ADI - Adelphi Energy

[wipz]

Get off AgentM's back guys, I don't hold this stock but his research and analysis, investers pay top dollar for.... He is doing a great job and correct me if i'm wrong but sharing information is what this forum is all about?
You're doing a great job mate and a majority of us appreciate your contribution to the forum.

Cheers

 

[Lycon]

Get off AgentM's back guys, I don't hold this stock but his research and analysis, investers pay top dollar for.... He is doing a great job and correct me if i'm wrong but sharing information is what this forum is all about?
You're doing a great job mate and a majority of us appreciate your contribution to the forum.

Cheers

I agree I have read this thread for the past 6 mths and have found Agents Info to be interesting to say the least.
Keep it up mate

 

[prawn_86]

Get off AgentM's back guys, I don't hold this stock but his research and analysis, investers pay top dollar for.... He is doing a great job and correct me if i'm wrong but sharing information is what this forum is all about?
You're doing a great job mate and a majority of us appreciate your contribution to the forum.

Cheers

While there can be no doubting the amount of time Agent puts into his research, that does not stop this stock from being a dog.

According to a majority of posts things are moving forward however this is not reflected in the share price. The company does not seem to be actually getting anywhere, despite the number of press releases.

What I fail to see is that if all this information is available and this company is so good then why is the share price languishing??

If all this information had such a dramatic effect on the company then its price would not have fallen from $1 to 25c in just over a year. And it is still trending down.

 

[nioka]

I've been away for a few days and have logged in hoping for some good news from one of my stocks. Had a little good news but as per groundhog day none from ADI. I am a little frustrated as usual but not as much as some it seems. OK call this one a dog and who can argue. Is it a dog with a future. That is the Question. (with a capital Q)
Without the research done by Agentm I would have given this one away long ago. I don't consider it ramping by him. Enthuasium maybe but nobody has shown any of his information to be incorrect and a lot can be shown to be correct. His posts have convinced me to stay with it but that makes him in no way responsible regardless of the outcome. I made my own decision as has everyone else.
To cover my investment I have traded ADI and AUT (as per previous posts) and continue to do so in a small way. All my ADI is now "free carried". I suggest anyone else could do the same. By switching from ADI to AUT as the relationship between their SP changes you can maintain your percentage interest in sugarloaf and at the same time recoup some of your capital. Wouldn't it be a pity not to be holding if the elephant stampede starts.

 

[jackohelp]

While there can be no doubting the amount of time Agent puts into his research, that does not stop this stock from being a dog.

According to a majority of posts things are moving forward however this is not reflected in the share price. The company does not seem to be actually getting anywhere, despite the number of press releases.

What I fail to see is that if all this information is available and this company is so good then why is the share price languishing??

If all this information had such a dramatic effect on the company then its price would not have fallen from $1 to 25c in just over a year. And it is still trending down.

I am surprised at you, being a moderator too. Isn't the idea that you stand on the sidelines and moderate rather than wading in with your size 11's.
No doubt you'll moderate this, but you really should take a long hard look at yourself.

 

[prawn_86]

I am surprised at you, being a moderator too. Isn't the idea that you stand on the sidelines and moderate rather than wading in with your size 11's.
No doubt you'll moderate this, but you really should take a long hard look at yourself.

Tell me why i should have a look at myself?

Moderators are ordinary members of this site. We help to enforce the forum rules on a volunteer basis. We are not employed by or associated with ASF in any way other than that we have agreed to volunteer our time to help police the forums. So when a moderator posts in a thread people should automatically assume that we are posting as an ordinary member of this site.

There are no posts that i have removed from this thread, although if it continues off topic i would rather it be via PM than in this particular thread. All i am doing is putting forth a contrarian negative view, in comparison to those that have put forth optimistic views. I am happy to discuss the good/bad points of my views, but feel that i should not be singled out as a moderator. If it were any other member you would focus on what they have said, rather than focusing on their credibilty. The same rules apply to me as to everyone else.

Just because members are confident of a stock, does not mean it is necessarily a good one.

 

[Lucky_Country]

This thread is deteriorating rapidly.
Any info on ADI good or bad is what I come here for not petty squables !

 

[barney]

There is no doubt that the SP is languishing. Are we are all crazy for investing in ADI? …. Who knows? ………… We can only speculate on the info we have to date, and the only thing that has changed is the time factor involved.

