Seeking Alpha

gcmagone

gcmagone
Send Message
View as an RSS Feed
View gcmagone's Comments BY TICKER:
Latest  |  Highest rated
  • Whitestone REIT: An Unusual 8.2% U.S. Real Estate Play [View article]
    WSR is upgrading useful properties near good neighborhoods. I will continue to be long the stock. Are you pumping a short?
    Oct 20 08:14 PM | 1 Like Like |Link to Comment
  • East Texas Eagle Ford: Full Steam Ahead [View article]
    From what I have gleaned from production data, Occidental and Apache are in the best places (OXY and APA).
    Oct 20 05:06 PM | Likes Like |Link to Comment
  • Shell's $12.5 Billion Gas To Diesel Idea: On The Brink Of Global Energy Revolution? (Part 2) [View article]
    Shell and other majors have a problem. Sasol Limited does not. Their process can, and is, used in many locations without over spending on large plants.
    Oct 19 09:33 AM | Likes Like |Link to Comment
  • Eni, Anadarko considering large gas project in Mozambique [View news story]
    Why not merge these two companies?
    Oct 4 10:51 AM | Likes Like |Link to Comment
  • Cheniere Energy Poised To Correct: Gross Overvaluation In Relation To Negative Cash Flows [View article]
    I like Kinder Morgan as an ongoing and growing company. However, the article about Cheniere is very misleading. It is still a very young enterprise that is well placed for the future of our abundance of NGLs.
    Sep 29 09:16 AM | 4 Likes Like |Link to Comment
  • Shell selects Gulf coast site for potential $12.5B gas-to-liquids plant [View news story]
    This sounds a lot like what that African company called Sasol Limited has developed. I read about them a few months ago and it was mentioned that they were involved in a Louisiana venture. This gas to liquids thing seems to have a future.
    Sep 24 04:21 PM | Likes Like |Link to Comment
  • AT&T Offers A 5.25% Dividend Yield And Consistent Share Buybacks [View article]
    I am with Joe Gomer in holding all three (vz,t,vod) . As a retired old frog of 82, I want the dividend safety provided. Any growth at all is just a plus.
    Sep 17 11:59 AM | 6 Likes Like |Link to Comment
  • Sanchez Energy: The Secret Is Out, But I'm Still Long [View article]
    Not mentioned in the article is that SN's acreage is not just the Eagle Ford, but the Pearsal formation that is below the Eagle Ford.
    Sep 1 07:27 PM | 1 Like Like |Link to Comment
  • Notable earnings before Friday‚Äôs open [View news story]
    YGE is best of litter according to most everything I have read.
    Aug 29 05:51 PM | Likes Like |Link to Comment
  • Anadarko sale of Mozambique stake seen as positive [View news story]
    APC's reserves offshore Mozambique are good, BUT, the really good reserves are in Area 4 adjacent to APC's Area 1 held by Italy's ENI (symbol "E").
    Aug 26 10:33 AM | Likes Like |Link to Comment
  • ISI upgrades Anadarko [View news story]
    What ! , no news about Gulf of Mexico drilling activity?
    Aug 17 05:20 PM | Likes Like |Link to Comment
  • Shell (RDS.A -0.5%) reportedly is pitching its floating liquefied natural gas technology directly to the government of Mozambique after failing so far to gain a foothold in East Africa, one of the world’s hottest energy plays. Shell's presentation to Mozambique's president during a U.K. visit suggests it is seeking ways to bypass the companies which have made gas discoveries in the country, Anadarko (APC) and Eni (E). [View news story]
    Shell should buy a working interest from the owners in Rovuma area 1 and 4 ( APC & E ).
    Jul 26 04:45 PM | Likes Like |Link to Comment
  • Shell (RDS.A -0.5%) reportedly is pitching its floating liquefied natural gas technology directly to the government of Mozambique after failing so far to gain a foothold in East Africa, one of the world’s hottest energy plays. Shell's presentation to Mozambique's president during a U.K. visit suggests it is seeking ways to bypass the companies which have made gas discoveries in the country, Anadarko (APC) and Eni (E). [View news story]
    As said in the movie "Godfather". Shell should simply make an offer to Anadarko, or Eni that can't be refused.
    Jul 26 04:41 PM | Likes Like |Link to Comment
  • Mozambique, striving to become one of Africa's top energy producers, plans to export its first liquefied natural gas by 2018 but ~$40B of infrastructure, including a terminal to export 20M metric tons of LNG, is needed first. It remains unclear who will build the plant; Eni (E) and Anadarko (APC) operate the concessions where most of the 108Tcf of gas have been found, and are talking with the government. [View news story]
    Is it better to own APC or E ? What is a "Lucius" deal?
    Jul 25 01:57 PM | Likes Like |Link to Comment
  • Concerning Corus [View article]
    For the cream, check out : VDMIX
    Jul 20 04:57 PM | Likes Like |Link to Comment
COMMENTS STATS
854 Comments
523 Likes