Seeking Alpha

dnpvd51

dnpvd51
Send Message
View as an RSS Feed
View dnpvd51's Comments BY TICKER:
Latest  |  Highest rated
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    I don't see how you proved any of my assertions false or incorrect.

    In fact, you even indicate that NG is too cheap to be profitable. And you only offer an article from FEB 2012 about projected shut in wells.

    These wells for the most part did not even get shut in, and today nobody is shutting in wells.
    Oct 17, 2013. 09:17 PM | Likes Like |Link to Comment
  • The Worrying U.S. Path Toward High Inflation [View article]
    In the 1990s NG was often below two dollars. Now we are sitting near $4 and we have had low official inflation the whole time. In fact, I ran $2 in the gov CPI calculator for 1995 and out popped 3.16 for 2013.

    Also in the near future the price of NG is going much higher.

    So the CPI even for this commodity is foobar.
    Oct 17, 2013. 08:59 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    Isn't XOM the company that bought XTO and lost a fortune on the deal?

    I await your next try at disproving the Powers book. The Powers book did not make up my mind, but it did bolster my decision to go long NG.
    Oct 17, 2013. 03:52 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    Most of those shut ins did not even happen.

    CHK is not shutting in any production today, neither is ECA.

    I haven't been following COP but I doubt if they are shutting in gas either.
    Oct 17, 2013. 03:29 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    Bill Powers claims that LNG exports are not in the cards. We do not have enough NG.

    In the not too distant future we will be wanting to import NG.
    Oct 17, 2013. 03:17 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    TakeFive,

    CAPEX on NG is down big time.

    But nobody has been shutting in wells to any major extent.
    Oct 17, 2013. 03:16 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    I would like to see your source about any shut in wells.

    These guys were not shutting in wells when the price was $1.90, but now you insist that at twice the price they suddenly are shutting in wells.
    Oct 17, 2013. 03:14 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    I read his latest book cover to cover.

    Let me know about anything in the book with which you disagree,

    I have not found anything.
    Oct 17, 2013. 02:45 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    What shut in wells?

    These producers are too cash starved to shut in wells.
    Oct 17, 2013. 02:43 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    The fact is that production is declining everywhere outside the Marcellus. Further, Shale is much more expensive than conventional NG.

    Also the shale NG basins are of much lower quality than the older conventional sources of NG

    And somehow we are supposed to have cheaper NG from poorer sources. I don't think so.

    If something is too good to be true it usually is too good to be true.
    Oct 17, 2013. 01:34 PM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    I suggest you read Bill Power's book. Then get back to me.
    Oct 17, 2013. 11:32 AM | Likes Like |Link to Comment
  • The Worrying U.S. Path Toward High Inflation [View article]
    I agree with you on inflation.

    1.3% is a joke. This means prices take more than 50 years to double.
    Oct 17, 2013. 11:30 AM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    Those prices are not staying like that for long.

    The shale boom is overhyped and the shale NG companies lose money at $3.74.
    Oct 17, 2013. 11:25 AM | Likes Like |Link to Comment
  • Post Default? Natural Gas Transportation A Sure Winner [View article]
    You are assuming a continuing supply of inexpensive natural gas. Shale NG is not cheap and it is not as plentiful as advertised.
    Oct 16, 2013. 11:19 PM | Likes Like |Link to Comment
  • The Worrying U.S. Path Toward High Inflation [View article]
    How about looser than the present Federal Reserve?
    Oct 16, 2013. 01:19 AM | Likes Like |Link to Comment
COMMENTS STATS
2,080 Comments
1,418 Likes