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Michael Filloon

 
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  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    745,

    Thanks. I could provide more info at Shaletrader.com, but a brief overview it the technology seems sound, but not a whole lot of interest in using it.
    Jun 18 04:29 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    rlp2451,

    I know where their acreage is, just wondering if you could be a little more specific as to which block.
    Jun 18 04:29 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    jackthedog,

    We get into more detail at Shaletrader.com, but I can give you a quick overview.

    HK: Stretched on valuation
    PE: Big time assets, but have to pay for them.

    Hope this helps some.
    Jun 18 04:23 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    That depends on where you are discussing. I am guessing Howard County?

    Shaletrader.com
    Jun 18 04:05 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    PabloMike,

    I think we will see that with all the Midland Basin players. That includes FANG, PE, and RSPP. We like Howard County better than those to the west because it has been de-risked less.

    Shaletrader.com
    Jun 18 01:52 AM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    bgold1955,

    Thanks.
    Shaletrader.com
    Jun 17 02:53 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    Sidrico,

    Nothing new from me to report. In know 5 analysts lowered their price target on the stock in May, but even with that the average price target is still $11.33/share.
    shaletrader.com
    Jun 17 02:50 PM | Likes Like |Link to Comment
  • Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap [View article]
    Pablomike,

    Thats a real good question, and one I dont have an answer for. If I had to guess, I think HK believes it has its proven acreage in the Bakken and is spending its remaining capital on newer plays with more upside and lower initial costs.
    Jun 17 02:04 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    Its the name of the newsletter.
    Jun 17 01:56 PM | Likes Like |Link to Comment
  • Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap [View article]
    Another nice day for ESTE.
    Jun 17 01:38 AM | Likes Like |Link to Comment
  • Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap [View article]
    super-trades,

    We cover valuation/price targets on our membership site. We also let members know what we are buying and selling in our fund. Sorry I can't be more helpful.
    http://bit.ly/1gWeGtP
    Jun 13 04:12 PM | 1 Like Like |Link to Comment
  • Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap [View article]
    Hi Brent,

    A dividend would have been tough to pull off for Earthstone, even with this level of cash generated. They haven't hedged production, and because of this we have seen a lot of volatility in the name. As part of Oak Valley, I would guess the production will be hedged, but those dollars may be used to purchase operated Bakken acreage (that is just a guess on my part), or at least operated acreage somewhere.
    Jun 12 11:42 AM | Likes Like |Link to Comment
  • Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap [View article]
    PM,

    Nice to hear from you. Sorry bout that, it probably was a little confusing since Halcon and PetroHawk both used HK. Here is info on the non-compete in the Eagle Ford.

    Independent producer Halcon Resources likely will be required to divest one of the jewels in its nearly $1 billion takeover of GeoResources — 24,000 net acres of liquids-rich acreage in the prolific Eagle Ford shale play in Fayette County, Texas.

    That’s because Halcon Chief Executive Officer Floyd Wilson, formerly CEO of Petrohawk Energy Corp., signed a “non-compete” agreement with Australia’s BHP Billiton when BHP acquired Petrohawk last year in a $15 billion deal that included Eagle Ford acreage.

    “We plan to divest this property, unless I can work something else out with BHP,” Wilson said in an April 25 conference call with analysts. “I suspect that we will end up divesting the property as per our agreement. They did a great job of dealing with us in a very business-like way, and we intend to respond in the same way.”
    Here is the link to the article.
    http://bit.ly/1iqVm5e

    Things are going great at Split Rock. I am lucky to work with some really good guys, that put our investors first. Couldn't have asked for a better fit. Just so you know, I am going to be answering more questions on the site, although it will be somewhat restricted as there are some things we cant talk about, and others that will remain on our site for investors.
    Jun 12 11:38 AM | 1 Like Like |Link to Comment
  • Bakken Update: Bonanza Creek Is Up Over 20%, More Potential Ahead [View article]
    Thanks Gregg,

    I appreciate that. Its too big the Candy store is so big.
    May 29 09:00 PM | 1 Like Like |Link to Comment
  • Bakken Update: Bonanza Creek Is Up Over 20%, More Potential Ahead [View article]
    Thanks Jeep,

    It will be interesting to see where it goes from here. Looking at EV/EBITDA, BCEI still looks cheap even after the move. I would guess the big question is how these wells will deplete. If they model like NBL's Wells Ranch, then we get to that mid to upper 60s level. Problem is we won't know for a while.
    May 29 08:41 PM | 2 Likes Like |Link to Comment
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