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  • A Sober Look At InterOil's Deal With Total SA [View article]
    "the tendency is for reserve engineers to err on the side of conservatism"

    Rubbish.
    Dec 28, 2013. 02:12 PM | 6 Likes Like |Link to Comment
  • A Sober Look At InterOil's Deal With Total SA [View article]
    80% recoverable is amusing.
    Dec 28, 2013. 10:22 AM | 2 Likes Like |Link to Comment
  • Cabot Oil And Gas: 50% Growth And Free Cash Flow Shows The Stock's High Multiple Is Warranted [View article]
    Always appreciate your thoughtful, data-rich articles.
    Dec 24, 2013. 11:12 AM | 1 Like Like |Link to Comment
  • Is The U.S. Bankrupt? [View article]
    "The US, thanks to shale oil and shale gas revolution, can become a creditor nation in less than ten years!"

    Not one shale operator has positive cash flow past or present.
    Dec 22, 2013. 10:29 AM | 1 Like Like |Link to Comment
  • InterOil Increases Production... [View article]
    They sell software. Enter well data and seismic lines, push a button and get reserves. How else do you suppose IOC got such nice 3D cartoons?

    http://bit.ly/19uMElp
    Dec 17, 2013. 03:48 AM | Likes Like |Link to Comment
  • InterOil Increases Production... [View article]
    I think kencooksan is right. Won't be worth a dime after that.
    Dec 16, 2013. 10:20 AM | 2 Likes Like |Link to Comment
  • InterOil Increases Production... [View article]
    "focus is clearly on locating huge gas and oil reserves"

    Oil?
    Dec 15, 2013. 02:32 PM | Likes Like |Link to Comment
  • Why There's More Downside To Come For InterOil [View article]
    "2D seismic data is displayed in the time domain"

    I'll add that 2D is notorious for pull-up errors at both ends of the line. There are very few seismic interpreters who know how to "tie around" legacy 2D lines and well tops to arrive at a geologically possible and plausible structural map.
    Dec 12, 2013. 04:20 PM | 1 Like Like |Link to Comment
  • Why There's More Downside To Come For InterOil [View article]
    Estimated Ultimate Recovery is not what you think it is. Certainly not a magic wand to wave away field development and completion, pressure management, gathering, separation, compression, pipeline construction through rugged terrain, workforce support and payola to tribal chieftains. Ultimate Recovery is probablistic estimates derived from IOC mapping on skimpy 2D seismic. It'll take a couple years to decide what, if anything, to do with the play.
    Dec 10, 2013. 08:02 PM | 4 Likes Like |Link to Comment
  • InterOil Sell-Off Provides A Big Opportunity [View article]
    Gaffney Cline wasn't in Phil's hip pocket for fees like GLJ was. The two firms are totally different in methodology, size, client list, and credibility.

    Still laughing about "a bit of a beauty contest" that dragged on for 5 years!
    Dec 9, 2013. 08:33 PM | 1 Like Like |Link to Comment
  • InterOil Sell-Off Provides A Big Opportunity [View article]
    The issue isn't "no gas" but rather how much is economically recoverable.
    Dec 9, 2013. 03:39 PM | Likes Like |Link to Comment
  • InterOil: Three Strikes, You're Out, And A Beanball To The Head On The Way Back To The Dugout? [View article]
    I'm sure everything will turn out just fine when Total takes over and commissions two new independent reserves assessments. What could possibly go wrong?

    :)
    Dec 6, 2013. 06:33 PM | Likes Like |Link to Comment
  • InterOil: Three Strikes, You're Out, And A Beanball To The Head On The Way Back To The Dugout? [View article]
    Nice exit price. Don't forget to sell on the news, kids.
    Nov 12, 2013. 07:15 PM | Likes Like |Link to Comment
  • Why The World's Largest Ship Is A Big Deal For Shell [View article]
    World's largest uninsured floating bomb.
    Nov 10, 2013. 02:07 PM | 1 Like Like |Link to Comment
  • U.S. Shale Oil: Service Equipment Surplus To Sustain Cost Advantage [View article]
    Much appreciated. Thanks.
    Oct 27, 2013. 05:18 PM | Likes Like |Link to Comment
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