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Vitrinite

Vitrinite
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  • Southwestern Energy Management Discusses Q3 2013 Results - Earnings Call Transcript [View article]
    a fine company. good executors.
    Nov 4 09:52 AM | Likes Like |Link to Comment
  • Southwestern Energy Management Discusses Q3 2012 Results - Earnings Call Transcript [View article]
    such a very impressive company. responsible to capital.

    conservative but not afraid to take on take on the better new play

    testis.
    Nov 4 09:10 AM | Likes Like |Link to Comment
  • Gastar CEO Says Gastar's Marcellus Worth $7 Per Share With Development [View article]
    Too many energy stks have a "hot name" position,
    but larger, more experieced cos have the RIPE acreage.

    As this outs, weaker outfits will fail and have big downsiide
    ootentil even of they are selling for 2 or 3$.

    Own the REA L ones oe not at all. in my mantra.
    Sep 4 03:46 PM | Likes Like |Link to Comment
  • Halc√≥n - Attractive Entry Point [View article]
    how about buy at 3.25 and sit for
    10 yrs.
    Sep 4 02:58 PM | Likes Like |Link to Comment
  • Triangle Petroleum: 2012 Could Be Its Year [View instapost]
    In the Marcellus, they made very poor investments.
    VERY poor choices of land,
    I would avoid not on the specofic.
    but you can;t be making decisions that poor.;
    Sep 4 02:50 PM | Likes Like |Link to Comment
  • Chesapeake Sells Marcellus Acreage To Southwestern At $574 Per Acre: Quick Read [View article]
    the view is near nonee of any of this acerage is prospective.

    CHK dropped all of NY, there is no economically recoverably gas there. none.
    Aug 30 01:27 PM | Likes Like |Link to Comment
  • GOP Hearings On Climate Change May Threaten Entire Green Economy [View article]
    remember fuel cell auto stks?
    Aug 30 01:22 PM | Likes Like |Link to Comment
  • GOP Hearings On Climate Change May Threaten Entire Green Economy [View article]
    polar bear population is recorxx high.

    II green stks are created to give pyschic "feel good" returns to greenies and soild confident financial returns to good capital that shorts them.

    Near none to none have any economic value.
    Aug 30 01:22 PM | Likes Like |Link to Comment
  • The Federal Reserve Doesn't Blink This Time, The Market Does [View article]
    the FED has been a veery good thing.

    1913 GDP 30 billion today 16500 thiousands .

    Imperfect? yes.
    Bottomline is bnds are articfically high priced. The MASS$S of public that own bnd funds have no idea the risk.

    Can stks rise while i rates rise > yes see fall 1999.

    Naddaq doubled.
    Aug 30 01:17 PM | 1 Like Like |Link to Comment
  • The Bon-Ton Stores: Too Much Debt, Too Many Problems [View article]
    target 0.
    Aug 30 01:13 PM | 1 Like Like |Link to Comment
  • 14 Reasons I Am Short GreenHunter [View article]
    only the EnPs with th lowest cost to recovery will survive.
    higher cost basin positions are worthless.

    See Bill Barrett
    Aug 30 01:11 PM | Likes Like |Link to Comment
  • Gastar CEO Says Gastar's Marcellus Worth $7 Per Share With Development [View article]
    personal opinion only but CHK doesn't sell assets for half off.
    "what looks like half of its fair market value at the time, }"

    and when a stk sells at 3, but teh CEO claims one asset alone is worth 7, agreeing with the CEO isn't disagreeeing with the mkt,, but drastically so.

    Catch in the Marcellus is variance, there is HUGE variance,
    in resource recovery over various areas.

    Look at SW Susqhehanna County, wells doing 20-30 mmcf/d IPs vs N Susquehanna, with wells doing 2-3 mmcf/d IP.

    If Gasstar gets to 5, a short might be in order.
    Aug 30 01:09 PM | 1 Like Like |Link to Comment
  • Pair Trade - Long SWN, Short COG [View article]
    IMO, earning more really does't mean a thing at this point. SWN's Fayetteville is sereravl yrs underway and doing 2 BCF / d.
    COG 's Marcellus is 3-4 yrs underway, so early, early in resource monitization. With Range, Cabot, and similar, it is the asset base and 5-10 yr resource recovery potential that make up the valuation vs today's or next yr's earnings.

    Exco is going to zero IMO, vry poor aset base. Avoid Pickens.

    dnp, isn't it greateer [production?
    imagine if NG was up.

    Ngas in July in Susquehanna County averaged ~ 2$.
    Too much gas for limited take-out.
    Aug 30 01:03 PM | Likes Like |Link to Comment
  • Core Labs: This Firm Is One Of The Most Overvalued On The Market [View article]
    Deep financial analysis can be interesting and any company, like this can come out saying OVERVALUED. But stks are more than #s. Core is superior to Weatherford labs and others. We are in an era where the best talents concentrate more and more, moe than ever.
    Thus no matter what the data says, it can be more important to own
    it through the years, decade, vs guessing which one to be in out of, , period.

    We want to be smart but at a point what level is smart?

    food for thought.
    Aug 30 12:55 PM | 2 Likes Like |Link to Comment
  • The Market Loves Cabot Oil & Gas [View article]
    COG even in 2008 os all about
    the Marcellus.
    Could be worth 18 b NAV.
    Aug 30 03:40 AM | Likes Like |Link to Comment
COMMENTS STATS
80 Comments
53 Likes