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  • Refuting The Natural Gas Bears  [View article]
    The rate of production growth is clearly dropping rather quickly, whether production growth has turned negative or not is not that important. If the present trend continues production growth will turn negative(if it hasn't already) at anything like today's prices.
    Oct 23, 2015. 01:26 AM | Likes Like |Link to Comment
  • Refuting The Natural Gas Bears  [View article]
    Yeah right,

    Companies that buy out bankrupt companies will continue spending on wells that bring in 5 million but cost 7 million.
    Oct 23, 2015. 01:20 AM | Likes Like |Link to Comment
  • Fannie Mae Preferred: When Will The Dividends Return?  [View article]
    How is it fair for shareholders to cheat the government?
    Oct 10, 2015. 03:12 PM | Likes Like |Link to Comment
  • Refuting The Natural Gas Bears  [View article]
    Craig,

    It would be nice if perhaps you contributed something other than calling me an ignoramus.

    And it does not matter what business it is, it hard to understand why folks are selling their limited resource heavily into a lousy market.
    Oct 4, 2015. 04:50 PM | 3 Likes Like |Link to Comment
  • Refuting The Natural Gas Bears  [View article]
    This HBP argument makes little sense as the landowner should not want his NG taken out of the ground in a crap market. So these leases should be easy to renegotiate in this crap market. And why would landowners be signing these contracts anyway when there valuable NG can be taken at such lousy prices?
    Oct 3, 2015. 08:03 PM | 4 Likes Like |Link to Comment
  • Why I Don't Care About No Stinkin' Oil Rig Counts  [View article]
    It used to be that one could drill a hole in the ground and the oil would come gushing out. Now somehow fracking is easier than this.

    Don't think so.
    Oct 3, 2015. 07:01 PM | 6 Likes Like |Link to Comment
  • U.S. Natural Gas: Rumors Of Production Rolling Over Are Strongly Exaggerated  [View article]
    Demand defines price which then defines production. And these guys are finally cutting Capex. Doesn't production need to fall with lower Capex?
    Oct 2, 2015. 09:44 PM | 1 Like Like |Link to Comment
  • U.S. Natural Gas: Rumors Of Production Rolling Over Are Strongly Exaggerated  [View article]
    This logic of this article is problematic because production must first level off before it can drop.

    It is pretty obvious that production growth is slowing rapidly, but before we can have a decline, production growth must go to zero.

    There is nothing in this article which refutes the fact that production growth is falling rapidly.
    Oct 2, 2015. 07:14 PM | 1 Like Like |Link to Comment
  • Refuting The Natural Gas Bears  [View article]
    There is only one good explanation that i can think of for these NG producers to keep producing at a loss. The executives can get big salaries and possibly even big bonuses as long as they show big sales and can play with the books a little.

    And the guys selling the bonds for these losers also can make a big buck.
    Oct 2, 2015. 06:59 PM | 1 Like Like |Link to Comment
  • Time To Buy Cabot Oil & Gas  [View article]
    Why isn't this stock falling harder and faster when this company is selling so much of their assets (NG) at these losing prices.
    Oct 1, 2015. 08:41 PM | Likes Like |Link to Comment
  • Natural Gas Price Rise Above $4 Could Be Imminent  [View article]
    Why are these jokers even shipping gas at these prices?

    Cash price is under $1 in several places.
    Oct 1, 2015. 08:37 PM | Likes Like |Link to Comment
  • Time To Buy Cabot Oil & Gas  [View article]
    "Fully loaded cash break-even costs are less than $2.50 per mcf."

    This strikes me as a rather dubious assertion. The NG to crude oil ratio has normally stood at ten. Can shale oil costs possibly be $25 per barrel?
    Sep 29, 2015. 08:52 PM | 1 Like Like |Link to Comment
  • Natural Gas Breaks Support  [View article]
    How do we know that Marcellus NG is so cheap to produce when all the companies in the Marcellus are taking on so much debt?

    Clearly the cash price is lower than production costs. Does anyone really believe NG can be produced for under two dollars?
    Sep 28, 2015. 09:10 PM | Likes Like |Link to Comment
  • Another Nail In Gold's Coffin?  [View article]
    With the median price for a house in San Francisco well over a million dollars, how can we seriously talk about deflation?
    Sep 28, 2015. 08:55 PM | 2 Likes Like |Link to Comment
  • Wright Was Right About The Federal Reserve  [View article]
    The FED is Patsy for the banks. The banks own it, and appoint many of its members.

    Your comment makes no sense.
    Sep 23, 2015. 08:13 PM | 1 Like Like |Link to Comment
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