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donmlp

donmlp
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  • Is Linn Energy A Good Investment? [View article]
    The comparison between LINN and CPK is not fair ass LINN incomes from existing wellls as well as workover and some drilling of existing drill site . CPK depends on income on finding new sites. Unfortunately CPK aquired two much debt in buying more acreage then their cash flow would support then lenders which forced sales at reduced prices.
    LINN overestimated income plus there was a queston that the in the money puts which by now have expired worthless. The SEC investigate and found noting illegal but recommended they change accting methods which they did. The debt issue has been resolved except for one 2014.
    May 11 12:31 PM | 1 Like Like |Link to Comment
  • Penn Virginia Offers Near-Term Risk, But Long-Term Reward [View article]
    I am in 4.75 and will this Poney until someone is ready to buy her
    Feb 22 01:26 PM | Likes Like |Link to Comment
  • Nat Gas Breaks $6; Will Storage Levels Be Rebuilt This Summer? [View article]
    You forgot coal a lot of electric plants can burn either coal or gas and I believe we are well over differential which will favor coal. Assuming power co's can negotiate long term contracts they will change
    Feb 20 10:47 AM | 1 Like Like |Link to Comment
  • The Bakken Update's 2014 Stock Picks: Small Operator's Well Design Outperforms In North Dakota [View article]
    I did not mean to imply cheap . The good fields will sell for a substantial premium. The only whole out would be Harold Hamm as he owns most of the stock. The others most likely sold a lot of stock to get capital for their drilling programs.
    Feb 17 09:01 PM | Likes Like |Link to Comment
  • The Bakken Update's 2014 Stock Picks: Small Operator's Well Design Outperforms In North Dakota [View article]
    I don't think these small guys will be able to compete with CLR,EOG,WLL its not just drilling cost infrastructure etc drives the cost up so they will not be competitive. Don't be suprised if Exxon or Shell will swallow them all.
    Feb 17 06:45 PM | 1 Like Like |Link to Comment
  • Marine Harvest Management Discusses Q4 2013 Results (International) - Earnings Call Transcript [View article]
    my converted shares have not been delivered. That's part of the problem how do you sell/buy shares until they are delivered.
    Feb 12 09:13 PM | Likes Like |Link to Comment
  • This High Dividend Stock Has 24 Straight Dividend Hikes, With More On The Way In 2014 [View article]
    throwing away k-1 is NOT a good idea!! there are often loss,s that can offset 1099 income resuting no 1099 gain
    Dec 23 04:06 AM | 1 Like Like |Link to Comment
  • Commodities Today: The Bakken And Pipeline Capacity [View article]
    The end result of the use of rail is to allow the opening up of markets for US crude instead of Brent
    Dec 21 01:35 PM | Likes Like |Link to Comment
  • Bakken Update: This Integrated Oil And Gas Producer Has Over 20% Upside [View article]
    Looks Harold Hamm has rail capacity locked up. last report indicated most of his oil being shipped by rail and his takeaway cap was more then production. It seems to me the smaller e and p guys are going have problems with costs.
    Dec 17 01:55 PM | Likes Like |Link to Comment
  • Oil Market Karma: U.S. Shale Oil And OPEC [View article]
    Most of the oil profits have gone back into drilling, acquisition, and maintaining the existing wells. You all should be glad that private industry is investing to counter US support of the ME with taxpayers money and the lives of our citizens
    Dec 7 05:59 AM | 1 Like Like |Link to Comment
  • Are Energy Investors Rotating Out Of Shale Producers And Into Big Oil? [View article]
    Just keep in mind the best companies have thousands of wells that pump oil every day and prices may drop but cash flow continues. the options help to control prices. The income sheet still looks pretty good as they slow drilling which lowers drilling expense. I don't think you want the big boys to steal your bank of oil.

    Buy the way another good article.
    Dec 6 10:08 PM | 2 Likes Like |Link to Comment
  • Bakken Update: Permian Pure Play Athlon Beats Estimates With Vertical Wolfberry Production [View article]
    another great artical!! | was wondering if you have done work in Ector county where Linn Energy just brought a large block ??
    Nov 25 11:01 PM | Likes Like |Link to Comment
  • A Huge Catalyst Is On The Horizon For Linn [View article]
    look at the option spreads on linn site that should show the downside protection
    Nov 19 01:12 PM | Likes Like |Link to Comment
  • Continental Resources Has Upside Of At Least 27% [View article]
    There is a ban on crude export unless you run it thru a refinery and sell it as finished product.
    Nov 16 10:35 AM | 2 Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan Energy Partners' Distributable Cash Flow As Of Q3 2013 [View article]
    Or they don't want to bother with K-1's
    Nov 16 09:40 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
260 Comments
308 Likes