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Mike Maher

 
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  • Pioneer Natural Resources declares $0.04 dividend [View news story]
    Why bother, use the cash to fund the drilling, not pay out 0.04%
    Aug 20 04:58 PM | 2 Likes Like |Link to Comment
  • Magnum Hunter +5% following insider buy disclosures [View news story]
    Production should effectively double in the next 4 months. A cold streak this winter and they'll be minting money.
    Aug 19 03:36 PM | 1 Like Like |Link to Comment
  • PBF Energy Announces Credit Facility Upsizing to $2.5 Billion [View article]
    Look for them to bid on something sooner rather than later.
    Aug 16 12:25 AM | Likes Like |Link to Comment
  • Get Short Eclipse Resources Corporation Before It's Too Late [View article]
    Yea I just did some back of the envelope math based on selling the assets and agree that there's still a ways to go before this gets "cheap."

    Looking forward to the next article.
    Aug 14 12:35 PM | Likes Like |Link to Comment
  • Get Short Eclipse Resources Corporation Before It's Too Late [View article]
    Good call here, I was shocked to see the production numbers were as low as they were for a company of this size when I read through the earnings release last night. Should have listened to you on the short side.
    Aug 14 11:53 AM | 1 Like Like |Link to Comment
  • Cramer eyes three consolidation candidates in transformed MLP landscape [View news story]
    I've owned EPD for 5 or 6 years now, I personally think that either they need to increase the dividend much quicker, or its very over-valued. Not selling because of the tax implications, but I dont think the yield should be under 4%
    Aug 13 11:58 AM | 2 Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    Its only 1 trade in MHR, and REXX is down on hardly any volume, after only ticking higher for one trade. AH's today means nada in both names.
    Aug 12 08:31 PM | Likes Like |Link to Comment
  • Rex Energy to acquire Appalachian Basin acreage from Shell for $120M [View news story]
    YEa I mean it comes out to what, $500 an acre, probably less when you back out production. I just havent seen IP numbers or EURs that get me really excited about that area, especially when MHR GPOR AR RICE are putting on monster wells 50 miles south. Just my two cents. It certainly gets interesting if it gets back towards $12 tho.
    Aug 12 08:29 PM | Likes Like |Link to Comment
  • Rex Energy to acquire Appalachian Basin acreage from Shell for $120M [View news story]
    Big acreage increase, IRR's there in the 30-40% range, which is good, but not fantastic.
    Aug 12 04:56 PM | 1 Like Like |Link to Comment
  • Kinder Morgan deal risks unpleasant tax surprise for some investors [View news story]
    If you had bought KMP for income in retirement, and planned on living off the income, you would not pay taxes on the income til you died. Since the transaction is forcing tax payments, a lot of people are going to get tax bills they weren't planning for, and they've going to be rather large tax bills.
    Aug 12 10:47 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan deal risks unpleasant tax surprise for some investors [View news story]
    Dozens of comments on SA yesterday that the devil was in the tax details, but the WSJ article doesn't go into it that in depth. I'd expect some of the larger unit holders to be a bit upset.
    Aug 12 10:32 AM | 7 Likes Like |Link to Comment
  • Cramer eyes three consolidation candidates in transformed MLP landscape [View news story]
    EPD waaay too big to be in play, unless management does it via a LBO. Look for smaller names.
    Aug 11 11:43 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan scrapping MLP structure in $44B deal [View news story]
    So if it is a taxable event (I also believe it will be), many of the long term KMP KMR holders likely have a 0 cost basis, and therefore be paying a rather large tax bill. So the question is how many of these investors have to sell the KMI shares to fund the tax bill, and if that creates an opportunity of KMI taking a hit from tax selling after the deal closes. Certainly something to watch.
    Aug 10 10:24 PM | 8 Likes Like |Link to Comment
  • Kurdistan says oil production remains unchanged despite militant advance [View news story]
    Does anyone believe this? They've lost control of the Mosul Dam, and Islamic State controls basically every city except Baghdad and Erbil, but the flow of oil hasn't been interrupted? Sounds like a PR move.

    At least the President stepped up and prevented genocide. Its the first strong foreign policy decision he's made in years.
    Aug 10 04:15 PM | Likes Like |Link to Comment
  • Magnum Hunter moves higher as rising production helps narrow Q2 loss [View news story]
    Realized prices were great, they're decently hedged through the rest of the year, and the CC made it seem that there will be significant news events in the next 60 days. Stay long
    Aug 8 11:01 AM | 1 Like Like |Link to Comment
COMMENTS STATS
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