fmpmailinc@aol.com's Comments fmpmailinc@aol.com's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1778951/comments A Reuters discussion of the divorce of Continental Resources (CLR -1.2%) CEO Harold Hamm and his ~$11B fortune, and notes Hamm may have to unload a portion of his 68% stake in CLR to raise cash, which could cut his stake to less than 50%. A sale of a large block of CLR shares likely would send the price down, but if Hamm puts more shares onto the market, investors might eagerly snap them up. http://seekingalpha.com/currents/post/1085242?source=feed#comment-19986672 19986672 Fri, 14 Jun 2013 13:01:08 -0400 Chesapeake Energy: New Management And Cheap Valuation On A Strong Resource Base http://seekingalpha.com/article/1453281/comments?source=feed#comment-19249481 19249481 Sat, 25 May 2013 19:36:45 -0400 Chesapeake Energy: New Management And Cheap Valuation On A Strong Resource Base http://seekingalpha.com/article/1453281/comments?source=feed#comment-19120211 19120211 Wed, 22 May 2013 11:54:49 -0400 Continental Resources (CLR) disclosed in February it was committing $95M to an unnamed oil pipeline, but it turns out the pipeline is a $300M project being developed by a partnership controlled by founder Harold Hamm and his family. Directors say the deal was fully vetted to avoid conflicts of interest, but investors are growing increasingly wary of close ties between energy companies and their executives. http://seekingalpha.com/currents/post/1022561?source=feed#comment-18813791 18813791 Tue, 14 May 2013 12:24:26 -0400 Continental Resources (CLR) disclosed in February it was committing $95M to an unnamed oil pipeline, but it turns out the pipeline is a $300M project being developed by a partnership controlled by founder Harold Hamm and his family. Directors say the deal was fully vetted to avoid conflicts of interest, but investors are growing increasingly wary of close ties between energy companies and their executives. http://seekingalpha.com/currents/post/1022561?source=feed#comment-18788991 18788991 Mon, 13 May 2013 20:05:29 -0400 Any Rise In Natural Gas Price Will Make This Stock A Strong Buy http://seekingalpha.com/article/1346811/comments?source=feed#comment-17736321 17736321 Wed, 17 Apr 2013 11:12:24 -0400 Energy Transfer Partners (ETP) -3.8% AH after announcing a public offering of 12M common units. ETP says it will use net proceeds to pay down debt and for general partnership purposes. http://seekingalpha.com/currents/post/926881?source=feed#comment-17233821 17233821 Thu, 04 Apr 2013 17:22:00 -0400 Chesapeake Energy Needs More Change To Become A Successful Turnaround http://seekingalpha.com/article/1313561/comments?source=feed#comment-17115351 17115351 Tue, 02 Apr 2013 12:00:37 -0400 Chesapeake Energy's (CHK) search for a new CEO to replace Aubrey McClendon is likely to extend beyond the April 1 deadline, Reuters reports. Among factors that may be complicating the search: CHK faces financial and regulatory headwinds, its financial structure needs to be simplified, and there's lots of energy firms on the hunt for a CEO. Meanwhile, McClendon has been meeting with P-E firms about potential new ventures. http://seekingalpha.com/currents/post/914501?source=feed#comment-16950311 16950311
I just hope the future CEO's selected do as much to create additional wealth]]> Thu, 28 Mar 2013 15:52:32 -0400
I just hope the future CEO's selected do as much to create additional wealth]]> Issues Raised By Energy Transfer Partners' Acquisition Of 60% Of ETP Holdco http://seekingalpha.com/article/1295251/comments?source=feed#comment-16685541 16685541
I am now completely confused. I concur with PEMINC's follow-up question. Which is better in the short / medium term?? ETP or ETE? I seem to be leaning toward ETP but I am not sure --- The whole sum of transactions seem to be a convoluted mess.]]> Fri, 22 Mar 2013 21:42:32 -0400
I am now completely confused. I concur with PEMINC's follow-up question. Which is better in the short / medium term?? ETP or ETE? I seem to be leaning toward ETP but I am not sure --- The whole sum of transactions seem to be a convoluted mess.]]> SandRidge Energy (SD +5.5%) shares are strong as TPG-Axon, agitating for changes at the company including the ouster of CEO Tom Ward, launches a website providing detailed information regarding how SD shareholders may cast their votes in favor of the hedge fund’s proposals. http://seekingalpha.com/currents/post/705331?source=feed#comment-12379181 12379181 SD) could benefit from a shake-up similar to what recently has happened to CHK's Chairman and BOD, but think getting rid of Tom Ward would not be in the best interest of SD or it's share holders.]]> Fri, 07 Dec 2012 17:27:01 -0500 SD) could benefit from a shake-up similar to what recently has happened to CHK's Chairman and BOD, but think getting rid of Tom Ward would not be in the best interest of SD or it's share holders.]]> Analyzing Devon Energy's Financial Debt And Risk http://seekingalpha.com/article/1025041/comments?source=feed#comment-11901211 11901211 great article--Thanks. I have been watching DVN for the last several months and have been less then impressed. Your article puts DVN in a new perspective as far as a long term investor is concerned. I'm sure I will be going long on DVN.

