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Michael Filloon  

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  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    dhdhoora,

    Thanks. That was actually a hankie I wrapped around my head in Mexico because I got too much sun. I finally changed that photo after an email from Dan Dicker. He let me know it was time for a change. Im glad I have been able to help.
    Jun 11, 2015. 11:29 AM | Likes Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    TopDoggie,

    Your welcome. Anytime you need anything or have a question feel free to comment or shoot me out an email.
    Jun 11, 2015. 09:52 AM | Likes Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    TimeOnTarget,

    Thank you. Its really nice to comments like this as it makes all the hard work worth it. Thank you for following me as close as you have through the years as well. I haven't had as much time recently to a lot of work on SA (been busy working with everyone at Splitrock getting Shaletrader.com up and going, plus our new maps service) but plan to try and get at least one article up and going per week. Have a good one, and I will try to keep the info heading out to everyone during what has been a very difficult time to invest in oil.
    Jun 11, 2015. 09:51 AM | 1 Like Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    Augustus,

    The hope is that since the fracs are closer to the well bore that tighter well spacing can be achieved. If this is the case, hopefully more resource can be pulled per section. Thanks for the input.
    Jun 11, 2015. 12:56 AM | 1 Like Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    Gene S
    Thank you!
    Jun 11, 2015. 12:50 AM | Likes Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    billsmojo and dhdhoora,

    Sand usage is increasing significantly in the core areas of the Bakken, eagle ford and Permian. But we are just starting to see how well these areas react to this type of stimulation and many operators are just starting to get comfortable with the design. The biggest issue is the decrease in the number of completions. There are a fewer number of wells being turned to production, so although more sand is being used, the fewer number of wells offsets this. The frac sand producers could see some difficulties in the short term. Might be next year before we see margin improvements.
    Jun 11, 2015. 12:50 AM | Likes Like |Link to Comment
  • Bakken Update: Whiting's Extensive Refrac Inventory May Provide Significant Upside [View article]
    Carl,

    I think in general there would be a higher demand for gasoline and diesel fuel given the lower prices. We saw the Chinese import much less crude and don't know if this was just a bad month or if it provides a picture of an economy that may be having a little crisis as it moves to more service oriented. Europe is just Europe and not sure when that will pick up. Some of the emerging economies look good though, and even with China having all the issue they sure are importing a lot of vehicles.

    As for production "you cant keep a good man down", we will continue to produce, just a matter of what happens. If we can fill up Cushing and start spilling some crude, ending the export ban will go through a heckuva lot quicker.
    Jun 10, 2015. 05:12 PM | 1 Like Like |Link to Comment
  • Bakken Update: Frac Sand Pricing Could Go Parabolic As EOG Resources' Well Design Revolutionizes Unconventional Oil Production [View article]
    Hi Mike,

    Keep in mind this isn't a buy/sell recommendation. But we expect oil prices to drop to $50/bbl or below this fall. I think some of the quality names may be selling at a discount then.
    Jun 9, 2015. 09:42 PM | 1 Like Like |Link to Comment
  • Bakken Update: Whiting's Extensive Refrac Inventory May Provide Significant Upside [View article]
    Carl,

    It is very possible. Most are treating this glut as demand based, where in general this snaps back quickly. Supply based gluts are much different and generally take much longer to get through.
    Jun 9, 2015. 02:41 PM | Likes Like |Link to Comment
  • Bakken Update: Frac Sand Pricing Could Go Parabolic As EOG Resources' Well Design Revolutionizes Unconventional Oil Production [View article]
    Check out our oil commentary on TV last night:
    http://bit.ly/1BWcqtn
    Jun 9, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • The Bakken Update's 2014 Stock Picks: Small Operator's Well Design Outperforms In North Dakota [View article]
    We did a quick overview on the TV show 6:30 POV last night. Take a look:
    http://bit.ly/1BWcqtn
    Jun 9, 2015. 10:03 AM | Likes Like |Link to Comment
  • Bakken Update: Frac Sand Pricing Could Go Parabolic In Q3 2014 [View article]
    Check out our commentary on oil prices last night on TV
    http://bit.ly/1BWcqtn
    Jun 9, 2015. 10:02 AM | Likes Like |Link to Comment
  • Bakken Update: U.S. Crude Storage Capacity Is Filling Up, So Oil May Be Headed Below $40/Bbl [View article]
    Oil commentary on the TV show last night with Chris Berg
    http://bit.ly/1BWcqtn
    Jun 9, 2015. 10:01 AM | Likes Like |Link to Comment
  • Bakken Update: Whiting's Extensive Refrac Inventory May Provide Significant Upside [View article]
    Check out our oil commentary on the show last night. POV 6:30
    http://bit.ly/1BWcqtn
    Jun 9, 2015. 10:00 AM | Likes Like |Link to Comment
  • Bakken Update: Diamondback Energy's Spraberry Results Impress At $60/Bbl Oil [View article]
    Check out our oil commentary on the show last night.
    http://bit.ly/1BWcqtn
    Jun 9, 2015. 09:58 AM | 1 Like Like |Link to Comment
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