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dhdhoora

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  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    Michael -- absolutely fabulous comments and like you I was 'blown away' by the terms of the two funding deals. In this market -- are you kidding me? Beyond Wow! But, let's also look at IOG and understand that they are a relatively new outfit with big time leader -- former CFO from Chesapeake -- and are committing a substantial portion of their fund to Lonestar. Talk about validation -- Wow again! And, how in the world did they get a consortium of banks to agree to IMPROVE the terms of their line of credit? Every financial source right now is being challenged by having any exposure to the energy sector -- but here they go with a better deal for Lonestar! Are you kidding me?

    Stock just off all time low with a 5 bagger written all over it.. and if oil does indeed make its way back to $60 by EOY -- even the silly market will start to like this stock. Now, if we could just deal with the uplisting...

    ATVB,
    Don
    Jul 29, 2015. 01:11 PM | 2 Likes Like |Link to Comment
  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    Thanks Wayne... Getting past Cramer was tough, but the Core Labs CEO certainly has cred. Very surprising call for maybe $60 WTI by EOY -- based upon decline curve analysis of US production and his belief that Saudi Arabia and Russia can not keep up current pace of production. Wondering if he considered the impact that new fracking practices and cherry picking core locations appear to be having on production curves?

    ATVB,
    Don
    Jul 28, 2015. 11:15 PM | 1 Like Like |Link to Comment
  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    To the three or four of us that are true believers...

    It would appear that today, $LNREF traded at an ALL TIME LOW.... The SP is barely over 1/10 of the proven value of reserves#&^&#&... So, if I were a Texas wildcat oil tycoon, how on earth could I find oil this cheap? Why wouldn't they simply come in and buy the company??? Granted 65% held by one institutional investor would be a tough hurdle to jump over, but I'd be willing to bet that they might take 3x today' price -- let's see -- that would be only about 3x proven reserves.......Hmmmm..

    BTW, some selling on the day before results makes me nervous -- because by definition, someone selling today has thrown in the towel...

    ATVB,
    Don
    Jul 28, 2015. 02:39 PM | 3 Likes Like |Link to Comment
  • Is Plug Power Set To Electrify The Market? [View article]
    gmajesko -- I appreciate your perspective and the track record of the company would certainly seem to support your thesis. That said, the real question must be "Is Plug truly a reformed sinner?" The statements made by the CEO and new CFO certainly seem to show a 'new' company turning away from its past practices. Also, very hard to argue with the customer list that the company has assembled. Certainly those companies have done some due diligence and would not subject their distribution ops to something that they thought was simply a 'cash flow' scamma-jamma outfit. Above all, they want stable, long-term relationships. Your cynicism seems to run against that...

    ATVB,
    Don
    Jul 24, 2015. 11:45 AM | 4 Likes Like |Link to Comment
  • Why Investors Should Consider Buying The Drop In Hi-Crush Partners [View article]
    The market simply has thrown this company out with the E&P bathwater. There simply is no rationale for the 70% 1 year haircut. While rig counts are down, new fracking techniques, utilizing longer laterals, more stages, and penetrations per stage, are actually INCREASING the demand for frack sand. Yes, the company has made price concessions this year, but gained either greater volume or longer duration long term contracts. (85% of production is used to satisfy long term contracts.) Also, the company has continued to improve capacity. So, unless you believe there is no possibility of recovery in oil or gas prices, then $HCLP is a screaming buy for DGI investors.

    ATVB,
    Don
    Jul 22, 2015. 09:34 PM | 2 Likes Like |Link to Comment
  • Is Plug Power Set To Electrify The Market? [View article]
    Andy Marsh is a great salesman and I honestly believe that the company is keenly aware of its poor image in the Market -- hence the Power Trip road shows -- they were very good covering much of the material in this article. But to me, the really big news is CFO Paul Middleton -- we're finally getting financial and engineering discipline. I would not want to be short $PLUG any longer...

    ATVB,
    Don
    Jul 17, 2015. 08:06 PM | 11 Likes Like |Link to Comment
  • Sanchez Energy: Catarina Continues To Perform Above Expectations [View article]
    The mid term forecasts for oil continue to look grim and seem to be getting worse every month... We all know that gas prices have been depressed for some time and will likely remain so for the foreseeable future -- with more production coming online. My question is for NGLs. Next year, we'll finally have meaningful takeaway capacity for NGLs in the Gulf coast. Won't this inevitably help $SN -- even if gas and oil remain depressed?

    Thanks,
    ATVB,
    Don
    Jul 17, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Synthetic Biologics: Shorts Have Been Burned, Yet Major Catalysts Still Loom [View article]
    @ Seelisa... It is awesome comments from professionals like yourself that make SA a worthwhile place for investors. Yes, I've studied the 8K -- but was not able to put the pieces together such as you have.

    Thank you, thank you, thank you...