I see where you have done a similar analysis of CHK. Have you performed such an analysis on SD? Will you??]]> Fri, 23 Nov 2012 11:41:25 -0500 great article--Thanks. I have been watching DVN for the last several months and have been less then impressed. Your article puts DVN in a new perspective as far as a long term investor is concerned. I'm sure I will be going long on DVN.

I see where you have done a similar analysis of CHK. Have you performed such an analysis on SD? Will you??]]> Westport Innovations (WPRT -6%) is opened with a Sell rating at Goldman Sachs, seeing downside despite opportunities in natural gas engines due to the Cummins JV that accounts for nearly all of WPRT medium-term profits that's scheduled to terminate in 2021, and high distribution support requirements that limit normalized profitability for the Heavy Duty franchise. http://seekingalpha.com/currents/post/647591?source=feed#comment-11333071 11333071 Wed, 07 Nov 2012 13:52:22 -0500 What's Going On With Chesapeake? http://seekingalpha.com/article/981791/comments?source=feed#comment-11284091 11284091 Tue, 06 Nov 2012 11:05:17 -0500 This Stock Is Ready To Be Short-Squeezed After The Shale Gas Boom http://seekingalpha.com/article/960471/comments?source=feed#comment-11040491 11040491 Tue, 30 Oct 2012 10:33:40 -0400 The Obama administration delays a decision on whether to prevent a liquefied natural gas export license for Cheniere Energy (LNG), saying it needs more time to review a complaint that an environmental assessment did not go far enough. LNG's Sabine Pass is the only project so far to receive conditional Energy Department approval to export to countries without free-trade agreements. http://seekingalpha.com/currents/post/591121?source=feed#comment-10634471 10634471 Wed, 17 Oct 2012 16:28:52 -0400 SandRidge - Don't Overlook This Hot Value Play http://seekingalpha.com/article/900531/comments?source=feed#comment-10099161 10099161 Tue, 02 Oct 2012 20:51:45 -0400 Buy Chesapeake Energy On Insider Buying, Debt Reduction And Asset Sales http://seekingalpha.com/article/890891/comments?source=feed#comment-9990461 9990461 Fri, 28 Sep 2012 21:36:28 -0400 Alternative Ways To Invest In Chesapeake Energy http://seekingalpha.com/article/877611/comments?source=feed#comment-9820411 9820411
AM bought into this portion of the "Picker's Plan" years ago and still believes in its process. I know this much---The governor of OK has the vision and we need to expect there will be others in the near to immediate future who will be beating this drum again. CHK will continue to be a leader in this endevor, but look at this Co as a long term investment---not a day trade.]]> Mon, 24 Sep 2012 21:26:09 -0400
AM bought into this portion of the "Picker's Plan" years ago and still believes in its process. I know this much---The governor of OK has the vision and we need to expect there will be others in the near to immediate future who will be beating this drum again. CHK will continue to be a leader in this endevor, but look at this Co as a long term investment---not a day trade.]]> Chesapeake (CHK +0.6%) hires James Webb as its new, full-time legal counsel as it tries to recover from damaging reports about controversial land deals in Michigan and CEO Aubrey McClendon's personal loans. Webb has been a longtime partner in Oklahoma's largest law firm; maybe he'll know how to tell Aubrey "no." http://seekingalpha.com/currents/post/550621?source=feed#comment-9719721 9719721 Fri, 21 Sep 2012 15:28:28 -0400 Cheniere Energy Investor Day Highlights http://seekingalpha.com/article/874331/comments?source=feed#comment-9595571 9595571 Tue, 18 Sep 2012 17:21:05 -0400 Chesapeake Energy: Buy Or Sell? http://seekingalpha.com/article/861401/comments?source=feed#comment-9345721 9345721 Tue, 11 Sep 2012 22:24:04 -0400 The latest sign of Chesapeake's (CHK) comeuppance: It's putting up for sale the Fort Worth highrise it bought in 2008 for $104M that symbolized the company's boom times. The building should attract plenty of interest but probably not at the 2008 price; for CHK, getting high prices for its assets is important as it seeks to raise at least $13B this year. http://seekingalpha.com/currents/post/528751?source=feed#comment-9289441 9289441 Mon, 10 Sep 2012 16:09:26 -0400 CEO Aubrey McClendon says Chesapeake (CHK) expects to announce an asset sale and/or a JV for its Mississippi Lime acreage as part of $11.7B in sales completed or announced by the end of Q3. McClendon also expects to announce a sale of "the vast majority" of its assets in the west Texas Permian Basin. CHK +0.5% premarket. http://seekingalpha.com/currents/post/524931?source=feed#comment-9156831 9156831 Thu, 06 Sep 2012 15:31:35 -0400 Westport: Alternative Engines Can Power Your Portfolio Higher http://seekingalpha.com/article/720211/comments?source=feed#comment-7531091 7531091
I'm still in hopes that congress will embrace T. Boone Picken;s idea of the government going ahead and taxing NG at a higher rate for the first 5-7 years in order to pay for tax incentives designed to encourage the use of NG as a transportation fuel NOW. The tax incentives will be limited to about 3-years in the form of a tax credit or tax deduction. It sure would help and speed up the energy independence process.

