Comments on J.J. Rendina's articles Comments on J.J. Rendina's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/j-j-rendina/articles Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-342753 342753 Wed, 31 Dec 2008 13:55:20 -0500 "One of the great advantages of a time like this is we can drive down the cost of our business"
Agreed!]]>
Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-303093 303093 Tue, 11 Nov 2008 12:44:36 -0500
OOPS - LOOKS LIKE YOU GOT THAT PREDICTION 100% DEAD WRONG!!!!! Otherwise, great predictions, though - haha...]]>
Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-300885 300885 Sat, 08 Nov 2008 18:21:54 -0500
Man, are you CLUELESS. First, you assume the market cap will continue to decline - ain't going to happen. Second, you assume that the shareholders would approve of a buyout at near the market price - again, ain't going to happen. So, if BP wants CHK, they will have to cough up $25B or so - do they have this amount of cash lying around? I don't think so - and they won't get financing from anyone. Sorry, dude, but your thesis is CRAP.]]>
Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-294489 294489 Thu, 30 Oct 2008 13:51:58 -0400 Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-294472 294472 Thu, 30 Oct 2008 13:33:54 -0400
The reasons the stock tanked are; The market stinks, energy prices are bottoming, demand for NatGas in the US is low as we have not had any major weather conditions, and because Aubrey had to cash in his massive CHK stock holdings to pay a margin call. See! Even the big boys get stuck when credit is unavailable....

Resistance at around $18 ... Then sit on it.

jegan ;-)]]>
Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-294095 294095 Thu, 30 Oct 2008 08:22:23 -0400
In the long run, do you really want to bet against Aubrey?

I'm hoping that over the next 18 months Mr. Market gives us a lot of opportunities to pick up shares sub $ 20. The life of new wells continues to shorten, drilling will drop, costs will drop, and then 18 to 36 months from now we'll find ourselves short clean natural gas again. But next time, the industry will do a better job of locking in a lower cost structure so they can take advantage of price escalation. Leveraged commodity plays do have their ups and downs.

Buy low.]]>
Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-294079 294079 Thu, 30 Oct 2008 07:57:30 -0400 Chesapeake Energy: Marcellus Shale JV in Question http://seekingalpha.com/article/102622-chesapeake-energy-marcellus-shale-jv-in-question?source=feed#comment-293315 293315 Wed, 29 Oct 2008 09:19:34 -0400 ]]> Marcellus Shale: The Price Just Went Up http://seekingalpha.com/article/83364-marcellus-shale-the-price-just-went-up?source=feed#comment-218958 218958 Wed, 30 Jul 2008 23:43:35 -0400 Marcellus Development Restricted by Water Resources? http://seekingalpha.com/article/81977-marcellus-development-restricted-by-water-resources?source=feed#comment-208173 208173 Thu, 17 Jul 2008 19:21:43 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-203493 203493 Fri, 11 Jul 2008 23:09:17 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201887 201887 Wed, 09 Jul 2008 19:48:13 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201796 201796 Wed, 09 Jul 2008 17:36:53 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201692 201692 Wed, 09 Jul 2008 15:19:32 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201691 201691 Wed, 09 Jul 2008 15:17:39 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201662 201662 Wed, 09 Jul 2008 14:43:18 -0400
If debt levels are high, one would want to be well hedged no matter how strong the market, NG prices collapse, interest payments remain, and a firm could be wiped out quick. With the up trend in NG, I would think CHK would like to remove some hedges to take advantage of rising prices]]>
Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201600 201600 Wed, 09 Jul 2008 13:45:42 -0400
You add no value to this blog, and more than likely life in general!]]>
Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201564 201564 Wed, 09 Jul 2008 13:07:44 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201464 201464 Wed, 09 Jul 2008 11:45:44 -0400
What an asinine comment.....idiots need to leave with the children.]]>
Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201434 201434 Wed, 09 Jul 2008 11:29:16 -0400
No children allowed on this blog!]]>
Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201432 201432 Wed, 09 Jul 2008 11:29:03 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201420 201420 Wed, 09 Jul 2008 11:22:58 -0400
I guess we have different notions of what constitutes a slam: This is your quote: "You probably are some know nothing Cramer follower. "
WTF do YOU call that?
Wayne]]>
Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201399 201399 Wed, 09 Jul 2008 11:06:27 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201396 201396 Wed, 09 Jul 2008 11:04:14 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201367 201367 Wed, 09 Jul 2008 10:42:13 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201361 201361 Wed, 09 Jul 2008 10:36:03 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201353 201353 Wed, 09 Jul 2008 10:31:38 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201312 201312 Wed, 09 Jul 2008 10:04:38 -0400
Wayne]]>
Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201299 201299 Wed, 09 Jul 2008 09:56:11 -0400 Chesapeake Energy: Truckin', Like the Do-Dah Man http://seekingalpha.com/article/84261-chesapeake-energy-truckin-like-the-do-dah-man?source=feed#comment-201275 201275 Wed, 09 Jul 2008 09:37:29 -0400