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2023-06-30

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Buffett increased his position in Occidental Petroleum again! The shareholding ratio rises to 25%, what is the logic of buying under $60?

2022-07-13

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2022-05-27

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2022-05-24

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you&nbsp;","listText":"U you&nbsp;","text":"U you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192809760370696","repostId":"1124255353","repostType":4,"repost":{"id":"1124255353","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇投资学苑","id":"3","head_image":"https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c"},"pubTimestamp":1688097130,"share":"https://ttm.financial/m/news/1124255353?lang=en_US&edition=fundamental","pubTime":"2023-06-30 11:52","market":"fut","language":"zh","title":"Buffett increased his position in Occidental Petroleum again! The shareholding ratio rises to 25%, what is the logic of buying under $60?","url":"https://stock-news.laohu8.com/highlight/detail?id=1124255353","media":"格隆汇投资学苑","summary":"不到一个月又再增持当地时间周三，“股神”巴菲特旗下的伯克希尔哈撒韦公司表示，已收购西方石油公司更多股份，对其的持有股份提高至25%以上。截至目前，伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票，根据周三收盘价计算，该持仓价值约129亿美元，持股比例为25.1%。随后二季度，巴菲特将西方石油全部清仓，若以西方石油当季度股价平均值14.7美元，亏损约5.5亿美元。","content":"<p><html><head></head><body>Less than a month later, it increased its holdings again. On Wednesday local time, Berkshire Hathaway, a subsidiary of \"stock god\" Buffett, said it had acquired more shares of Occidental Petroleum and increased its stake in it to more than 25%.</p><p>Affected by this, Occidental Petroleum closed up 1.84% at $58.52 per share.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470487d76d9e2b5856ba19affc496223\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Preferred shares reduced to $9.2 billion</strong></p><p>A document from the regulatory agency shows that,<strong>Between June 26 and 28, Berkshire paid approximately $122.1 million to buy 2.14 million Occidental Petroleum shares, with an average purchase price of approximately $57.05 per share.<br/></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39e9f1f15655edac7cf7d109b9a3e9e6\" tg-width=\"959\" tg-height=\"714\"/></p><p>The last time Buffett bought Occidental Petroleum was on May 30 this year, when Berkshire also bought about 4.66 million shares of Occidental Company. This also means that Buffett chose to increase his holdings in less than a month.</p><p>As of now, Berkshire Hathaway holds 224.1 million shares of Occidental Petroleum, a position worth about $12.9 billion based on Wednesday's closing price, or a 25.1% stake. If you add the 83.86 million unexercised common stock warrants, Berkshire's shareholding ratio will be as high as 32.4%.</p><p><strong>The filing also shows that Occidental recently redeemed about $160 million of Berkshire's 8% Dividend preferred shares holdings, paying a 10% premium for it. Following the latest redemption, Berkshire now holds about $9.2 billion in Occidental preferred shares.</strong></p><p><strong>Buy under $60</strong></p><p><p style=\"text-align: left;\"><strong>Looking back on Buffett's history with Occidental Petroleum,</strong>In April 2019, with the support of Buffett's $10 billion funding, Occidental Petroleum successfully acquired Anadarko for $38 billion.</p><p><strong>Buffett also received $10 billion in Occidental Petroleum preferred shares, with a Dividend rate of 8%, and attached warrants for common stock, allowing him to buy 83.86 million shares at a price of $59.62.</strong></p><p>In the second half of 2019, the stock price of Occidental Petroleum fell sharply, and Buffett took the opportunity to increase his position. Buffett bought a total of 18.93 million shares of Occidental Petroleum from the secondary market (excluding preferred shares of US $10 billion), and the purchase cost was about 43.8 US dollars, costing about 830 million US dollars in total.</p><p>However, in the first quarter of 2020, when the new crown broke out, crude oil prices plummeted, and even negative oil prices occurred. Occidental Petroleum's stock price also followed suit, falling to US $8.38 per share at one point.</p><p>In the second quarter, Buffett liquidated all Occidental Petroleum's positions. If Occidental Petroleum's average stock price in the quarter was US $14.7, the loss would be approximately US $550 million.</p><p>Last year, the conflict between Russia and Ukraine broke out, triggering an imbalance between oil supply and demand, and international oil prices rose sharply. Brent crude oil futures once hit US $133.12/barrel, and WTI crude oil futures once hit US $130.5/barrel.