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blueice

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  • Can Magnum Hunter Grow Its Way To Positive Cash Flow? [View article]
    Farmer, thank you for your valuable input! I would suspect, even
    with high comod pricing, their book value would not exceed a buck.
    Jul 29, 2015. 11:43 AM | Likes Like |Link to Comment
  • Can Magnum Hunter Grow Its Way To Positive Cash Flow? [View article]
    Eight cents cash per share..Seven cents per share book value.

    1/2 billion in red cash flow..And now they are a transoiler, going
    from wet to dry production..

    The only remaining question is, which will cost more in the near
    future, a roll of economy toilet paper or their stock.

    Place your bets or flush.
    Jul 29, 2015. 09:34 AM | Likes Like |Link to Comment
  • Gold Collapsed; Buy Newmont Mining? [View article]
    Canadian? It has no mines in Maple Leaf land nor HQ!

    I would agree with you that this firm is perhaps one of the best
    in the sector..

    Just think, it is still in the black, despite lower yellow prices...

    They should hold seminars for the rest of the industry!

    Their ISS scoring, however, needs improvement.
    Jul 29, 2015. 07:30 AM | Likes Like |Link to Comment
  • The U.S. Stock Market And A Major Recession Warning [View article]
    Go to GO Index:

    http://tinyurl.com/q62...

    Upon examination, one will see a contracting tread in the Manufacturing sector
    but not in the Service sector.

    Thus, the Service sector being 2/3 of the GNP, what impact does this
    have on the claims by Dr. Mark Skousen, of an impending recession.?
    Jul 29, 2015. 06:26 AM | Likes Like |Link to Comment
  • The U.S. Stock Market And A Major Recession Warning [View article]
    The ever impressive, Mr Pater Tenebrarum! I would wish to see
    more historical data before pronouncing this index of value..

    Mr Trutta, your request for the Nobell Prize is now being process.
    Jul 29, 2015. 05:50 AM | 2 Likes Like |Link to Comment
  • Chesapeake Energy Is On Target [View instapost]
    Hail NLO:

    The firm does score very well in two categories
    and very poor in two others.

    From ISS: http://bit.ly/1DM2JyB
    Jul 28, 2015. 11:27 AM | Likes Like |Link to Comment
  • Bakken Update: Mega-Fracs Are The Reason U.S. Oil Production Remains High In A Low-Price Environment [View article]
    I continue to enjoy and learn from your articles, Mr Filloon!

    I was not familiar with either mega fracs nor the term communication..

    Back in 2011 or 12, we both agreed that we would see lower goo prices
    along with improved field efficiencies; both of which are now a reality..

    All too many pundits suggested that $80 p/b was needed to keep shalers
    in the black..Not only did this prove to incorrect but as you have suggested,
    costs in the core areas will be reduced by almost one half.

    I believe, we shall see $35 crude by the Q1 2016...We are being to see
    fresh 52 week lows for a number of shalers today; with the rest following
    in short order.

    CLR, has been on our watch list and I am please to add QEP, as share pricing
    is becoming quite attractive..

    I would add, you certainly picked a brilliant mind, when you teamed up with
    Mr Cooper..
    Jul 28, 2015. 12:35 AM | 1 Like Like |Link to Comment
  • First Majestic Silver to buy Silvercrest Mines for C$1.30/share [View news story]
    According to Yahoo!, the book value is $1.18 per share..

    I hope they allow for a stockholder vote and this merger.

    Ploutz, I also thought the cash payment part was strange..
    Jul 27, 2015. 10:46 PM | Likes Like |Link to Comment
  • First Majestic Silver to buy Silvercrest Mines for C$1.30/share [View news story]
    Slash, the record for firms buying with an all stock
    purchase is not good..(John Bogle)

    Yes, the purchase price is 2/3 from their all time
    high but then there was also $34.oo Ag.

    The only plus I see, is SVLC production is significantly higher.
    Jul 27, 2015. 01:22 PM | Likes Like |Link to Comment
  • First Majestic Silver to buy Silvercrest Mines for C$1.30/share [View news story]
    25% dilution! I hope management has made the correctoe
    decision.
    Jul 27, 2015. 10:55 AM | Likes Like |Link to Comment
  • Russian Roulette: Taxpayers Could Be On The Hook For Trillions In Oil Derivatives [View article]
    Mr Myrtle, the trillions in derivatives are now available
    at Overstock.com.
    Jul 26, 2015. 08:41 AM | 3 Likes Like |Link to Comment
  • Chesapeake Energy Stock Got Hammered On Dividend Suspension, Was It Really That Bad? [View article]
    SO, conference calls are in the main - happy and good feeling talk..

    Free cash flow (ttm) - $2.3 billion..The company lost $33.oo per share.

    Revenue down over 40% over the past four quarters..
    Jul 25, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • Chesapeake Energy Is On Target [View instapost]
    Hail NLO:

    Wherever I can, I warn investors about the massive
    volatility of gasers...I learned this the hard way with
    large drawdowns in both Edge Petroleum and Compton
    Petroleum..These $17.oo stocks went to zero.

    It is not only low, low, natty prices but also bad
    management..Both of these will give investors unwanted
    gas.

    For the third time, I have examine this firm and decided
    not only is their debt load too high, but some of the
    gassy "executives" are still running the firm.

    I would add, that the next three to five years do not
    look good for natty producers, unless the export market
    begins to grow.

    NLO, I would suspect, within the near term, you may be
    issuing another low projection for it's stock price..They
    badly need to begin to earn profits, to not only pay down
    debt but also increasing interest costs.

    As your chart shows, the shorts have be winning this
    contest and will continue to do so, going forward.
    Jul 25, 2015. 10:25 AM | 1 Like Like |Link to Comment
  • 10% Correction Feels Imminent [View article]
    Clarabin, your point is just too logical..

    For our dear and beloved liberal friends, could your reply be a little
    more complex and convoluted?
    Jul 24, 2015. 07:34 AM | 2 Likes Like |Link to Comment
  • Chesapeake Energy Stock Got Hammered On Dividend Suspension, Was It Really That Bad? [View article]
    Guiqlie, soon there will be bodies in the street.

    They will need helf to load up the corps.
    Jul 24, 2015. 07:12 AM | Likes Like |Link to Comment
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