Seeking Alpha

fmpmailinc@aol.com

fmpmailinc@aol.com
Send Message
View fmpmailinc@aol.com's Comments BY TICKER:
  • Chesapeake Energy: New Management And Cheap Valuation On A Strong Resource Base [View article]
    Tim---I like the plan. I have been doing this for several qtr's. However I don't want to go out as far as 2015---so I am doing some Dec. 2013 and 2014 PUTS I consider the premium gained as if it were a dividend... or put the stock on me. I think its a great value at $18.
    May 25 07:36 PM | Likes Like |Link to Comment
  • Chesapeake Energy: New Management And Cheap Valuation On A Strong Resource Base [View article]
    So how far out are you going with the PUT options and at what strike price? I'm long CHK and believe in the growth of the Company over the next several years, but somewhat leary based on past performance and the fact that much of the company is owned by Ichan et al. I do not consider these guys to be long term investers.
    May 22 11:54 AM | Likes Like |Link to Comment
  • Any Rise In Natural Gas Price Will Make This Stock A Strong Buy [View article]
    Bob looks like you will be owning another 10,000 shares of CHK soon
    Apr 17 11:12 AM | 1 Like Like |Link to Comment
  • Chesapeake Energy Needs More Change To Become A Successful Turnaround [View article]
    Longterm Invester----Very well said. For many months after the attacks on AM began, I kept asking myself as well as others, if AM had done anything illegal, immoral, or unethical in regards to his participation in CHK's founder's well program. Further, it was my understanding that it was a all or none situation in the founders program. In other words he was not able to pick and choose which wells he would participate in---he had to take the bad with the good just like the shareholders. Aubery's lack of risk aversion is one of the things that made him such a successful "wildcatter". I too am in for the long haul with CHK. Slowly but surely this Nation is developing a energy independence policy that will pay-off well for all parties concerned--CHK, it's investors, and the Country. No doubt AM had his faults, but he had some pretty good ones as well--and created a good E & P Co. Unfortunately, the perceived fact that CHK needs money to continue its operations has hurt asset sales. My dad often said "desperate men do desperate things in desperate situations. The secret is to avoid the desperation". But I do believe CHK will weather this storm as well.
    Apr 2 12:00 PM | 3 Likes Like |Link to Comment
  • What's Going On With Chesapeake? [View article]
    I believe Aubrey is OK with the BOD. Understand that CHK is Aubrey's creation and it is his baby. I see No friction between the two as well as with the Chairman. CHK is going to be a BIG player in the production of America's energy independence and I'm convinced Aubrey is committed to that fact. I'm sticking with the Company and we are in it for the long haul. Watch what President Romney is going to do with the goal of energy independence. America will get there and CHK will be a major player. I believe the Co is a strong BUY right where it is right now.
    Nov 6 11:05 AM | 1 Like Like |Link to Comment
  • Buy Chesapeake Energy On Insider Buying, Debt Reduction And Asset Sales [View article]
    Factzplz----Thank you. I watched the video of the share holders meeting as well, and agree with your summation. I understand NOT why those who are so "down in the mouth" about CHK keep sticking around. If they are so unhappy with the Company--sell your stock and go find a E & P energy Co. you can agree with.---Lord knows there are plenty of those out there. CHK has got to be a great long term investment. It's the down in the mouth folks that make this Co a bad trade.
    Sep 28 09:36 PM | Likes Like |Link to Comment
  • Alternative Ways To Invest In Chesapeake Energy [View article]
    I have said for sometime now, that this Country needs an energy policy to get us off OPEC oil COMPLETELY. Sorry guys, but I am Nationalistic enough to believe that if there was sufficient political leadership to that cause, we could do it in less than a decade. I'll take anything we can get in regards to completing this mission. Certainly it may well be easier if the federal government would take the lead, but if they don't let the States do it....and from there the Counties and Cities. If we would allow the energy companies like CHK, SD, DVN, APA, COP,XOM, etc. do what they do best and provide the hyrdocarbon energy we need. If the separate states and American cities would commit to using American energy---I think you would see stable and a profitable price in natural Gas that would be beneficial to everybody. I see no particular good reason for EVERY taxi cab, City Bus, garbage truck, local public works vehicles, etc, etc not being powered by natural gas. It has already shown to be helpful to city air quality, lower fuel cost, and less maintenance sensitive than gasoline or diesel engines. Immagine that happening in every city of any size in this great country.

