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  • Chesapeake Energy: The Moves Left On The Chessboard  [View article]
    CHK is not going bankrupt. It deferred the Preferred dividend to buy back more debt on the open market. If cash was all that tight why would it buy its own bonds? If it can buy debt <50% of par, a $2 billion purchase with the bank line makes $2 billion of debt disappear - then it sells a $2 billion bond due in 2023, pays off the bank line, rinse and repeat.

    Hopefully it will also buy $1 billion of stock at this price, roughly 40% of the outstanding, retire it, and watch the shorts scramble at $40.
    Jan 31, 2016. 09:51 AM | 12 Likes Like |Link to Comment
  • VEREIT: An Update On Cole Capital  [View article]
    Since you seem to have all the answers, please have a courteous reply for those of us "young and new" - inquiring minds want to know.

    The accounting issues have been addressed, the Board and responsible parties are gone, and some of the bad investments have been disposed.

    What "garbage dump" items do you know that have CONTINUING impact on profitability? People buy stocks for the future, not the past - please tell us what you informed crystal ball says.
    Jan 29, 2016. 07:40 PM | 9 Likes Like |Link to Comment
  • Southwestern Energy +13% as shale gas suddenly seen as refuge  [View news story]
    It was a 5 minute trading halt because it's % spike triggered circuit breakers to the upside
    Jan 20, 2016. 04:25 PM | 2 Likes Like |Link to Comment
  • Examining Chesapeake's Debt And Asset Issues  [View article]
    CHK acreage over 14 million - largest reserves in the country, roughly 30 billion BOE of TOTAL reserves
    Dec 16, 2015. 12:00 AM | Likes Like |Link to Comment
  • One Chart That Could Curb Your (S&P 500) Enthusiasm  [View article]
    Unless your parents are Native Americans, you too are the child of immigrants. You got in so now close the door? Have you noticed who is running MSFT, and dozens of other S&P companies?

    Good luck with Christianity founder's precept of, "What you do to the least of my brethren you do unto me." You should have an "interesting" experience try to talk your way thru the Pearly Gates.
    Nov 27, 2015. 09:35 AM | 4 Likes Like |Link to Comment
  • Chesapeake Equity Holders Should Not Obsess Over Its Debt's Price Action  [View article]
    Okay - what is in the footnotes that you based your opinion?
    Thanks in advance.
    Nov 26, 2015. 07:16 PM | 2 Likes Like |Link to Comment
  • Chesapeake Equity Holders Should Not Obsess Over Its Debt's Price Action  [View article]
    CHK's total reserves are now priced at %0.35 BOE.
    How cheap is cheap?

    From 162 rigs in 2012 to 20 rigs today, and production is going up, CHK seems to be brilliantly efficient, and as the last release stated costs will drop significantly again in 2016.

    I wish CHK would use the $4 billion line to buy the debt at 50% off, cutting the total debt by $4 billion, refinance the $4 billion line draw into a 10 year 5% bond, and suddenly things don't seem so bad.
    Nov 26, 2015. 07:13 PM | 1 Like Like |Link to Comment
  • We're Long Chesapeake Energy... Should You Be Long Too?  [View article]
    Why did CHK just redeem $394 million of its 2035 2.75% convertible bonds AT PAR, when it could have retired the 2017 6.5% bonds eliminating a nearby maturity at 2x the interest rate?

    Or, buy back all the discounted bonds at 50% off, cutting that debt by 50%, reduce the interest payments, and strengthen the balance sheet ratios?

    Was it all for the convertible feature?
    If so, then that is VERY interesting.
    Anybody know why?
    Nov 22, 2015. 08:06 AM | 3 Likes Like |Link to Comment
  • Chesapeake investors signaling surrender as bonds plunge to all-time lows  [View news story]
    Sell stock to the smart buyers...

    And the smart thing for CHK to do is buy the bonds back at 60% off and cut the debt by 60%.
    Then issue new bonds with the now ultra-low debt level, and extend the term to 10 years at the current low rates.

    Or at $5 with its $1 billion share buyback it could retire 25% of its stock and squeeze the shorts.
    Nov 19, 2015. 07:45 PM | 17 Likes Like |Link to Comment
  • Midday Gainers / Losers  [View news story]
    Please explain what facts you have to support "criminal"

    I have never found anything but ethical business.

    Thank you.
    Nov 18, 2015. 03:18 PM | 3 Likes Like |Link to Comment
  • Spectrum Pharma sells certain rights to ZEVALIN to Mundipharma  [View news story]
    This is the premier treatment, one-&-done, for 1/3 the cost of the current "standard of care" with 2x the survival rate...

    Hopefully, Mundipharma will kick-start the acceptance globally so Zevalin can gain its most deserved role as the go-to life-saving treatment.
    Nov 18, 2015. 07:54 AM | 1 Like Like |Link to Comment
  • Bakken Update: A Bronte Rebuff, Flotek Well Produces 24% More Oil Over First 11 Months  [View article]
    Congratulations on introducing FACTS in such a confusing situation - which had like-data available from the start, but the lazy business media failed to pick up on it, the shorts pounded their lies, and the shell-shocked management in its convoluted presentation failed to emphasize, and re-emphasize the production was UNDERSTATED (second worst conference call I ever heard).

    Hopefully someone will read your report, with its reduced exposure being Pro content.
    Nov 17, 2015. 07:05 AM | 7 Likes Like |Link to Comment
  • Whether Through An Honest Mistake Or Deception, Flotek's Reputation Is Damaged And It May Not Survive  [View article]
    The author knows Bronte is not a customer and did not pay for the program, and could not hack the security code - so of course it would not work.

    In fact, on the one well in question, FTK UNDERreported the production.

    So all the statements claiming the program did not work - more non-Christian short-seller's lies. Someday there will be a Judge of the short seller far more powerful than Mr. Market, with an eternity of consequences. Are you teaching that lying is the best way to get ahead.
    Nov 15, 2015. 06:45 PM | Likes Like |Link to Comment
  • The Future Looks Bleak For Emerge Energy Services  [View article]
    Chief Accounting Officer, Richard DeShazo, is 65 - with his accomplished career and setting up EMES for the future he earned the right to go fishing
    Oct 29, 2015. 12:14 PM | Likes Like |Link to Comment
  • Chesapeake Energy fined $2.1M for underreporting gas on tribal lands  [View news story]
    That was then, Lawler started May 2013 - this all happened before he came on board.

    Lawler has been changing direction fast, and has a core of focused officers and employees. He has brought in several from his prior employer, Anadarko. Total employees and land men has dropped from 18,000 in the heyday to roughly 4,000 today - so it is much easier to control what is happening.
    Oct 20, 2015. 08:50 PM | 3 Likes Like |Link to Comment
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