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Bigfloridafish

Bigfloridafish
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  • More on Kodiak Oil & Gas (KOG): Q1 misses across the board as bottom line EPS comes in at half of what the Street was looking for. Overall sales volume increased by 103% Q/Q, with 1.95 MMBOE sold, or an average of 21,700 BOE per day, as compared to 963K BOE, or 10,578 BOE per day in Q112. Crude oil revenue accounted for approximately 94% of oil and gas sales recorded during the quarter. Net cash provided by operating activities was $114.6M, as compared to $69.1M in Q112, an increase of 66%. Shares -2% AH. [View news story]
    Analyst are like weathermen. You have to spend money to make money in the oil business and with 100%+ increases in rev and production they are not going to lose a dime unless of course there is a collapse in oil prices. Will be adding more if there is a drop tomorrow.
    May 2 10:07 PM | 1 Like Like |Link to Comment
  • Bakken Update: Bakken Well Costs Are Decreasing Faster Than Companies Indicate [View article]
    Seems like Opec gets pretty nervous when oil gets below the $90 mark, members are calling for an emergency meeting. If oil starts to drop more they will send someone out to blow up a pipeline somewhere, seems to work in stabilizing prices. Bought KOG and SYRG today. Will be watching TPLM.
    Apr 19 10:43 PM | 1 Like Like |Link to Comment
  • Kodiak Oil & Gas (KOG) reports average daily sales volumes of 21.7K boe/day for Q1, an increase of 105% Y/Y and 19% Q/Q. Crude oil accounted for 88% of Q1 2013 sales volumes. Completed 20 gross operated wells and participated in the completion of 13 gross non-operated wells. Increased its borrowing base to $650M from $450M. [View news story]
    But I hope User is right I would not mind picking up some KOG at 6 bucks. Really thinking hard about buying soon. Just picked up some SYRG today.
    Apr 17 07:19 PM | Likes Like |Link to Comment
  • Kodiak Oil & Gas (KOG) reports average daily sales volumes of 21.7K boe/day for Q1, an increase of 105% Y/Y and 19% Q/Q. Crude oil accounted for 88% of Q1 2013 sales volumes. Completed 20 gross operated wells and participated in the completion of 13 gross non-operated wells. Increased its borrowing base to $650M from $450M. [View news story]
    Don you got it right on, User needs to do some homework.
    Apr 15 10:27 PM | 3 Likes Like |Link to Comment
  • More on Kodiak Oil & Gas (KOG): Q4 beats on the bottom line. Oil & gas sales of $131M, a 138% increase Y/Y and a 17% increase Q/Q. 1.7M MBOE sold or an average of 18,200 BOE per day during the quarter, as compared to 662K BOE, or an average of 7,200 BOE/d in the same period in 2011. Shares -1.2% AH. [View news story]
    ??? I second that.
    Feb 28 07:48 PM | Likes Like |Link to Comment
  • The market is "nervous" about oil drilling in the Arctic, a leading Shell (RDS.A) shareholder says, as there would be "hell to pay" if there was a spill. The shareholder adds that investors are "pretty fed up with their (Shell's) 'spend more and more money' strategy," and want to see higher output and profit. Shell has received permission to move the stricken Arctic drilling ship Kulluk, although there's no word on when that will happen. [View news story]
    Wiesje, I agree the key word is long term. There is no doubt that with the technology that is coming on with oil extraction and better solar and wind tech and the ever increasing huge supply of natual gas that oil will go to over supply. If we go to another recession which we always do thoughout history you will see a collapse oil back to the 30 dollar range.
    Jan 6 02:49 PM | 1 Like Like |Link to Comment
  • The market is "nervous" about oil drilling in the Arctic, a leading Shell (RDS.A) shareholder says, as there would be "hell to pay" if there was a spill. The shareholder adds that investors are "pretty fed up with their (Shell's) 'spend more and more money' strategy," and want to see higher output and profit. Shell has received permission to move the stricken Arctic drilling ship Kulluk, although there's no word on when that will happen. [View news story]
    I agree that Shell would be better of doing acquisitions I would think it would be safer. I stay away from them, I just don't like the the big oil just not my cup of tea.
    Jan 6 10:20 AM | 2 Likes Like |Link to Comment
  • A 13% plunge in the overall U.S. land-rig count in 2012 isn't bad news for drillers, contractors and the oil industry, Platts writes, as technological improvements allow operators to do more work with fewer rigs. Output is rising in places like North Dakota, Texas and Oklahoma even as the number of rigs slips; improved drilling efficiency has caused rig-count comparisons to become less meaningful. [View news story]
    Wouldn't it be just nice to be a Major exporter for a change.
    Jan 4 09:46 PM | 1 Like Like |Link to Comment
  • A 13% plunge in the overall U.S. land-rig count in 2012 isn't bad news for drillers, contractors and the oil industry, Platts writes, as technological improvements allow operators to do more work with fewer rigs. Output is rising in places like North Dakota, Texas and Oklahoma even as the number of rigs slips; improved drilling efficiency has caused rig-count comparisons to become less meaningful. [View news story]
    Exactingly correct, wells being drilled in 20 days is remarkable and pads with multiple sites and zones the technology in the oil boom is a boom inside a boom.
    Jan 4 07:49 PM | 2 Likes Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    WRONG
    Dec 27 10:20 PM | Likes Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    I agree, the short term downside will be nothing but a buying opportunity.
    Dec 25 11:51 PM | Likes Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    Lets re-visit 2001:

