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Omar Jama  

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  • Whiting Petroleum - Balance Sheet Repaired, But Oil Needs To Recover In 2016
    Today, 8:02 AM WLL 4 Comments

    Summary

    • Debt leverage is moderately high, but refinancing gives WLL a lot of room with the bank syndicate.
    • Cheap equity valuation results in better-than-average upside leverage to an oil price recovery to $80.
    • Lack of M&A interest, and widespread willingness to issue equity by many E&Ps is a negative signal to investors on absolute valuation.
  • U.S. LNG Export Outlook To China, Impact On Cheniere Energy
    Editors' Pick • Yesterday, 9:35 AM LNG 21 Comments

    Summary

    • Outlook for Asian natural gas demand, including China.
    • A closer look at the economics of China's coal fired power generation versus gas fired generation, how might this affect the trajectory of natural gas demand.
    • Asian LNG market looks more attractive for liquefaction utilization than the Atlantic Basin LNG market.
  • Chesapeake Energy's Debt Is Growing Due To Inflexible Legacy Obligations
     • Wed, Mar. 25 CHK 5 Comments

    Summary

    • Balance sheet worries once again an issue for CHK.
    • CHK Credit analysis: Mounting debt due to inflexible legacy capital spending obligations.
    • Favorite Short… Favorite Long… Now Favorite Short… Favorite Long Once Again?
  • USA LNG Export Outlook, Impact On Cheniere Energy
    Mon, Mar. 23 LNG 17 Comments

    Summary

    • A massive ramp up in LNG export capacity globally should keep a lid on spot LNG prices, regardless of oil prices.
    • Factors driving volumes of US exports include EU demand, Russian gas export policies, Asian demand to a lesser extent.
    • Risk/reward in the Debt of Cheniere Energy Partners superior to the Equity.
  • CVR Energy - Time To Catch Up
    Nov. 27, 2013 CVI 22 Comments
  • Forest Oil: A Tale Of 2 Halves
    Feb. 21, 2013 FST 6 Comments
  • Petrobras - Not Too Late To Sell
    Feb. 11, 2013 PBR 18 Comments
  • Lone Pine Resources: Time Is On My Side
    Feb. 8, 2013 LPRI 54 Comments