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  • The Quest for Marcellus Shale Exposure  [View article]
    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).
    Jul 17 13:12 pm |Rating: 0 0 |Link to Comment
  • The Quest for Marcellus Shale Exposure  [View article]
    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.
    Jul 17 13:07 pm |Rating: 0 0 |Link to Comment
  • The Quest for Marcellus Shale Exposure  [View article]
    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.
    Jul 17 13:04 pm |Rating: 0 0 |Link to Comment
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