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TeamJR

TeamJR
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  • Natural Gas: Why It Will Keep Declining [View article]
    I understand they will began or have begun exporting Natural gas. How do you see this as it relates to future gas prices.
    Aug 5 03:42 PM | Likes Like |Link to Comment
  • Rex Energy: A Closer Look At This Compounding Machine [View article]
    However, for value investors, Rex is too expensive to justify buying at its current price.
    I actually liked most of your data which is mostly from 2013. It's your last statement that I resent, while others I just dislike. You mentioned they missed 2 wells at 3 million. Since then Rexx has added 20+ producing wells, you never mentioned, these three dry well's are insignificant.
    An analysis should be unbiased, based on current facts, compared with companies of the same market cap and companies that are of like kind. Your analysis was conjecture, based on old incomplete data making it wrong, worthless and worst of all confusing and misleading.
    Jul 14 03:28 PM | Likes Like |Link to Comment
  • Rex Energy: A Closer Look At This Compounding Machine [View article]
    I totally disagree with your analysis, not only is it incomplete but also inaccurate. Rexx just completed putting on line 10 wells as of June 2, 2014 plus added the Bluestone ll processing facility project all of which you conveniently omitted.
    Rexx exceeded second quarter earnings and revenue which again, you failed to mention. You appear to blow a lot of smoke, twist the facts, and tell half the story. This is a terribly analysis, and I believe Seeking Alpha can do better than this.

    Jul 13 04:52 PM | Likes Like |Link to Comment
  • Duke Energy: The Horizon Looks Bright On All Fronts [View article]
    Based on the class action law suits for the way they have treated women, and the class action law suites for the way they treated their employees, I'd say Duke in my opinion, as a former employee, they are a loser, because in both class action law suites they lost.
    I used to think they were a good company. I am so disappointed.
    Jun 6 03:30 PM | Likes Like |Link to Comment
  • MarkWest Energy begins Bluestone II operations [View news story]
    When combined with the 90 MMcf/d of processing capacity already available at the Sarsen and Bluestone I processing facilities, Rex Energy will have approximately 190 MMcf/d (Ref. Rexx Web Site) M=1000 MM=1,000,000. You left an "M"" which makes your 120M cf/day incorrect. It should be 120 MMcf/day. Then it would be correct.

    Jun 6 11:17 AM | Likes Like |Link to Comment
  • MarkWest Energy begins Bluestone II operations [View news story]
    Rexx is producing numbers show MM you show M. MM=a million and M =a thousand. When combined with the 90 MMcf/d of processing capacity already available at the Sarsen and Bluestone I processing facilities, Rex Energy will have approximately 190 MMcf/d. (Ref. Rexx website.) If you are going to differentiate from the norm you should acknowledge it. Otherwise, you are just plain wrong.
    Jun 6 09:27 AM | Likes Like |Link to Comment
  • Bakken Update: Q3 Miss Is A Buying Opportunity As Pad Completions Will Be Realized In Q4 [View article]
    I enjoyed your comments. I looked over REXX 3rd Qtr financial results and if I read them correctly, REXX has the following wells forecast for coming 4th Qtr or by end of 2013.
    Illinois Basin 7 - wells
    Appalachian Basin 9 - wells
    Total 16 - wells
    Did I read this correct?
    Dec 3 10:09 AM | Likes Like |Link to Comment
  • Barclays is warning investors to brace for another middling quarter of earnings from the biggest energy names. The firm tabs Exxon (XOM), where a heavy schedule of planned and unplanned outages have resulted in a ~$400M opportunity cost loss, and Alon USA Energy (ALJ), hit by unplanned repairs at its Krotz Springs, La., refinery, as the biggest downside surprises. [View news story]
    Q1- 2013 - ALJ - Beat earnings est. 50 and act. was .81 and revenue est.was 1.53 and act. was 1.665.
    Q4 -2012 - ALJ - also beat earnings and revenue
    Q3 - 2012 - ALJ beat earnings and revenue

    Refineries have down times just like power plants. This should be calculated into their earnings and revenue estimates.

    Has Barclays ever given ALJ a good rating, if not why? They have had plenty of opportunity.
    Jul 10 05:11 PM | Likes Like |Link to Comment
  • U.S. crude oil futures (USO, UCO) settle near $100/bbl as supply concerns due to geopolitical turmoil override fears about the global economy. Brent crude moves past $103, but the spread over WTI continues to narrow. Refiners continue to get slammed: CVRR -5.2%, ALJ -3.9%, PSX -3.4%, CVI -3.3%, WNR -3%, TSO -3%, CLMT -2.5%, VLO -2.4%, MPC -2.2%, DK -2.1%, NTI -2%, HFC -1.8%[View news story]
    Not to long ago some of the Opinion Leaders in Seeking Alpha seem to believe the refineries was the hot stock. Where are they now and what happened?
    Jul 2 03:34 PM | 2 Likes Like |Link to Comment
  • Western Refining Inc: Why I'm Not Bullish [View article]
    Looking backward is the only way with certainly you can look at anything, nobody has a crystal ball into the future. About crack spreads, I read an article that showed 5 different crack spreads, some less than either Brent or WTI. So I believe it's much more than that. As I recall I asked the same question you asked. This is my recollection of what I heard. A consulting company made up of strategic people that worked in the oil industry provides information to the investors. The consultants are independent of both the oil company and investors. That is why we the day traders can not compete with them and as he explained are wasting our time. Of course I disagree.
    Team JR
    May 15 03:54 PM | Likes Like |Link to Comment
  • InterOil: The $3.5 Billion Penny Stock [View article]
    IOC has a 6737 p/e net income lower than clmt, cvrr, dk, nti, and wnr. I see a lot of people being disappointed. But, I have been wrong before.
    Apr 17 09:07 AM | Likes Like |Link to Comment
  • What The Street Might Be Missing On Refiners; Why The Brent/WTI Spread Might Continue To Contract [View article]
    There is a lot of information that is difficult to digest. There is three oil: Brent at $104.12 per barrel, WTI at $93.05, and Canadian at $93.41. The way I see it, VLO and WNR still have the advantage from an oil perspective, in that they can refine the Canadian oil shipped by train which is considered dirty oil. Keep in mind that refineries are cost plus. Everything else is just "fluff."
    Apr 8 06:59 AM | Likes Like |Link to Comment
  • Crude from Alberta is going to make it to market no matter if the Keystone pipeline gets built: Even as the cost to ship a barrel of oil by rail to the U.S. Gulf is double the price for pipeline transit, rail terminals this year are set to double Y/Y how much oil they load into rail cars. Yet rail shipments haven't cut interest in pipeline expansion, which has 95% of its capacity contracted. [View news story]
    This is Obama's payback for Warren Buffet supporting him in the election. Now we know why Buffet bought the trains.
    Mar 12 09:03 AM | 3 Likes Like |Link to Comment
  • Hit By Sandy, Then The Market, 3 IPOs Fail To Price [View article]
    Alon's (ALJ) 3rd quarter 2012 earning report showed estimated EPS was .65 and actual was .76. Estimated revenue was 2.05B and actual was 2.36B. This appears to be a stellar report. Why was ALJ downgraded?
    Nov 15 01:44 PM | Likes Like |Link to Comment
COMMENTS STATS
14 Comments
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