    ATVB,
    Don
    Jul 17, 2015. 09:40 AM | 3 Likes Like |Link to Comment
  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    That is precisely what John Pinkerton and co will look forward to -- expand their footprint and reserves from others that do not have the resilience that Lonestar has. Lonestar has stated that they have sufficient CF and credit to ride out $40 oil into 2017. If oil is still at $40 and NG @ $2 in 2017-- well most of the industry, and consequentially the USA, will be in big trouble. Of course, our new pres will be well equipped to handle the crises - not.

    Anyway, I'm still way over-allocated in $LNREF with the average SP @ $11.00 -- but mighty hard to turn away from $6 ($.12 pre split)...

    ATVB,
    Don
    Jul 16, 2015. 09:02 PM | 2 Likes Like |Link to Comment
  • Synthetic Biologics Wants An Antibiotic Monopoly [View article]
    I've been a big fan of Synthetic for well over a year. Both SYN004 and Syn010 have the potential to be blockbuster drugs that attack the causes -- not the symptoms. The company is fully committed to developing these kind of products affecting our guts. Uh, Trimesta does not affect our gut -- except the uneasiness we feel as we get whipped around by this melodrama. 'Will she show up at the wedding or will she leave me for my 'best man'?"

    The root of the problem with Trimesta is that Synthetic does not control or fund the project. It has negotiated some important rights and will eventually get the MRI and P2 cognitive data on Trimesta. The operative word is 'eventually' -- the most recent 8k would suggest by the end of July. However, this dalliance has run the well dry at the farm and the company has figured out that it will be in better position to negotiate on Trimesta by keeping the the wells from running dry and preventing the chickens not dying from thirst.

    Why the company chose to issue a secondary vs secure some kind of a bridge loan does seem to suggest that the outlook for Trimesta is uncertain. (All of the comments from recent calls stated that the dilution would not take place until well into next year...) There is big money behind Synthetic and I speculate that they would have preferred some kind of sweetheart debt deal rather than a 10% - 25% haircut in their equity. So, evidence would seem to suggest that Trimesta is not going to be the horse that pulls the wagon for SYN004 or SYN010.

    Now, off of the farm analogy, and back to work...

    ATVB,
    Don
    Jul 16, 2015. 10:09 AM | 4 Likes Like |Link to Comment
  • Sanchez Energy says Q2 production beats guidance, raises full-year outlook [View news story]
    Hmmm...
    Will this start to make up for the 75% haircut long shareholders have taken in the past year? 75% from Sept. 14 top... Can we say 'overreaction' by the market?
    Jul 15, 2015. 09:25 AM | Likes Like |Link to Comment
  • Prospect Capital: How Low Can It Go? [View article]
    Accountant -- you've probably been around the race track a few times as have I... While I agree with your sentiment and the July 2 SA article makes a decent case for $PSEC -- two items need to be considered...
    1) The repurchases by the 4 top dogs represents a small fraction of their accumulated wealth in Prospect... Mabye they have incentives to try and pump up the SP; and most importantly
    2) The markets for most stocks no longer reflect the best judgement of the investor 'crowd'. They have been taken over by algo traders, day traders, and hedge funds that could care less about the underlying fundamentals of a given stock.

    ATVB,
    Don
    Jul 13, 2015. 02:39 PM | Likes Like |Link to Comment
  • Synthetic Biologics Wants An Antibiotic Monopoly [View article]
    Last Thursday, I met a gentleman that had unexpectedly caught a nasty infection that got to his heart. He nearly died (several times) but was saved by today's medicine and medical practices. But was in ICU for 3 months and hospitalized for 6 months. Sadly, he got c.diff and said that the c.diff experience was just about as bad as all of the mess with the infection and coronary issues... WE NEED 004!!! Why doesn't the market get this?

    ATVB,
    Don
    Jul 11, 2015. 04:33 PM | 3 Likes Like |Link to Comment
  • Hi-Crush Partners Yields 8.8%, But Is It Due For A Distribution Cut? [View article]
    Wow -- what a fantastic piece!

    I wish the media would pick up on this -- but alas, it's a lot more interesting to create miss-information and confusion -- especially to promote a 'green' initiative.

    ATVB,
    Don
    Jul 9, 2015. 12:13 PM | Likes Like |Link to Comment
  • Synergy Pharma Still Has Significant Upside Potential [View article]
    Today's announcement of the appointment of a 'Chief Commercial Officer' is a clear indication that the company is pursuing its own commercialization of Plecanatide -- at least in North America. The individual hired is probably entering the peak years of his career. I doubt that he would sign on to Synergy if there was any real possibility of the company being bought out because the Commercialization positions would be eliminated in any buyout. So, partnerships may be in the offering for International commercialization only.

    So, IMHO, we can expect a run up in SP at least until the time that Plecanatide is launched -- a year from now?

    Just bought more today...

    ATVB,
    Don
    Jul 8, 2015. 04:19 PM | 2 Likes Like |Link to Comment
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