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User 195396

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  • Pioneer (Huge) Resources [View article]
    Good article, solid analysis-still trying to work thru the numbers;

    Would very much appreciate a copy of the detailed spreadsheet via PM?
    Aug 13, 2015. 12:53 PM | Likes Like |Link to Comment
  • Miller Energy Resources - How To Ignore Accounting And Bring The Company To Its Knees [View article]
    Understood-thanks.
    Aug 11, 2015. 11:32 PM | Likes Like |Link to Comment
  • Miller Energy Resources - How To Ignore Accounting And Bring The Company To Its Knees [View article]
    I am not sure how Boruff escapes responsibility for this-at the end of the day, he and the CFO must certify the accuracy of the financials-the finanicials belong to management. The auditor certify to their accuracy and reasonableness-if the fiancials are fradulently prepared and management is involved, the auditors will not uncover this fraud unless they perform a 100% audit, which no company can afford.

    The Sarbanes-Oxley law should have been abided by, which to me is a surprise if the auditors did not closely review compliance. I have no facts other than what I see and have seen for the past several years with this company-I was appalled at Boruff's loading up on options and excessive comp along with several other members of mgmt.

    http://bit.ly/1L4WVIH

    Long player, are you really long this disaster?
    Aug 11, 2015. 10:41 PM | Likes Like |Link to Comment
  • Gazprom says China contract offers no protection against low prices [View news story]
    Agree. I would think the Russians would seek markets other than Europe/Ukraine-dealing with the Europeans and whomever is in control in Ukraine currently, maybe Lew or Nuland, has to be a humongous pain in the ___. They have to be stay on top of their game in dealing with the Chinese but there won't be endless whining.
    Aug 10, 2015. 04:24 PM | 1 Like Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    Source please;
    Aug 7, 2015. 03:54 PM | 2 Likes Like |Link to Comment
  • Gazprom field offshore Russia added to U.S. sanctions list [View news story]
    Is your cmt a sick joke or sarc? Tens of thousands for expansion of Russian empire-this one hits it out of the park on a horrible Fri in the mkts.
    Aug 7, 2015. 03:52 PM | 2 Likes Like |Link to Comment
  • Crude: Updating For New Developments [View article]
    Thanks. Can't argue with the source.
    Aug 3, 2015. 01:40 PM | Likes Like |Link to Comment
  • Crude: Updating For New Developments [View article]
    Iran production is a factor, no question-it is a question, however, as to how quickly they can ramp up-you might be a tad optimistic but who knows-chatter is all over the range.
    Aug 3, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Round 3 - Miller Energy Resources, The Final Round [View article]
    MGMT, new CEO excluded (but he may have the greed virus as well) have rewritten the book on greed and ways to loot the company; Scotty and his airplane trips to girl friends, a pres (David) since departed, the compliant BOD (before the current iteration) all were attempting to load up on options, etc until they got some pushback, too little too late. G & A expenses (which included mgmt comp) was off the grid.
    SA has a few articles which reveal the scam but the comments to those articles are telling. Normally do not recommend Yahoo board to anyone but this one has the dirt in spades.
    The quality, competence, honesty, and sense of responsibility of mgmt are key. In this case with MILL, all of those qualities were missing.

    Best of luck to current shareholders; in my mind, you got screwed by corrupt mgmt. Time to move on-look for better days!
    Jul 31, 2015. 07:00 PM | Likes Like |Link to Comment
  • Agnico Eagle EPS in-line, beats on revenue [View news story]
    In this horrific environment for the miners, AEM mgmt increases revenue and works on reduction of costs-best of breed again.
    Jul 29, 2015. 08:28 PM | 1 Like Like |Link to Comment
  • Commodities Today: Selling Continues, But Buying Opportunities Emerge [View article]
    "Who are you going to vote for?"

    Very good question but my political rant prob would not be appropriate here.

    Short answer: political system completely broken, ain't NO BODY "out there" at this time who turn this ____up country around-really pathetic and tragic. D.C. is a swamp.
    Jul 25, 2015. 11:33 AM | 1 Like Like |Link to Comment
  • Pioneer Natural Resources Is A Poor Investment [View article]
    Thanks much-appreciate your comment from "backyard" experience.
    Jul 21, 2015. 04:40 PM | Likes Like |Link to Comment
  • Pioneer Natural Resources Is A Poor Investment [View article]
    Good detailed comments from phillips and oilier-disagree completely with thrust of the article as detailed in those cmts-very short sighted imo-I'm quite long on PXD as I believe it is best of breed with stable experienced mgmt and huge potential. If one believes that crude will stay down here longer and lower, than E & P's are prob not the place to be. If one believes that production is turning down, as I do, and demand is stabilizing and turning up, than a bet here & now on solid E & P's is a prudent bet.
    Jul 18, 2015. 11:44 AM | 1 Like Like |Link to Comment
  • McEwen Mining reports Q2 El Gallo production 15% above guidance [View news story]
    http://bit.ly/1gEPriw

    MUX receives insurance proceeds (substantial) in settlement of robbery losses.
    Jul 17, 2015. 02:15 AM | 1 Like Like |Link to Comment
  • Pioneer Natural Resources upgraded at Morgan Stanley, 40% upside seen [View news story]
    Very impressed with PXD mgmt, particularly when all is not rosy. Longevity and experience are key when the road becomes a little rocky. Large long on PXD.
    Jul 13, 2015. 01:55 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
422 Comments
316 Likes