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Matthew Smith  

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  • 6 Commodity Stocks Moving On News [View article]
    I think you are missing the issue with financing. I recognize there is a planned timeline to receive certain funds that the company is counting on in order not to have to dilute...but we have seen the need for secondaries before here. It looks awfully tight to us with all of the demands on cash that they are facing in the next few months, and if that refund does not come in, they may be forced to scramble. That is the main worry and one must always remember the pitfalls to the junior space with liquidity concerns, especially during uneasy financial flare ups in the market (Cyprus). I am bullish, just not at these prices right now.

    Why they paid cash for Pathfinder is beyond me, but that was the call.
    Apr 2, 2013. 09:03 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Yes long-term, but in the short to mid-term it seems prudent to be a bit cautious here. Let the chips ride of course, but new capital needs to be added at attractive entry points.
    Mar 28, 2013. 08:53 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    It certainly could use some fixing. That's for sure TFCAB.
    Mar 27, 2013. 09:01 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Wrote about it today...not sure when that gets published, but make the argument that protecting the gains from our initial entry point not at all a bad thing...value to a buyer here though...but not a sure thing.
    Mar 27, 2013. 09:00 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    GPOR looked very nice. See today's commodity article when it gets published!
    Mar 27, 2013. 08:59 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Yours: http://bit.ly/Y4CgN4

    Mine: http://bit.ly/ZUCrWc

    I have the total government spending with local, state and federal. Yours would be just federal. So maybe the source for that chart was grabbing data from all levels and I should not have used federal at all, but all levels.
    Mar 20, 2013. 06:29 PM | 1 Like Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Actually I think we are both right in this situation and it depends on the wording and stats used! Go figure. You are correct in Total spending as a percentage of GDP and I would be correct in Federal government spending as a percentage of GDP. Checked a few sources and they have different charts for the two...statisticians remind me of those two handed economists but with a multiplier on them.
    Mar 20, 2013. 06:25 PM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    yes. quite impressive!
    Mar 20, 2013. 08:43 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Loved it at $10/share. There will probably be a pullback after the news, but maybe buy 20% of what you want total on a small pullback and wait for a larger one in the months ahead. Remember they are more in the dry nat gas window and the eastern side of the Utica. With these results they reported though, I think the $14-15/share range is attractive and anything in the $13-14 range is a buy. Assuming of course dry nat gas is stable and not falling or crashing due to their Marcellus exposure.
    Mar 20, 2013. 07:57 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Hmmmm, guess you missed the other articles.
    Mar 19, 2013. 07:32 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Well we know the lowest it can go is $0...so somewhere between here and there! :)
    Mar 15, 2013. 06:07 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Yes read it, but that is part of what spiked the rise and investor interest so had to throw it out there...
    Mar 12, 2013. 11:55 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Probably Wunderlich! They were the buy, sell, hold call! :)
    Mar 11, 2013. 08:30 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    SandRidge took these trusts public before all the wells were in production as they were still drilling. The production history was not like what I have seen in the past as it was a relatively new asset. So yes they did have the estimates and all, but we now find out that its not nearly as oily as thought and far gassier. The reserves changed dramatically in that regard.
    Mar 7, 2013. 04:16 PM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Yea it seems like a company specific event and not like if ANR or BTU had cut back. Small players tightening the belt does little good as it is but a drop in the bucket so to speak.
    Mar 7, 2013. 04:13 PM | Likes Like |Link to Comment
COMMENTS STATS
841 Comments
259 Likes