Seeking Alpha
View as an RSS Feed

HiddenValueInvestor  

View HiddenValueInvestor's Comments BY TICKER:
Latest  |  Highest rated
  • EIA Puts Out Conflicting Natural Gas Production Forecasts [View article]
    Down another 3 rigs:

    http://bit.ly/1LtzNAv
    May 22, 2015. 01:10 PM | Likes Like |Link to Comment
  • EIA Puts Out Conflicting Natural Gas Production Forecasts [View article]
    The declining rig count indicates the EIA will predict a bigger daily decline in July. Also, other regions beside the seven followed by the drilling report are also declining.
    May 20, 2015. 09:01 AM | Likes Like |Link to Comment
  • EIA Puts Out Conflicting Natural Gas Production Forecasts [View article]
    The latest U.S. Rig Count down another 6 rigs.

    http://bit.ly/1FdbUe9
    May 15, 2015. 01:19 PM | Likes Like |Link to Comment
  • EIA Predicts Natural Gas Production Starts Declining In May [View article]
    The latest EIA drilling report is predicting the seven basins it follows combined will decline 112 mmcfpd in June. That is a .1 Bcfpd decrease. That does not include the decline from other regions like the Barnett Shale:

    http://1.usa.gov/19B1aGL

    EIA is now predicting natural gas production will be declining in June.
    May 11, 2015. 03:39 PM | 2 Likes Like |Link to Comment
  • EIA Predicts Natural Gas Production Starts Declining In May [View article]
    Rig count down another 11:

    http://bit.ly/1IW1kLm
    May 8, 2015. 01:25 PM | 1 Like Like |Link to Comment
  • The Greek Left Is Right [View article]
    History has been kind to your article:

    http://seekingalpha.co...
    May 5, 2015. 10:37 PM | Likes Like |Link to Comment
  • EXCO Resources: Can A Restructuring Succeed? [View article]
    "While the initial Buda result appears compelling, success in this play is dependent on the operator's ability to identify locations with exposure to natural fractures. As a result, this structural play may prove to have limited repeatability, high variability of results. Rate of decline is uncertain. As a result, it is unlikely to be an alternative to the Eagle Ford as it is not a true "resource play.""

    EXCO is sitting on a lot of natural fractures in the Buda. Natural fractures tend to occur near fault lines and a major fault line called the Zavala Syncline runs west to east a couple of miles south of the Zavala/Dimmit border:

    http://seekingalpha.co...
    May 1, 2015. 04:01 PM | Likes Like |Link to Comment
  • Stay Away From Contango Oil & Gas Due To Weak Execution And Fundamentals [View article]
    No doubt Contango has missed some on execution. But they are sitting on a lot of oil in South Texas in the Buda, Austin Chalk, and Eagle Ford:

    http://seekingalpha.co...
    May 1, 2015. 03:49 PM | Likes Like |Link to Comment
  • EIA Predicts Natural Gas Production Starts Declining In May [View article]
    Rig count falls another 27:

    http://bit.ly/1GD2C92
    May 1, 2015. 03:47 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
336 Comments
211 Likes