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  • Natural Gas: 67 Bcf Storage Injection Continues On A 'No Containment' Trend [View article]
    A lot of good information. The real question is is $4 mcf sufficient to bring rigs back into the field?

    So what price will natural gas prices have to rise to raise the rig count back towards the 800 rigs needed to stabilize supply? Some think $4 mcf gas will be sufficient as plays such as the Marcellus and some liquids rich plays are profitable at those prices. Others think the all-in costs for dry natural gas plays, such as the Haynesville, Fayetteville, and Barnett shale, are closer to $6 mcf. These plays will need to be drilled in-order to create enough of a long-term supply of natural gas.

    Still others think exploration and production companies are shifting their capital expenditure budgets to liquids where rigs provide $10 mcf to $17 mcf in value vs dry gas rigs. The debate is over the price needed to raise the rig count. Right now the market is priced for natural gas prices to return to the $4 range in the winter. If the market requires $6, there is a potential 50% rise in natural gas strip prices. But if the market requires $10 plus, there is a chance to have a triple or more in natural gas prices heading into the winter of 2013.

    http://seekingalpha.co...
    Sep 21 06:29 AM | 1 Like Like |Link to Comment
  • Why Quantitative Easing Is Clearly Working [View article]
    The housing bubble was due to fraud, not more lenient lending standards. Taking a person with a $13,000 annual income and qualifying them for a $721,000 mortgage and then placing it in a pool labeled AAA is FRAUD. That fraud blew up multiple markets so that people in trouble couldn't sell because they were too far under water.
    Sep 14 05:12 PM | 1 Like Like |Link to Comment
  • Will Natural Gas In Storage Reach Maximum Capacity? [View article]
    Probably the realization supply destruction will be worse than forecasted by Hurricane Isaac.

    I agree we will continue to make up ground on 5 year average storage number. The next two reports will be very bullish based on the return of heat and Isaac.

    Here is another article on this subject:

    http://seekingalpha.co...
    Aug 30 05:26 PM | 1 Like Like |Link to Comment
  • QEP Bakken Acquisition Shows Non-Operators Are Very Undervalued [View article]
    The point is these non-operators were able to join up with the operator when the operator sold out. They received the same terms as the operator and not the normal discount.
    Aug 25 03:53 PM | 1 Like Like |Link to Comment
  • Returning The Dollar To The Gold Standard Is A Really Bad Idea [View article]
    At $50,000 per ounce only paper money backed by gold would work.
    Aug 24 09:10 AM | 1 Like Like |Link to Comment
  • Returning The Dollar To The Gold Standard Is A Really Bad Idea [View article]
    I said "revalued," not 'devalued.'
    Aug 24 09:06 AM | 1 Like Like |Link to Comment
  • Key Eagle Ford Wells Unlocking Value In Zavala County [View article]
    If the well being flowed back by Crimson is successful it could add between $200 to $400 million in incremental value to both Crimson and USEG as the property is developed. That would be significant for both companies. Here is a further analysis of the two:

    http://seekingalpha.co...

    http://seekingalpha.co...
    Aug 17 08:43 AM | 1 Like Like |Link to Comment
  • Bakken Update: Continental Resources' Well Results Are Getting Better [View article]
    USEG has a joint-venture with both Brp. rate of igham and Zavanna. Zavanna ckokes the wells back. Despite lower 24 hour I.P. rates Zavanna is getting better overall results than Brigham did.

    It could be the acreage is better or it could be the technique. The Brigham Lloyd #2H well had I.P. rates of 4,300 Boepd whereas the Zavanna Crescent Farm well had an I.P. rate of 2,500 Boepd. But the Crescent Farm well produced over 90% as much oil after the first 40 days.

    http://seekingalpha.co...
    Jun 2 09:02 PM | 1 Like Like |Link to Comment
  • Bakken Update: Oasis Is Increasing Production [View article]
    USEG reported very good well results in April for its joint venture drilling program with Zavanna LLC. Still waiting on its April production results with Brigham.

    http://seekingalpha.co...

    All of the Zavanna wells are in McKenzie county.
    May 30 03:53 PM | 1 Like Like |Link to Comment
  • 3 Outperforming Stocks Under $5 Being Snapped Up By Insiders [View article]
    Crimson has a brand new discovery in the Woodbine in South Texas that could be worth $8 per share. That's why the stock has been moving.

    They also have several thousands acres in the Eagle Ford with joint-venture partner U.S. Energy (USEG). Those acres could also be worth $8 per share accordiing to the company.

    Here is an article on the upside of USEG:

    http://seekingalpha.co...
    May 20 08:25 AM | 1 Like Like |Link to Comment
  • Do Fed Meeting Minutes Or New Appointments Change The Anticipated Path Of Monetary Policy? [View article]
    The Fed will embark on QE3, it's just a matter of when. But fiscal policy will also be needed to end persistently weak economic conditions. We are running large deficits, but for the most part they are going to pay the social costs of very high unemployment and are not addressing the investments necessary to restore the economy to a healthy position.

    For this to happen Republican Keynesians will need to step out of the closet as my article details:

    http://seekingalpha.co...
    May 19 03:48 PM | 1 Like Like |Link to Comment
  • Natural Gas Production Update: Not As Bullish As It Would Seem [View article]
    Here is the alternative perspective:

    http://seekingalpha.co...

    My view is natural gas prices will be much higher this winter than forecasted barring another super warm winter. The rig count is too low and still declining. Plus, with companies like CHK under pressure there is no way to rapidly get the rig count back up without a big jump in prices.
    May 17 12:15 PM | 1 Like Like |Link to Comment
  • Eagle Ford In The Maverick Basin [View article]
    Michael,

    CHK is very active in Zavala and Dimmit. CXPO and USEG have acreage together in Zavala and Dimmit and are about to complete their third Eagle Ford well in the area.

    Dan Hughes is a private company that recently drilled a couple of Buda wells successfully in the area.

    Also, some of the Goodrich wells you mentioned in Frio are actually Buda wells and not Eagle Ford wells.

    A nice overview. If you have any info from CHK that would be very helpful.
    Apr 29 05:33 PM | 1 Like Like |Link to Comment
  • Eagle Ford: Geology Delineates Exploration And Production [View article]
    Goodrich Petroleum has had good results drilling in the Buda in Frio County. Crimson Exploration mentioned other companies were starting to drill in the Buda near their acreage in Dimmit and Zavala Counties.
    Apr 17 09:04 AM | 1 Like Like |Link to Comment
  • U.S. Energy's (USEG) CEO Keith Larsen on Q2 2014 Results - Earnings Call Transcript [View article]


    http://seekingalpha.co...
    Aug 13 03:07 PM | Likes Like |Link to Comment
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