Seeking Alpha

HiddenValueInvestor

 
View as an RSS Feed
View HiddenValueInvestor's Articles BY TICKER:
  • Contango And U.S. Energy Are In Austin Chalk Sweet Spot
    Mon, Sep. 22 CHK, EOG, MTDR 14 Comments

    Summary

    • The Booth-Tortuga lease in the Buda sweet spot is also in an Austin Chalk sweet spot.
    • There are an additional 20 to 30 Austin Chalk drilling locations left based on 320 acre spacing with Buda like average EUR's of 300,000 BOE to 400,000 BOE per well.
    • The Buda wells are averaging $2.6 million to drill and complete. The shallower Austin Chalk wells should cost a little less to drill and complete.
    • With infill drilling based on 160 acre spacing there is the potential for over 130 additional drilling locations in the Buda and the Austin Chalk.
  • Buda Oil Well Rates Of Return Better Than Eagle Ford
    Wed, Aug. 13 CHK, USEG, XCO 30 Comments

    Summary

    • The Internal Rates of Return for Buda oil wells are outperforming Eagle Ford Wells.
    • In the Buda Sweet Spot on the Zavala/Dimmit border some wells reach payout in 30 to 60 days.
    • The biggest publicly traded beneficiaries are U.S. Energy (USEG), Contango (MCF), and EXCO Resources (XCO).
  • Chesapeake Joining Buda Oil Rush In South Texas
    Tue, Jul. 22 CHK 24 Comments

    Summary

    • Chesapeake Energy has applied for its first permit in the Buda in Dimmit County, Texas.
    • The latest home run Buda well is the Jessica drilled by CML Exploration, LLC. This well was spud on March 2 and produced 29,071 barrels of oil by May 31.
    • The best Buda oil wells have natural fractures and cost much less to drill and complete than Eagle Ford wells.
  • Natural Gas Production Growth Is Slowing
    Wed, May. 21 UNG, DGAZ, FCG 12 Comments

    Summary

    • The natural gas market appears to be overestimating upcoming natural gas production growth.
    • According to the EIA, only 1.5 Bcf of new natural gas pipeline capacity will be added in the Marcellus and Utica between now and the end of 2015.
    • Several States and the Gulf of Mexico are already experiencing declining natural gas production.
  • U.S. Energy Is The Way To Play The Buda Oil Discovery
    Wed, May. 14 USEG 42 Comments

    Summary

    • Several oil wells drilled in the Buda sweet spot in South Texas have achieved 100% return of invested capital in weeks.
    • Drilling and completion costs on Buda oil wells in the sweet spot are now down to less than $2.5 million.
    • U.S. Energy has recently doubled its acreage position to almost 9,000 net acres in the Buda sweet spot.
  • 4 Stocks Profiting From The Buda Oil Sweet Spot
    Fri, Feb. 14 MTDR, USEG, XCO 34 Comments
  • Natural Gas Futures May Super Spike If Cold Persists
    Thu, Feb. 6 COG, INTO, MCF 2 Comments
  • Real Chance Natural Gas Storage Dips Under 1 Trillion Cubic Feet
    Tue, Jan. 21 CHK, COG, MCF 88 Comments
  • Cold January Setting Up Potential Natural Gas Storage Crisis
    Mon, Jan. 6 UNL, UNG 13 Comments
  • 4 Oil Stocks Set To Benefit From The January Effect
    Dec. 24, 2013 HK, PQ, USEG 16 Comments
  • Cold Winter Could Lead To Massive Natural Gas Futures Price Spike
    Dec. 23, 2013 UNG 28 Comments
  • EXCO Resources Could Be Sitting In The Buda Sweet Spot
    Dec. 6, 2013 XCO 44 Comments
  • Contango Is Sitting On A Buda Oil Bonanza In South Texas
    Oct. 9, 2013 MCF 91 Comments
  • This Could Be The Winter Natural Gas Bulls Have Been Waiting For
    Aug. 20, 2013 UNG, APC, CHK 35 Comments
  • Buda Oil Discovery In South Texas Sparks Oil Patch Interest
    Aug. 15, 2013 APC, CHK, GDP 18 Comments
  • Buda Oil Discovery May Spark Bidding War For Crimson Exploration
    Jun. 25, 2013 CXPO 19 Comments
  • Some Buda Wells In South Texas Outperforming Eagle Ford Wells
    May. 2, 2013 APC, CHK, MCF 15 Comments
  • U.S. Forest Service Bumps Up The Value Of The Mt. Emmons Molybdenum Mine
    Apr. 23, 2013 USEG 25 Comments
  • 3 Stocks With Lots Of Upside From A New Oil Discovery Under The Eagle Ford
    Apr. 9, 2013 CHK, USEG, CXPO 10 Comments
  • Why Natural Gas Could Make A Run Towards $5 This Spring
    Apr. 4, 2013 UNG 18 Comments
  • Cold Forecasts Could Lead To Bullish Reports For The Next 4 Weekly Natural Gas Storage Reports
    Mar. 19, 2013 CHK, CRK, CXPO 14 Comments
  • Producing Region Storage Withdrawals Bullish For Natural Gas Prices
    Mar. 7, 2013 CHK, CRK, CXPO 1 Comment
  • Natural Gas Price Direction Depends On Producing Region Storage Withdrawals
    Feb. 26, 2013 UNG 7 Comments
  • Natural Gas Weekly Storage Reports Could Become Bullish Through The End Of March
    Feb. 19, 2013 UNG 119 Comments
  • Japan's Big Keynesian Plans Could Push Gold Prices Higher In 2013
    Dec. 27, 2012 GLD 8 Comments
  • Vivus, Dendreon Set To Rally From The January Effect
    Dec. 19, 2012 DNDN, VVUS 4 Comments
  • Weather Could Drive Natural Gas Prices Over $4 Before Year End
    Dec. 18, 2012 APA, CHK, DVN 32 Comments
  • Bakken And Eagle Ford Stocks Set To Benefit From The January Effect: Part VI
    Dec. 14, 2012 HK 4 Comments
  • Bakken And Eagle Ford Stocks Set To Benefit From The January Effect: Part V
    Dec. 12, 2012 CXPO, EOX, GDP 6 Comments
  • Bakken And Eagle Ford Stocks Set To Benefit From The January Effect: Part IV
    Dec. 11, 2012 APA, CHK, DVN 1 Comment
  • Bakken And Eagle Ford Stocks Set To Benefit From The January Effect: Part III
    Dec. 10, 2012 EOX, GDP, KOG 3 Comments
  • Bakken And Eagle Ford Oil Stocks Set To Benefit From The January Effect: Part II
    Dec. 7, 2012 COG, ECA, NOG 3 Comments