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  • EXCO Resources: Weathering The Storm [View article]
    Every Buda well in the area has encountered oil and gas. Not all have found enough to payout the wells. Some have reached payout in weeks (at higher oil and nat gas prices). Point being no dry holes.

    "Resource plays" also vary widely, with the winners carrying the losers. No play is "homogenous."
    Feb 27, 2015. 07:15 PM | Likes Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    Rig count is now down well over 25%, and still falling. Natural gas production should rollover and start to decline within a few weeks. Latest rig count:

    http://bit.ly/1C5vZnx
    Feb 27, 2015. 03:32 PM | Likes Like |Link to Comment
  • EXCO Resources: Weathering The Storm [View article]
    Here is a lot more info on Buda wells drilled in the area EXCO is targeting:

    http://seekingalpha.co...

    The formation definitely holds promise for them. So does the Austin Chalk.
    Feb 27, 2015. 03:24 PM | 1 Like Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    Rig count has now fallen by 25%. After a lag of a few more weeks natural gas production will plateau. If the rig count falls further, as expected, natural gas production will rollover and enter a decline.

    http://bit.ly/1DBJaNJ
    Feb 20, 2015. 04:30 PM | Likes Like |Link to Comment
  • UNG: A Young Natural Gas Bull Rages On [View article]
    Nice article with good insights and information. Here is another Seeking Alpha article with EIA data on how far the rig count needs to fall for natural gas production to start rolling over:

    http://seekingalpha.co...
    Feb 18, 2015. 02:53 PM | 2 Likes Like |Link to Comment
  • Penn West Could Be Headed Towards CBCA Debt Restructuring If Oil Prices Remain Low [View article]
    Here are some ideas for those looking to diversify into relatively lower debt/stronger balance sheet small cap oil stocks:

    http://seekingalpha.co...
    Feb 12, 2015. 07:33 AM | 1 Like Like |Link to Comment
  • U.S. Energy: This Oil Stock Is Too Cheap To Ignore, With Significant Buda Exposure [View article]
    EXCO Resources (XCO) is now reporting a large increase in oil production in the fourth quarter on acreage adjacent to Contango's (MCF) and U.S. Energy's (USEG) K.M. Ranch lease in the Eagle Ford.

    http://bit.ly/172zLB4
    Feb 9, 2015. 07:35 AM | 2 Likes Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    EXCO Resources (XCO) is reporting a large increase in oil production in the fourth quarter on acreage adjacent to Contango's (MCF) and U.S. Energy's (USEG) K.M. Ranch lease in the Eagle Ford.

    http://bit.ly/172zLB4
    Feb 9, 2015. 07:34 AM | Likes Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    Down another 87 rigs. North American rig count is down over 20% from a year ago.

    http://bit.ly/1z09omg
    Feb 9, 2015. 07:30 AM | 2 Likes Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    Blackrock has just filed with the SEC a 6.2% stake in USEG!

    http://tinyurl.com/otf...
    Feb 2, 2015. 06:19 PM | Likes Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    U.S. Rig Count drops another 90 rigs. At this rate things may get interesting within a few weeks.

    http://bit.ly/1yfWyQt
    Jan 30, 2015. 05:06 PM | Likes Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    Clever! The problem with spell-check is it doesn't catch a mistake if the letters correctly spell another word.

    I meant "rout," but it has provided a route to opportunity.
    Jan 26, 2015. 06:48 AM | 2 Likes Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    Rig count dropped another 43 in the latest report. Down almost 200 rigs in 3 weeks. Probably still need another 300 rigs to drop before natural gas production rolls over.

    http://bit.ly/15nbT9J
    Jan 23, 2015. 04:50 PM | Likes Like |Link to Comment
  • Contango Oil And Gas: Take A Good Hard Look At This Misunderstood, Undervalued SMID E&P Company [View article]
    Pay attention to the Swiss Central Bank catching the market by complete surprise by breaking off any commitment to maintain a peg against the Euro. The trend may have changed on Thursday.

    P.S. The rig count has dropped by 6% in just the last two weeks. That is very fast.
    Jan 18, 2015. 07:46 AM | Likes Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    For those that missed it the latest Baker Hughes rig count data is down another 74 rigs:

    http://bit.ly/1xxIPmn
    Jan 16, 2015. 03:06 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
309 Comments
195 Likes