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monmad

monmad
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  • A Closer Look At Energy Transfer Partners' Distributable Cash Flow As Of Q2 2015 [View article]
    All of these discussions about the ETP cash flow and, earnings of all definitions are really meaningless for evauating the current and future dividend. ETE will continue the current dividend plus a 2% per quarter increase as this is what it takes to keep a reasonable stock price and the folks happy. While the real wealth flows to ETE.
    Aug 21, 2015. 01:31 AM | 1 Like Like |Link to Comment
  • Magnum Hunter: A Look At Its $430 Million Utica Shale Joint Venture [View article]
    Just where do you find a $3.00 price, after transportion cost, for MHR nat gas in the immediate future? A fantasy only.
    Aug 20, 2015. 02:28 PM | Likes Like |Link to Comment
  • Energy Transfer Partners beats by $0.19, misses on revenue [View news story]
    Billions of $ of value in pipelines, processing. storage. a complete and growing infrastructure being reduced to a fraction of their cost and importance to our very existence. Not a good thing for the industry or the country
    Aug 5, 2015. 09:16 PM | 2 Likes Like |Link to Comment
  • Northern Tier Reports Second Quarter 2015 Results [View article]
    It is magnificent and exceeds my expectations in every respect. I do hope the market notices and agrees.
    Aug 4, 2015. 09:08 AM | Likes Like |Link to Comment
  • Intel/Micron: 3-D NAND, Taper And The IMFT Cost Advantage [View article]
    Many thanks for this article. It does help me to understand why MU may be into more additional development, product introduction and manufacturing production capability than Mark Durcan lead me (and many others) to believe was necessary.

    It now appears that maybee an additional year of problem solving and many more $ of investment will be required to make this product sucessfull economically all with a certain amount of risk.

    I am glad they have Intel as a partner.
    Jul 28, 2015. 02:34 PM | Likes Like |Link to Comment
  • Micron's Mobile Strategy Has A Red Herring [View article]
    Micron appears to have no leadership. The entire future seems to be discussed at great length by everyone except anyone from Micron. Look forward to this joint conference, Maybee some credible definition of the future will emerge.
    Jul 28, 2015. 05:02 AM | 1 Like Like |Link to Comment
  • Micron A Steal Under $20 [View article]
    Maybee Intel can tell us why we should have faith in Micron because no one at Micron seems able to to so.
    Jul 27, 2015. 04:10 PM | 10 Likes Like |Link to Comment
  • Magnum Hunter - Why $3 Natural Gas Will Result In Marginal IRR And NPV Numbers [View article]
    It is very disappointing to see the lack of necessary asset sales in the last 7 months and the lack of a joint venture. Using a 12/31/2014 PV-10 calculation to justify today's values should be a criminal offense.
    Jul 24, 2015. 03:28 AM | 1 Like Like |Link to Comment
  • Magnum Hunter - Trading Down Into Risk Pricing Peer Group, Unique Upside Available [View article]
    I believe the situation must be deteriorating or we would have some meaningful communication to chew on. They are still using that PV-10 yellow page dated 12-31-2014 to justify their existence. This creates in any sane person's mind the worry that their assets are not worth what they are trying to sell them for. (This no news is not a good thing)
    Jul 21, 2015. 12:04 PM | 2 Likes Like |Link to Comment
  • Greenbrier: Why Investors Should Buy The Drop, In 5 Charts [View article]
    Great article. I agree Greenbriar has a great opportunity. They stumbled a little in the 2nd qtr but they seem poised, capable and determined to take advantage of this market. I hope many people read your article.
    Jul 17, 2015. 02:57 AM | Likes Like |Link to Comment
  • Tsinghua Unigroup's Bid For Micron And Other Fantasies [View article]
    Cut Durcan's pay $1,000,000 a month (he makes $13mm @ yr) until he shows a viable plan and results or a replacement is found.
    Jul 15, 2015. 11:01 PM | 5 Likes Like |Link to Comment
  • Tsinghua Unigroup's Bid For Micron And Other Fantasies [View article]
    Bill Tidwell; This is a so very well written and informative comment i cannot help but concur. but while you address this so very well and we appreciate the $2 rise in the stock price the problem remains for those of us with $27 to $32 cost INVESTMENT.Is this a stock with management of a $13MM Mark Durcan who led us into this position and can he or Intel or the Supreme Being lead us out.I do not have a lot of faith in this leadership as a result in following in Intel for several years and then the rise of MU. And now this for MU.Are they creating a mfg process that is competive for Dram and a leading Nand product. If anyone knows it is not me. I gusse
    Jul 14, 2015. 06:02 PM | 4 Likes Like |Link to Comment
  • Northern Tier started at Outperform, Western Refining at Perform by RBC [View news story]
    NTI has tremendous value to investors due to its recent level of payout. Therel is every indication that with the desalters and other improvements in place a sustainable cash payout of over $1 per quarter could be a conservative expectation.

    My only real worry is that the General Partner will find a way to convert substantial portions that cash payout to their advantage at the expense of the 68% owners of this INDEPENDENT entity. I hope I am misguided as I otherwise believe NTI is a solid investment.
    Jul 12, 2015. 11:19 AM | Likes Like |Link to Comment
  • Will Magnum Hunter Finally Make A Big Deal? [View article]
    Six months now and the asset sales and cash flow from operations combined are not enough to stay alive. They should not even think about capital expenditures unless there is an immediate resulting positive cash flow.

    They must reduce overhead and expense and sell enough of their assets and /or accomplish joint ventures to bring their debt under control and cash flow positive.

    Right now the proceeds of any sale of assets must first be employed to best preserve short term existence. The best longer term investment at this time could be debt repurchase at discounted prices.
    the stability of short term existence.
    Jul 11, 2015. 12:43 PM | Likes Like |Link to Comment
  • Magnum Hunter's Eureka Hunter posts new record throughput volumes [View news story]
    I hope this means the offer they supposedly have for a sale will be announced soon also. It would change everything and make them a viable entity.
    Jul 7, 2015. 06:40 AM | 1 Like Like |Link to Comment
COMMENTS STATS
138 Comments
176 Likes