    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.
    Sep 24 09:26 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy: Buy Or Sell? [View article]
    Good article. There were a number of "traders" out there trying to beat this horse to death. Looks to me that the cream is beginning to rise to the top. I agree with the author--I expect this stock to be in the 30's next year and do not anticipate anybody acquiring the company anytime soon. Currently I'm long the stock and am adding to my position at these levels. All I can say is hang in there Aubrey---and thanks for your vision and plans for the Company.
    Sep 11 10:24 PM | 3 Likes Like |Link to Comment
  • Chesapeake Energy Has 75% Upside Once CEO Leaves [View article]
    At $100 / SH--I'm in. What a turn around that would be

    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
    Jul 12 11:03 AM | 2 Likes Like |Link to Comment
  • Why Chesapeake Needs To Dump CEO Aubrey McClendon [View article]
    I have been a fan of AM throughout the reporting of this mess beginning in mid-April---until now. Further I don't believe Reuters has just now discovered these e-mail that smell of collusion with Encana and CHK. I too agree with the majority and the author--looks like its time for AM to go. Sure--pay him as a consultant, but the BOD have got to consider the immediate future of the Co. Still believe the value of the assets of the Co. are greater than the price the stock is trading at now. I'm currently long CHK and intend for the near term to remain so. We need to give this Board a chance to settle in and lead
    Jun 26 01:56 PM | Likes Like |Link to Comment
  • Chesapeake: A Lucrative Buy At $18 [View article]
    I don't understand why you continually compare CHK to Enron. There is NO comparison here..

    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.
    Jun 20 01:06 AM | 1 Like Like |Link to Comment
  • Chesapeake: A Lucrative Buy At $18 [View article]
    My, my, my---look at all the nay sayers. I have talked to several oil and gas managers who are employed by Companies that are competitors of CHK. Yes Aubrey is a loose cannon--but probably one of the best oil and gas men in the country. Most say --don't bet against him--if you do you will go to the Christmas Tree wearing a straw hat and tennis shoes. There is almost 100% agreement from all of them that CHK's assets are worth at least $40 / share, and if oil goes back above $100 / barrel and NG to and above $3, and The new administration of Romney et al. issues a policy of energy independence for the USA--$80 / Sh for CHK is a realistic number....but you have got to be in for the long term...and not just a 90 day trade

    Valuebull9111 & Sanpace--I'm with you. Sikkabooya--those PUT & CALL options are currently available to you if you want out at $30
    Jun 19 12:55 PM | 1 Like Like |Link to Comment
  • Chesapeake Appears To Be Taking An Aggressive Approach To Fixing Debt Concerns [View article]
    Hey guys--What happens if the New US Federal Government establishes a policy (and means it) of Energy independence within 5 -7 years? Guess the NG drilling "time out" is over. and what is the value of CHK, XOM, SD, APC, etc. then?
    Jun 11 09:51 AM | Likes Like |Link to Comment
  • Chesapeake Appears To Be Taking An Aggressive Approach To Fixing Debt Concerns [View article]
    Talk about risky---the author is recommending a pretty risky approach to the sell of CHK assets as far as I am concerned. I believe Aubrey has the right approach in selling non-core assets first and then seeing where we stand as a company before disposing of any of our core assets. As far as the BOD are concerned, the Board is making the right decisions right now. Keep in mind that Southeastern Investment placed Mr. Simpson on the board last year and with the addition of three additional selections plus Mr. Ichan's member and the NEW Independent Chairman will give them [ Southeaster / Ichan et al] a "super majority". We may be swinging the "balance of Power" too far the other way. It certainly can depend on how much knowledge and experience the new board members will have in the Energy industry and how best to manage the assets owned by the shareholders. Does anybody think our wildcatter oil industry may develop a over supply of oil and liquids like they did with NG?

    I too am long CHK and anticipate getting longer.
    Jun 5 10:57 AM | 1 Like Like |Link to Comment
  • Chesapeake And An 'I Told You So' Moment [View article]
    Thunderman55 you are spot on. As T. Boone Pickens said on CNBC the other day, Aubrey occupationally gets out over the tips of his ski's---but research shows that people who build large enterprises often are not adverse to risk...and obviously neither is Mr. McClenden.

    Macthefloorguy--hang in there pal. I'm sure CHK will weather the storm of low Nat gas prices. I have heard others complain about the KOCH Brothers...and yes it is absolutely to their personal benefit to keep the price of Nat gas as low as possible for their fertilizer businesses. They understand clearly that $ talks, and BS walks. However it is up to us the people to educate ourselves on the facts and lets get a new crop of legislators in the House and Senate. Energy independence needs to be a priority in this country---Its up to us to make it that way.
    May 25 06:41 PM | Likes Like |Link to Comment
More on CHK by fmpmailinc@aol.com
COMMENTS STATS
55 Comments
42 Likes