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Rocky888

Rocky888
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  • Pacific Coast Oil Trust: A Forecast Of Future Distributions [View article]
    Royt's hedges are base on Brent oil price and then only 2000 barrels a day. I think come April, dividends will only drop 5% or less without hedges. PCEC created large losses for investors when they sold their shares in September. I think you'll see the price jump in January.
    Dec 8 01:44 PM | Likes Like |Link to Comment
  • Pacific Coast Oil Trust: A Forecast Of Future Distributions [View article]
    What would PV-10 be if you assumed future oil prices to stay steady at $97 perpetually instead of dropping to $74 by 2019 ?
    Dec 7 06:46 PM | 2 Likes Like |Link to Comment
  • Sandridge Could Be Further Negatively Impacted By Poor Trust Well Performance [View article]
    SDT had a subordination issue this quarter.
    Apr 26 02:15 PM | Likes Like |Link to Comment
  • SandRidge Mississippian Trust II: More Risk, More Reward [View article]
    From the company press release 521 mboe q4 vs 557mboe q3. They even stated in the press release that production was down.
    Apr 25 09:39 AM | Likes Like |Link to Comment
  • SandRidge Mississippian Trust II: More Risk, More Reward [View article]
    What scares me about this trust is that production was down 7% last quarter even though they drilled many more development wells. Just think what would happen if production keeps declining 7% each quarter through this year, while they finishing the development wells. Chart 1 will look quite a bit different.
    Apr 25 01:41 AM | Likes Like |Link to Comment
  • SandRidge Permian Trust: A 10% Permanent Yielder? [View article]
    Why would proved undeveloped reserves drop if the price of oil dropped? Is this because it is less economical to get it all?
    Apr 23 09:16 PM | Likes Like |Link to Comment
  • SandRidge Permian Trust: A 10% Permanent Yielder? [View article]
    The author makes a big deal about the poor well performance, but Sandridge management stated in the first quarter 2012 that their wells drilled so far, has met or exceeded expectations. They even stated that wells have been drilled in the permian basin for 80 years and they pretty much know what is coming out of the ground.
    Apr 23 12:59 AM | 2 Likes Like |Link to Comment
  • SandRidge Permian Trust: A 10% Permanent Yielder? [View article]
    Well performance? well performance has met or exceeded expectations. The reason the distribution was down was because of the WTI/WTMidland spread. Will affect this comming distribution also somewhat. Has now narrowed to a few cents. Hedges only protect on WTI price.
    Apr 18 05:32 PM | 1 Like Like |Link to Comment
  • 3 Retiree Dividend Stocks, 3 Others To Avoid [View article]
    A couple of weeks ago you recommended PER & CHKR and stated you were long on both. What made you change your mind in two weeks and is two weeks what you consider long?
    Mar 17 02:27 AM | 2 Likes Like |Link to Comment
  • Time to Buy ECA Marcellus Trust for 19 Years of Oil Dividends [View article]
    Is this a buy with the recent drop? It seems really cheap now.
    Jan 10 01:01 PM | 1 Like Like |Link to Comment
  • A Mild Recession Ahead For Europe? [View article]
    Chris did you read the Ocy.19 article?
    In the article Ananthan said short brent(not WTI) crude @112.23. Today it is 110.9.
    Nov 16 06:32 PM | Likes Like |Link to Comment
COMMENTS STATS
11 Comments
8 Likes