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Mike Maher  

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  • A Completely Transformed mCig May Be The Sleeping Giant Of The Marijuana Sector [View article]
    Everything makes sense to me except the HVAC and construction angle. Thats a low margin business. I'm slightly concerned that they're trying to be everything to everyone. But its a lotta ticket, so we shall see. Good write up
    Mar 24, 2015. 11:48 AM | 2 Likes Like |Link to Comment
  • Whiting Petroleum opens -27% after trading halt [View news story]
    Takeover news and successful drug data are examples of halts and the stock opening higher.
    Mar 24, 2015. 10:12 AM | 3 Likes Like |Link to Comment
  • Freeport-McMoRan declares $0.05 dividend [View news story]
    If it makes you feel any better, they settled the lawsuit over conflicts of interest over that $9 billion deal for $137.5 million.... Its unreal what we let bad managers get away with in this country.
    Mar 24, 2015. 09:35 AM | 7 Likes Like |Link to Comment
  • Chesapeake Energy cuts another $500M from 2015 capex [View news story]
    You think CHK's management, which just sold its Utica assets, is going to buy a Utica focused company? Seems unlikely.
    Mar 23, 2015. 06:10 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy cuts another $500M from 2015 capex [View news story]
    MHR has 32k boe/d. I comment on MHR because I own MHR. I dont buy oil and gas stocks based on BV, I buy based on assets in the ground.
    Mar 23, 2015. 05:45 PM | 2 Likes Like |Link to Comment
  • Whiting Petroleum to launch offerings for 35M shares, $1B in senior notes [View news story]
    So much for looking for a buyer. This is going to get crushed as the buyout premium evaporates and it reacts to the glut of new shares.
    Mar 23, 2015. 05:42 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy cuts another $500M from 2015 capex [View news story]
    Still not sure how they need $3.5 billion to keep production flat, but the equity is valued at $9 billion. Why own it with barely any growth?
    Mar 23, 2015. 04:59 PM | Likes Like |Link to Comment
  • American Electric to seek strategic alternatives for barge transport business [View news story]
    KEX and EPD likely bidders on that asset
    Mar 23, 2015. 12:19 PM | Likes Like |Link to Comment
  • North Dakota Abandoned Well Law: Bakken Fracklog Killer? [View instapost]
    Yea just without the tickers its hard for them to push it out and have it get picked up. I'm almost sure putting a table with the number of wells that Continental, Whitting, and maybe 2 or 3 others had waiting, and then saying that the article relates to those tickers would make them more likely to publish. Either way good luck.
    Mar 20, 2015. 01:11 PM | 1 Like Like |Link to Comment
  • North Dakota Abandoned Well Law: Bakken Fracklog Killer? [View instapost]
    You should add in a table with a few companies that have large backlogs in the state and resubmit - that may push SA to publish it. Either way, pretty good info, nice job.
    Mar 20, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • Oil spikes, dollar plummets - what gives? [View news story]
    Computers hard at work this morning, its probably traders in NYC who are trying to unwind positions early in anticipation of leaving early because of the snow.
    Mar 20, 2015. 09:46 AM | 3 Likes Like |Link to Comment
  • Continental Resources adds to North Dakota oil acreage [View news story]
    160 acres and a $2.3 million purchase. No big deal, they were probably adding the acreage to complete a pad or fill in acreage in an area where they already have large holdings.
    Mar 19, 2015. 09:17 PM | 1 Like Like |Link to Comment
  • Oil And Gas Stocks - That Evasive Inflection Point [View article]
    How feasible is it that Russia shuts in production? I'd imagine that would be a decision that would be more political that economic in the short run.
    Mar 19, 2015. 01:31 PM | Likes Like |Link to Comment
  • Oil And Gas Stocks - That Evasive Inflection Point [View article]
    Right I understood that you meant current production, not new drilling. So for North America, you see the steam flooding and the tar sands as maybe the first to blink in terms of needing to stop production due to the lower prices? Trying to get a handle on what's going to happen when Cushing fills up - and my thinking is that without a lift in the export ban, which seems very unlikely right now, that production is going to need to slow until refineries are retrofitted or new refineries are built. Seems like the Brent-WTI spread would have to really really blow out for that to happen, so it could be a very long time before Brent and WTI spread narrows.
    Mar 19, 2015. 01:03 PM | Likes Like |Link to Comment
  • Oil And Gas Stocks - That Evasive Inflection Point [View article]
    Do you think Bakken producers would be the ones to shut in first since they have some of the highest transport costs to market? I'd imagine that the EF and Permian have a bit of an advantage there.
    Mar 19, 2015. 11:16 AM | Likes Like |Link to Comment
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