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dnpvd51

dnpvd51
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  • The Drunken Sailor That Is Google [View article]
    HUH?

    I don't get your point here at all.
    Jun 19, 2015. 02:46 AM | Likes Like |Link to Comment
  • The Drunken Sailor That Is Google [View article]
    Well for one Google software works better on the Nexus than the Apple.

    What does Apple offer not on the Nexus?
    Jun 18, 2015. 08:56 PM | Likes Like |Link to Comment
  • The Drunken Sailor That Is Google [View article]
    I think the Nexus 9 offers a better ecosystem than the Apple air 2

    Isn't the ecosystem what but Apple fans brag about?
    Jun 18, 2015. 04:28 PM | 2 Likes Like |Link to Comment
  • Natural Gas: A $3.50 Commodity? [View article]
    "Let's say I am EOG and I have few decades of gas resource to develop. "

    An overly optimistic assumption.
    Jun 17, 2015. 12:54 PM | 1 Like Like |Link to Comment
  • Natural Gas: A $3.50 Commodity? [View article]
    Not so sure about the EURs of these wells. EURs are estimates.

    BUt on their prolific wells they are shipping at lot of gas at lousy prices wasting their assets.
    Jun 17, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Natural Gas: A $3.50 Commodity? [View article]
    Cabot is not profitable.

    They recently had a 700 million + write off and last quarter they went still deeper in debt.
    Jun 16, 2015. 05:55 PM | 1 Like Like |Link to Comment
  • The Bailouts Of 2007-2009 [View article]
    Complete nonsense,

    The government was paid back with devalued money so no profits.

    And Fannie and Freddie do more harm than good, and now they are again lending with too little collateral at very low interest-a recipe for disaster.
    Jun 14, 2015. 10:35 AM | 1 Like Like |Link to Comment
  • The Warren Buffett Economy - Why Its Days Are Numbered (Part 3) [View article]
    Buffet pushed hard for the bailouts to save his investment in Goldman, etc.

    There certainly is not much deserved about Buffet's gains since the last crisis.

    And Bill Gates saddled us with a crappy OS that we are finally getting over.
    Jun 14, 2015. 01:08 AM | 1 Like Like |Link to Comment
  • Battered, Bewitched, And Bewildered Chesapeake Energy Is Every Bit A Buy [View article]
    We are going to shale because the better rock is used up.

    And COG wrote off 700 million recently and last quarter they borrowed another 125 million. Even though they claim earnings, I have my doubts.
    Jun 11, 2015. 07:19 PM | Likes Like |Link to Comment
  • Battered, Bewitched, And Bewildered Chesapeake Energy Is Every Bit A Buy [View article]
    HUH?
    Jun 11, 2015. 12:23 AM | 1 Like Like |Link to Comment
  • Battered, Bewitched, And Bewildered Chesapeake Energy Is Every Bit A Buy [View article]
    Shale rock is not as good as conventional rock, so they don't have nearly the best rock in the world.

    Also, I meant COG's claimed cost of production drops with the price of NG. Their real costs are not likely to do such.
    Jun 11, 2015. 12:22 AM | Likes Like |Link to Comment
  • Battered, Bewitched, And Bewildered Chesapeake Energy Is Every Bit A Buy [View article]
    So cost does not matter? Nonsense.

    Coal should be much cheaper than NG per BTU because it is cheaper to produce per BTU. If this is not the case in the market, it must mean the NG companies are taking a bath.

    Or perhaps coal companies are making huge profits.
    Jun 10, 2015. 09:47 AM | 1 Like Like |Link to Comment
  • Battered, Bewitched, And Bewildered Chesapeake Energy Is Every Bit A Buy [View article]
    I don't believe COG is break even at anything like $1.79

    Perhaps they have a few exceptional wells, but COG break even costs drop as the price of NG drops.
    Jun 10, 2015. 01:39 AM | Likes Like |Link to Comment
  • Battered, Bewitched, And Bewildered Chesapeake Energy Is Every Bit A Buy [View article]
    There is no reason that these NG companies should be worth so much more than the coal companies. In fact in actuality, the NG companies are losing more money than the coal companies because NG is much more expensive to produce per BTU.
    Jun 10, 2015. 01:36 AM | 4 Likes Like |Link to Comment
  • Natural Gas Is The Only Commodity I Want To Own Right Now [View article]
    The natural gas companies in the Marcellus have been losing billions and still they pump more NG.

    While they claim profits when the price is under $1.5 using some accounting tricks.

    THere may be NG in the Marcellus at the right price. We are nowhere near the right price.
    Jun 9, 2015. 12:19 AM | 1 Like Like |Link to Comment
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