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donmlp

donmlp
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  • How Much Natural Gas Remains in the USA? [View article]
    Why assume that unproven Nat gas will not be proven. 5 years ago most of shale gas was trapped and there was no way to recover it. In addition coal bed methane was also not considered a source of gas.

    In new areas that are just now coming into financial reality such as animal waste and land fill recovery are not even being counted.

    I also hold positions in both transportation of nat. gas as well as production.
    Oct 4 09:13 AM | 15 Likes Like |Link to Comment
  • Retirement Portfolio Management: Hopes And Dreams Are Not Prudent Strategies [View article]
    Maybe you should consider that oil has moved from 90.00 per barrel to 106.00 and that LINN is hedged so they must have increased DCF which was one of the contentions as to the value of the stock. The other contention was the merger might not go thru. LINN seamed to have addressed that with their latetest purchase in the Permian basin. In regards to the last issue the SEC investigation of their accounting methods unless they decide they did something illegal it most likely will result in a change in accounting method which it seems they have already done. Please let me know what other risk you are concerned with.
    Oct 6 01:55 AM | 14 Likes Like |Link to Comment
  • Linn Energy (LINE -4%), like too many other MLPs, "has systematically implemented Ponzi-like strategies designed to capitalize on investor desperation for yield," SA contributor James Kostohryz writes. LINE has systematically distributed far more to unitholders than it has earned from operating activities, and management has long misled investors through unsound accounting techniques, he alleges. LNCO -3%[View news story]
    I think this guy has some homework to do on MLP's
    Jul 12 10:56 AM | 13 Likes Like |Link to Comment
  • Lower Production And Weak Guidance Hamper Linn Energy [View article]
    Big trouble can be resolved by correcting production problems or cutting distribution slightly during the last half. If you buy @ 27 and div is cut to .90 the yield is still 10 % which is not bad. The big unknown is the SEC and legal costs. The longer the SEC drags their investigation out the more likly they will do nothing.
    Aug 17 01:45 PM | 8 Likes Like |Link to Comment
  • High Dividend Stocks Generally Facing Massive Liquidation and Collapse [View article]
    While many of the facts are true!! His conclusions are not based on reality. While hedge funds where liquidating in 2008 I was buying. In my opinion the infrastructure required as the oil reserves in new areas are being exploited will provide growth opportunities for MLP's. In the near future you will see more oil and gas supplies will be coming from domestic sources at the expense of OPEC and others.

    I hold positions in pipeline and midstream MLP's
    Aug 22 07:12 AM | 8 Likes Like |Link to Comment
  • Complying with tighter fracking regulations on federal lands will cost $253,839 per well, says EOG Resources (EOG), Wyoming and Utah, citing a study from John Dunham & Associates. That's well above the $11,833 that the Bureau of Land Management estimates, and would cost natural gas producers a total of $1.5B-$1.62B a year. [View news story]
    put clean water in your car and see what happens
    Sep 9 08:10 AM | 7 Likes Like |Link to Comment
  • Why Oil Is So High When The World Economy Is So Low [View article]
    I that is a simplistic reply!! XL pipeline was killed by environmental groups as well as questions on the routing. I do not think their position will change regardless of what is done to satisfy their objections.
    This president has no regard for the security of this country I think he will follow previous administrations and continue to use American Troops and taxpayer money around the world to protect our oil supply from people who just don't like us.
    Aug 18 12:31 PM | 6 Likes Like |Link to Comment
  • Lithium-Ion Batteries and Electric Vehicles: Upgrading the Storm Watch to Storm Warning [View article]
    While all this garbage of HEV debate and money dropped into a bottomless pit is fine for a debate issue. I think a fraction of this wasted money if it had been invested in establishing the infrastructure for the use of nat gas along with bio fuels we would have replaced a large amount of the imported fuel from around the world. Instead we we are spending a fortune on military and ideas that have been proven to be impractical at best.
    Maybe someday all your positive comments on nat gas will reach someone in power that is not driven by other special interests.
    Jan 4 09:29 AM | 6 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
  • A Closer Look At Linn Energy's Permian Acquisition [View article]
    Add Clearfork to LINN 's 2012 acquisitions in Wolfcamp same area different formation watch out for those wanting you to sell your stock http://bit.ly/17azHYZ
    They aquired leases in 2011
    Oct 6 05:40 PM | 5 Likes Like |Link to Comment
  • Tesla's Obscenely Expensive Cure For Range Anxiety [View article]
    The buyers can make their choice just as long as I don't have help them pay for it.
    Feb 16 05:17 PM | 5 Likes Like |Link to Comment
  • Why Oil Is So High When The World Economy Is So Low [View article]
    Maybe you don't like oil from Canada but the facts are rather plain. The other source available for oil is from private land since the environmentalists and the government have made most public land almost impossible as a source for oil. While the oil and gas companies have been very successful using new methods in obtain oil that was not possible in the past it is not growing fast enough to replace all imported oil.
    In regards to replacing oil for transportation with natural gas this is a long term project which is moving forward at a snails pace due to resistance by several sources as well as not getting full support from the Federal Government.
    Aug 18 12:00 PM | 5 Likes Like |Link to Comment
  • While I Still Like Linn Energy, I'm Keeping My Fingers Crossed [View article]
    Good summery without the garbage
    Nov 4 09:33 PM | 4 Likes Like |Link to Comment
  • A Closer Look At Linn Energy's Permian Acquisition [View article]

    weather they are on vacation or not three months to review LINN is more then enough.Like NIH by the time they decide something the whole reason for the merger will be lost.That may have had something to with the Permian purchase. This government under Obama has become useless. They just review and review and then decide on a political basis not whats good for country.
    Oct 7 08:55 PM | 4 Likes Like |Link to Comment
  • Tesla's Obscenely Expensive Cure For Range Anxiety [View article]
    I agree if people want to support Tesla they should buy one. However the government should not be in the business of supporting either Tesla or their customers.
    Further more they have never provided any proof other then they claim that electric cars will help global warming.
    The government should be providing the research as to ways to reduce the importing vast amounts of oil from countries that are bankrupting our country as well as costing loss of thousends of lives.
    There are many who support the use of natural gas resources that are available from North America
    Feb 16 05:10 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
260 Comments
308 Likes