Seeking Alpha

skyraider

skyraider
Send Message
View as an RSS Feed
View skyraider's Comments BY TICKER:
Latest  |  Highest rated
  • OVX Volatility And The Oil Panic Of 2014 [View article]
    Gene, Interested in your take on LNCO/Linn's management actions this morning.
    thanks,
    sky
    Jan 2, 2015. 10:24 AM | 1 Like Like |Link to Comment
  • Update: Focus On Enhancing Balance Sheet Should Help Linn Energy In The Long Run [View article]
    Line Energy is falling along with most all other oil related E & P operations. With the drastic drop in the share price over the year what we are seeing is also the added pressure of tax loss selling by many small and large holders. This should end shortly. Also I am sure there is shorting going on since there is great volatility in the oil world and LNCO is a good tool for shorting since it is a C corp as long as stock is available.
    sky
    Dec 19, 2014. 11:31 AM | 1 Like Like |Link to Comment
  • Linn Energy: Sensitivity Analysis For Oil And Natural Gas Prices [View article]
    Thanks. Be interesting to see how all these calculations come out when they finally report in Feb. Of course we understand there is still a long time and opportunity for the oil market to change. Interesting times for oil and for LNCO/LINE holders. by the way, really do appreciate your comments and input on the various LINE/LNCO treads. You do keep folks in line. Keep it up.
    sky
    Dec 18, 2014. 07:04 PM | Likes Like |Link to Comment
  • Linn Energy: Sensitivity Analysis For Oil And Natural Gas Prices [View article]
    If you plugged that in rlp how much would it change Aw's numbers? Anything else you saw in todays 8-k that would impact? and if so how much do you think?
    thanks,
    sky
    Dec 18, 2014. 06:06 PM | Likes Like |Link to Comment
  • Linn Energy: Sensitivity Analysis For Oil And Natural Gas Prices [View article]
    thanks AW. I should have caught that. Too many numbers.
    sky
    Dec 18, 2014. 05:34 PM | Likes Like |Link to Comment
  • Why Is The House Of Saud Allowing Oil Prices To Fall? [View instapost]
    Nicely done. Important to look at all the various aspects of the drop in oil. Not a simple supply and demand.
    sky
    Dec 18, 2014. 01:11 PM | Likes Like |Link to Comment
  • Linn Energy: Sensitivity Analysis For Oil And Natural Gas Prices [View article]
    I will go back and check your article but if it is not addressed do we know how they plan to pay this off?
    sky
    Dec 18, 2014. 12:15 PM | Likes Like |Link to Comment
  • Why I'm Still Hopeful That Linn Energy Can Avoid A Distribution Cut [View article]
    I suspect that many individual holders of LINE/LNCO are like HH and have been in for a long time at a higher value. I am one also. Remember that the pay out percentage is based on the unit/share price and at the current low price and thus we get the high percentage. Should the distribution/dividend hold through the Jan monthly payment and then be confirmed in the the Feb call the stock may very well rise considerably and the yield comes rolling down in percentage terms. Though we are all looking for confirmation of that I believe it is only guessing at this point. Looking at several recent SA articles going more into depth in terms of Linn Energy's hedging, capex, debt, etc there are a lot of moving parts and most come back to what the price of oil is going to do. The market tells me we are in this for awhile but that too is only a guess.
    sky
    Dec 17, 2014. 09:09 PM | 1 Like Like |Link to Comment
  • Why A Dividend Cut Should Not Scare Linn Energy Shareholders [View article]
    Seems to me the lenders increase and affirmation of the borrowing base warrants some consideration here along with the closing of these two deals for LINE. Frankly I was expecting that the deals would not go through as planned, or near the same, and that with that the borrowing limit and base would not have been set without further evaluation and adjustment based on the price of oil and the new impact on the market and the company. In normal conditions these two announcements would have been very positive signs for the stock. we will see I guess.
    sky
    Dec 15, 2014. 10:22 PM | 1 Like Like |Link to Comment
  • Linn Energy Suffers Another Blow [View article]
    Certainly this helps but they are still facing 50+- oil and that is the big cat in the room.
    sky
    Dec 15, 2014. 06:22 PM | Likes Like |Link to Comment
  • Linn Energy Suffers Another Blow [View article]
    Looks like the sales just closed today as planned. Hope the various articles will take this into consideration and give us an update on their thinking.
    sky
    Dec 15, 2014. 05:43 PM | 2 Likes Like |Link to Comment
  • Linn Energy - Strong Cash Flow For Years [View article]
    I have seen two posts indicating that LINE or LNCO IR has said in one "no news is good news" and in the other "two have closed and one is expected to close middle of December". Now I have not checked directly. I agree with you that this is a major question since a great deal of debt repayment rests on the planned sales/trades.
    Hope your numbers are close to real.
    sky
    Dec 15, 2014. 12:27 PM | 2 Likes Like |Link to Comment
  • Will Linn Energy Post A Windfall Profit For Q4? [View article]
    Thanks Tim. Keep an eye on it and plan on a follow up article on LINE/LNCO when we get past the 4th qtr. report and conference call. Look forward to your work.
    sky
    Dec 14, 2014. 06:36 PM | 1 Like Like |Link to Comment
  • Will Linn Energy Post A Windfall Profit For Q4? [View article]
    Tim, Give an update on your thinking now that the price has moved much further down on oil since you wrote this. far more than most of us suspected. There seem to be so many moving parts it is hard to understand.
    thanks,
    sky
    Dec 14, 2014. 04:25 PM | 1 Like Like |Link to Comment
  • Linn Energy Suffers Another Blow [View article]
    hhmcdon, were you the one who reported that the investor relations person told you two of the three had closed and the third was expected to close around December 15th? I thought I read that on one of these posts on one of the LINE/LNCO articles in the last several weeks.
    sky
    Dec 14, 2014. 01:59 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
477 Comments
424 Likes