    President Bush said Saturday that the most important number in the budget he sends to Congress next week is the $5.6 trillion surplus it projects over the next 10 years.

    That huge projected surplus provides the underpinning of all the administration's tax-cut and spending plans, Mr. Bush said in his recorded weekly radio address.

    "A surplus in tax revenue, after all, means that taxpayers have been overcharged," the president said. "And usually when you've been overcharged, you expect to get something back." The surplus figure "counts more than any other" in the budget, he said.

    Democrats cautioned that surpluses projected over so long a period can turn into elusive fool's gold. And they continued to insist that as it stands the Bush tax-cut plan unfairly favors the wealthy over those of more modest means.

    He asserted that given the size of the expected surplus, his proposal leaves plenty of room for a large tax cut, while paying for increases in spending on education and for dealing with Social Security and Medicare.

    "Education gets the biggest increase of any department in the federal government," the president said. But he insisted that "as we give more to our schools we're going to expect more in return."

    "Social Security and Medicare will get every dollar they need to meet their commitments," Mr. Bush said. "And every dollar of Social Security and Medicare tax revenue will be reserved for Social Security and Medicare."

    He pledged that his spending plans will not neglect the national debt, now totaling about $5.7 trillion.

    "After paying the bills, my plan reduces the national debt, and fast," Mr. Bush said. "So fast, in fact, that economists worry that we're going to run out of debt to retire. That would be a good worry to have."
    Democrats urged caution.
    Dec 25 10:12 PM | 1 Like Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    Think if the government would stop paying farmers to not grow things the price would come down, after all the program was put in place to keep prices high.
    Dec 25 09:03 PM | 1 Like Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    Excellent, I'm going to warm up the grill.
    Dec 25 09:00 PM | Likes Like |Link to Comment
  • If the U.S. goes over the fiscal cliff, the biggest impact in sheer dollars would land on relatively affluent households, but in terms of percentage of tax increases, low- and moderate-income taxpayers would face the biggest burden - an often overlooked part of the budget debate that’s beginning to draw attention as the year-end deadline nears. [View news story]
    . Kroger last quarter up 39% earnings over last years quarter.
    Keep shopping there your making them rich.
    Dec 25 09:07 AM | Likes Like |Link to Comment
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