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  • Natural Gas Prices Hit Multi-Year Lows: Winners And Losers [View article]
    CHK stock price solution: Relegate CEO McClendon to only handling his FWPP (Founder's Well Participation Plan) program and only managing HIS Multi-million dollar private "investment" of 2.5% working interest in EVERY WELL CHK DRILLS. Put him out to pasture with his Uber-Wealth and he can drink all day long from his Million Dollar Aubrey McClendon Wine Collection while gazing at his $20 million map collection... Sounds good to me. I'd take that job...LOL
    Jan 17, 2012. 05:29 PM | 5 Likes Like |Link to Comment
  • Chesapeake: Another Comeback Story? [View article]
    Bottom line: CHK has "cut off" its left leg. It can and will survive but at what cost??? It sacrificed its future production/revenues just to survive a financial "cliff" CHK never had to face except for one Individual's need to become king of the U.S. O&G Shale "dominance wars."
    Ergo...CHK sacrificed its Stakeholders' value and is now sacrificing valuable pieces & parts of its core just to pay the bills at high interest loans in a low-interest earning world. Bad Moves!
    CHK will "limp" into 2013, but it will not be healthy for a very long time.
    Let U.S. hope that wiser BODs' heads prevail and that the "severing" of "parts" to pay the bills doesn't put CHK's very life in jeopardy...
    Oct 28, 2012. 01:46 PM | 4 Likes Like |Link to Comment
  • Chesapeake Energy: A Wise Bet On The Popularity Of Natural Gas Vehicles [View article]
    Harry J.,
    I like CHK McClendon's Banker/Investor Presentation Slides where Mr. Chesapeake uses $3, $4, $5, and $6 nat gas prices juxtaposed to CHK 2012 and 2013 Financial Projections...In their latest April 2012 Investor Presentation...
    What universe is Mr. Chesapeake living in???? Those "Projections" need to be thrown in the trash. IMO And hopefully CHK Investors/Shareholders will force CHK BOD and CEO to get "straight" with them.
    FYI... CHK shut-in Feb. 2012 production of our CHK Haynesville Shale nat gas well. But well "netting costs" for Feb. 2012 where 2 and a half times January 2012 cost deducts. ?????
    Must cost a helluva lot for someone to turn the "choke" to the off position. LOL
    DWS 4/4/2012
    Apr 4, 2012. 01:49 PM | 4 Likes Like |Link to Comment
  • Chesapeake Energy - Delay In Asset Sales Is Disappointing [View article]
    No O&G is "buying" out CHK. Too much debt and too many JVs, MLPs, VPPs, Spin downs, Spin Offs, etc., and that's only what is public knowledge...
    IMO, that's how AM gets to keep his job...He "knows" just how the CHK pie plate has been broken, re-puzzled/glued back together, re-broken and re-puzzled/glued back together again...over and over again. Just following this kind of accounting "trail" of debt is what "hides" secrets and keeps CHK out of the hands of smarter, bigger take-over targeters... And whatever the "secrets" are...AM knows them and controls them.
    Without nat gas prices rising substantially, CHK won't be "too big to fail."
    It's a classic case of "The Man Who Would Be King." A tale of greed and exploitation... CHK needed to get a hammer on their "greed and exploitation" when nat gas prices turned south.
    Now CHK is at the mercy of those prices with no where to go but sell off valuable assets because "management" won't stop spending itself into more debt.
    It's ironic that this Year's Presidential race has come down to Our Fiscal Debt Cliff and Government Spending Habits... And CHK's Fiscal Debt Cliff and Spending Habits is the Corporate Governance mirror image... And no one @ CHK has the @#$$#@ to stop it. What a Waste. IMMostHO...
    Nov 4, 2012. 04:55 PM | 3 Likes Like |Link to Comment
  • Don't Look To Chesapeake Energy For Your Predictions On Natural Gas Prices [View article]
    And look at ALLLL the institutional investors who listened to Mr. McClendon's "comments." ALLLL the investor presentation participants...
    Mr. McClendon's claim to fame is he used horizontal fracking and secrecy to HBP millions of acres across the U.S. for the production of natural gas which will eventually make it the #1 fuel source of a foreign, fuel-dependent Country that would be at the mercy of OPEC forever...had it not been for this new abundant U.S. Shale O&G Exploration & Production. Was he alone? No. Was he right? Yes!
