Seeking Alpha

Mike Maher

 
View as an RSS Feed
View Mike Maher's Comments BY TICKER:
Latest  |  Highest rated
  • Magnum Hunter to obtain two new credit facilities, refinance existing facility [View news story]
    Well that $115 mil in added liquidity, plus the Bakken sales that should be announced in the next 3 months, and internally generated cash flow might close the gap on the 2015 drilling budget.
    Oct 6, 2014. 09:37 AM | 1 Like Like |Link to Comment
  • WSJ: Yahoo set to invest in Snapchat at $10B valuation [View news story]
    Hammer, the company has no revenue at all. $0 coming in.
    Oct 3, 2014. 04:29 PM | 2 Likes Like |Link to Comment
  • WSJ: Yahoo set to invest in Snapchat at $10B valuation [View news story]
    $10 bil valuation with 0 revenue. They could have invested in it last December at a $2 bil valuation. Thats why everyone thinks its a negative. Yahoo is a rudderless ship and the CEO's idea is to throw money at a 20 year old kid running a company with $0 in annual revenue and a valuation that is up 5x in 10 months?
    Oct 3, 2014. 04:21 PM | 7 Likes Like |Link to Comment
  • WSJ: Yahoo set to invest in Snapchat at $10B valuation [View news story]
    Maybe the dumbest thing they could do with the cash. Activist funds should be circling Yahoo and calling for a split up and huge cash dividend.
    Oct 3, 2014. 03:12 PM | 8 Likes Like |Link to Comment
  • Cliffs tumbles amid WSJ story, 2-notch downgrade [View news story]
    I think its the Nomura downgrade, not the WSJ story, thats hammering shares.
    Oct 3, 2014. 02:43 PM | Likes Like |Link to Comment
  • GSEs soar as Perry Capital appeals suit dismissal [View news story]
    Its a fight between hedge funds and Congress for the big pile of cash - don't expect the government to give up their cash cow. These are trading vehicles, they aren't investments. Not for the faint of heart.
    Oct 3, 2014. 02:03 PM | 1 Like Like |Link to Comment
  • WSJ: Relational Investors to wind down, dissolve funds [View news story]
    Rough day for MHR, speedy recovery to Mr. Whitworth.
    Oct 1, 2014. 03:10 PM | Likes Like |Link to Comment
  • Enterprise Products buys Oiltanking Partners stake for $4.4B, proposes merger [View news story]
    Smart move, keep using high priced units as cash for deals, and gain control of strategically important assets. Long EPD
    Oct 1, 2014. 10:24 AM | 2 Likes Like |Link to Comment
  • American Capital Agency to begin monthly dividends, book value updates [View news story]
    Well if you're sure its going to vary I think that its a negative, since a variable distribution adds uncertainty, which will negatively affect the share price. They've done their best in the past to keep it smooth, so this would be a change of policy on that front.
    Sep 30, 2014. 04:30 PM | Likes Like |Link to Comment
  • Magnum Hunter Resources Announces Sale of Certain Non-Core Assets Located in Divide County, North Dakota [View article]
    Price seems fair, lets see how the cash gets used.
    Sep 30, 2014. 04:28 PM | Likes Like |Link to Comment
  • American Capital Agency to begin monthly dividends, book value updates [View news story]
    I wonder if this means they're going to vary the dividend month to month? Likely get more info in Kain's presentation tomorrow at the 2014 Mortgage REIT Day.
    Sep 30, 2014. 04:11 PM | Likes Like |Link to Comment
  • Civeo to continue as C corporation, rejects REIT conversion [View news story]
    Wow down very hard, maybe gets interesting after it washed out.
    Sep 29, 2014. 12:06 PM | 1 Like Like |Link to Comment
  • Magnum Hunter Posts A 'Monster' Well In Dry Gas Utica Play [View article]
    Tetco m2 and dominion south
    Sep 27, 2014. 01:39 PM | Likes Like |Link to Comment
  • LyondellBasell May Not Be Exciting, But It Still Has Room To Run [View article]
    Pretty cheap on a FCF basis too, and its going to have a feedstock advantage over global competitors for years. Long LYB.
    Sep 26, 2014. 04:57 PM | 1 Like Like |Link to Comment
  • Magnum Hunter says Eureka Hunter throughput hits record [View news story]
    Yup, Hopefully they're laying a lot of pipe, 46.5 MMcde/d wells will fill it up quick.
    Sep 26, 2014. 03:40 PM | Likes Like |Link to Comment
COMMENTS STATS
2,580 Comments
3,099 Likes