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dnpvd51

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  • Lower For Longer: A New Normal For U.S. Natural Gas Prices [View article]
    How can this not be true?

    I don't know the costs but certainly it implies that NG is harder to produce.

    Do you have hard data?
    Apr 23, 2015. 09:32 AM | Likes Like |Link to Comment
  • Google Taunts Microsoft With $149 Chromebooks [View article]
    "Failure of Chrome"

    Give me a break. Chrome runs on top of the Linux kernel. The geeks have much more control over a Chromebook than a Windows or an Apple computer.

    And when the geeks have control, and there is a need, there is a solution.
    Apr 20, 2015. 09:53 AM | 3 Likes Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    One thing about the break even point. It is pretty hard for a company to claim a break even cost above the price of natural gas.

    It would not be easy justifying increased production or any production for that matter with costs greater than price.
    Apr 17, 2015. 01:07 AM | 1 Like Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    You have no evidence, and further you claim that 500,000 cubic feet a day is profitable.

    I know these companies claim very low cost production, but that does not necessarily make it so.
    Apr 16, 2015. 09:27 PM | 1 Like Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    A well loses a fortune at your amount.

    I have the PA database which is a bit better than companies presentations.

    At $4 NG a well needs to produce at least 2 billion cubic feet to break even and in the Marcellus there are quite a few wells producing ZERO cubic feet.
    Apr 16, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    If they pay for themselves after the first 18 months how much production is that at $2 NG?

    I have the PA database. Most of the wells lose money at $4 or $5 let alone $2. And I don't think that the Marcellus even pays $2 for NG.
    Apr 16, 2015. 04:40 PM | 1 Like Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    The wells cost 6-7 or more million dollars a piece and also they start declining.

    So at that rate they will take a bath.
    Apr 16, 2015. 04:24 PM | Likes Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    So these wells are profitable at $1000 per day?
    Apr 16, 2015. 03:49 PM | Likes Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    500 million cubic feet per day? Are there any wells like this?
    Apr 16, 2015. 02:49 PM | Likes Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    Well, how much does a well need to produce to be profitable in the Marcellus at $2?
    Apr 16, 2015. 10:38 AM | Likes Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    I don't see anything particularly evil about Google.

    I find Microsoft evil because they charged too much and used dirty tricks to keep competitors out. Apple less so.

    And Google even less so as Google has all kinds of cool stuff that they do not even charge for.
    Apr 16, 2015. 10:34 AM | Likes Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    What is evil about Google?
    Apr 16, 2015. 10:10 AM | Likes Like |Link to Comment
  • Google's Slow-Motion Strangulation [View article]
    Which company is evil?
    Apr 16, 2015. 09:52 AM | Likes Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    At $3.5 how much does a well need to produce to break even?
    Apr 16, 2015. 09:41 AM | Likes Like |Link to Comment
  • Natural Gas Market - Will UNG Be The Next Big Trade By 2016? [View article]
    These companies are all deep in debt. When natural gas starts rising these guys will need to repay their debt.
    Apr 15, 2015. 07:59 PM | 1 Like Like |Link to Comment
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