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billyjoerob

billyjoerob
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  • SodaStream Troubles Worse Than Previously Thought [View article]
    what percentage would you put on revs 2015 > 2014
    Mar 1, 2015. 08:14 AM | Likes Like |Link to Comment
  • SodaStream Troubles Worse Than Previously Thought [View article]
    SODA is at new all-time lows. It just blew through the IPO price. At this point, the burden of evidence is 100% on the bulls.
    Feb 28, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • RetailMeNot's Growth Has Disappeared [View article]
    great comments from everyone here. SALE is a buy. Steve Cohen/Point72 just bought big position. Everybody knows he gets the best info.
    Feb 12, 2015. 07:30 PM | 1 Like Like |Link to Comment
  • Growing Glut Could Push Natural Gas Below $2 As Winter Fades [View article]
    how much natgas production comes from oil wells? How much will natgas production decline with the decline in oil drilling? if anybody knows that off the top of their head, thanks
    Feb 8, 2015. 08:45 AM | 1 Like Like |Link to Comment
  • So How Much Exactly Does It Cost To Produce A Barrel Of Oil? [View article]
    Sure, the net cash flow would be negative if they were investing to grow production. Are you saying that maintaining flat production was cash flow negative? thanks
    Jan 17, 2015. 01:45 AM | Likes Like |Link to Comment
  • Frontline Ltd: The Company Has Turned The Corner Along With The Market [View article]
    good call. thots at these levels? share offering imminent?
    Jan 6, 2015. 05:22 PM | Likes Like |Link to Comment
  • Frontline Ltd: The Company Has Turned The Corner Along With The Market [View article]
    Does FRO still own 6% of FRO 2012? thanks
    Jan 5, 2015. 08:39 AM | Likes Like |Link to Comment
  • Is SandRidge Energy Really In A Position To Repurchase Shares? [View article]
    Wow, $111m in share repurchases. Hard to believe. Insane.
    Jan 5, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • Frontline Ltd: The Company Has Turned The Corner Along With The Market [View article]
    Once it is put to rest the stock will be much higher. This isn't a toothpaste company. Now or never.
    Jan 4, 2015. 05:53 PM | Likes Like |Link to Comment
  • Penn West Cuts Dividend 80%, Now Yields 6% [View article]
    What do you mean by $15 of costs? Not $15 to get a barrel out of the ground, right?
    Dec 18, 2014. 11:03 AM | 1 Like Like |Link to Comment
  • Kinder Morgan And The Good, The Bad And The Ugly Truth Regarding Falling Oil Prices [View article]
    The production is hedged. But KMI can also take advantage of cheap prices for oil assets to add to the "inconsequential" segment that generated so much of the cash flow growth over the years. So it may not matter that much.
    Dec 16, 2014. 05:56 AM | Likes Like |Link to Comment
  • Is This The End Of The 'Shale Oil Bubble?' Or The Beginning? [View article]
    So what are some of the big projects that might be put on hold by the lower price? I notice that Latin America has seen higher production recently, is that from the big Brazilian fields? RZ is right I think that the recent decline is targeted at stopping new production, not at closing in the current production. The market is just too tight to close in production, the option value of the current production is too great even if prices remain at low levels for six months or more. It wasn't until oil reached single digits that US producers shut down production in the 1980s.
    Dec 14, 2014. 08:58 AM | Likes Like |Link to Comment
  • Glentel Part 6: Normalized Earnings, Valuation, M&A And Risks [View article]
    Good call by Monte Sol. Congrats
    Dec 14, 2014. 07:54 AM | Likes Like |Link to Comment
  • T2 Biosystems: Soon To Be The New Leader In Candida Related Sepsis Diagnosis [View article]
    This reminds me of TNXP in that both had a bunch of shareholders who wanted to get out and were holding the stock down. I would bet much of the selling is by investors with very low cost basis who want to lock in gains.
    Dec 2, 2014. 03:33 PM | Likes Like |Link to Comment
  • Why Newly Listed T2 Biosystems Could See Massive Upside In The Next 5 Years [View article]
    Anything new on todays presentation?
    Nov 20, 2014. 02:36 PM | Likes Like |Link to Comment
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303 Comments
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