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Laura Starks  

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  • Diamondback Energy Is Down, Could It Swing Up? [View article]
    2putttwo, Easy to understand the enthusiasm.LAS
    Feb 15, 2015. 02:57 PM | Likes Like |Link to Comment
  • Diamondback Energy Is Down, Could It Swing Up? [View article]
    Dirk,
    Cool!
    LAS
    Feb 13, 2015. 09:16 AM | 1 Like Like |Link to Comment
  • Diamondback Energy Is Down, Could It Swing Up? [View article]
    Viper looks interesting for partnership investors.
    Feb 13, 2015. 08:36 AM | 1 Like Like |Link to Comment
  • Moving Up With Marathon Petroleum Corporation [View article]
    Thanks for the correction.
    Oct 30, 2014. 01:43 PM | Likes Like |Link to Comment
  • Moving Up With Marathon Petroleum Corporation [View article]
    Glad you like it.
    Oct 30, 2014. 09:38 AM | Likes Like |Link to Comment
  • Can An Elephant Hide In Canada? Upside For Canadian Natural Resources Limited [View article]
    Readers interested in Canadian LNG might like this article at RBN Energy:

    http://bit.ly/1lhG35H
    Aug 20, 2014. 11:26 AM | Likes Like |Link to Comment
  • Can An Elephant Hide In Canada? Upside For Canadian Natural Resources Limited [View article]
    Readers interested in Canadian LNG might like this article at RBN Energy:
    http://bit.ly/1lhG35H
    Aug 20, 2014. 11:26 AM | Likes Like |Link to Comment
  • Athletic Momentum For Athlon? [View article]
    Fair enough. I wanted to note how much the stock has bounced up since its IPO. ATHL is not undiscovered, for good reason.
    Jun 27, 2014. 03:39 PM | Likes Like |Link to Comment
  • Athletic Momentum For Athlon? [View article]
    It is useful to see the diversity of opinion.
    Jun 22, 2014. 08:55 AM | 2 Likes Like |Link to Comment
  • Phillips 66 - Creative Deal Shows Buffett Is Getting Cautious [View article]
    There are other tank car manufacturers Buffett does not own: the one that comes to mind is Trinity Industries.
    Feb 2, 2014. 02:36 PM | Likes Like |Link to Comment
  • Oil States International: More Value In Spin-Off? [View article]
    Excellent update on OIS. The $136/share is worth noting.
    Thank you.

    With the market bouncing lower, many stocks will become more attractive than they have been in the last few months.
    Jan 31, 2014. 02:12 PM | Likes Like |Link to Comment
  • Phillips 66 - Creative Deal Shows Buffett Is Getting Cautious [View article]
    Buffett made an excellent investment in PSPI.
    I grew up in the town (Ponca City, Oklahoma) where this chemical was invented and have profiled it here: http://bit.ly/KydGi1
    Because until 2012 drag reducer/flow improver revenues were rolled into those of a much larger organization, the strong profitability of this specialty chemical has been obscured. The rumor is $300-$400 million/year in revenue. With very high margins, profitability is not far behind.
    Jan 8, 2014. 01:23 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    The Permian is absolutely a great place to be producing oil. For FANG and other oil pure-play companies it's a question of one's belief about the direction of oil prices, and the extent to which future production upside is already baked into FANG's stock price.
    Oct 31, 2013. 03:52 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    Meicul,
    Good question. Clearly the Wolfcamp B is productive, but I don't have detail on specific leases.
    Oct 25, 2013. 06:10 PM | Likes Like |Link to Comment
  • Diamondback Energy: Coiled To Strike Or To Miss? [View article]
    Yes, the stacked pay potential is what has drawn companies and investors to the Permian for the last few years, and I mention the other six benches for which Diamondback's acreage is prospective. I have linked to its September report (horizontal wells) and the $55/bbl comes from that report, tho I have heard it elsewhere.

    Not knocking the Permian--I love it--or Diamondback's operations, only the fact that lots of money is chasing it.
    Oct 25, 2013. 12:45 PM | Likes Like |Link to Comment
COMMENTS STATS
35 Comments
19 Likes