Quest Resource Corp. (QRCP)
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- The Quest for Marcellus Shale Exposure
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The Quest for Marcellus Shale Exposure [view article]
gomarcellusshale.ning.... this out ReplyThe Quest for Marcellus Shale Exposure [view article]
I like Oil Producers but prefer dvn. I did some research on them and though they went down a lot in July, dvn is close to a bottom and represents a buying opportunty. Here's a pretty good analysis of nat gas producers: www.greenfaucet.com/tr....The other recommends SWN, RRC, NFX, and HK so that opens up a few more opportunities for people looking to follow that route. Reply
Leasee
The Quest for Marcellus Shale Exposure [view article]
This article fails to take into account where the acreage is loctated. Not all Marcellus acreage is the same...many of the companies listed hold acreage in western PA, this is not over the core Marcellus Shale, which is much thicker and deeper than anything in Western PA. Also CHK holds 1.2 million arces most of which is in the "core" area. I live and own property in Wyoming County, PA.....the heart of Marcellus shale.....my bet is with Chesapeake Energy. Replyfrom PA
The Quest for Marcellus Shale Exposure [view article]
Norse Energy is currently focused heavily in Chenango County, NY and has pipeline assets in NY as well. A large percentage of its acreage was acquired over the past few years at lease "bonus" rates of $50/acre and under. (I know because I have one of them!) I began acquiring stock at $1.70 per share - a bit early, since Norse hit a dry oil well in Brazil last month and the bad news helped to knock the stock down to $1.15 over the past few weeks. Buying as much as I can afford now! Good company website at Norseenergy.com. ReplyThe Quest for Marcellus Shale Exposure [view article]
This play is moving to the south and west of all the above players and needs to be looked at in WV as well as Pa, There are several Private companies with as much acerage as some of the above mentioned companies. The fact that they invest there money not yours and mine shows it is real. ReplyThe Quest for Marcellus Shale Exposure [view article]
From what I have heard, Atlas Energy owns the only major pipeline that runs through the area of the Marcellus Shale, Atlas Pipeline Partners L.P. (APL), a subsidiary to Atlas Energy. (ATN)This would mean that Atlas Energy is making money on both ends, selling their gas as well as making money from pipeline fees for delivering their competitors' NG to market in the Northeast & Midwest.
Speaking of selling NG gas, Atlas Energy extracts almost all of their Marcellus Shale NG from the old, traditional method of vertical drilling as opposed to the newer horizontal drilling method. The fact that they are recovering good amounts of NG by way of the older, traditional vertical drilling method gives me the feeling that their portfolio of Marcellus acreage is superior in quality to the other players in the Marcellus Shale.
Atlas Energy has begun using the newer horizontal drilling method on several test wells in 2008 and plans have been announced for many more throughout 2009.
Once Atlas Energy is fully engaged in the use of the horizontal fracturing technique, the natural gas output of their Marcellus acreage should skyrocket. Reply
The Quest for Marcellus Shale Exposure [view article]
There is one company that is not listed in the article and it is a company named Nornew that is owned by a Norwegian stock company Norse Energy Corp.The Market cap. of the company is 400 mill. $ and the company has more than 170 000 Marcellus acres. The stock is traded at Oslo Stock exchange.
The company is also one of the company that is established in Brazil and November 2007 it got three blocks in the Santos basin as an operator (50%). It has about 5000 BOED in production mainly from the Manati field.
This company is,as you clearly see, way under priced. The Norwegian market don`t understand the potential in the Marcellus Shale. Reply
The Quest for Marcellus Shale Exposure [view article]
No mention is made of the quality of the acreage. RRC has been around this area for 20-25 years and will be the first to start ramping production with infrastructure build. I think they are 2-3 years ahead of others. ReplyThe Quest for Marcellus Shale Exposure [view article]
Epsilon Energy Ltd (EPS.TO) is also doing very well in the Marcellus. ReplyMan
The Quest for Marcellus Shale Exposure [view article]
Check out this Barnett Shale maps site...soon to be for Marcellus Shale ReplyThe Quest for Marcellus Shale Exposure [view article]
M from R: I agree RRC has more going for it other than E.V./acre. For example they just inked a deal with MarkWest to put pipelines in place for delivering NG to market. Without supporting infrastructure bottlenecks will occur and severely dampen growth. Infrastructure is Rex Energy CEO Mark Hulbert's greatest concern currently (see interview with Cramer). ReplyThe Quest for Marcellus Shale Exposure [view article]
User 217910: the author is only writing about how to gain the purest play on the Marcellus. When the Marcellus is fully tapped into, the gains companies realize will be in proportion to their exposure. ReplyThe Quest for Marcellus Shale Exposure [view article]
Nice article, thank you. It would be interesting to know, regarding all companies mentioned above, how equal are the overall drill sites/Marcellus hectare, the amount of horizontal drilling and other state of the art technologies being employed, and supporting infrastructure (pipelines, etc.) in place or planned to get said NG to market. These factors could be equally as important as E.V./Marcellus acreage. ReplyThe Quest for Marcellus Shale Exposure [view article]
I see no mention of Southwestern. According to their website they are drilling three wells in Marcellus. ReplyThe Quest for Marcellus Shale Exposure [view article]
This table is nonsense. For example, it divides enterprice value by Marcellus acreage, but fails to take into account all of the other acreage owned by a company. CHK for example, has acreage in Hayneville and other areas, not just Marecllus. Assigning all of its EV to Marcellus acreage is misleading. The same holds true for many others. Reply