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blueice

blueice
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  • Synergy Resources: E&P With A Premium Valuation That Could Decline 80% [View article]
    Excellent narrative, Mr Bear. A good firm to own with high or
    rising goo prices; but not so in a declining market, in light of
    the cost of this stock.

    Way, way, over priced, IMO...It does, nevertheless, have a
    very good debt to capital ratio of 24%.
    Jan 24, 2015. 09:10 AM | Likes Like |Link to Comment
  • Cheap Oil Prices Do Not Benefit The Economy [View article]
    Del, it would have solved America's energy issues within a matter of a 1/2
    decade.
    Jan 22, 2015. 05:34 PM | Likes Like |Link to Comment
  • Cheap Oil Prices Do Not Benefit The Economy [View article]
    Gilts, please book up and then report back to us!
    Jan 22, 2015. 05:30 PM | Likes Like |Link to Comment
  • Cheap Oil Prices Do Not Benefit The Economy [View article]
    Marek, every investor and every invested $ is good for the neighborhood and
    the nation.

    The monies I save at the filling station can be spent; saved or invested.

    All three proved a positive affirmation for economic well being.
    Jan 22, 2015. 05:28 PM | Likes Like |Link to Comment
  • Offshore Drilling: 2015 Fleet Status Analysis And Commentary, Part I [View article]
    I am not sure if this sector would be "fun trading."
    Jan 22, 2015. 05:16 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Good post, Vijoda. You are correct, that once their hedges expire they will
    be getting, more less, spot pricing.
    Jan 22, 2015. 01:07 PM | 2 Likes Like |Link to Comment
  • Cheap Oil Prices Do Not Benefit The Economy [View article]
    Mr Sandman, it is called "post and ghost."
    Jan 22, 2015. 11:07 AM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Dogety, yes, many wells will produce for a decade or two..

    Sharpe, despite the industry's hedging their earnings will decline
    unless they can also reduce expenses.
    Jan 22, 2015. 10:58 AM | 1 Like Like |Link to Comment
  • Cheap Oil Prices Do Not Benefit The Economy [View article]
    Mr Miller, he is as wong as far as the eye can see.
    Jan 21, 2015. 10:03 AM | 1 Like Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Ruben, that is why he is an x oil exec..
    Jan 21, 2015. 09:59 AM | Likes Like |Link to Comment
  • Oil Markets: Sentiment And Lame Thinking Are Currently In The Driver's Seat [View article]
    Mr Hess, more shares with a kidney.
    Jan 21, 2015. 09:55 AM | 2 Likes Like |Link to Comment
  • Sell NovaGold: Market Vastly Overvaluing Donlin [View article]
    Deep, interesting point about insurance with no cash flow..

    I wonder how many claims NG has filed? A great firm if one want
    capital losses.
    Jan 21, 2015. 09:53 AM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Sharpe, I have read and we shall see, that US production will continue
    to grow this year!!!
    Jan 21, 2015. 09:49 AM | 1 Like Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Sharpe, nice post...I agree with your conclusions but what matters to me personally,
    is 2016 and the possibility of a recession, which would further depress this mess...

    At this point of the oil cycle, I would not prefer to have the additional
    worries of corporate debt, let alone price deflation.
    Jan 20, 2015. 01:50 PM | 2 Likes Like |Link to Comment
  • Cliffs In Dire Straits [View article]
    Tach, you are correct that generally it leads to chapter 7 or 11..

    "What happens to bond holders when a corporate bond issuer defaults? Typically, companies file for bankruptcy protection prior to a bond default. If a company defaults without declaring bankruptcy first, then creditors are likely to force them into bankruptcy."

    I have seen the later, as creditors deal directly with the defaulter without
    court involvement.
    Jan 20, 2015. 11:04 AM | Likes Like |Link to Comment
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