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  • 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 | 2 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 | 6 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
  • Housing Starts Back Near Cycle Highs [View article]
    Look again at all three charts - they show today's level is 1/2 of the high - NOT anywhere even close to "near cycle highs."

    How do the authors figure 1,206 is close to 2,500?

    Enquiring minds want to know...
    Oct 20, 2015. 04:26 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Expect More Upside [View article]
    Cheniere (LNG) will begin exporting next March from Louisiana. Dominion (D) will start exporting in 2017. Another export facility is being built in northern California, probably for 2018.

    There are 10 approve export facilities, and applications for 15 more.
    However, on average, it takes 5 years and $5 billion to build one, so there is nothing cookie-cutter.

    CHK's pipeline that was in construction for the last 4 years will connect the Utica to Louisiana in November. Big projects like these take time and billions.
    Oct 13, 2015. 08:40 PM | 2 Likes Like |Link to Comment
  • Far Beyond Oil - Wholesale Imbalance Extends To Extremes In Autos [View article]
    Great work! Including your post on Swap Spreads.

    Your work is original and insightful. All of Seeking Alpha is piling-on, as this rebound is the continuation of this runaway bull market. So while the house looks beautiful, you are showing the termite damage to the foundation that could bring down the house.

    Question: How do we find the Credit Default Spreads, IF they are widening, and where, as those charts were the canary in the coal mine in 2007-08?

    Thank you for your posting - I am now a follower.
    Oct 10, 2015. 08:46 AM | 7 Likes Like |Link to Comment
  • Chesapeake bonds sink on new debt leeway in amended revolver [View news story]
    This analysis makes absolutely NO sense.
    IF Chesapeake was sooooo weak in this depressed oil/gas environment there is not a lender in the world that would "extract some concessions." Rather, as is happening with weak companies, credit lines are being cut or called.

    Having been a bank CEO (in a prior life), this is the sign of strength to the achievements of Lawler and the team.

    If you read between the lines, combined with the repurchase of the convertible debt, this game of chess is playing out as Lawler has strategized - and will have some very pleasant surprises.

    CHK remains the holder of the best, and largest, reserves in the US, has become the lowest cost producer, and after years in construction the pipelines will soon be connected letting CHK tap higher prices - under its new WMB favorable agreement.
    Oct 1, 2015. 11:57 AM | 6 Likes Like |Link to Comment