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Mike Maher  

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  • Magnum Hunter Resources misses by $0.03, misses on revenue [View news story]
    Agree I'm surprised on the liquidity - just checked, Accounts payable dropped a lot, ~$69 million, assuming that's where the cash went.
    Mar 2, 2015. 10:36 AM | Likes Like |Link to Comment
  • Magnum Hunter Resources misses by $0.03, misses on revenue [View news story]
    Stalder well results look great, as does the volume through Eureka. Need to listen to the call to get more color on everything else, but a decent looking report.
    Mar 2, 2015. 09:08 AM | 2 Likes Like |Link to Comment
  • WSJ: Enterprise Products Partners faces complaints from export rivals [View news story]
    Show me one acquisition this Justice Department has approved without conditions and then later required asset dispositions. I'll save you some time - there aren't any. In fact I cant think of any acquisition that happened with ever.

    BP hasn't even formally filed a complaint - they're just bitching because their costs went up.
    Feb 25, 2015. 01:56 PM | 5 Likes Like |Link to Comment
  • WSJ: Enterprise Products Partners faces complaints from export rivals [View news story]
    The purchase already closed - the Justice Department looked at the sale and didn't see it as giving EPD an unfair advantage.
    Feb 25, 2015. 11:57 AM | 4 Likes Like |Link to Comment
  • Chesapeake Energy makes big cuts to 2015 capex, rig count [View news story]
    The company is forecasting $4- $4.5 billion in 2015 cap ex spending for a 3% increase in production? That doesn't make any sense. They shouldn't have sold the Utica acreage.
    Feb 25, 2015. 10:39 AM | Likes Like |Link to Comment
  • First Solar, SunPower plan joint YieldCo; shares soar [View news story]
    I mean he appears to be at least half right - FSLR didnt do a a YieldCo by themselves (perhaps because they dont have enough assets, as Johnson suggested) but found a work around by doing it in partnership with another solar company.
    Feb 23, 2015. 11:13 PM | Likes Like |Link to Comment
  • First Solar, SunPower plan joint YieldCo; shares soar [View news story]
    From Barrons in Oct, an analyst saying Fslr doesnt have enough assets for a Yieldco, might explain why the partnership.
    http://on.barrons.com/...
    Feb 23, 2015. 06:32 PM | 3 Likes Like |Link to Comment
  • First Solar, SunPower plan joint YieldCo; shares soar [View news story]
    My only question is why they would do this as a joint venture vs each doing their own?
    Feb 23, 2015. 04:49 PM | 3 Likes Like |Link to Comment
  • Magnum Hunter starts production from new West Virginia wells [View news story]
    That PR was out before the bell Friday. Not sure why its being reported to have affected the price today, but this isnt the only place I'm seeing that. TheStreet is awful for robo-articles, I hope SA doesnt start copying them.
    Feb 23, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Time To Catch This Falling Knife [View article]
    Yup I use the NGI website - it only updates around 1:15 each day, but its the best free one stop shop I've found.
    Feb 23, 2015. 12:49 PM | Likes Like |Link to Comment
  • Time To Catch This Falling Knife [View article]
    They get TETCO M2, Dominion S, and TCO Columbia pricing - all currently at a premium to Henry Hub, not at the discount they have been at. Maybe more, they've been adding interconnects with the pipeline system all year.
    Feb 23, 2015. 10:24 AM | 2 Likes Like |Link to Comment
  • No bust in sight as North Dakota oil firms maintain staff levels [View news story]
    Cuts are coming, but look at service providers like Hal and Baker Hughes more than the major producers like CLR. Basis differentials mean realized prices in the Bakken are likely closer to $30 than $50, so the E&Ps are going to need to really drive costs down if they want to get their IRRs back to decent levels.
    Feb 4, 2015. 03:48 PM | 1 Like Like |Link to Comment
  • Antero Resources: Begin Accumulating Shares Prior To The Natural Gas Pricing Turn [View article]
    I guess the ground must be getting cold in Texas if you've called for the turn in natural gas! The ground here in NJ is covered in snow and ice, so winter finally showed up here, just a few months late. Nice work, as always.
    Feb 3, 2015. 07:03 PM | Likes Like |Link to Comment
  • U.S. rig count plunges another 90 units in ninth straight weekly loss [View news story]
    marpy,

    Those should be in different basins tho, correct? I doubt a Bakken operator is shelving oil rigs but is adding a nat gas rig to meet take or pay obligations. I doubt there are many places outside the Marcellus and Utica where you can drill for ng profitably.
    Jan 30, 2015. 07:24 PM | Likes Like |Link to Comment
  • U.S. rig count plunges another 90 units in ninth straight weekly loss [View news story]
    Who is adding gas rigs at these prices? That seems foolish.
    Jan 30, 2015. 02:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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