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  • Why Are Some DJ Basin Drillers Increasing Capex Now? [View article]
    Good update on DJ Basin transportation infrastructure progress. Long APC, PDCE ans following NBL, BBG and SYRG and other DJ E&Ps. Thank you Kevin.

    Jun 20, 2015. 03:02 PM | Likes Like |Link to Comment
  • Contango Oil And Gas Co. Has Big Upside In The Eagle Ford [View article]

    Still holding MCF despite drop in value. Considering adding to position.

    May 26, 2015. 02:38 PM | Likes Like |Link to Comment
  • PDC Energy - Utica Comes Out Swinging, Wattenberg Plugs [View article]
    Good article. Several other Watenberg producers getting much better results with plus and perf plus more sand.

    May 16, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • DeeThree Exploration's Surprise Reorganization Gives New Investors A Gift [View article]
    Thank you. Well reasoned article. Long, but didn't seize the opportunity to buy more shares.

    Apr 17, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • Atlas Resource Partners - A Distribution Cut Plus Possible Liquidity Concerns [View article]
    I wonder how the developments described in this article are related to what is happening to Atlas Energy (ATLS). About 21 million shares of ARP are owned by ATLS and these are being distributed to shareholders starting as I understand it in the next few days. We need clear indications of where ARP plans to go from the management as they become separate from their former GP. Given the uncertainty created by these changes, it is not surprising that ARP management is apparently creating a safety net for itself. Long ARP and ATLS.

    The article is helpful and I concur that we need more information from management before we can make informed judgments about the prospects for ARP.
    Feb 24, 2015. 11:47 AM | 4 Likes Like |Link to Comment
  • Preliminary Review Of Buckeye Partners' Q4 2014 Results [View article]
    Thank you for another excellent informative analysis.

    Feb 13, 2015. 12:46 PM | Likes Like |Link to Comment
  • PDC Energy Is Cheap Thanks To Its Hedges [View article]

    Good Article.

    Jan 25, 2015. 03:25 PM | Likes Like |Link to Comment
  • My Failure With Peabody Which Has Become A Speculative Position [View article]
    Well done.

    Dec 29, 2014. 03:37 PM | Likes Like |Link to Comment
  • Energy Transfer's Lake Charles LNG Exports (Analyst Day, Part 2) [View article]
    Another excellent piece. I want to learn more about the competitive advantages of this LNG project. Also, I would like to know more about BG as the counter party. What LT sales contracts have they negotiated? This is an eye opener for those of us who have not examined LNG marketing beyond looking at the difference between US and foreign market prices.

    Thank you.

    Nov 26, 2014. 04:15 PM | Likes Like |Link to Comment
  • Energy Transfer: Play-By-Play Paradigm Shift [View article]
    Hi Jennifer,

    This may be your best article that I have seen. Good work and I am looking forward to articles on all the parts of this well run energy complex. Long ETE and ETP for over 2 years.

    Nov 20, 2014. 02:14 PM | 1 Like Like |Link to Comment
  • This Oil Driller Is Laughing In The Face Of Lower Commodity Prices [View article]
    On the mark. Long MTDR since Jan 2013.

    Nov 12, 2014. 03:22 PM | Likes Like |Link to Comment
  • Pacific Ethanol: Updated Outlook After Brazilian Ethanol Tax Credit [View article]
    Thanks all for an informative article and comments.

    Oct 28, 2014. 03:22 PM | Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    HI VD. Good article. I will be sending a message directly to you via SA.

    Oct 22, 2014. 12:44 PM | 2 Likes Like |Link to Comment
  • Crude Oil: Has The Price Paradigm Changed? [View article]
    Contact to the article mentioned in my earlier post may be made using the following information:

    State Department
    Intelligence and
    Research Predicted
    1973 Arab-Israeli War
    Key INR Memo Published
    for the First Time
    A "Case of Wisdom Lost"
    Nearly Lost
    National Security Archive
    Electronic Briefing Book No. 415
    Posted - March 5, 2013
    Edited by William Burr
    For more information contact:
    William Burr 202/994-7000 or

    Roger Merrick
    Oct 12, 2014. 10:33 AM | Likes Like |Link to Comment
  • Crude Oil: Has The Price Paradigm Changed? [View article]
    I regard the Saudi announcement of future oil price reductions as highly unusual--almost un-Saudi. I closely followed Saudi energy and political strategy for 11 out of the last 44 (5 of those years while in the Kingdom) and as an interested party for 33 years . Prior to the 1973 war, I clearly warned the Saudis would use oil as a weapon as part of an Arab effort to redress Egypt's loss of the Sinai. This was not a welcome message to the Nixon administration.


    The most likely explanation IMHO is that the primary goal is to send a very strong signal to other OPEC members that oil production discipline must be a shared responsibility. Further,Saudi Arabia's strong financial position can be maintained with lower energy prices. However, other cartel members, particularly those in the Middle East, can ill afford not to pay attention to Saudi political and economic positions. Simultaneously, they can maintain to Europe and the United states, that their oil price action is to help world economic recovery.

    I do not think that the Saudi policy shift was motivated to bring world oil prices to a level which might discourage further shale oil development. The Saudis appear to a have led their fellow Islamic states to take no action which would have given the United States further reasons not to take action in Syria and Iraq and instead have given almost unlimited support for further US military activities in the region
    Oct 11, 2014. 02:14 PM | 2 Likes Like |Link to Comment