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  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    SSN, is a pig with about 650 boe/pd; which use
    to trade in the low 3's..

    What would drive Samson, 9 times within a year?
    Jul 5 08:19 PM | 1 Like Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Jion, which is better for EPS, 752 million outstanding
    or 75 million?
    Jul 5 08:10 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    " giving the Company a 7 year inventory of engineered drill sites."

    This is the only weak link for the firm, IMHO..They will have to announce
    in the next 36 months, the acquisition of more land leases.
    Jul 3 09:57 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Mike, yes, they did but then last year was
    a BRUTAL winter.
    Jul 3 09:52 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Scottrade stated, 13,ooo shares would cost $34.oo
    in commission.
    Jul 2 02:37 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Forks, yes, that is a lot of change but
    then they are financing their Capex with
    their free cash flow rather than debt.

    The next question would be, what is the
    debt of EV?
    Jul 2 02:13 PM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Daniel, I believe the volume is 5x more
    with LoneStar, which makes entering
    and exiting much easier.

    Perhaps, small bid/ax as well.
    Jul 2 02:09 PM | 1 Like Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    VD, considering they are unsecured I
    can accept the coupon rate.

    Thank you for the information.
    Jul 2 01:35 PM | 1 Like Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    Thank you, VD. Do you know what the
    coupon was for that $220 million?

    I must say, they are enjoying a very
    low interest on their revolving credit line.
    Jul 2 11:49 AM | 1 Like Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    I will be buying into this minor
    sell-off, Meridian6.
    Jul 2 11:45 AM | 1 Like Like |Link to Comment
  • Turkey, Liras, Pistachios, Oh My! [View article]
    AnandR, you made the right call and I
    did not. (TUR) is up over 33% and doing
    well.

    I believe, that the current Turkey leadership
    are despots and will bring ruin the economy.

    This matter is settled and the government is
    using police powers to quite critics.

    Not a place where I would want my money.
    Jul 2 11:30 AM | Likes Like |Link to Comment
  • Lonestar: High-Conviction Long Idea Remains Irrationally Undervalued Compared To Its Peers [View article]
    VD, only familiar with ZAZA and Samson, both of
    which did not interest us...When we fact sheet
    Samson (SSN) it was trading in the low 3's, so
    that stock has certainly all but collapsed..

    Could you please give more details on LoneStar
    debt; what type of debt issue did they use?

    BTW, we took a position in LNREF at .41 and .42 cents.

    Looking to add to this position. And as Timmies said,
    we too love the trading volume and the current level
    of production..

    Thank you for any comments, VD.
    Jul 2 12:16 AM | 2 Likes Like |Link to Comment
  • Can American Eagle Energy Corporation Fly High Like An Eagle Over The Next Months? [View article]
    VD, yes to both questions...

    I would love to take a position in Lonestar Resources
    in the .37 cents range...This stock, IMHO, would be a
    multi year buy and hold.
    Jun 26 11:11 AM | 1 Like Like |Link to Comment
  • Can American Eagle Energy Corporation Fly High Like An Eagle Over The Next Months? [View article]
    Jion, thank you for your comments!
    Jun 26 11:04 AM | 2 Likes Like |Link to Comment
  • Can American Eagle Energy Corporation Fly High Like An Eagle Over The Next Months? [View article]
    VD, I am glad I found your latest article!

    We have been monitoring Eagle Oil for months
    and now have remove them from our watch list.

    We will redeploy that capital toward Lonestar Oil.

    Thanks for the good piece.
    Jun 25 04:20 PM | 4 Likes Like |Link to Comment
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