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Pablomike

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  • J.P. Morgan suggests five high-yielding MLP energy infrastructure stocks [View news story]
    Off the top of my head, in this category, maybe ETE. With the deals they made, RGP, SLX??, etc. and once their full IDRs come back they should do really well. Need to do my own DD here but I may buy ETE.
    I've owned NS and ETP and would have done better just throwing a dart at any other comparable MPL.
    Apr 20 11:33 AM | Likes Like |Link to Comment
  • ConocoPhillips Blows Me Away With Eagle Ford Production And Resource Upgrades [View article]
    I guess I should have phrased it different.
    I expect now that they have the science down and 3000 potential drill sites they might double up the rigs to 24 and blow right threw those numbers. With the decline rates on these wells I just thought the math says they need a couple more rigs to reach that number.
    JM2C
    Apr 20 11:27 AM | Likes Like |Link to Comment
  • ConocoPhillips Blows Me Away With Eagle Ford Production And Resource Upgrades [View article]
    Michael,

    With 12 rigs running I don't think they hit the 250,000 boe/d by 2017. Are they planning more rigs soon?? With 3000 drilling sites and only 12 rigs it would take 75 years to drill out their acreage. More down spacing could extend it much longer.
    The 150% RRR; is that company wide???
    Apr 19 03:08 PM | Likes Like |Link to Comment
  • Whiting Petroleum Working On The Second Act [View article]
    Have the three new secret prospects WLL talked about last year ever been revealed??
    Apr 19 11:09 AM | Likes Like |Link to Comment
  • Halcon Resources: Strong Read-Across From Goodrich's TMS Result [View article]
    DOOH!!! Blue square was Blades. I guessed it further south. It's still farther East than any previous well. Still extends the play.
    Apr 16 07:03 PM | Likes Like |Link to Comment
  • The Kinder Morgan Conundrums--Part I [View article]
    I had only known Foxtail Mosaic Virus and For My Vehicle. Not OnStar, my mechanic. Big Bucks.
    Apr 14 11:05 PM | Likes Like |Link to Comment
  • J.P. Morgan suggests five high-yielding MLP energy infrastructure stocks [View news story]
    I'm really familiar with 3 of these and they aren't anywhere near my top picks. When JP Morgan speaks I don't listen.
    Apr 14 09:52 PM | 2 Likes Like |Link to Comment
  • Halcon Resources: Strong Read-Across From Goodrich's TMS Result [View article]
    The Blades 33H isn't on the map but I make it just outside the HK perimeter. Big extension of the previously drilled area. No wonder all the TMS names are moving up.
    Apr 14 09:32 PM | Likes Like |Link to Comment
  • SandRidge Mississippian Trust I: Large Downward Reserve Revision [View article]
    The deep pockets aren't here??
    Apr 12 07:16 PM | 1 Like Like |Link to Comment
  • Warren Resources: Hidden Value Of Coal-Bed Methane Assets Will Cause Shares To Double By 2015 [View article]
    The Monterey is not in LA though right?? I thought these 100 year old fields were just stick a straw in the ground and oil comes up.
    Apr 12 07:10 PM | Likes Like |Link to Comment
  • More than $300M of investments in Q1 for Resource Capital [View news story]
    Considering they have held $200M or more in cash for several quarters I'd like to think they have been very careful with their decisions. I've been patiently waiting for them to find the right opportunities. Agree with WP below; AFFO should be above payout from here on. Doubled down at $5.50.
    Apr 12 04:04 PM | 1 Like Like |Link to Comment
  • Nothing Wrong With Getting A 10% Yield In Energy [View article]
    I think I sold BBEP in the mid 30s before all this started. I bought around $6 and $9 and sold at nice profit. Been building a position for a couple years now and very happy with it. As I said above bought with both hands last July. Also like their trust ROYT.
    Apr 11 12:31 PM | Likes Like |Link to Comment
  • American Capital and Northstar Realty struggle [View news story]
    They thought the buy backs were a better way to spend their cash. Now that they have suspended the buybacks maybe they will pay divvy.
    Apr 11 11:38 AM | 1 Like Like |Link to Comment
  • 2 More Attractive High Yield Plays In Energy [View article]
    Right BDH. I don't think I've ever seen any M+A activity that didn't have lawsuits announced. It rarely amounts to anything. The purchase can proceed without resolving the lawsuits.
    Apr 11 11:31 AM | Likes Like |Link to Comment
  • Warren Resources: Hidden Value Of Coal-Bed Methane Assets Will Cause Shares To Double By 2015 [View article]
    CA production gets Brent pricing which gives WRES an advantage.
    What does it cost to re-work/ frac one of those shut in wells??
    Apr 11 11:16 AM | Likes Like |Link to Comment
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