Send Message
View as an RSS Feed
  • Can This Promising And Undervalued Oil And Gas Bet Finally Break Out?  [View article]
    I dont understand why you are focused on Devon fracking shale gas. 90% of all shale wells, either oil or gas have to be fracked. If you are focused on fracking, buy HAL. Also, almost no one is making money on natural gas at current prices when a shale well declines 60% in the first year, its only the NGLiquids that are in the gas that have high value. I would also suggest that you look more at Free Cash Flows for oil and gas companies like most analysts, not PE ratios.
    Oct 11, 2013. 09:36 AM | 7 Likes Like |Link to Comment
  • BlackBerry: The Usual Suspects - Gentlemen, It's Getting Old Already  [View article]
    Good article, I have been trading the stock, and am an avid Blackberry user, I wish the company well. Its interesting to see your side of the storey from a professional in the investment business.
    Jun 2, 2013. 09:35 PM | 2 Likes Like |Link to Comment
  • The Obama administration approves ConocoPhillips-led (COP +0.3%) Freeport LNG as the second U.S. liquefaction project to gain federal approval to export chilled natural gas to countries without free trade agreements with the U.S. The decision is an important harbinger for the remaining 19 applications to export gas to non-FTA countries.  [View news story]
    It has no direct effect as LNG already has Fedral approvals to export, but it does help support the gas export storey that it is real and starting to happen.
    May 17, 2013. 03:36 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Another Step In The Right Direction  [View article]
    Sorry to say, but you are looking at the wrong ratios for CHK. Oil and gas companies are analysed on free cash flow, not P/E. CHK lives and dies by the natural gas price. No company can make a case for drilling and producing natural gas under $4.00 /mcf. T. Boon Pickens liquidated all his nat gas producer holdings for a similar reason. It appears to be a warmer than normal winter, hence the correction in gas prices. CHK faces mounting pressures to drill or lose more and more of their undrilled leases. Im not sure how it works in the U.S., but in Canada, if you don't drill a lease in 2 years, you lose the drilling rights, i.e, it reverts back to the owner.
    Dec 15, 2012. 10:14 PM | Likes Like |Link to Comment