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Pablomike

Pablomike
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  • Goodrich Petroleum: A Positive TMS Update [View article]
    I thought I remembered the Beech Grove as the well that didn't decline like normal and was a pretty good well after all. Just wonder why those wells were omitted from the GDP TMS slide above.
    Oct 1 12:06 PM | Likes Like |Link to Comment
  • OGE Energy: An Excellent Utility With Growing Exposure To Midstream Operations In Prolific Shale Plays [View article]
    What is the SCAMP?? Did you mean STACK??? Interesting company.
    Oct 1 11:38 AM | Likes Like |Link to Comment
  • Goodrich Petroleum: A Positive TMS Update [View article]
    What are the green stars?? GDP has a lot of acreage in East and West Feliciana. I don't see results for them.
    Oct 1 08:37 AM | Likes Like |Link to Comment
  • American Capital Agency Corp. Announces Change from Quarterly to Monthly Common Dividend Distributions and the Commencement of Monthly Net Asset Value Estimates [View article]
    It is the end of the month. Couldn't they have given a NAV today??
    Sep 30 07:36 PM | Likes Like |Link to Comment
  • Update: 16% Yielding Resource Capital Sees A Huge Increase In Loan Originations [View article]
    "No company should ever" No two companies are alike and no rule applies to all. You clearly know nothing about RSO or you would know they are very picky who they loan to. Consequently they have been hoarding cash for a long time. As much as $200M. If you can't find credit worthy borrowers and you have excess cash buying back shares is an option. Reduce your costs going forward forever.
    Sep 30 06:08 PM | Likes Like |Link to Comment
  • What Does Encana's Acquisition Say About The Return Potential Of Its Existing Asset Base? [View article]
    No one is suggesting they sit on $6B. Spending down to your last dime is a worse idea. Always pays to have a little put away for a rainy day.
    Sep 30 03:36 PM | Likes Like |Link to Comment
  • Update: 16% Yielding Resource Capital Sees A Huge Increase In Loan Originations [View article]
    GAAP earnings are not a good metric for REITs. AFFO is the relevant number when determining if they can cover their dividend. They are sitting on many millions of dollars of cash so no "levering up". You would rather they lend money at 12% when paying a 16% dividend???
    Sep 30 03:32 PM | 1 Like Like |Link to Comment
  • What Does Encana's Acquisition Say About The Return Potential Of Its Existing Asset Base? [View article]
    It looks like the Athlon land is widely dispersed adding to the challenge of development. In the EF they got land in a couple big blocks all contiguous. Might this signal they are looking to get out of the TMS?? GDP had TMS well results out last week and they weren't the blockbusters everybody was hoping for.
    Sep 30 01:15 PM | 1 Like Like |Link to Comment
  • Update: 16% Yielding Resource Capital Sees A Huge Increase In Loan Originations [View article]
    Under $5 RSO should be buying back shares.
    Sep 30 08:56 AM | 1 Like Like |Link to Comment
  • Bob Evans May Soon Be 'Delivering Farm Fresh' REIT Revenue [View article]
    If you had read the article you would know they have a 937 acre farm in Ohio.
    Sep 29 10:38 AM | 2 Likes Like |Link to Comment
  • Caza Oil & Gas Hits A Gusher In The Bone Spring - But Is It Enough? [View article]
    Cazas' holdings are broken up into too many little pieces to be really desirable to someone looking to acquire.
    Sep 29 09:40 AM | 3 Likes Like |Link to Comment
  • Caza Oil & Gas Hits A Gusher In The Bone Spring - But Is It Enough? [View article]
    With current daily production, 6-30-14, of just 938Boe/d it's too bad they hit the mother lode on a 17.63% NRI well. If they could repeat those results on a couple of their highest % of NRI it could really move the needle on production.
    Sep 28 07:15 PM | 1 Like Like |Link to Comment
  • Caza Oil & Gas Hits A Gusher In The Bone Spring - But Is It Enough? [View article]
    For two years they have said after the mid-terms for any major reforms. Not you say not now because of 2016 elections??
    Saudis should be happy with US exports. Freeing up the markets should support higher prices.
    Sep 28 07:02 PM | Likes Like |Link to Comment
  • Caza Oil & Gas Hits A Gusher In The Bone Spring - But Is It Enough? [View article]
    I say limited by the countries/regions that will be off limits.

    OK has good news almost every day it seems. I was trying to think if there was any region/basin in the whole country that wasn't good news all the time. New horizons, wider delineations, better techniques, bigger core of the core, additional takeaway/processing and I only have one. Mississippian.
    Sep 28 06:56 PM | Likes Like |Link to Comment
  • Caza Oil & Gas Hits A Gusher In The Bone Spring - But Is It Enough? [View article]
    I think we are getting close to total refining capacity for light-sweet crudes in the US. Something is going to have to give and I think it will be limited exports.
    Sep 28 01:28 PM | Likes Like |Link to Comment
COMMENTS STATS
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