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Mike Maher  

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  • Reuters: Hedge fund urges Atlantic Power to return cash to shareholders [View news story]
    Doesn't AT have a poison pill in place? Makes it a lot easier for the BoD to ignore the activist.
    Apr 29, 2015. 04:55 PM | Likes Like |Link to Comment
  • New Jersey eyes key sports betting court ruling [View news story]
    The federal law in the 1990s that banned sports betting grandfathered in the states that already allowed it. Its probably worth having the conversation in the Supreme Court as to whether or not its constitutional to allow certain actions in certain states but not others, but I dont know if many of the states are fighting it.
    Apr 20, 2015. 02:50 PM | 1 Like Like |Link to Comment
  • China installs 5GW of solar capacity in Q1 [View news story]
    The first bullet point isnt correct:

    "China connected 5.04GW of solar capacity (nearly equal to France's electricity needs) in Q1, the National Energy Administration reports."

    The 5 GW is equal to France's solar output. From the article:

    "China’s solar installations in the first quarter were almost equal to France’s entire supply of power from the sun."
    Apr 20, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • Magnum Hunter: Caught In A Viscous Cycle [View article]
    Its mostly the Rice PA acreage that concerns me, although there have been some promising indications of the Utica moving that way. Takeaway is an issue, like it is everywhere else. That dry gas window is going to be fantastic if the operators a) get proper take away capacity out of the region and b) can push well costs down a few million $, since the sheer volumes of gas from the dry Utica are remarkable.
    Apr 17, 2015. 09:37 AM | Likes Like |Link to Comment
  • Magnum Hunter: Caught In A Viscous Cycle [View article]
    Best capitalized, best hedges, and they've been very pro-active on gaining exposure to exports for both dry gas and some of the liquids. They're the largest player in the region, so I like them the best. EQT had a lot of southern Appalachia acreage I don't really care for, and I'm not sure I like where Rice is as much as AR.
    Apr 16, 2015. 06:07 PM | Likes Like |Link to Comment
  • 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
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