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  • EIA Predicts Natural Gas Production Starts Declining In May [View article]
    U.S. Rig count dropped another 34 rigs, Canada dropped another 20:

    http://bit.ly/1GUKnRD
    Apr 17, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • EIA Predicts Natural Gas Production Starts Declining In May [View article]
    We are in injection season, and the weather was warmer than normal last week. This week is warmer than normal also. Next two weeks look cooler than normal.

    Key is production seems to be slipping.
    Apr 16, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    The latest EIA drilling report expects natural gas production to start declining in May:

    http://seekingalpha.co...
    Apr 16, 2015. 07:15 AM | 2 Likes Like |Link to Comment
  • Whiting Petroleum Should Walk Away From Kodiak Acquisition [View article]
    The EPS collapse will be obvious when they report Q1. One thing many market participants are missing is if your revenue is in half, then your cash flow is cut by more than half. All of your production has leasehold expenses and transportation expenses. The only expense cut proportionately is taxes.

    Thanks for the compliment.
    Mar 27, 2015. 05:17 PM | 1 Like Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    I used each companies third quarter 10Q...no screening software to sift.

    I did use Yahoo's key statistics page to get an idea which companies fit the criteria.
    Mar 27, 2015. 05:13 PM | Likes Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    WLL has big share and debt offering, highlighting the need to invest in companies not in their over-indebted predicament:

    http://yhoo.it/1Hy0amb
    Mar 24, 2015. 02:44 PM | Likes Like |Link to Comment
  • Whiting Petroleum Should Walk Away From Kodiak Acquisition [View article]
    The latest proof Whiting made a huge mistake closing on the heavily indebted Kodiak buyout:

    http://on.wsj.com/1DSO7lF

    Whiting wouldn't have to issue new shares if they walked from Kodiak.
    Mar 24, 2015. 08:29 AM | 1 Like Like |Link to Comment
  • EIA May Soon Lower Natural Gas Production Forecast [View article]
    U.S. down another 56 rigs....Canada down 80...North American rig count half of what it was in November:

    http://bit.ly/1FPPQHk
    Mar 22, 2015. 09:03 AM | Likes Like |Link to Comment
  • EIA May Soon Lower Natural Gas Production Forecast [View article]
    Wow! U.S. down another 67 rigs....Canada down 80 rigs (though that could partially be due to warmer weather in western Canada)....

    http://bit.ly/1xkOiyl
    Mar 13, 2015. 03:03 PM | Likes Like |Link to Comment
  • Falling Rig Count Could Cause Natural Gas Production Decline [View article]
    U.S. down another 67 rigs....Canada down 80 rigs (though that could partially be due to warmer weather in western Canada)....

    http://bit.ly/1xkOiyl
    Mar 13, 2015. 03:01 PM | Likes Like |Link to Comment
  • Buy These 5 Small-Cap Oil Stocks With Low Debt Levels [View article]
    USEG had a 20% increase in BOE reserves at year-end 2014, 89% oil....mainly Bakken.

    Stock has no debt issues. Bank debt is $6 million and cash is $4 million at year-end.
    Mar 12, 2015. 06:08 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    The Fed is focused on deflation, not jobs!

    Nice write-up.
    Mar 12, 2015. 06:05 PM | 1 Like Like |Link to Comment
  • EIA May Soon Lower Natural Gas Production Forecast [View article]
    The 400 Bcfp/d was a typo and should have read 400 MMcf/d. Should have followed the old rule, "measure twice, cut once."
    Mar 10, 2015. 08:30 AM | Likes Like |Link to Comment
  • EIA May Soon Lower Natural Gas Production Forecast [View article]
    I should have phrased what I intended to communicate more clearly. The EIA is estimating an approximate .6 Bcf/d growth in natural gas production in March versus February from the seven basins in the report. The new report for April cuts the anticipated growth to .2 Bcf/d, a .4 Bcf/d reduction in the rate of growth.

    Once the additional rig cuts are figured in for the May production estimate, I anticipate it will show an actual decline in production versus March.

    Thanks for pointing out that while I knew what I was thinking when I wrote it, I didn't consider it wasn't clearly communicated to others.
    Mar 10, 2015. 08:28 AM | Likes Like |Link to Comment
  • EIA May Soon Lower Natural Gas Production Forecast [View article]
    Here is a link for the summary for the April production estimate. Down almost 400 Bcfp/d from March:

    http://1.usa.gov/19B1aGL
    Mar 9, 2015. 02:56 PM | Likes Like |Link to Comment
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327 Comments
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