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Mike Maher  

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  • McClendon financier settles lawsuit with Chesapeake Energy [View news story]
    Gulfport just paid $300 mil for 24k acres - $12,500/acre.
    Apr 15, 2015. 08:26 PM | Likes Like |Link to Comment
  • Magnum Hunter: Caught In A Viscous Cycle [View article]
    Just tonight, Gulfport announced YoY production growth of 161%, and Antero announced YoY production growth of 89%, so MHR is not alone in increasing production in the Appalachian basin. (Gulfport's also paying $12k an acre for Utica leases today) Any company that isnt showing YoY production growth has serious issues. So I think pointing to year over year growth as a sign of mismanagement is a little extreme. If you really want to hammer management theres a litany of other things to bring up haha.

    Natural gas demand in the US is going to surge from the end of 2015 straight through 2020. Pick a company in the Utica, but the stock, and enjoy the ride. AR is best in breed, MHR is for the risk tolerant.
    Apr 15, 2015. 08:22 PM | 6 Likes Like |Link to Comment
  • Gulfport Energy to buy Paloma Partners III for $300M via 7.5M-share offering [View news story]
    Dilution is why its dropping. I agree with you though, I like the deal - its good acreage at a fair price
    Apr 15, 2015. 06:30 PM | Likes Like |Link to Comment
  • McClendon financier settles lawsuit with Chesapeake Energy [View news story]
    6,000 acres out there is likely worth around $60 million ($10k/acre) - maybe more. Add in the up to $25 mil in penalties and its a decent sized total amount they're paying to make this go away. Their lawyers must have seen something they were afraid of to fork over that much compensation to CHK.
    Apr 14, 2015. 04:00 PM | 2 Likes Like |Link to Comment
  • Shell-BG to create giant operator of LNG ships; GasLog, Teekay could benefit [View news story]
    Yea I agree. A large concentrated buyer has more negotiating power to push for lower rates, as well as the ability to sign long term contracts. Its a two way street.
    Apr 9, 2015. 03:51 PM | Likes Like |Link to Comment
  • WSJ: Royal Dutch Shell in talks to buy BG Group [View news story]
    A $40+ billion bet on the future of the global LNG market. Interesting to see that the big mergers start overseas and not in the US. Wonder if this actually kicks off consolidation.
    Apr 7, 2015. 06:33 PM | Likes Like |Link to Comment
  • Magnum Hunter gets Wells Notice related to financial reporting before 2013 [View news story]
    First off, I'm up on the position, but thanks for asking. Don't worry about what I do with my money.
    Apr 6, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • Magnum Hunter gets Wells Notice related to financial reporting before 2013 [View news story]
    Friday night of a holiday weekend disclosure. Typical Gary. If the new auditor says all the financial filings are in order, which they did, its more just trying to determine the size of the fine, if any.
    Apr 3, 2015. 07:02 PM | 6 Likes Like |Link to Comment
  • BMO's Sell-Side Analyst Reflects On American Realty Capital's New CEO [View article]
    Whenever the dividend comes back, I'm guessing its going to be a large lump sum payment, since they're required to pay out most of their earnings in order to maintain the tax advantaged status.
    Apr 3, 2015. 02:33 PM | 1 Like Like |Link to Comment
  • Exxon Mobil starts production at Gulf of Mexico gas development [View news story]
    Should say 300 MMcf. MM is million. M is thousands. This mistake is made in nearly every news item showing production volumes from natural gas wells that I see on SA.
    Mar 30, 2015. 04:21 PM | Likes Like |Link to Comment
  • 60 minutes piece highlights promise of cancer-killing viruses [View news story]
    VICE on HBO has an hour long special that was also very, very interesting detailing the same thing.
    Mar 30, 2015. 12:51 PM | 4 Likes Like |Link to Comment
  • Private-equity squeezed by new bank regulations [View news story]
    I'm sure it has as much to do with the markets being at all time highs and valuations looking stretched as it has to do with a lack of bank loans. The PE firms have tens of billions in dry powder, if they see a deal they like they have the capital to get it done.
    Mar 26, 2015. 01:13 PM | 1 Like Like |Link to Comment
  • FRBNY: Fannie and Freddie have not yet repaid bailout [View news story]
    Good luck with that. I'm going to guess the lawyers make more than the shareholders recover.
    Mar 25, 2015. 04:43 PM | Likes Like |Link to Comment
  • FRBNY: Fannie and Freddie have not yet repaid bailout [View news story]
    The equity is worthless - when was the last time the government gave back a source of revenue? Especially this administration.
    Mar 25, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • American Capital reinstates buyback program [View news story]
    Great news, keep buying
    Mar 25, 2015. 04:21 PM | 1 Like Like |Link to Comment
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