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SEH, SINO GAS & ENERGY HOLDINGS LIMITED
MiscMan
post Posted: May 17 2016, 09:36 PM
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In Reply To: mme's post @ May 17 2016, 01:28 PM

An even bigger prod today. 11.5c on close and finished on high with volume.

New partner valuing SEH at 16c based on their purchase of 51% of SGE from MIE Holdings.




 
mme
post Posted: May 17 2016, 01:28 PM
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In Reply To: mme's post @ Apr 28 2016, 05:04 AM

SEH getting a nice prod today! Some largish buys! biggrin.gif

 
mme
post Posted: Apr 28 2016, 05:04 AM
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Announcement with the sale sparked some interest yesterday! In real terms if you consider the sale price what's SEH worth 15 plus cents?? biggrin.gif

 
mme
post Posted: Feb 17 2016, 09:15 AM
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In Reply To: richmond's post @ Jan 19 2016, 01:03 PM

Nicel movement today! Bought in at 3 cents and happy holding. biggrin.gif

 
richmond
post Posted: Jan 19 2016, 01:03 PM
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In Reply To: cooderman's post @ Aug 5 2015, 02:15 PM

everyone certainly threw their toys out of the cot here today - not getting paid for gas will do that I suppose

 
cooderman
post Posted: Aug 5 2015, 02:15 PM
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SEH has really taken a beaten lately.....thought I would buy a few just for a punt.. in at .092. a few Daily closes below .09 and

out quickly....Flowers it seems a long time since you last posted.. Hope everything is OK.

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arty
post Posted: May 15 2015, 09:06 PM
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In Reply To: flower's post @ May 15 2015, 06:57 PM

Especially in the gas space, I reckon we're about to see a glut within the next few years.
Remember all the iron ore start-ups a couple of years ago? Look at the economics now.
The same I see happening with oil, gas, and especially LNG. Possibly even exacerbated by the growing realisation in civilised societies that you can have far cleaner and more easily renewable energy sources than oil and gas. Even China is coming to the party.

IMHO, you understand.



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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
flower
post Posted: May 15 2015, 06:57 PM
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In Reply To: arty's post @ May 15 2015, 02:24 PM

But have you looked at the price of crude oil lately?
Hi arty, yes of course I watch the POO in Brent and WTI on a daily basis, and continue to wonder why no interest is shown in any major ASX oil producer, be it WPL or any other oiler UNLESS those that do move are solely driven by a positive but short term news flow, ie no ASX major ASX oil producer has risen in an ongoing and steady rising tandem with the very welcome POO rise over the period in question, which is since late February 2015.


Since SEH began the latest decline, the oil price has lifted from a double bottom formation and risen by about a third.
SEH is somewhat a special case IMO. Since Christmas 2014 there has been a steady flow of good news in ASX announcements out of its Chinese operations coupled with vital injection of "on the field" experienced Chinese management and additional capital raising, whilst I realise some place no faith in what Management has to say about it's own company, perhaps another read of the Chairman's Address is worthwhile.

Page 6 of enclosed presentation worth reading re where SEH sits.

I do believe China has a genuine and urgent desire to increase domestic gas production to a point where natural gas goes from today's 5% of China's energy mix to 10% of the same by 2020, SEH is in the ideal graphical and financial position to be supplying a good share of that requirement and at some point the chart will reflect that Fundamental point. Not holding SEH currently.


Sino Gas - AGM Presentation
http://www.asx.com.au/asx/statistics/displ...;idsId=01625451






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Combining Fundamental comments with Fundamental charts.

Said 'Thanks' for this post: arty  
 
arty
post Posted: May 15 2015, 02:24 PM
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In Reply To: flower's post @ May 15 2015, 10:33 AM

QUOTE
SEH suffers from lack of investor interest due to the decline in world oil prices.

The first part is a reasonable statement, supported by chart trends.

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But have you looked at the price of crude oil lately? Since SEH began the latest decline, the oil price has lifted from a double bottom formation and risen by about a third.

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--------------------
I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
flower
post Posted: May 15 2015, 10:33 AM
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It would appear that whilst SEH has minimal exposure to gasoline prices, SEH suffers from lack of investor interest due to the decline in world oil prices.
SEH securing new gas sales agreements @ $US9.50-9.60/Mscf up approx. 35% from the 2013 contract.
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Sino Gas - AGM Presentation
http://www.asx.com.au/asx/statistics/displ...;idsId=01625451



--------------------
Combining Fundamental comments with Fundamental charts.
 
 


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