It won’t surprise me if the SP drops even further cause we humans are impatient buggas ………. But even with the price dropping I note the several hundred thousand shares accumulated by “someone” over the previous week or so at 29 cents (They obviously have their quota now since the buying has stopped) ………….. And somebody/s has been accumulating AUT over the last week as well ( about 1.3 million shares) …………

At a time when the sugarloaf project is being down ramped by many, and the market in general is acting like a yo-yo on steroids I find it interesting that these “investments” are going on ……………… Chris Hodge was happy to put down about $20,000 of his cash the other day …………… We all know 20 grand is not enough cash to prop up the SP, so if the project is a total dud he was basically throwing his money away !! Is he that crazy?? (Time will tell) ………. Perhaps he saw value for his money …………… Maybe the ones buying atm are the clever ones …………… Maybe the clever ones will push the price even lower by dropping a few large bundles on the market now at low prices to scare the last of we punters who are losing on paper, while they discreetly accumulate at even lower prices …………. Certainly worth keeping an eye on the price action atm …………..I’m holding and will try to accumulate more if the “smart money” starts to work this one over …………….. If I’m wrong it won’t be the first time. Good luck.

 

[Agentm]

prawn, is every stock that trends down a dog in your book, or only adi? you see no upside in it, yet the investors in it do..

your claim is to be a moderator with a special misson, to come on the thread and openly claim things like the stock being "a dog" and "the share is going nowhere.."


how can anyone debate that with you, that level of debate, like what chops does, coming on the forum and saying those types of statements is very simplistic,emotive and childish in my view.. and detracts the level of discussion into a school yard barney (no offence implied barney) your not backing it up with any facts, and when i spend the time to explain to you why the sp is like it is, you dont debate it, you ignore the response and just come back and say you "What I fail to see is that if all this information is available and this company is so good then why is the share price languishing?? " then proceed to call the share "a dog".. your hypotheticals were interesting.. this current foray is certainly anything but..

i ask you to look at my reply and stay on topic, and if your level of input is going to be "this share is a dog".. then i will put you on ignore and suggest all to do the same here..

as for your complaint about people defending their credibility, that wouldnt happen if you were not making the challenge on peoples credibility in the first place, dont complain about something you yourself have generated!!

so please prawn, stay on topic, and allow the thread to be disscussion on adi with those whom are investors in it,

i am getting tired of this thread being trashed this way.. if you want to deteriorate it then i cant stop it, your a moderator after all, but i can do things like put you on ignore, thereby allowing me to discuss the adi share with those i think are genuinely intersted in the share like i am.

keep the discussions on track please

many thanks...

 

[Lucky_Country]

Well AgentM I am genuinely interested in ADI why wouldnt I be I have put my money into them ?
That being said how long must we wait till we really know whats down there I'm getting a bit fed up of speculation and feel we have waited long enough as Im sure everyone involved in ADI does including management.
Im all for keeping partners happy but are they bleeding us dry !

 

[Agentm]

cut and paste form HC, just to keep you guys in the loop, i am pretty curious about this new conocophillips well in karnes county..

i am keeping my eye on this one..

permit BORDOVSKY A7 - Well # 1

api pending

horizontal wildcat 14000 feet

17 miles NE of kennedy 1H


conocophillips maybe checking out the extent of the chalks play??? who knows??

as i say, i am keeping a close watch on it myself.. very curious what thats about

 

[Agentm]

Lucky_Country

i think the news is really out there already, my view is that kunde 3 and baker are being worked, and when a result is definitive, the jvp's will announce. i agree on the wait, its been some time alright.

As for whats down there, its been tested long term in the vertical at kunde 1, and imho the baker well is the really interesting one, its wanted to flow on them already with them throwing massive mud weights at it, no wonder they are thinking of doing a water frac and letting her rip!! that one is of real interest to me..

as is this new conocophillips bordovsky horizontal well..


i will post a google earth image to get you an idea of where it sits..

 

[Sean K]

imho the baker well is the really interesting one, its wanted to flow on them already with them throwing massive mud weights at it, no wonder they are thinking of doing a water frac and letting her rip!!

as is this new conocophillips bordovsky horizontal well..

i will post a google earth image to get you an idea of where it sits..

How far away is that AM? Looks to be about 40km. Is this relevant to ADI? I'm sure it is. Like anything in the OD belt is the next OD...

Chart wise, I haven't seen a more consistant down hill run than this. God knows why anyone would hold onto a specualtive stock with few if any fundamentals when it is trending short/mid/long term down.

Good luck long term holders/speculators....

 

[Agentm]

How far away is that AM? Looks to be about 40km. Is this relevant to ADI? I'm sure it is. Like anything in the OD belt is the next OD...

Chart wise, I haven't seen a more consistant down hill run than this. God knows why anyone would hold onto a specualtive stock with few if any fundamentals when it is trending short/mid/long term down.

