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No_Escape

No_Escape
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  • No_Escape
    $GNBC donut. At best, this loan is a distressed workout at $95 bbl. At $65 it's a big fat zero. http://1.usa.gov/1zwKT1g
    Dec 5, 8:22 PM
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      • No_Escape
        Should be interesting to see how the recent JV/Farmout arrangements impact $ZAZA future production and cash flow... Stock sure looks cheap..
        4/29/13
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          • No_Escape
            Proposed Medusa sale could turn things around for $CPE... Proceeds would certainly alleviate liquidity issues and accelerate Perm drill-out
            4/29/13
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              • No_Escape
                Noticed inevitable Chapter 11 filing for $GMXRQ today... Should be interesting to see how successful efforts are to achieve a re-org
                4/2/13
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                • No_Escape: Looks like GSO, Whitebox and Omega are negotiating a deal that would allow them to essentially "cherry-pick" certain cash-flowing assets....
                  4/3/13
                • Orthoeconomics: Yep. But if they go to low on the price another bid may take them out.
                  4/4/13
                  • No_Escape
                    More on $GMXRQ BK filing - $50mm DIP loan proposed by senior noteholders Blackstone, Whitebox, Omega Advisors and Chatham Asset Mgmt.
                    4/2/13
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                      • No_Escape
                        $GMXRQ - Expected restructuring or bankruptcy process will likely wipe-out the equity...
                        3/20/13
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                        • No_Escape: perhaps with a gassy E&P... Why would any oily E&P merge with GMXR?
                          3/21/13
                        • Orthoeconomics: A merger/LBO of $GMXRQ would yield access to their oil/gas fields
                          3/21/13
                          • No_Escape
                            $EPSEF.PK - BUY THIS STOCK - Company is pursuing a sale -- mix of upstream and midstream assets create big arbitrage opportunity.
                            3/20/13
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                              • No_Escape
                                $ZAZA - This company is a complete disaster... Absolute failiure.... Will never be able to raise drilling dollars.
                                3/20/13
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                                  • No_Escape
                                    $CPE - disappointing well performance in Borden Co. I knew it was a doughnut...
                                    3/20/13
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                                      • No_Escape
                                        Why buy the $FANG? Superior drilling inventory - vertical/horizontal locations in the permian - well performance should be very consistent
                                        3/20/13
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