOR BAKKEN AND THREE FORKS DRILLING PROGRAM IN THE WILLISTON BASIN AND REPAY 35 MILLION OF THE OUTSTANDING BORROWING UNDER ITS SENIOR CREDIT FACILITY.
AT PRESENT THERE ARE AROUND 83 MILLION FULLY DILUTED SHARES OUTSTANDING.
INSIDERS RECENTLY BOUGHT 170K OF SECONDARY ISSUED SHARES
MANAGEMENT IS VERY RICH IN OIL AND GAS EXPERIENCE!
AT THE END OF 2008: REV BRAKE DOWN: OIL 30% AND GAS WAS 70%-- THIS MIX IS GOING TO CHANGE RAPIDLY DURING THE NEXT 12 MONTHS!
TOTAL ACREAGE FOR BEXP: 399,500 : ROCKY MOUNTAIN NET 336K, ANADARKO 31.5K, WEST TEXAS 7.5K, SOUTHERN LOUISIANA 3.7K AND TEXAS GULF COAST 20K
ACCORDING TO THE PRESIDENT: "OUR FUTURE IS BRIGHTENED BY OUR HUGE ACREAGE POSITION IN THE LARGEST HIGH QUALITY OIL RESOURCE PLAY IN NORTH AMERICA".
BEXP LOST MONEY IN 08 AND FIRST Q OF 09 PRIMARILY BECAUSE OF IMPAIRMENT CHARGES AND LOWER OIL AND GAS PRICES. IF YOU WANT TO REVIEW PAST HISTORY OF BEXP IT IS VERY IMPRESSIVE. WE AT S A ADVISORY ARE LOOKING TO THE FUTURE AND BELIEVE THAT BEXP IS AT THE BEGINNING OF A "NEW" CYCLE FOR ENERGY PRICES! LONG TERM OIL AND GAS PRICES ARE GOING HIGHER REGARDLESS OF YOUR OPINION OF SOLAR AND WIND ! OIL AND GAS USAGE WILL CONTINUE TO PLAY AN IMPORTANT ROLE IN GLOBAL GROWTH LIKE IT OR NOT!
IT IS BELIEVED THAT THE WILLISTON BASIN AREA OF NORTH DAKOTA HAS A LARGER OIL RESERVE THAN ALASKA'S PRUDHOE BAY. OVER TIME THIS BELIEF WILL BE PLAYED OUT AND BEXP WILL BE A MAJOR PLAYER IN THIS BOOMING OIL RUSH!
BEXP HAS THE PROPERTY, HAS MONEY, HAS THE MANAGEMENT AND HAS THE POTENTIAL TO REWARD SHAREHOLDERS 10X YOUR INVESTMENT DURING THE NEXT 12- 24 MONTHS. BEXP HAS ANNOUNCED THAT DURING THE 2ND HALF OF 09 AND 010 DEVELOPMENT IN THIS "SWEET SPOT" AREA OF NORTH DAKOTA WILL BE RAMPED!
YOU MUST OWN OIL AND GAS OPPORTUNITIES IN ORDER TO DIVERSIFY YOUR RISK AND EXPOSURE. AS THE GLOBAL ECONOMY GET GREATER TRACTION OIL AND GAS WILL HEAD HIGHER, IF A GEO-POLITICAL EVENT HAPPENS IN THE MIDDLE EAST NUT HOUSE- OIL PRICES WILL HEAD HIGHER AND AS CHINA AND INDIA SUCK UP EVERY AVAILABLE DROP THEY CAN FIND- THE PRICE GOES HIGHER-- BOTTOM-LINE BEXP IS A NORTH AMERICAN OIL AND GAS PLAY THAT IS SAFE FROM POLITICAL EVENTS AND MAY BECOME ANOTHER MAJOR PLAYER IN THE AREA OF ELEPHANT FIELDS THAT ARE BEING DEVELOPED!
WE ARE RATING BEXP WITH OUR STRONGEST BUY SIGNAL ! YOU WILL REGRET NOT OWNING THIS OIL AND GAS COMPANY AT CURRENT LEVELS!
WE WILL MONITOR BEXP IN MASTER PORTFOLIO FOR % GAIN PERFORMANCE.
LANDRY'S RESTAURANTS--LNY $8.82 BUY
LNY OWNS AND OPERATES 29 DIFFERENT RESTAURANT CHAINS AND GAMING ESTABLISHMENTS WITHIN THE USA AND CANADA.
FROM RECENT SEC DOCUMENTS IT APPEARS THAT THERE ARE 173 RESTAURANTS THAT MAKE UP THE COMPANY'S STABLE.
VISIT WEBSITE FOR COMPLETE LIST: www.landrysrestaurants.com
IT IS ESTIMATED THAT YEAR ENDING DEC 2009 REV WILL REACH $1 BILLION AND NET INCOME/SH WILL BE AROUND .48/SH AND ABOUT .51/SH FOR 010.
IT IS ESTIMATED THAT THE 2ND Q TO BE RELEASED AROUND 7/ 22/09 & IS ANTICIPATED TO BE .31/SH NET INCOME & REV OF $281 MIL.
ACTUALLY, WE AT S A ADVISORY ARE NOT THAT CONCERNED ABOUT THE CURRENT Q OR EVEN THE NEXT-- WE ARE IN THE RECOVERY MODE AND MOST OF THE STREET DOES NOT CARE AND DOES NOT ANTICIPATE MUCH-- WE MAY BE IN FOR A SURPRISE -- THE STOCK HAS TRADED DOWN TO THE APRIL 15TH LEVEL- STREET DOES NOT ANTICIPATE MUCH OR HAS LITTLE INTEREST.
