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Mike Maher

 
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  • Cabot Oil drifts lower despite strong Q2, analysts cite wide price differentials [View news story]
    I dont know if the data is wrong, I closed the link as soon as I saw it was the Fool. No one knows where NG is going in the short term, but its cool here in the NYC metro area, so I'm guessing builds continue.
    Jul 28 10:36 AM | Likes Like |Link to Comment
  • Cabot Oil drifts lower despite strong Q2, analysts cite wide price differentials [View news story]
    Please dont link to the Fool, its a terrible website.
    Jul 25 08:14 PM | 2 Likes Like |Link to Comment
  • Statoil took writedown on U.S. onshore operations, CEO says [View news story]
    The headline says:

    "CEO Helge Lund says it had taken longer than expected for pipelines to be built to take gas from STO's fields to higher paying markets; in the meantime, STO has to sell most of its gas from Bakken and the southern Marcellus, where gas prices are low due to excess supply."

    It should say it has to sell most of its gas from the Bakken and the southern Marcellus in the Bakken and southern Marcellus, where gas prices are low.
    Jul 25 02:38 PM | 1 Like Like |Link to Comment
  • Get Short Eclipse Resources Corporation Before It's Too Late [View article]
    Yea if you look at MHR though I think that acreage right along the river is going to turn out being great because its stacked Marcellus/Utica. Its a toss up I guess, they're all in the right neighborhood. Just need to get the takeaway constraints cleaned up, and then prove the land through drilling. I really think AR should start rolling some of the smaller companies up, but thats just me. If the whole group gets hit on nat gas falling further, I'm looking and GPOR, PDCE and AR before ECR tho.

    And you cant get hurt taking profits. MHR keeps acting the way it is you might get back in around $6.
    Jul 25 11:12 AM | Likes Like |Link to Comment
  • Get Short Eclipse Resources Corporation Before It's Too Late [View article]
    I'd question if GPOR has better acreage - but yea AR has the best acreage, and I'm very long MHR.
    Jul 25 10:47 AM | Likes Like |Link to Comment
  • CYNK Technology -78.4% after resuming trading [View news story]
    Its on its way to $0
    Jul 25 10:46 AM | Likes Like |Link to Comment
  • Get Short Eclipse Resources Corporation Before It's Too Late [View article]
    Its really good acreage in Ohio - but your right on the differentials in Appalachia being a headwind until infrastructure catches up and temperatures rise. Hopefully it really falls off a cliff, I'd like to get in at much lower prices.
    Jul 22 04:35 PM | 1 Like Like |Link to Comment
  • Apache +5% as Jana said to have built $1B position [View news story]
    According to their 13D and 13F they held no shares of APA at 3/31/2014, so its a new position. Likely paid somewhere between $78 per share and the current price - so likely an average price in the mid $80s. We'll see what the SEC filings show when they make them.
    Jul 21 11:58 PM | Likes Like |Link to Comment
  • Apache +5% as Jana said to have built $1B position [View news story]
    Big company to try to extract change, and the stock is already just under a 52 week high. Jana may be a bit late to this party.
    Jul 21 08:26 PM | 1 Like Like |Link to Comment
  • Obama administration moves closer to seismic testing for Atlantic oil [View news story]
    IF Atlantic city is smart they'll try to become a hub of where the offshore workers come into and out of. That city needs industry in the worst way.
    Jul 19 11:59 AM | Likes Like |Link to Comment
  • Antero Resources +2% as Q2 production passes 1B cfe/day [View news story]
    Wow didnt realize that prices had dropped that far out there - i had heard they were $0.75 to $1 under Nymex, but that the liquids uplifts had widened out, helping to offset the difference slightly. Definitely something to watch. Thanks for the info!
    Jul 19 11:57 AM | Likes Like |Link to Comment
  • Antero Resources +2% as Q2 production passes 1B cfe/day [View news story]
    $AR is in a better position than most, but yea that region suffers from a serious lack of take away capacity. Southern Ohio and WV should be better around the spring tho.
    Jul 18 08:41 PM | Likes Like |Link to Comment
  • Antero Resources +2% as Q2 production passes 1B cfe/day [View news story]
    Their finding costs are probably somewhere around $1-$2 per MMbtu so they're happy to produce at these prices. And they hedge, and are producing a ton of liquids that sell for much higher prices. Its a very well run operation.
    Jul 18 04:37 PM | 1 Like Like |Link to Comment
  • EOG Resources started with Buy rating at Argus [View news story]
    How did big oil miss the shale boom? EOG is the largest oil producer in the lower 48 states, and XOM and the other super-majors are drilling in Africa, Iraq, and the bottom of the ocean. Texas and North Dakota are much more stable places to invest - expect them to figure that out eventually, and pay a hefty price to get in on the shale oil boom via takeouts of a majority of these US E&Ps.
    Jul 17 03:16 PM | 1 Like Like |Link to Comment
  • Blackstone beats by $0.44, beats on revenue [View news story]
    Huge number, and the higher distribution is likely here to stay.
    Jul 17 09:25 AM | Likes Like |Link to Comment
COMMENTS STATS
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