DaveW

The Quest for Marcellus Shale Exposure

M from R: I agree RRC has more going for it other than E.V./acre. For example they just inked a deal with MarkWest to put pipelines in place for delivering NG to market. Without supporting infrastructure bottlenecks will occur and severely dampen growth. Infrastructure is Rex Energy CEO Mark Hulbert's greatest concern currently (see interview with Cramer).

The Quest for Marcellus Shale Exposure

User 217910: the author is only writing about how to gain the purest play on the Marcellus. When the Marcellus is fully tapped into, the gains companies realize will be in proportion to their exposure.

The Quest for Marcellus Shale Exposure

Nice article, thank you. It would be interesting to know, regarding all companies mentioned above, how equal are the overall drill sites/Marcellus hectare, the amount of horizontal drilling and other state of the art technologies being employed, and supporting infrastructure (pipelines, etc.) in place or planned to get said NG to market. These factors could be equally as important as E.V./Marcellus acreage.

Recent World Events Are Bullish for Metals

Mark,
Thank you for your timely article, I'm adding to my SWC stake today as I notice it's lagging PAL in price movement. It lagged PAL by one day during the mid-May spike too.
Re: natural gas, consider small-cap Rex Energy (REXX) as a concentrated play on the Marcellus shale. Cramer just pumped it and gave it a $40 target (maybe that's a sell indicator?) :)
Thanks again,
-Dave

Equity Opportunities in Natural Gas

Don't overlook Rex Energy Corp. (REXX), a recently upgraded* micro-cap offering a nice play on the Marcellus shale.

*www.newratings.com/en/...