Chesapeake Energy Corp. (CHK)

All Comments on CHK

  • commenter
    Mmarrkk
    Sep 02 08:44 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    First, the author needs to get a grip on his "CHK lost money on their hedges" conclusion. That is so much bull cr*p. These are paper losses on marked-to-market...a nuance of stupid financial accounting. They did not lose money on the hedges. Repeat after me: no losses. They only gave up the option to make MORE money, they didn't lose money. The financial accounting lala land (as opposed to cash accounting and cashflow) show it as a loss but they didn't.

    Second: jjason, if you want anyone to take you seriously as an investor, you need to drop the Obama/Biden crap. That just shows you don't have a clue and are drawn to empty promises. I'll take that comment back if you can list for me 2 accomplishments that Obama is responsible for. Actual things he has done that has resulted in anything! And don't bring that "hope" and "change" baloney. Tell me about a bill he passed. Tell me about a program he administered, led, or showed any EXECUTIVE MANAGEMENT experience. Without that, your opinion is forever tainted as it shows you can be led by the nose with nothing but an empty suit and some cute words.

    Third: CHK is a long term play and a great one. Don't be misled...gas prices will be stuck in a range of $6-10. They can't go much lower as it will result in the stoppage of drilling and an abrupt drop in supply. When they go too high, storage gets full and price drops. At those prices, CHK will make huge money, regardless of the costs alluded to by a few posters. CHK is spending roughly $2-3/mmcf to find and develop the gas. They are getting paid $6-10/mmcf. Hmmm, sounds like a good deal. A huge percentage of their gas costs $1/mmcf to produce. Yeah, looks like a bad business deal!

    And, BP has bought in to 25% of one of their big plays. I can tell you that Aubrey got lots of leverage in that deal because everyone wants in on his plays/acreage so he is able to negotiate really sweet deals. Look at the Plains deal...Plains paid $1.7 billion for 30-40% and then will also pay all of CHK's drilling costs for the first $1.5 billion. But CHK retains their production revenue for their share. Now that's leverage!

    If it goes to $40, buy a boat load.     Reply
  • commenter
    User 52095
    Sep 02 08:25 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    Weekly TA has it right -next target is $40. Reply
  • commenter
    Sligo
    Sep 02 08:06 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    No dividends worth mentioning on the horizon. So, buy HGT and enjoy the cash along with the gas play. Reply
  • commenter
    investor88
    Sep 02 08:06 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    There are some bulls here for Cheasapeake but also many bears. On the balance of available evidence, I favour the bears; not time yet for long momentum players. Let's observe carefully. Reply
  • commenter
    jjason
    Sep 02 07:58 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    PS

    Read the article 10 ways to invest in Utah , above. The comment on NG pricing in Utah is very interesting.

    Oil and NG is political.

    OBAMA / BIDEN 08


     Reply
  • commenter
    jjason
    Sep 02 07:55 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    Chesapeake Energy is too risky for me. And the dividend is too low too.

    Also, I see oil and NG prices headed lower too.

    Go to:

    www.stopoilspeculation.../

    to see what I mean.

     Reply
  • commenter
    pickaroonwyo
    Sep 02 07:30 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    Aubrey McClendon is the Eric Clapton of energy. Great LT hold in a strong structural market. Buy on weakness. Reply
  • commenter
    TRY
    Sep 02 06:32 AM
    Chesapeake Energy: Natural Gas Supply Responds to Price [view article]
    I drive a dedicated CNG Dodge van. Here in east central Ohio there are CNG stations in Coshocton and Newark, Ohio. Another one is located in Columbus, Ohio. I want to mention that Fuel Maker, Inc. of Canada makes gas compressors so that persons who, for example, have a natural gas well on their farm, can have energy independence. The price for a gallon of CNG is $2.19 Fuel Maker also make an appliance called "PHILL" that can be installed to your local home gas line which slow fills your CNG fuel tank car overnight. It will take time to recover your ROI, but in the long term, considering what can/will happen in the Middle East, I say that converting to CNG is the future. Reply
  • commenter
    Augustus
    Sep 02 06:25 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    CHK can get it out.
    CHK can market it.
    Can they make a profit based upon the nutty costs they incur in doing it?
    They have paid some monsterous lease bonuses.
    They will also be paying abut double the rig costs for drilling as they have to get this stuff done before the leases expire.
    High gas prices and the lust for rapid development may kill the earnings.
    Reply
  • commenter
    Ozarker
    Sep 02 04:57 AM
    Chesapeake Energy Called the Market's Bluff [view article]
    I got your dead money! Right here! Chesapeake knows gas, how to get it and how to market it. Parabolic this! Reply
  • commenter
    WeeklyTA
    Sep 02 03:45 AM
    My Website
    Chesapeake Energy Called the Market's Bluff [view article]
    Don't do it! CHK just finished it's first primary downtrend leg. This is secondary reaction (look at the really low volume on the rally) which is bearish.

    Look at a 3-year chart...notice the parabolic uptrend? Just wait until it hits the 30's or you'll be investing dead money. You should read my article on bear markets: (seekingalpha.com/artic...). It applies to individual securities as well.     Reply
  • commenter
    User 199792
    Sep 01 12:51 PM
    New Gas Discoveries a Boon for U.S. Energy Sector [view article]
    What impact would transportation use of Natural Gas, have on the estimated life remaining of known natural gas reserves Reply
  • commenter
    Russell
    Upsomgrubb
    Aug 31 04:21 PM
    My Website
    New Gas Discoveries a Boon for U.S. Energy Sector [view article]
    Alan von
    Altendorf wrote:

    Note also that jet aircraft, Peterbilts, D-9s won't run on nat gas.

    Please see the following Story about Rentech and their successful pilot program to create synthetic jet fuel:

    \biz.yahoo.com/bw/08080...

    From that article:

    "The Rentech Process is a patented and proprietary technology that converts synthesis gas from carbon-bearing resources into hydrocarbons that can be processed and upgraded into ultra clean synthetic jet and diesel fuels. Rentech’s Colorado facility provides a platform for the production of these products from a wide variety of resources, including waste materials, into fuels that could have a potentially carbon neutral or even carbon negative footprint. These fuels are also cleaner burning and more efficient than petroleum-derived fuels. The PDU is currently producing synthetic fuels from natural gas, and once gasification is added, it will also be capable of producing fuels from biomass and other fossil resources."

    Reply
  • commenter
    The
    proclaimer
    Aug 31 02:37 PM
    New Gas Discoveries a Boon for U.S. Energy Sector [view article]
    My Thanks to Brian & Mmark for correcting my assumption, I am an old fossil. I am sorry for allowing my exitement about a new Enviromental Breakthrough cause me to make some assumptions. The point is that any biofuel production (algae biodiesel/fuel, ethanol ) and the use of electric powered vehicles will reduce our demand for crude oil. Couple that with Clean Fossil Burning Technologies spells a WIN, WIN, WIN, WIN, WIN FOR ALL! It will be a win for Corporate America, a win for the Investors in new technologies, a win for the Enviroment, a win for the world economy and a win for every breathing being on earth! Imagine the Billion + tons of GHGs produced every year being converted into useful, valuable materials. Reply
  • commenter
    otbricki
    Aug 30 07:43 PM
    New Gas Discoveries a Boon for U.S. Energy Sector [view article]
    Mmarrkk, the Republicans have just chosen for their Vice Presidential candidate a Creationist who wants that drivel taught in schools. I would be she has some rather amazing things to say about fossil fuels as well.

    Science education in the United States is a complete and utter disaster. And it is the fault of both parties.
     Reply
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