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Michael Filloon

 
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  • Bakken Update: Carrizo Continues To Outpace In The Eagle Ford And Ready To Sell In The Niobrara [View article]
    Pablomike,

    I agree, its in a very good area and I think the only bad thing is it would be tough to add on to the acreage position. Not a lot of large tracks left.
    Jul 22 07:43 PM | Likes Like |Link to Comment
  • Bakken Update: Carrizo Continues To Outpace In The Eagle Ford And Ready To Sell In The Niobrara [View article]
    Pablomike,

    I agree, its in a very good area and I think the only bad thing is it would be tough to add on to the acreage position. Not a lot of large tracks left.
    Jul 22 07:43 PM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Thanks for the color Bill.
    Jul 18 01:29 AM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    nutjob,

    Very tempting.
    Jul 16 11:25 PM | Likes Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    Nice move up today though.....

    Shaletrader.com
    Jul 16 11:23 PM | Likes Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    Ferg,

    Thank you, I appreciate it.
    Jul 14 02:19 PM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    HiSeas,

    We go into more detail at our site. Check it out if you are looking for more info on our holdings. Shaletrader.com
    Jul 12 01:05 PM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    HiSeas,

    The most recent rating had a price target of $20, but we don't agree with that. Right now the pullback has been sector wide, and REXX is getting the worst of it.

    Shaletrader.com
    Jul 12 01:03 PM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    jebgeo,

    We are still long in our fund. We are still bullish, but the slight delay to ethane sales has probably been most of the reason for the pullback.
    Jul 12 12:56 PM | Likes Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    OC,

    Anytime. Glad to help.

    Shaletrader.com
    Jun 27 02:37 AM | Likes Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    OC,

    Anytime. Glad to help.

    Shaletrader.com
    Jun 27 02:37 AM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    MDHJr,

    Its definitely possible, but the Permian names have held up well with robust demand for shares. Because of this, we aren't as concerned as we would be with operators in other plays.

    Shaletrader.com
    Jun 27 02:36 AM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Whitehead1,

    The increase in the price of oil has caused a rotation of money into operators increasing oil production. REXX has very little by the way of oil production, producing much more NGLs. As long as the market thinks that oil can head higher from here, or at least stay above $100/bbl. REXX will continue to underperform.

    Shaletrader.com
    Jun 27 02:31 AM | Likes Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    Nicholas,

    Thanks for sharing that. Its always nice to get another trader's prospective.

    Shaletrader.com
    Jun 26 01:00 AM | 1 Like Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    Options Calling,

    We don't own it in our fund, and I think there may be some better places to be right now. The positive is condensate in the Eagle Ford and Utica. Those would be what I would watch with respect to pricing.

    Shaletrader.com
    Jun 26 12:59 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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3,356 Likes