    I give Mr. McLendon 100% credit where credit is due.
    But how did he "work" the business of U.S. Shale O&G E&P?
    IMO, He worked it, angled it, and proffered it with not any thought as to the "economics" of CHK's "business," but mostly with how to publicly fund his pursuit of personal profit and public "reward." (That's the mindset that (1) lost ALL his CHK Stock in 2008 on margin calls and (2) tried to issue $2B more stock Nov. 2008 to cover Company losses and give McClendon over $80M in compensation pkg and recoupment of his losses...)
    IMO...Anyone who really listens to Mr. CHK better take ten steps back and put their wallet in a safe place.
    Except of course...If You Are a High Financier Loan/Banker/Broker Type! LOL!
    Then You'll Just Luv Him! @ 8% interest!
    Nov 1, 2012. 03:07 PM | 3 Likes Like |Link to Comment
  • A $2 Billion Deal With Total The Latest Update For The Chesapeake Energy Joint-Venture Scorecard [View article]
    Total's Australia Deal makes CHK's look like chump change! CHK has to do one thing. Fire CEO. Stock will rise immediately. And, probably nat gas prices along with it. Get that guy out! He was great when CHK was "private." But "public" he cannot run like the "private" CHK, and yet he continues to do so. Two different animals! And CEO is riding the "public" horse into the ground, while "privately" held CHK horses he keeps well fed and re-"producing" for more "privately" held profits. CHK stockholders (not "unit" holders) are getting hosed, and CEO is 100%responsible here. CHK common stockholders have been systematically left holding an empty "feed" bag! This company now serves the JVs, the VPPs partners, the Master Limited partners, the Finance companies...and, Mr. Chesapeake.
    Jan 17, 2012. 04:55 PM | 3 Likes Like |Link to Comment
  • How Did Chesapeake Sell $12 Billion Of Assets And Actually Increase Its Debt? [View article]
    Mr. Chesapeake "voluntarily" retiring???
    The "goat" pictures under the covers must be serious bad news...
    IMO... McClendon wasn't EVER leaving CHK unless he was six feet under... He goes off into the night... quietly??? without a fight??? We All better batten down the hatches... There's a real storm comin'.
    Jan 30, 2013. 02:24 PM | 2 Likes Like |Link to Comment
  • Chesapeake Reports Major Q3 Losses [View article]
    CHK has been a "buying opportunity" since it was $70 a share...
    Give U.S. ALL a break...
    Nov 4, 2012. 04:04 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy: Still Not Worth The Risk [View article]
    "Sale/mcf $3.89"
    "Expenses/mcf $1.60"
    "Profit/mcf $2.29"
    What the ..... Down here in CHK's LA Haynesville Shale those aren't CHK's numbers to their royalty owners. We would LOVE to see these $ figures on our CHK Operating Inc. revenue check stubs... For April 2012, CHK's "Sale/mcf $1.51/mcf"...and, that's CHK' price on my Unleased CHK Mineral Owner CHK revenue check stub which is always a few cents higher/mcf than CHK's "Leased" Mineral Owners get. April 2012 "Expenses/mcf $.89" or I pay my share of the CHK nat gas well's operating expenses plus monthly lease expenses...equal to 59% of my CHK revenue check spent by CHK!!!! (And CHK "Royalty/Leased" Mineral Owners are getting
    #%&@@* too.)
    So net to me for April 2012...$.62/mcf.
    May 2012 doesn't get much better. "Sale/mcf $1.60."
    "Expenses/mcf $ $.88/mcf"or 55%.
    Which leaves...$.72/ me....
    As a 100% owner of my "Unleased" Minerals in a "pooled" CHK nat gas "unit" well...
    Why am I paying more in expenses and getting less
    in $/mcf than my CHK nat gas well Joint-Billing-Interest
    Well Partners: CHK Energy, et al ????????????
    This is only a blip in the "netting-out accounting" CHK is doing on the other side of their balance sheet, but it's the only way they can get to their revenue numbers for their "investor" presentations. Hollywood Accounting at it's finest!
    This CHK "netting out" has been going on since they began their operations in the Haynesville Shale. And with nat gas prices in the toilet...CHK just keeps increasing cap ex and decreasing $/mcf.
