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  • BHP's $15 Billion Lotto Ticket [View instapost]
    <blockquote>
    BHP Billiton's Petrohawk Energy has reported a widening of its first-quarter loss after natural gas prices fell.

    The loss was $US55 million ($54.59 million) in the three months to March 31, compared with a loss of $US29 million a year earlier, the company said in a statement.

    Petrohawk, which was acquired last year by the world's biggest mining company for $US14.9 billion, said average gas prices declined to $US2.49 per thousand cubic feet in the quarter from $US3.93. BHP may write down the value of its US gas assets by as much as $US5 billion due to lower prices when it reports full-year profit, Citigroup said in a report.

    “Our cash flows are subject to a number of variables including our level of oil and natural gas production and commodity prices,” Petrohawk said.

    “If natural gas prices remain at their current levels for a prolonged period of time or if oil and natural gas prices decline, our ability to fund our capital expenditures, reduce debt, meet our financial obligations and become profitable may be materially impacted.”

    [Sydney Morning Herald]
    </blockquote>

    ...may be materially impacted. Gee, ya think?
    May 17 09:11 PM | 1 Like Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    Uh-huh. You missed the point. Nat gas is economically unimportant.
    Under Obama, Price of Gasoline Has Jumped 83 Percent, Ground Beef 24 Percent, Bacon 22 Percent http://tinyurl.com/7ow...

    "Oil supply is following gas supply -- some is brought up with the gas"
    You don't know anything about oil & gas, obviously.

    "It's not all about demand, but supply."
    -- and even less about economics.

    Cripes. A new low publishing this dodo, Mary.
    Jan 24 01:59 PM | 3 Likes Like |Link to Comment
  • 4 Stocks That Are Running Out Of Time And Showing 'The Anxiety Of When' [View article]
    Interesting that you think NFLX will be acquired. By whom? And when?
    Jan 24 12:50 PM | 0 Likes Like |Link to Comment
  • Economic Tailwind: No Sign Of The Natural Gas Glut Ending Anytime Soon [View article]
    Nat gas feedstock price indicates slack demand. Net negative for employment. Oil for transporation is far more important factor that is crushing airlines, pushing food higher, hitting consumer wallets. Expect Obama to campaign for windfall profits tax, more high speed rail, solar, wind power, moratorium on shale fracking.
    Jan 24 12:09 PM | 1 Like Like |Link to Comment
  • Netflix: Reed Hastings' Genius Idea Gone Bad [View article]
    Totally absurd to attempt to produce their own content. Death rattle.
    Jan 24 11:55 AM | 3 Likes Like |Link to Comment
  • At Last, Natural Gas Stocks Bottom Out And Opportunity Knocks [View article]
    I think the CHK story is amusing. They have a deplorable track record of drilling unprofitable wells. Hedges are gone. Had to shed assets. Rigs are being idled.
    Jan 24 08:25 AM | 0 Likes Like |Link to Comment
  • Can Netflix Avoid Going Under In 2012? [View article]
    Good article, thanks Rocco. I have Mar 60 puts.
    Jan 21 01:02 AM | 0 Likes Like |Link to Comment
  • A 5 Step Strategy For Investing In Natural Gas [View article]
    Macquarie
    Jan 19 11:00 PM | 1 Like Like |Link to Comment
  • Where Will Exxon Mobil Be In 2040? [View article]
    Are you kidding? XOM and most investor-owned oil companies will be kaput by 2040, producing fields played out, resource nationalism infinitely more intense. Exceptions are Statoil and Total - national champions. Eni, Galp, Repsol will try to consolidate and flop. Petrobras will be 100% nationalized like Pemex.
    Jan 19 07:19 PM | 2 Likes Like |Link to Comment
  • America's Natural Gas Highway: The Only Energy Policy That Makes Sense Starting To Take Shape [View article]
    No use, Jenn. SA doesn't publish oilmen. Dropped E&P as a topic.
    Jan 19 04:32 PM | 2 Likes Like |Link to Comment
  • Who Wants To Kill The Electric Car? [View article]
    A tired canard. Deregulate US exploration. Lift executive prohibitions.
    Jan 19 04:15 PM | 3 Likes Like |Link to Comment
  • Who Wants To Kill The Electric Car? [View article]
    You're going to ride an electric bike in the rain? with three kids?

    I think empty roads and poverty are a real, rather than rhetorical threat. The free market choice is internal combustion. Easy to service, quick to refuel. Plenty of makes and models, prestige in the top range, low cost imports, drive anywhere, plenty of range, every configuration of truck, van, and bus. EVs can't exist with government loans, rebates, and willful blindness to what most people need and want.
    Jan 19 04:05 PM | 4 Likes Like |Link to Comment
  • What Can Investors Learn From The Tesla Trade? [View article]
    Dude, it runs on laptop batteries. DC, not AC.
    Jan 19 09:31 AM | 0 Likes Like |Link to Comment
  • A 5 Step Strategy For Investing In Natural Gas [View article]
    Integrated majors bought natgas property and producers to headfake reserves replacement at 6mcf=1boe. Very cool asset magic: $15=$100, and they get to book proved existence of big shale formations that they don't have to produce.
    Jan 19 09:16 AM | 2 Likes Like |Link to Comment
  • Who Wants To Kill The Electric Car? [View article]
    I don't see the purpose in discussing facts. Abolish oil. Tax it to death. The rich can drive Roadsters on empty roads, and the poor can eat Food Stamps.
    Jan 19 08:59 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
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