mac1943

mac1943
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  • NuVista's Lenders Offer The Company A Helping Hand  [View article]
    author; why don't you show the oil / gas split ? Lookjng at the hedges, they may be much more gassy than oil; which is important from my viewpoint. Your summary indicates "attraction" at $ 60 oil. What about gas ?.
    Feb 2, 2016. 11:56 AM | Likes Like |Link to Comment
  • Can Enerplus Survive The Oil Carnage?  [View article]
    to author;
    your failure to respond to comments on this, and other articles you have authored, does not reflect well on your attitude.
    Jan 23, 2016. 01:51 PM | Likes Like |Link to Comment
  • Pembina Pipeline - Low Leverage Provides Margin Of Safety, But Dividend Might Not Be Secure  [View article]
    agreed, jack, this article was sub standard. And why no comment re the fact that some 85% of their revenue is from fee based long term contracts, not subject to commodity price exposure. I wish I had more ! For those with U.S. $ and a 3 year + time line, this is a great buy.
    Jan 22, 2016. 09:25 PM | 1 Like Like |Link to Comment
  • Paramount Resources Is A Call Option On The Oil And Gas Price, But Nothing More Than That  [View article]
    I would suggest that POU is a call option on the gas and NGL price. They produce very little oil. And the option could expire fairly soon.
    Jan 20, 2016. 01:14 PM | Likes Like |Link to Comment
  • Can Enerplus Survive The Oil Carnage?  [View article]
    to author; I didn't see the oil / gas / NGL split. Is not a significant portion of their production gas in the Marcellus ? with unattractive margins ? 9% hedged means 91% unhedged ?
    While my personal feeling (and hope) is that oil may recover later this year I don't see much upside on the gas /NGL side.. Your thoughts ?
    Jan 20, 2016. 12:42 PM | Likes Like |Link to Comment
  • What's Next For Chesapeake?  [View article]
    you can blame OPEC ( read Saudi Arabia ) for the current oil price, however the natural gas price, which is also a problem for many companies, is a North American continent problem. A significant portion of the NG oversupply is the gas produced in association with oil; with the significant increase in oil production because of the shale boom, a lot of extra gas has been produced (as well as NGLs ) . Now because of pipeline / market imbalance, it's worse in some pplaces than others, e.g. Marcellus, with a nearby market but insufficient takeaway. So we shouldn't suggest that all will miraculously improve if the price of oil goes up; gassy companies could still be in a world of hurt.
    Jan 13, 2016. 12:33 PM | Likes Like |Link to Comment
  • Clean Energy Fuels: Why You Can Consider Going Long  [View article]
    listener, you nailed it. CLNE invested substantially in LNG, which isn't doing well. Any growth in CNG is marginal at best and doesn't utilise their investment, at least not effectively. As I have said previously here, anyone with a natural gas line and 110 volts can fuel a CNG vehicle. NG is a good fuel, but CLNE has a poor business model and in my view is not a worth while investment at this time.
    Jan 12, 2016. 12:19 PM | 2 Likes Like |Link to Comment
  • Crescent Point Energy Announces A 2016 Capex Cut, But Should Suspend Its Dividend  [View article]
    sunnypt,
    one of the metrics I look at is the number of barrels of oil per share. In the chart shown above, it shows 18 billion OOIP divided by 504 million shares.= about 36 barrels per share. That gives me some comfort. Obviously one has to be able to extract it profitably, but it shows the potential upside when prices rise, hopefully again within my lifetime.
    Jan 9, 2016. 11:39 AM | 1 Like Like |Link to Comment
  • Advantage Oil & Gas Will Thrive  [View article]
    oil versus gas + geopolitical instability = apples and oranges
    Jan 5, 2016. 01:48 PM | Likes Like |Link to Comment
  • This High-Dividend Stock Yields 9%, Had Record Income And Revenue And Raised Guidance Again  [View article]
    as a Canadian, I looked into the tax implications to a certain extent and decided to not even think about investing in MLPs . Can't remember all the details but one was a 30% witholding tax on distributions.
    Jan 4, 2016. 11:32 AM | Likes Like |Link to Comment
  • This High-Dividend Stock Yields 9%, Had Record Income And Revenue And Raised Guidance Again  [View article]
    DD doesn't respond, or apparently listen
    Jan 3, 2016. 11:53 AM | Likes Like |Link to Comment
  • Seadrill: Concluding Thoughts  [View article]
    " concluding thoughts" This title must mean that this was the last article you will ever write about Seadrill
    Dec 23, 2015. 02:51 PM | 7 Likes Like |Link to Comment
  • Seadrill: Prepare For Impact... New 52-Week Lows Could Be Ahead  [View article]
    nj,
    I agree with you, but I think the recovery in offshore activity may be far enough out that there will be significant restructuring in the industry. Drill ships may well last longer than some companies.
    Yes drill ships will be needed near and long term, but the number on contract short term, and the day rates they can generate, will continue to cause stress amongst the OSDs.
    Nov 27, 2015. 11:01 AM | 3 Likes Like |Link to Comment
  • Tesla: Credit Suisse's 2 Main Catalysts Are Easily Shown To Be False  [View article]
    to a believer, no proof is needed;;;;to a non-believer, no proof is possible !
    Nov 26, 2015. 05:11 PM | 2 Likes Like |Link to Comment
  • Does Anyone Believe Saudi Arabia Now Wants To Play Nice With Competitors?  [View article]
    I refer to your comment re the Saudi reserves. I have been wondering whether their increased production is impairing their fields, especially the now long in the tooth Gawhar (?sp) field. Is their possible change in sentiment in fact a matter of necessity ? I would appreciate a comment from someone with knowledge of this technical aspect. And do fields recover from over pumping ?
    Nov 26, 2015. 12:08 PM | Likes Like |Link to Comment
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