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Michael Filloon

 
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  • Bakken Update: Poor SW Williams County Results Have Caused Oasis To Move Rigs [View article]
    Here are a list of the wells and the associated chokes from the article:

    19413: 68/64
    19614: 68/64
    20996: 28/64

    Of the above wells, the 68/64 is considered a relatively large choke and should let resource flow much better than the average Bakken operator. Of the three only the 20996 is considered to be "average or a little tighter than average). Many operators have opened up their chokes some over the past 8 or so years as they have a better understanding of well pressures and aren't worried they will damage the well by letting the resource flow to freely.
    Dec 15, 2014. 12:45 PM | Likes Like |Link to Comment
  • Bakken Update: Poor SW Williams County Results Have Caused Oasis To Move Rigs [View article]
    C. David Kirby,

    All very good points, but as of today, Bakken like is selling for around $40. The current Bakken light differential is $16 and widening. The article has to do with today and well results from one to two years ago. Currently, the acreage isnt economic. When oil goes back up it could be, but keep in mind the 2015 differential will be between $13 and $14, (last year was $11 to $12). Oasis should be fine is oil prices recover after 1Q15, but after that much of its hedges are gone and will have to realize current market prices. Have a great day!
    Dec 15, 2014. 12:20 PM | 1 Like Like |Link to Comment
  • Bakken Update: Poor SW Williams County Results Have Caused Oasis To Move Rigs [View article]
    Pablomike,

    I wouldn't argue with you on that one. Definately best of breed.
    Dec 15, 2014. 12:14 PM | Likes Like |Link to Comment
  • Bakken Update: Poor SW Williams County Results Have Caused Oasis To Move Rigs [View article]
    lolhammer,

    Its possible, but there is a higher likelyhood of some of the smaller producers going under than OAS.
    Dec 15, 2014. 12:13 PM | Likes Like |Link to Comment
  • Bakken Update: Poor SW Williams County Results Have Caused Oasis To Move Rigs [View article]
    Check our our interview on KX4 News in Fargo December 11th. To access the video click the arrows to the right until you reach the two part series listed under Michael Filloon.

    Heres the link:

    http://bit.ly/1uuhBNb
    Dec 15, 2014. 11:01 AM | 1 Like Like |Link to Comment
  • Bakken Update: EOG Antelope Well Has One-Year Payback At $50/Bbl WTI [View article]
    GHOST,

    Its possible we see $40/bbl oil, but those types of moves aren't that strange. As for driving prices, they do to a certain extent but others are doing it as well. Chances are we wont see naked short selling banned anytime in the near future (I could be wrong) so an investor may be better off trading the market for what it is instead of waiting for it to change. One thing I would say about the price of oil versus its value, is that currently oil as a commodity is being sold for less than what the paper is being sold for. So OPEC oil is selling for less than what it is trading for on the market. So the short aren't the only reason for the current price and its descent.
    Dec 14, 2014. 05:58 PM | 1 Like Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Aricool,

    Under the player there are arrows pointing to the left and right. Click to the right once and it will move the windows to my 2 interviews. Its confusing for sure, as it took me a little while to access it too.
    Dec 14, 2014. 05:49 PM | 1 Like Like |Link to Comment
  • Bakken Update: Basic Energy Continues To Excel, Levered To Fraccing [View article]
    Aricool,

    Looks like we are seeing a little now, but to a greater degree in the first quarter. Im not sure if HAL is 100% contracted for next quarter but the smaller names aren't and will start to feel it almost immediately. We think hat 2Q15 will be a very tough quarter and think 30% discounts will be closer to the correct number. You may be right about bankruptcy, as its going to be a real tough environment by 3Q15.
    Dec 14, 2014. 05:45 PM | Likes Like |Link to Comment
  • Bakken Update: Halcon May Struggle To Find Economic Wells In 2015 [View article]
    gdorlene,

    Yeah, that was a great game! I wish they would have stopped the run better, but another 4th quarter TD. Have a great night!
    Dec 14, 2014. 01:35 AM | 1 Like Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Heres a link to our KX4 News interview on the Bakken and how low oil prices will affect ND.

    http://bit.ly/1uuhBNb
    Dec 13, 2014. 11:20 PM | Likes Like |Link to Comment
  • Bakken Update: Bonanza Creek Is Up Over 20%, More Potential Ahead [View article]
    Here is a link to our interview on KX4 news December 11th about the Bakken and how low oil prices will affect ND.

    http://bit.ly/1uuhBNb
    Dec 13, 2014. 11:20 PM | Likes Like |Link to Comment
  • Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap [View article]
    On December 11th, we did a TV interview on KX4 News about the Bakken and how lower oil prices will affect North Dakota. The Bakken interview can be accessed through this link:

    http://bit.ly/1uuhBNb
    Dec 13, 2014. 11:14 PM | Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Has Howard County Upside [View article]
    We did an interview on the News for KX4 about the Bakken and how low oil prices would affect the state of ND. Here is a link (its a two part):

    http://bit.ly/1uuhBNb
    Dec 13, 2014. 11:13 PM | Likes Like |Link to Comment
  • Bakken Update: Matador's New Frac Design Heads To The Permian [View article]
    Here is a link to a News interview we did on KX4 News about the Bakken and how low oil prices are going to affect the state of ND.

    http://bit.ly/1uuhBNb
    Dec 13, 2014. 11:12 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]
    We did a TV interview on KX4 News on December 11th covering the Bakken and how lower oil prices will affect the state of ND.
    Here is a link:
    http://bit.ly/1uuhBNb
    Dec 13, 2014. 11:11 PM | Likes Like |Link to Comment
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