Good luck long term holders/speculators....

hey kennas

i did mention it in my post that it was 17 miles from our wells.. i had heard rumours that cp were interested in the play to the north, and i know what sort of extensive work they have done there over the past 6 - 12 months, and some holders have privately speculated to me that CP are thinking the play is far more extensive than the jvp themselves do.. the conocophillips Bordovsky well is perhaps look in that region. so for me i am keeping a close watch on it myself.

as for the chart, i am sure that your not telling anyone who holds this stock anything they dont know already. thanks again for posting it, i wouldnt mind if you also posted them around the time of those long waited for announcements of flow in the horizontal wells, maybe the TA will show a different profile then. as for your opinion that you have never seen a more consistant hill run than adi.. your not looking hard enough i think kennas, i have seen plenty of stock do far worse than adi.. i'll post AFG for you so you get the idea of a top stock looking pretty sad.

good to see your wishing the holders all good luck kennas.. my research tells me a lot of luck is not needed, i see too much evidence of conocophillips doing far to much work on wells and pipelines and 2d's and 3d's north west and east for me to convinced like many are that this play is exactly what the jvp have announced it to be... for me i remain in until the outcome of the sugarkane..

cheers

 

[blues]

I would think at this price ADI are a good buy if you have a long term view. They have a market cap of approx. $26 million and they have $7 million in cash. With projects coming up in Yemen, the Timor Sea and hopefully Indonesia next year there are other things happening. At present ADI is all about the Sugarkane which with ADI at about 26 cents has been almost written off I believe.

Although I must admit the longer it takes to frac and test the Kunde well the more concerned I get. You would have thought by now that they should have a result of some sort!

I have traded them along the way but have kept a core parcel as I am still a believer. Luckily for me I am free carried on my remaing parcel but I must admit my patience has just about worn out. Unfortunately for most there isnt the volume in the share at these prices to get out even if they wanted too.

Just my thoughts.

Cheers.

 

[Lucky_Country]

No updates too their shareholders is my gripe.
The reports they issue is just the same old rhetoric yes they are a good long term play but Ive been in long term already !

 

[prawn_86]

Once again i ask:

If all this research which is freely available, shows that this company has so much potential, why isnt the share price performing?

 

[juw177]

Once again i ask:

If all this research which is freely available, shows that this company has so much potential, why isnt the share price performing?

Well you can say that about any stock that people speculate on. (I have no interest in ADI but I was just reading this thread for some reason)

I do see where you are coming from though. There are people that post about research and upcoming anns when that info has already been factored into the price, then SP may tank when the news is confirmed. (or it may run).

Information is everywhere. How it is used is up to the person.

 

[resourceboom]

Hi Prawn.

If this information has been available for 18mths that might explain why selling pressure now is stronger then the "research informed buying". Even with all the information and research garnered its still speculative until we know definitive flows, timings etc etc. Also specs are very much out of favour at the mo.

Sure it would have been better to buy in now than say 6 months ago, but who knew timing would be so delayed, and it may still be delayed further, but at some stage things will progress. There may still be a chance to get in on news before big gains, but I am comfortable to accept this. I tend to mostly buy and hold for a few years anyway to see good gains.

I do not believe in "Efficient Market Theory" and have little interest in charting. Risk and Reward is more to my liking

Each to their own.

Once again i ask:

If all this research which is freely available, shows that this company has so much potential, why isnt the share price performing?

 

[barney]

Once again i ask:

If all this research which is freely available, shows that this company has so much potential, why isnt the share price performing?

Hi Prawn and welcome to the ADI thread. I assume you must have a passing interest in this one as many punters do, if only for the "just in case" scenario.

Re the share price not moving, to me, it is simply because the only thing that makes any share price move is .............

1) Institutional or Major Shareholders buying or selling or

2) Traders pumping or dumping ............. (Ok There are probably a couple more reasons, but you get my point)

There are no Traders left in ADI at present because the stock is in limbo until definitive news hits the wires, and no Trader is going to park his money in a long term venture ..............

The Insto's will turn up eventually imo, but again not until some concrete news is announced .......... I suspect there are probably a lot of potential shareholders waiting in the wings, but the "serious" ones (who can make a share price move) will not enter until the time is right ....

The major shareholders are sitting patiently (and some still buying) .......... and no I'm definitely not one of them ..... unfortunately!!... and most of us small punters already have our affordable quota, so in these volatile market times, small spec stocks like ADI which are testing investors patience, have only one direction to go ..............

As you and Kennas have pointed out, this could be seen as a "dog" of a stock, ......... or alternatively, an opportunity to buy in at what could turn out to be rediculously low levels ............... (I admit if the Sugarkane turns out to be a fizzer, those rediculous levels could well be to the downside .......... My research says that won't be the case, but I'm not the kind of trader I would take notice of

I personally don't think that Conoco/P would be sniffing around these leases spending millions of dollars in search of "peanuts", but that is obviously speculation on my part .............. I will admit, even though the potential may be high, the delays/long time frame involved may be the biggest problem that ADI faces

In the end we all make our own decisions .......... I've made mine, ...... even though I'm sitting on substantial paper losses, I'm prepared to lose my dough based on what I know (bit of poetry there for the artistic ADI'ers ) ......... I wish all holders well ...... I think it could be a rocky ride, but I think the end result (maybe one, two or three years) will be well worth it ........... End of ramblings ................ (for now)