</p><p>Occidental Petroleum's stock price also began to rise, hitting a high of $76.36 per share in August last year, and Buffett began to gradually buy Occidental Petroleum. Meanwhile, in August last year, Berkshire received regulatory approval to buy up to 50% of Occidental Petroleum shares.</p><p>However, at this year's shareholder meeting, Buffett said: \"We won't make any offer to control Occidental Petroleum, but we like the shares we own and are satisfied with our current shareholding. We may or may not buy more Occidental Petroleum shares in the future. We have a large number of warrants for Occidental Petroleum shares obtained in the original transaction, about $59 per share, and the warrants last for a long time. I am glad we have these.\"</p><p>At the same time, Buffett also said that he very much likes Occidental Petroleum's resources and industry status in the Permian Basin, likes the company's management very much, and is familiar with them.</p><p>Since the beginning of this year, global central banks have continued to conduct rate hike, and economic recession expectations have affected oil prices. Despite OPEC's announcement of production cuts, oil prices are still falling all the way, and Goldman Sachs, a major Wall Street bank, has also lowered its future oil price forecast three times. The latest WTI August crude oil futures were at $69.86/barrel, and Brent August crude oil futures were at $74.34/barrel.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf6eb4e3d60ea1e8767212de2602e8e\" tg-width=\"760\" tg-height=\"141\"/></p><p>Occidental Petroleum's share price began to fluctuate lower, falling 6.54% so far this year, which is generally consistent with the performance of the S&P 500 Energy Index.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf60386b663021f26ee4a067e0468ba\" tg-width=\"1832\" tg-height=\"867\"/></p><p>To sum up,<strong>For most of the past year, when the stock price of Occidental Petroleum fell below $60, Buffett would choose to buy, and the exercise price of the warrants held by Buffett did not exceed $60. This may be Buffett An anchor price for buying Occidental Petroleum.</strong></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett increased his position in Occidental Petroleum again! The shareholding ratio rises to 25%, what is the logic of buying under $60?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett increased his position in Occidental Petroleum again! The shareholding ratio rises to 25%, what is the logic of buying under $60?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/5d7d04eb4f16b0013ed2c39f71b84b6c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇投资学苑 </p>\n<p class=\"h-time smaller\">2023-06-30 11:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Less than a month later, it increased its holdings again. On Wednesday local time, Berkshire Hathaway, a subsidiary of \"stock god\" Buffett, said it had acquired more shares of Occidental Petroleum and increased its stake in it to more than 25%.</p><p>Affected by this, Occidental Petroleum closed up 1.84% at $58.52 per share.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/470487d76d9e2b5856ba19affc496223\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Preferred shares reduced to $9.2 billion</strong></p><p>A document from the regulatory agency shows that,<strong>Between June 26 and 28, Berkshire paid approximately $122.1 million to buy 2.14 million Occidental Petroleum shares, with an average purchase price of approximately $57.05 per share.<br/></strong></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39e9f1f15655edac7cf7d109b9a3e9e6\" tg-width=\"959\" tg-height=\"714\"/></p><p>The last time Buffett bought Occidental Petroleum was on May 30 this year, when Berkshire also bought about 4.66 million shares of Occidental Company. This also means that Buffett chose to increase his holdings in less than a month.</p><p>As of now, Berkshire Hathaway holds 224.1 million shares of Occidental Petroleum, a position worth about $12.9 billion based on Wednesday's closing price, or a 25.1% stake. If you add the 83.86 million unexercised common stock warrants, Berkshire's shareholding ratio will be as high as 32.4%.</p><p><strong>The filing also shows that Occidental recently redeemed about $160 million of Berkshire's 8% Dividend preferred shares holdings, paying a 10% premium for it. Following the latest redemption, Berkshire now holds about $9.2 billion in Occidental preferred shares.</strong></p><p><strong>Buy under $60</strong></p><p><p style=\"text-align: left;\"><strong>Looking back on Buffett's history with Occidental Petroleum,</strong>In April 2019, with the support of Buffett's $10 billion funding, Occidental Petroleum successfully acquired Anadarko for $38 billion.