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MIK1

MIK1
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  • Millennial Media: Strange Trading Pattern [View article]
    If it was after hour or not isn´t relevant at all. We see a leaked news again, and somebody shorting at close and probably covering the following day with inside information.
    Sep 19, 2013. 09:36 AM | 2 Likes Like |Link to Comment
  • Selling FDA Approvals: Latest Results [View article]
    You article is right. It is a consequence of a fight between retail shorts under panick attack after approval, professional shorts that never cover and longs taking profits.

    Between the event and product being a commercial product, there is a long road, and after some run-up before the events, there is not too much stimulus for buying on these stocks. Institutions are not relevant because of its mkt capitalization.
    Dec 13, 2012. 02:51 PM | Likes Like |Link to Comment
  • Who's Taking Over The Cook Inlet Of Alaska? [View instapost]
    Thank you.
    Oct 27, 2012. 08:35 AM | Likes Like |Link to Comment
  • Who's Taking Over The Cook Inlet Of Alaska? [View instapost]
    Interesting article. What do you think about CIE?
    Oct 26, 2012. 02:53 PM | Likes Like |Link to Comment
  • This Time Isn't Different - Miller Energy Is A Short [View article]
    Obviously, You didn't read the comments. There is a couple of references about why the analysis should distinguish between oil wells and gas wells.

    There is a link related with the operative costs of Buccaneer in Cook inlet´s wells, below 10$/ boe.

    I believe you are in the sand too. The sand of a short position without way out except to cover at higher prices.
    Sep 30, 2012. 05:00 PM | Likes Like |Link to Comment
  • This Time Isn't Different - Miller Energy Is A Short [View article]
    Buccaneer Operating Costs are below 10$/BOE.


    http://bit.ly/TSPgDn
    Sep 29, 2012. 03:54 PM | Likes Like |Link to Comment
  • This Time Isn't Different - Miller Energy Is A Short [View article]
    Costs:

    "Jeffery Connolly - Sidoti & Company

    And David maybe before coming a little bit on what we expect to happen with per barrel basis as the Osprey platform becomes more fully functional?

    David Voyticky - Chief Financial Officer

    Be glad to of course lease operating costs are basically a factor of your direct operating cost as well as production. So, of course as production increases we would see our lease operating cost drop. Per every incremental barrel increase we see a lease operating cost increasing by a little less than $2 a barrel. So, we’ve got fixed operating cost we don’t really see that going up very much as we add new production. We do have some of the lowest lease operating costs in the Inlet."

    Q4 CC Transcript- Seeking Alpha

    http://seekingalpha.co...
    Sep 28, 2012. 06:48 PM | Likes Like |Link to Comment
  • This Time Isn't Different - Miller Energy Is A Short [View article]
    This article is a complete garbage.

    1. This short did his analysis in base of proven reserves. The whole project under way for Natural gas onshore production at Otter and Olsen Creek, is reported like Possible undeveloped reserves.

    The pipeline permit is almost complete, after a public hearing last month

    http://bit.ly/TOldwG

    Otter well #1 is complete, and it was reported on Alaska commission website on Sept. 9, and actually is under a fracking process:

    http://1.usa.gov/SrwHPi

    These wells will be under production next spring, adding 500boe each.


    2. Next wells producing again in Redoubt shoal, RU-1, RU-2 and RU-3 were classified as Proved undeveloped and Proved non producing wells. The lower costs than Forrest`s cost are related with a very different Tax benefits structure.


    3. The Apollo agreement´s convenant compliance is an old story. It was reported in last CC, a delay in the apllication of those mesaures.
    I believe you are extremely worried about a jump in production next month with RU-1 under production again.
    You should cover. This time, is different.
    Sep 28, 2012. 05:53 PM | Likes Like |Link to Comment
  • Chinese TMT 2012 Outlook, Part III: Renren, Focus Media [View article]
    Excelent article!
    Jan 11, 2012. 02:40 PM | Likes Like |Link to Comment
  • Debunking The Chinese 'Soft Economic Landing' Myth: Short The Bubble [View article]
    You must be kidding. Did you see the pps of RENN? What bubble are you talking about?
    Dec 19, 2011. 11:38 AM | 1 Like Like |Link to Comment
  • Hemispherx Biopharma: Hot and Likely to Get Hotter [View article]
    Some people ask for links about research from Japan. Here attached a link about a paper published on May/09 from National Institute of Infectious diseases of Japan

    www.dovepress.com/getf...

    What about Italy? I found the program of the conference in Rome. HEB is named as a guest, as any other companies. I dont believe its presence was relevant.


    Jun 8, 2009. 08:07 AM | Likes Like |Link to Comment
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