    It's a royal by a royal scam artist. IMMostHOpine...
    P.S. The other HA Shale Producers' cap ex are lower/mcf and their sales/mcf are higher than CHK's...
    Aug 23, 2012. 04:29 PM | 2 Likes Like |Link to Comment
  • What's Going On With Chesapeake? Stock Far Undervalued [View article]
    "If they played games in Michigan, did they engage in the same behavior elsewhere?"
    Did CHK leave an "e-mail" trail for those "games?"
    Did Mr. Chesapeake Know?
    Will He be Indicted?
    Mr. Chesapeake has hired at least TWO high-powered Attorneys within the past week.
    Does He need them?
    Go to the top of this comment and work down...
    Jun 27, 2012. 10:39 AM | 2 Likes Like |Link to Comment
  • It Is Chesapeake's Board Of Directors That Needs To Go First [View article]
    steve miller 70...
    Don't "shoot the messengers." Mr. CHK has "shot" himself in his own foot one too many times and most of us are ready for him and his cronie BOD to go, before they all kill off a company that should by all historical business acumen be at the pinnacle of U.S. O&G stocks. Chesapeake Energy employees both field and non-field work too hard and deserve better, as well as all other CHK stakeholders. The success of CHK hasn't been single-handedly achieved. Ten thousand CHK employees have made CHK et al into the powerhouse it is today... And they haven't needed to take Billions of dollars of personal debt away from the Company. They haven't needed to participate in an Employee Well Participation Program...on Company money. They haven't needed to sell their "maps" to the Company in exchange for more Company money. They haven't had to be bailed out with Company money for
    "margin calls" they cannot cover. They haven't needed to form a privately held "hedging company" to bet against or for O&G stocks. They just work hard for CHK.
    DUH... THAT'S WHAT AUBREY MCCLENDON IS SUPPOSED TO BE DOING! Not all this other horse#$*^!!!!!
    Chesapeake Stakeholders need to find Mr. McClendon something else to do... Maybe...head on up to Lake Michigan and fight those people over the Saugatuck dunes privatization project - aka- Mr. McClendon's Singapore Dunes llc. Oh, for those who don't know...Mr. CHK has bankrupted that Township too....McClendon lawyers, lawsuits and LOTS of Money. Who knows...Maybe Singapore Dunes llc. has some "loans" with CHK et al too?????
    Get him out. And find a BOD and CEO that can "focus" on getting CHK et al out of the blood red ink McClendon has drawn. This is a publicly held, publicly traded Company last I saw. Time for it to be run like one...
    May 9, 2012. 10:15 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy: Worth A Shot Despite Low Natural Gas Prices [View article]
    AS... Just made "his" own case for NOT BUYING CHK.
    How perverse... Are you another paid -in-some-form-or-fashion CHK pumper???
    These Fund holders and Institutional Investors need to raise hell at CHK's Stockholders meeting.
    Get This CHK Board OUT now! And send Mr. Chesapeake with them.
    They've "made" their money... Now It's time for CHK Common Stockholders to get back some of Theirs!
    P.S.... Have any of you "wise" guys looked at CHK lawsuit land? Take a look, it's getting nasty out there in CHK lawsuit land.
    Mar 2, 2012. 11:06 AM | 2 Likes Like |Link to Comment
  • Chesapeake Energy: Production Growth And Cash Flow Growth Ahead [View article]
    Not So Fast... Per your comments about the "shale gas ponzi scheme," don't count on the NYT being incorrect. We have a CHK HS nat gas well that IP'd at 16 Million mcf/day, @ 6/9/2010. "Average" Haynesville Shale Horizontal nat gas well drilled & operated by CHK. Care to guess what it is producing today, less than 21 months??? 2.2 Million mcf/day. Remember...This CHK well is pretty much what the Haynesville Horizontal nat gas wells are doing @ about 20-24 months in. That's a HUGE decline rate... Are they going to come back and drill alternate nat gas wells? NO. Not at these prices! So an 8+ Million dollar well is going to net how much at $2.50 mcf...? Not Much over the costs.
    The problem with the "Analyst" Gurus, and "Analyst" Wannabe Gurus... None of them have their "feet" on the shale ground lookin' around for REAL Numbers. They just see the "manufactured" ARR numbers that show up on those IR MS Powerpoint Presentation slide shows... And those of U.S. across the Country who live with the REAL "Production" numbers see the REAL ROR numbers. And they don't jive with the CHK "Shale" Storyboard Shows.