</p><p><strong>Buffett also received $10 billion in Occidental Petroleum preferred shares, with a Dividend rate of 8%, and attached warrants for common stock, allowing him to buy 83.86 million shares at a price of $59.62.</strong></p><p>In the second half of 2019, the stock price of Occidental Petroleum fell sharply, and Buffett took the opportunity to increase his position. Buffett bought a total of 18.93 million shares of Occidental Petroleum from the secondary market (excluding preferred shares of US $10 billion), and the purchase cost was about 43.8 US dollars, costing about 830 million US dollars in total.</p><p>However, in the first quarter of 2020, when the new crown broke out, crude oil prices plummeted, and even negative oil prices occurred. Occidental Petroleum's stock price also followed suit, falling to US $8.38 per share at one point.</p><p>In the second quarter, Buffett liquidated all Occidental Petroleum's positions. If Occidental Petroleum's average stock price in the quarter was US $14.7, the loss would be approximately US $550 million.</p><p>Last year, the conflict between Russia and Ukraine broke out, triggering an imbalance between oil supply and demand, and international oil prices rose sharply. Brent crude oil futures once hit US $133.12/barrel, and WTI crude oil futures once hit US $130.5/barrel.</p><p>Occidental Petroleum's stock price also began to rise, hitting a high of $76.36 per share in August last year, and Buffett began to gradually buy Occidental Petroleum. Meanwhile, in August last year, Berkshire received regulatory approval to buy up to 50% of Occidental Petroleum shares.</p><p>However, at this year's shareholder meeting, Buffett said: \"We won't make any offer to control Occidental Petroleum, but we like the shares we own and are satisfied with our current shareholding. We may or may not buy more Occidental Petroleum shares in the future. We have a large number of warrants for Occidental Petroleum shares obtained in the original transaction, about $59 per share, and the warrants last for a long time. I am glad we have these.\"</p><p>At the same time, Buffett also said that he very much likes Occidental Petroleum's resources and industry status in the Permian Basin, likes the company's management very much, and is familiar with them.</p><p>Since the beginning of this year, global central banks have continued to conduct rate hike, and economic recession expectations have affected oil prices. Despite OPEC's announcement of production cuts, oil prices are still falling all the way, and Goldman Sachs, a major Wall Street bank, has also lowered its future oil price forecast three times. The latest WTI August crude oil futures were at $69.86/barrel, and Brent August crude oil futures were at $74.34/barrel.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf6eb4e3d60ea1e8767212de2602e8e\" tg-width=\"760\" tg-height=\"141\"/></p><p>Occidental Petroleum's share price began to fluctuate lower, falling 6.54% so far this year, which is generally consistent with the performance of the S&P 500 Energy Index.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fdf60386b663021f26ee4a067e0468ba\" tg-width=\"1832\" tg-height=\"867\"/></p><p>To sum up,<strong>For most of the past year, when the stock price of Occidental Petroleum fell below $60, Buffett would choose to buy, and the exercise price of the warrants held by Buffett did not exceed $60. This may be Buffett An anchor price for buying Occidental Petroleum.</strong></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"OXY":"西方石油"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124255353","content_text":"不到一个月又再增持当地时间周三，“股神”巴菲特旗下的伯克希尔哈撒韦公司表示，已收购西方石油公司更多股份，对其的持有股份提高至25%以上。受此影响，西方石油收涨1.84%，报58.52美元/股。优先股减少至92亿美元监管机构的一份文件显示，6月26日-28日期间，伯克希尔支付了约1.221亿美元购买了214万股西方石油股票，平均买入价格为每股约57.05美元。巴菲特上一次买入西方石油还是在今年5月30日，当时，伯克希尔还购买了约466万股西方公司股票。这也意味着，巴菲特在不到一个月的时间内又选择了增持。截至目前，伯克希尔哈撒韦公司持有西方石油公司2.241亿股股票，根据周三收盘价计算，该持仓价值约129亿美元，持股比例为25.1%。如果再加上还未行权的8386万股的普通股认股权证，伯克希尔的持股比例将高达32.4%。文件还显示，西方石油公司最近赎回了伯克希尔哈撒韦公司持有的约1.6亿美元的股息率为8%的优先股，为此支付了10%的溢价。最新的赎回后，伯克希尔目前持有约92亿美元的西方石油优先股。60美元以下买入回顾巴菲特与西方石油的历程，2019年4月，在巴菲特100亿美元资金的支持下，西方石油成功以380亿美元收购阿纳达科。而巴菲特也获得了100亿美元的西方石油优先股，股息率为8%，并附加了普通股的认股权证，能以59.62美元的价格购买8386万股股票。2019年下半年，西方石油股价大幅下挫，巴菲特趁机加仓，巴菲特从二级市场买入西方石油总股数为1893万股（不包括100亿美元的优先股），买入成本价约43.8美元，共耗资约8.3亿美元。然而，2020年一季度，新冠爆发，原油价格暴跌，甚至出现负油价的情况，西方石油股价也跟随走低，一度跌至8.38美元/股。随后二季度，巴菲特将西方石油全部清仓，若以西方石油当季度股价平均值14.7美元，亏损约5.5亿美元。去年，俄乌冲突爆发，引发石油供需不平衡，国际油价大幅上涨，布伦特原油期货一度触及133.12美元/桶，WTI原油期货一度到达130.5美元/桶。西方石油股价也开始上涨，去年8月触及高点76.36美元/股，巴菲特开始逐步买入西方石油。同时，去年8月，伯克希尔获得监管部门的批准，可以购买最多达50%的西方石油股份。不过，在今年的股东大会上，巴菲特表示：“我们不会提出任何控制西方石油的要约，但我们喜欢所拥有的股票，对现在的持股量很满意。我们将来可能会、也可能不会，买入更多的西方石油股票。我们有在原始交易中获得的大量西方石油股票的认股权证，大约每股59美元，而且认股权证的持续时间很长，我很高兴我们有这些。”同时，巴菲特还表示，非常喜欢西方石油在二叠纪盆地的资源和行业地位，非常喜欢公司的管理层，对他们也很熟悉。今年以来，全球央行持续加息，经济衰退预期影响油价。尽管OPEC宣布减产，但油价仍然在一路下跌，华尔街大行高盛也3次下调未来油价预测值。最新的WTI 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