저자: 미상 · 외국인
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결론: 버크셔해서웨이(워런 버핏) 관련 SEC 공시로 옥시덴털 페트롤리엄(OXY)이 급등했으며, 발표자는 이를 호재로 해석한다. 주가 움직임: 당일 OXY는 약 17.5% 상승한 56달러로 마감했고, 거래량은 1억 100만 주로 평균 거래량 2,000만 주를 크게 웃돌았다. 주간으로는 월요일 38달러에서 금요일 56달러로 약 50% 상승했다. 공시 내용: 버크셔 측 13G 공시에 따르면 워런 행使 가능 워런트(주당 행사가 59.62달러, 8,300만 주)가 60일 내 행사 가능 상태가 되었다. 최초 발행 시 8,000만 주, 행사가 62.50달러였으나 2020년 6월 26일 배당 관련 반희석 조정으로 수량과 행사가가 변경되었다. 3월 1일 Form 3 공시: 버크셔 계열 법인들이 워런트를 행사해 약 8,400만 주를 취득했으며, 버핏은 간접 포함 지분 기준 발행주식의 10% 이상을 보유하게 되었다고 설명한다. 발표자는 이것이 당일 급등의 주된 원인이라고 본다. 출연자 전망: 발표자는 OXY 장기 보유자에게 버크셔가 파트너가 된 것을 축하하며 긍정적 시각을 보였다. 다만 구체적인 목표가나 1~3개월 가격 방향에 대한 명시적 예측은 없었다. 러시아-우크라이나 분쟁에 따른 에너지 가격 상승도 상승 요인으로 언급되었다. 리스크: 이번 발언은 공시 사실에 대한 해석이며, 급등 후 단기 변동성이나 워런트 행사에 따른 희석 가능성에 대한 언급은 없다.
다듬은 글
hey guys is mr oxy coming at you back again you know there's breaking news we got to change the uh uh and update the information that we share and uh there's breaking news right now and i thought i'll make another quick video and uh share this with you so uh let's just uh get into the screen here and take a look at what happened today with occidental petroleum so um earlier on obviously we saw this rapid rise and uh one of the reasons for the uh quick uptick that i had suggested was in addition to the russian ukrainian conflict situation occidental was also grossly undervalued but take a look down here on the on the screen that i'm showing you right now so oxy finished the day up about 17 and a half percent 56 dollars but look at the volume 101 million shares traded the average volume only 20 million so when we see an anomaly like that we kind of dig a little bit deeper so i'll go into my um email here as my weekly um summary from occidental petroleum we can see on monday we started the week at 38 and on friday we finished the week at 56 dollars it's almost 50 in one week and you can see a whole variety of different sec filings that were filed this past week and one of them which i covered in a previous video was carl icahn selling some of his stock obviously just a bit of a rebalance because he didn't exit but then we have some new filings right now so there's a new uh sec filing which is 13g so we can take a look at this and then there's a form 3 filing as well so first we look at the schedule 13g this particular form that's filed here is file filed by uh berkshire hathaway uh this is a 13g that was filed today well actually was the filing date is march 1 which is the event date i'm just going to scroll past all the the different berkshire hathaway legal entities that have filed here or that are included in this reporting and i'm going to go down to this paragraph where it kind of gives you a little bit of an overview of what this filing is all about it says the shares of common stock of oxygen petroleum reported in the schedule 13g includes warrants for an aggregate of 83 million that's the difference between the average daily volume of about 20 million and today's volume of about 100 million shares of common stock exercisable by certain of the reporting persons within 60 days the berkshire warrants and one of the reasons why they were suddenly exercisable today is because the stock was initially granted i'll just go over here on august the 8th 2019 80 million shares of common stock had an exercise price of 62.50 but on june 26 2020 the board of directors declared a distribution to common shareholders of warrants of additional share of uh common stock which distribution resulted in an anti-dilution adjustment to the berkshire warrants which lowered the exercise price of the berkshire hathaway warrants to 59.62 per share and increase the number of shares of common stock issuable on the exercise of the berkshire warrants to 83 million so um that's a couple of changes there it was initially 80 million and it was adjusted to 83 million and it was initially these warrants were issued at 62.50 and adjusted to 59.62 per share so what happened what happened was this so uh we see on the same day um march the 1st there was a form 3 filed which was made public today in uh and shared by occidental petroleum showing you that berkshire hathaway warrants to purchase share of common stock purchased 83 million 858 million thousand 848 shares so 84 million shares acquired by warren buffett under a whole variety of different legal entities but at the end of the day this is berkshire hathaway who has basically now exercised their right to purchase these shares and they purchased them and that's why you had the enormous swing the footnote 2 gives you a breakdown here of all the different legal entities that purchase these shares as berkshire is that is in the chain of ownership of the subsidiary listed warren buffett now owns effectively more than 10 of the outstanding shares in total and of course he still has his preferred preferreds as well this little paragraph down here shares the previous paragraph that i shared with you about the change in the number of exercisable units and the adjustment in price but there's the uh the breaking news this is on this form three and uh probably the primary reason why occidental spiked today so if you're long occidental or if you know a few long occidental warrants congratulations well done and you now have uh berkshire hathaway as a part owner of the company as opposed to just being a long-term better with all those preferred shares so that's the news update guys and on that note have a great weekend congratulations bye
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