    We have enough info now. No wonder the land grab leasing, JVs, MLPs, VPPs and Drop-Down-Spin-Down, Vertically Integrated, Sell-offs, Debt Issuing deal after deal after deal after deal... IS the REAL NAME OF THE GAME!
    IMHO. Living the Not SO Dreamy Dream.
    "It was never going to be what It was told it was to be..." Kinda like the Fairytale "Millionaire" 401K Stories of the 90's....
    Everyone, and I mean EVERYONE Needs TO Get Real!

    Feb 26, 2012. 09:50 PM | 2 Likes Like |Link to Comment
  • Chesapeake Energy Is A Company In Transition [View article]
    I don't care what CHK says its "numbers" are... Until CHK or anyone else can explain to me and ALL OTHER CHK "Unleased Mineral Owners" who receive "Quarterly" Well Reports with tangible and intangible costs for drilling & completion & equipment, revenues/proceeds, lease operating costs, etc.,...
    Just How CHK can state/show "Total Revenues" and "Revenues net of Lease Operating Costs (these #s are all cumulative totals on CHK "Quarterly" Well Reports)...AS/ARE THE VERY SAME NUMBER!!! ???? Smells like very "old, rotten fish." IMO
    IMO, CHK "double dips." And, I don't believe half of what comes out of the CHK's Talking Heads' mouths or what comes out of CHK's Accounting Rooms.
    Feb 22, 2012. 02:43 PM | 2 Likes Like |Link to Comment
  • Mr. Market And Chesapeake's Monetization Plans [View article]
    First a question: "Devon Shire," do you receive any compensation in any way, shape, or form, from Chesapeake Energy, et al?
    I find it very hard to believe your constant "push" of CHK stock does not come from some form of Compensation... IMO
    No. 1, Mr. Chesapeake speaks with a forked tongue. He says one thing at one moment in time...and two days later...he says and often does the exact opposite... He told Cramer he hoped Nat Gas wouldn't be exported... His actions prove just the opposite! He is unreliable in his word.
    No.2, Mr. Chesapeake and his BOD, have cannibalized and gutted the future value of Chesapeake Energy Corp. through MLPs, VPPs, JV, and MEGA LOANS at embarrassing Interest Rates. And they aren't stopping yet.
    No.3, Mr. Chesapeake and his BOD, and Executive Staff are dealing themselves in with every movement. Who gets $$$$$ from JV deals, MLP deals, Sales of Assets ????? Not just the CEO!
    No.4, How cheap are the Insiders' Stock Options???? What are the margins ????? The Company Insiders don't give a $%%*** ass what CHK's stock price is...EVER...
    They get it sooooo cheap They make bank any way you cut it. Absolutely no incentives for change!
    No.4, CHK gouges out the eyes of their Royalty Owners' checks for themselves at, to say the least, highly questionable deductions without any transparency and at much higher percentages than All other Payors.
    And No. 5, CHK's "word" is not its "word." This should be No.1 on my list... Their PR SUCKs and Their Leasing Tactics SUCK and are becoming more and more dishonorable. Lawsuits right and left.
    Need I say more...
    The only stakeholders that see any pluses in their partnerships with Chesapeake are Unit Holders, Their Employees...Who also reap the rewards of Mr. Chesapeake and His BOD's higher than average pay scales, and the BANKERS, who are socking-it-to CHK with interest rates on loans. IMHO
    It's rather perverse that Mr. McClendon's Expensive Restaurant is named "Deep Fork." That "fork" is "sticking" deeeeeep into the backs of CHK stockholders.
    Hey, maybe some of those $10K bottles of wine Aubrey drinks from need to be opened and "shared" with CHK Stockholders at CHK's Annual Stockholders' Meeting... They're gonna need a few drinks in them!
    Looks like that's about the least Mr. McClendon could offer to "share" with his "shareholders." They sure aren't getting anything else for their investment!
    Stricktly my opine...
    Disclosure: Don't own any CHK stock.. CHK UMO in the Haynesville Shale...
    Feb 14, 2012. 01:58 PM | 2 Likes Like |Link to Comment