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Fracguy

Fracguy
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  • Why Buying A House Is A Terrible Investment [View article]
    You are going to pay taxes, maintenance and insurance whether you rent or own. Those are built into the cost of rent.
    Jun 16 11:55 AM | Likes Like |Link to Comment
  • Sanchez Energy: From 'Asset-Poor' To 'Asset-Rich' [View article]
    Richard, how did SN fund this acquisition and how will they fund the development?
    Do anticipate they will partner with a deep pockets Asian company a la PXD?
    Jun 10 10:19 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    An observation from the oilfield. Used to be every rig "doghouse" had a pot of coffee brewing all day. It has become a more rare thing these days. When I ask the young field workers why they don't drink more coffee they just grin and hold up a giant can of Red Bull, Monster or other similar energy drink.
    Anybody see the same in other industries? Has the consumption/production of coffee beans leveled off or declined? I know lots of folks are willing to pay more for quality beans, both has the overall consumption declined?
    Jun 9 07:26 PM | 1 Like Like |Link to Comment
  • Lands' End: An Overvalued Retailer With More Downside Ahead [View article]
    I've been a long time customer of Lands End. When Sears purchased them I immediately felt the sting of paying sales tax, but continued to purchase. I began to notice a slide in quality which I attributed to their sourcing more items from China.
    Hopefully the management can distance themselves from the Sears management style and resurrect what had been a top notch company from a consumers perspective.
    Peter Lynch wrote that if you like the company you will probably like the stock.
    I'll be watching this one for a while.
    Jun 5 08:01 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    gggl, fly ash (aka as pozzalan) is used as an extender in oilfield cements. It does not impart additional compressive strength. It is simply a cheap filler.
    Probably the same in Roman times. They could dig the pozzalan out of the ground and mix it with the more expensive and harder to make cement.
    Depending on the distance you have to truck it from a coal fired plant it may or may not be economical.
    Jun 2 11:52 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Gasoline prices during the Bush administration averaged about $2.00/gal with a $4.40 spike in the summer of 2008.
    Gasoline prices since Obama took office have averaged around $3.00/gal.
    Exporting of crude oil is forbidden by law. Refined products is another story.

    http://bit.ly/xhGnkN
    May 29 10:49 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Logix,
    Google Ixtoc oil spill and see if "thousands of years" comes into play.
    May 20 10:36 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    gggl,
    Hard to work a shovel w a PhD - AKA a Post Hole Digger!!
    May 19 07:22 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy Is Finally Joining EOG Resources In Its Oil Success Story [View article]
    If they spin off COS what will happen to their drilling and completion costs?
    I would expect the new owners of COS to want a ROI similar to BHI, SLB, HAL, WFT etc.
    Apr 30 09:38 AM | Likes Like |Link to Comment
  • Ignite Restaurant Group: Hidden Value In The Company's Attractive Assets [View article]
    Thanks for the reply. I went to one of the first BrickHouse Taverns in NW Houston about 4-5 years ago, so was not aware they had changed their style. May give them another try to check it out.
    Apr 23 10:33 AM | Likes Like |Link to Comment
  • Ignite Restaurant Group: Hidden Value In The Company's Attractive Assets [View article]
    "I see this concept as a hybrid between Buffalo Wild Wings (BWLD) and a higher-end casual restaurant; nice to watch the game but a good menu and the ability for a nice dinner."

    Have you been to a Brickhouse Tavern? It's a "Breastaurant" competing with Hooters, Twin Peaks and the like. There will always be guys willing to pay extra for a little flirtation, but it's a crowded segment.
    Apr 18 11:29 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    chudzikb,
    And a huge back seat!!
    Apr 14 12:14 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Panamerican,
    How much did your friend pay for the solar array? Chances are his KWH cost is the same if not higher than yours. And those solar cells don't last forever. They lose 1-2% capacity per year.
    Apr 14 12:09 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Cadillac Cimarron!! Had forgotten about that fiasco. Might be a collector after all.
    Apr 7 10:43 PM | 1 Like Like |Link to Comment
  • GasLog: Exposure To Positive Long-Term Fundamentals Of The Global LNG Market [View article]
    Interesting article. I have viewed the long term prospects for domestic NG as bullish for some time, but did not think it would be THIS LONG! And have viewed any utilization of NG in other nontraditional uses (i. e motor fuel) as positive for my livelihood which places me pretty close to the wellhead.
    3 questions - What is the cost (per MCF) to transport LNG across a typical ocean trip, Say North America to Western Europe or to East Asia?
    What is the per MCF cost to liquify NG?
    At what price (Nymex or Henry Hub) do you think domestically produced LNG start seriously losing market to crude oil?
    Mar 23 03:46 PM | Likes Like |Link to Comment
COMMENTS STATS
125 Comments
172 Likes