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Pablomike

Pablomike
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  • Rose Rock Midstream: Cushing Storage Assets Will Provide Reliable Income For Decades, DJ Basin Pipelines Will Provide Growth Kicker [View article]
    No worries. I had never heard of them and just trying to do little DD.
    May 23, 2015. 04:47 PM | Likes Like |Link to Comment
  • NAVigating Through The B.S. At SandRidge Energy [View article]
    From Raw's link above I went to MPO and looked at some slides. Their costs and returns look worse than SD.
    May 23, 2015. 04:45 PM | Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]
    But Craig, I read the Headline and the first paragraph and I know for a fact that Fracking Causes Quakes. Why would I read the rest of it and risk finding out I was wrong??
    May 23, 2015. 04:41 PM | 2 Likes Like |Link to Comment
  • Rose Rock Midstream: Cushing Storage Assets Will Provide Reliable Income For Decades, DJ Basin Pipelines Will Provide Growth Kicker [View article]
    Agreed. I couldn't figure out the ratios between columns and now I don't have to. That SEMG owns 57% means they have a huge interest in what they drop down. I'll have to find the Q1 on my own when I have time.
    May 23, 2015. 04:34 PM | Likes Like |Link to Comment
  • Rose Rock Midstream: Cushing Storage Assets Will Provide Reliable Income For Decades, DJ Basin Pipelines Will Provide Growth Kicker [View article]
    SEMG owns 57% and the public 41% of the common. Has that ratio changed dramatically since 2012?? I'm trying to figre out the sub units and the NC interest distributions. They seem to get the lions share of distributions, particularly in the first couple years.
    May 23, 2015. 12:46 PM | Likes Like |Link to Comment
  • Don't Let A Few Bad Apples Spoil This New REIT [View article]
    I'm confused. Why have a Dutch auction on a brand new issue?? Is it simply to support the price as they expect many sellers to emerge from previous non-traded status??
    May 23, 2015. 10:39 AM | Likes Like |Link to Comment
  • NAVigating Through The B.S. At SandRidge Energy [View article]
    That's what I was trying to decipher. That's what I get for shortcutting with web sites not SD SEC filings. Thanks
    May 23, 2015. 10:21 AM | Likes Like |Link to Comment
  • Resource Capital Needs To Get Its Act Together [View article]
    If I sold then and bought back now I'd have 40% more shares.
    May 22, 2015. 08:51 PM | Likes Like |Link to Comment
  • Resource Capital Needs To Get Its Act Together [View article]
    I really thought about getting out almost 1 yr. ago at $5.8?? I look at the one year chart and feel really dumb.
    May 22, 2015. 03:18 PM | 1 Like Like |Link to Comment
  • NAVigating Through The B.S. At SandRidge Energy [View article]
    I'm trying to check SDs ownership and it says they sold all their shares in PER 1-9-14?? That doesn't sound right.
    May 22, 2015. 02:49 PM | Likes Like |Link to Comment
  • NAVigating Through The B.S. At SandRidge Energy [View article]
    Thanks Raw!! Your analysis looks harder to do than my taxes.
    I wouldn't give any value to the SWD either. If it had any value, if they could have sold it to someone I think they already would have. it's just an added cost of doing business in the Mississippian.
    BTW Who else is still drilling there?? I'd love to see their drilling returns vs SD
    May 22, 2015. 02:41 PM | Likes Like |Link to Comment
  • NAVigating Through The B.S. At SandRidge Energy [View article]
    Are they paying those in common shares now???
    May 22, 2015. 12:29 PM | Likes Like |Link to Comment
  • Oasis Petroleum: Success Of High-Intensity Completions Drives Cash Flow Neutrality At Lower Oil Prices [View article]
    Until you provide the proof that has been asked for your opinion is just speculation.
    May 22, 2015. 10:30 AM | 1 Like Like |Link to Comment
  • Transmontaigne Partners Posts A Solid Q1, Yields 7%, New Contracts At Higher Rates, And Excellent Growth Prospects [View article]
    Thanks Michael I knew they presented and was planning to have a look today. I like slide 7. NGL is only half of what MS was. Like more diversity in customer base.
    May 22, 2015. 10:28 AM | Likes Like |Link to Comment
  • SandRidge Energy: The Cash Pile Is Gone And Options Are Few [View article]
    I agree with your last statement. Mine was pure sarcasm.
    May 22, 2015. 10:08 AM | Likes Like |Link to Comment
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