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baltazaar76

baltazaar76
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  • ZaZa Energy: Strengthen Your Portfolio With This Compelling Value Play [View article]
    dump
    Sep 22, 2014. 04:18 PM | 1 Like Like |Link to Comment
  • EP Energy Quiet Period Expiration Could Be A Surprising Opportunity [View article]
    As far as Len Blavatnik, doesn't his Access Industries already partially own the company along with Apollo. I doubt he's in the trenches enough to know something that will pull this stock from the doldrums. Probably just a move to make it appear he he has confidence and see who falls in line then make a quick sell.
    Feb 13, 2014. 11:53 AM | Likes Like |Link to Comment
  • Halcon Resources Has To Do It Like Lightstream Resources And Arsenal Energy As Soon As Possible [View article]
    Would love if you did a piece on EPE. Also, not sure how to get your newsletter?
    Feb 13, 2014. 03:05 AM | Likes Like |Link to Comment
  • EP Energy Quiet Period Expiration Could Be A Surprising Opportunity [View article]
    Some of the issues may be there Wolfcamp production results. Not exactly were they should be relative to other operators, also there isn't transparency on exactly how they go about developing their fields. Also some issues with overestimated uplift from wells in Altamont. So maybe some over estimation on their WC type curves as well as lack of narrative on field development strategies and completion optimization strategies. May pick up some shares if they can prove that they are executing on a strategy to optimize field development and completions. As far as culture, I've only heard from several employees that it's too top heavy and that there are too many legacy issues i.e. not creme de la creme middle management.
    Feb 13, 2014. 02:45 AM | Likes Like |Link to Comment
  • IPO Preview: EP Energy [View article]
    Ouch!
    Jan 21, 2014. 03:29 PM | Likes Like |Link to Comment
  • Halc√≥n Resources: Same Guidance, Lower Spending [View article]
    $8 to $3.... with nuthuggers all along the way. Lesson Learned.
    Jan 9, 2014. 06:46 PM | Likes Like |Link to Comment
  • ZaZa Energy EPS of -$0.20 [View news story]
    Not sure how the ZaZa c-suits cavort around town throwing $$$ around when their stock sucks. Just like Halcon, dumping.
    Nov 18, 2013. 01:06 PM | Likes Like |Link to Comment
  • How Much Money Can Apache Corporation Milk From Its Deep-Water Cow In The Gulf Of Mexico? [View article]
    From someone who works at Apache, "Farris is running the company into the ground and everyone is too scared to tell him so".
    Mar 15, 2013. 06:03 AM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Natural Gas Is Going Higher In 2013 (11/15/12) [View article]
    Yeah CHK's production in the Eagle Ford isn't that great, $7-8MM capex for a well that has an average IP60 of 300 BOPD and depletes precipitously because of cheap proppant selection....nah. The lateral lengths get longer, the stages get higher and the production just isn't where it needs to be in their AOI. They still frac wells as if the rock is homogenous. Companies who spend a little more money up front characterizing their reservoirs then selectively staging may prove to be more economic - ROSE
    Dec 18, 2012. 11:15 AM | Likes Like |Link to Comment
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