I'm long WPRT, CLNE, and getting longer with the dips.]]> Wed, 18 Jul 2012 21:43:26 -0400
I'm still in hopes that congress will embrace T. Boone Picken;s idea of the government going ahead and taxing NG at a higher rate for the first 5-7 years in order to pay for tax incentives designed to encourage the use of NG as a transportation fuel NOW. The tax incentives will be limited to about 3-years in the form of a tax credit or tax deduction. It sure would help and speed up the energy independence process.

I'm long WPRT, CLNE, and getting longer with the dips.]]> Chesapeake Energy Has 75% Upside Once CEO Leaves http://seekingalpha.com/article/717041/comments?source=feed#comment-7314141 7314141
As for the $100mm law suit, CHK is appealing the judges ruling which seems likely to be overturned. Seem the contracts were NOT fully completed and executed. It's another issue of the sellers not doing their due diligence as far as ownership of the mineral rights.

I have said on several occasions that AM is known as one of the best oil & gas executives in the country. Sure he has a tendency to be a loose cannon from time to time, but it is the nature of the wildcatter beast. He has done nothing illegal as far as I can tell. I truly believe he will continue to gain and have the support of the new BOD and will turn this Co. around in a very profitable way. I'm staying long CHK ]]> Thu, 12 Jul 2012 11:03:14 -0400
As for the $100mm law suit, CHK is appealing the judges ruling which seems likely to be overturned. Seem the contracts were NOT fully completed and executed. It's another issue of the sellers not doing their due diligence as far as ownership of the mineral rights.

I have said on several occasions that AM is known as one of the best oil & gas executives in the country. Sure he has a tendency to be a loose cannon from time to time, but it is the nature of the wildcatter beast. He has done nothing illegal as far as I can tell. I truly believe he will continue to gain and have the support of the new BOD and will turn this Co. around in a very profitable way. I'm staying long CHK ]]> Why Chesapeake Needs To Dump CEO Aubrey McClendon http://seekingalpha.com/article/683231/comments?source=feed#comment-6813781 6813781 Tue, 26 Jun 2012 13:56:33 -0400 Chesapeake (CHK -5.4%) opens trading as the S&P's biggest loser after a report of alleged bid rigging by CHK and Encana (ECA -3.2%), plus a story that J.P. Morgan declined to do loan business with CHK for more than 10 years because of credit quality, while Goldman Sachs took the business. http://seekingalpha.com/currents/post/383711?source=feed#comment-6767571 6767571 Mon, 25 Jun 2012 11:57:57 -0400 Chesapeake: A Lucrative Buy At $18 http://seekingalpha.com/article/668741/comments?source=feed#comment-6594961 6594961
There is a publicly traded Company out there that is doing quite well in the energy sector, and is a off-shoot of Enron. EOG energy was formerly known as Enron Oil & Gas.]]> Wed, 20 Jun 2012 01:06:44 -0400
There is a publicly traded Company out there that is doing quite well in the energy sector, and is a off-shoot of Enron. EOG energy was formerly known as Enron Oil & Gas.]]> Cheniere Energy Licensed To Liquefy, Has Contracts, Now Needs Money http://seekingalpha.com/article/667951/comments?source=feed#comment-6574361 6574361
Do you think there is a play here with gas storage while LNG is building their facility--such as PAA? 2014-2015 seems a long way out in this goofy market]]> Tue, 19 Jun 2012 13:21:44 -0400
Do you think there is a play here with gas storage while LNG is building their facility--such as PAA? 2014-2015 seems a long way out in this goofy market]]>