AT PRESENT THERE ARE ONLY 16.1 MILLION SHARES FULLY DILUTED AND OUTSTANDING AND THE PRESIDENT, FERTITTIA TILMAN OWNS & KEEPS BUYING 8.9 MILLION SHARES! HE HAS BOUGHT OVER 3 MILLION SHARES OF LNY SINCE SEPT 2008 AND SPENT OVER $30 MILLION!!!!
CAN YOU SAY BULLISH INSIDER BUYING!!!
THE STATED BK IS AROUND $18.00 AND IF YOU SUB OUT THE GOODWILL & INTANGIBLE YOU GET A BK OF AROUND $15-- A FAR CRY FROM THE CURRENT SHARE PRICE OF $8.80.
TILMAN HAS ON 2 DIFFERENT OCCASIONS ATTEMPTED TO TAKE LNY PRIVATE- ONE TIME IN 2008 @ $21.00/SH & THEN AGAIN IN LATE 08 AND EARLY 2009 AT AROUND $13.50/SH - BOTH FAILED BUT THE PRESIDENT JUST KEEPS ON BUYING AND YOU HAVE TO BELIEVE THAT A THIRD ATTEMPT WILL HAPPEN SOONER THAN LATER! NOT ONLY WILL IT HAPPEN, BUT IT GETS CHEAPER & CHEAPER--ONLY 7 MILLION SHARES REMAIN FREE TRADING.
THIS SITUATION CAN BE VERY REWARDING FOR INVESTORS THAT WANT A TRADE OR WISH TO HOLD LONGER TERM FOR THE EVENTUAL BUYOUT!
THE STOCK HAS A HIGHER BETA THAN THE MARKET SO IT CAN BE VOLATILE.
DURING THE 1ST Q OF 09 LNY COMPLETED A $295 MILLION OFFERING OF SECURED NOTES DUE AUG 15TH 2011 AND ALSO ENTERED INTO A $215.6 MILLION AMENDED AND RESTATED CREDIT AGREEMENT WHICH MATURES ON MAY 15TH 2011. THE COMPANY USED THE PROCEEDS FROM NOTES AND CREDIT LINE TO REFINANCE $395 MILLION IN NOTES OUTSTANDING.
WE LIKE LNY AT CURRENT LEVELS FOR A BUYOUT POTENTIAL, DISCOUNTED VALUE STOCK AND AS A CONSUMER RECOVERY SITUATION.
PLAYERS SHOULD BUILD A POSITION AS IT CORRECTS AND SELL AS IT RALLYS FOR THE SHORT TERM PLAY AND BUY A POSITION FOR THE ENDGAME!
VERSAR (VSR) CURRENT PRICE $3.65
THE COMPANY PROVIDES VARIOUS PROFESSIONAL SERVICES TO GOVERNMENT AND PRIVATE SECTOR WITH SOLUTIONS FOR INFRASTRUCTURE, FACILITIES MANAGEMENT, CONSTRUCTION, ENVIRONMENTAL QUALITY, DEFENSE, AND HOMELAND SECURITY IN THE USA & INTERNATIONALLY.
SHARES OUTSTANDING- 9.1 MILLION
FLOAT---6.8 MILLION
BOOK VALUE $3.06
DEBT--ZERO
WEBSITE: www.versar.com
REV FOR 9 MONTHS ENDING 3/31/09 -$84 MILLION AND NET INCOME/SH OF .24. ACCORDING TO MANAGEMENT," THIS Q WAS THE STRONGEST IN THE HISTORY OF THE COMPANY!"
COMPANY REMAINS PROFITABLE, DEBT FREE AND MAINTAINS A LARGE BACKLOG OF $76 MILLION.
ACCORDING TO MANAGEMENT: LARGE PROJECTS IN THE UNITED STATES, IRAQ & AFGHANISTAN ARE ACCELERATING! AS MENTIONED, THE BACKLOG IS $76 MILLION, WHICH IS 23% HIGHER THAN THE SAME PERIOD LAST YEAR!
CASH AT THE END OF THE Q WAS AROUND $5.2 MILLION OR .57/SH. IT IS ESTIMATED THAT FOR THE YEAR REV WILL REACH $120+ MILLION AND NET/SH COULD REACH .36. AS THE PORKULAS CONTINUE TO DRIBBLE INTO THE ECONOMY IT IS VERY LIKELY VSR WILL BENEFIT DOMESTICALLY. WE BELIEVE THE BIG MONEY WILL COME FROM THE REBUILDING OF IRAQ AND AFGHANISTAN.
VSR COULD ALSO BE A BUYOUT CANDIDATE- IT HAS THE RIGHT STUFF. IT REMINDS US OF (CACI) A STOCK WE RECOMMENDED IN 1985 AT AROUND $1.25 AND NOW IT TRADES AT $44.00.
THIS IS A QUALITY LITTLE COMPANY WITH LITTLE RISK AND GREAT EXPOSURE TO UPSIDE POTENTIAL BECAUSE OF THE GAME THAT THEY ARE PART OF!
WE RATE VSR WITH A STRONG BUY RATING AT CURRENT LEVELS AND WILL MONITOR FOR % GAIN PERFORMANCE.
WE HAVE NOT BEEN PAID BY ANY OF THE LISTED INVESTMENTS WITHIN THIS EMAIL ALERT. WE MAY BUY, SELL AND OR HOLD AT OUR OWN DISCRETION.
HARD-COPY NEWSLETTER/YR $200/YR AND SUPER FAST PHONE SERVICE $850/YR ( PHONE SERVICE IS PERSONAL-- WE CALL YOU!
FOR INFORMATION: CALL 801 272 4761
mailing address:
saadvisory
4700 s holladay blvd
slc,utah 84117
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S.A.Advisory
William Velmer
Job Title
phone:
949 922-9986
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