Guy Ausmus

Long/short equity, special situations, growth at reasonable price
Guy Ausmus
Long/short equity, special situations, growth at reasonable price
Contributor since: 2015
5/14/14
Guy Ausmus
$TTC: Somebody get a negative whisper today?
5/14/14
You bet, starting to stink?
2/18/14
Guy Ausmus
Here's the completion report for the $SN well: http://bit.ly/1falIv4
Interesting the amount of proppant/fluid used. Lower than some of their Prost wells.
2/20/14
SN makes Press Release clarifying well results...
2/18/14
Guy Ausmus
Sante North Unit 1H is a disappointment - IP'd at 150 BOD and 104 MCFD. This well would've proved up a great deal of $SN acreage.
2/12/14
Guy Ausmus
SN broke out today.
1/22/14
Guy Ausmus
Rode through the flash crash in YY. Whew.
3/20/13
Guy Ausmus
YCS. Japan is slipping palpably.
11/9/11
Guy Ausmus
Utica
11/9/11
Utica is a long term play. Bakken is mid term. Eagle Ford is exploding right now.
MRO.......putting the eagle in Eagle Ford! LOL! Long.
9/2/11
Guy Ausmus
GLD, John Mauldin, China.
8/2/11
Guy Ausmus
FXF. ECRI. Market is starting to have the wonderful aroma of value... Not buying yet, but soon.
3/4/11
Guy Ausmus
3/3/11
Guy Ausmus
Dumped XOM. Buying Canadian and Domestic Oilcos. Just can't figure out the exposures of XOM, CVX, etc fast enough.
3/2/11
Guy Ausmus
International OilCos - how much exposure where in Middle East?
2/1/11
Guy Ausmus
Oil. Structural tightness seems inevitable this yr.
1/25/11
Guy Ausmus
Royalty Trusts - Couple of recent valuation models have really made me rethink.
1/6/11
Guy Ausmus
BPT, and crude in general. Days forward cover down, product inventories down, recovering economies, inflation hedge.
10/18/10
Guy Ausmus
MO. Owned it a long time ago, got twitchy when the tobacco taxation (oops, I mean litigation) was at the fore. Good bedrock position.
10/1/10
Guy Ausmus
Stopped out of MSB yesterday. Dang. But there are no "Old, bold traders".
9/28/10
Guy Ausmus
MSB has rocketed out of a cup with handle base on volume. Yield is still pretty good. It's a thinly traded equity, but tech's look good.
9/8/10
Guy Ausmus
Mesabi Royalty Trust: Despite the bearish news in the press, AISI steelmake numbers are firm, volumetrically. That's GOOD NEWS for MSB.
4/12/10
Guy Ausmus
Seeking yield and inflation hedge. Royalty trusts and midstream energy, such as KYN are inflation indexed bonds, almost.