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g8trgr8t

g8trgr8t
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  • Kodiak-Whiting Merger Will Be Hugely Beneficial For The Shareholders [View article]
    look at BCEI results of downspacing in the DJ basin where WLL is just beginning to scratch the dirt. look at WLL results with new completion techniques (SKOV 3h well) and what OAS is getting with slickwater fracs. Keep an eye out for results from WLL 93 stage frac job in the bakken. EUR's and proved reserves are going to go up in a big way as this all works itself into the field and the reserve reports. No worries at all for long term investment unless global economy crashes. jmho
    Aug 18 09:54 AM | Likes Like |Link to Comment
  • Kodiak-Whiting Merger Will Be Hugely Beneficial For The Shareholders [View article]
    the price is .177 WLL, not $13.90. Right now, that equates to $15.26 per share. By the time of closing I suspect .177 WLL will be well north of $16 per share.
    Aug 13 10:51 AM | Likes Like |Link to Comment
  • Kodiak-Whiting Merger Will Be Hugely Beneficial For The Shareholders [View article]
    no big boys have acquired much since STO bought out BEXP, It isn't like they are all buying and leaving WLL or KOG at the altar.
    Aug 13 10:47 AM | Likes Like |Link to Comment
  • Kodiak-Whiting Merger Will Be Hugely Beneficial For The Shareholders [View article]
    It will be interesting to see how WLL completion techniques work on KOG geology vs the KOG methods. If you liked KOG, you should love WLL, especially with their DJ basin properties in the portfolio.

    And don't write off grizzly/wildrose. With better completion techniques they may have more value than they are being given. See WLL SKOV 3H well production in Montana for what better methods can do vs offsetting wells in challenging geology
    Aug 12 03:21 PM | 1 Like Like |Link to Comment
  • Recent Market Weakness Presents Opportunity In The Oil Patch [View article]
    KOG will be worth .177 WLL and at times will trade below that ratio. That may be an alternate way to pick up WLL even cheaper.
    Aug 11 05:14 PM | Likes Like |Link to Comment
  • Bonanza Creek Reports In-Line Volumes, Bottom-Line Miss On One-Time Costs, Super Section Looking Good [View article]
    Bill, your humility is becoming. If it was so easy everybody would be good at it.
    Aug 8 11:41 PM | Likes Like |Link to Comment
  • Bonanza Creek Reports In-Line Volumes, Bottom-Line Miss On One-Time Costs, Super Section Looking Good [View article]
    is this the NCS Energy multi-stage isolation system being deployed to get to 56 stages?
    Aug 8 11:39 PM | Likes Like |Link to Comment
  • Bonanza Creek Reports In-Line Volumes, Bottom-Line Miss On One-Time Costs, Super Section Looking Good [View article]
    saying easy to add acreage

    this was the most surprising of all the info to me.

    does this surprise you too and do you have any idea if this opportunity is contiguous to existing holdings or what the price per acre average is?
    Aug 8 11:36 PM | Likes Like |Link to Comment
  • Bonanza Creek Reports In-Line Volumes, Bottom-Line Miss On One-Time Costs, Super Section Looking Good [View article]
    Bill,
    I saw your quotes in the WSJ recently. Big Time Bill...good stuff
    Aug 8 05:06 PM | Likes Like |Link to Comment
  • Examining Cheniere's CEO Compensation: Is It Deserved? [View article]
    Was he penalized for poor performance when the stock price fell through the floor in 09
    Aug 7 12:15 PM | Likes Like |Link to Comment
  • 3 Ways To Play The Bakken Buyouts [View article]
    imho, last quarter earnings was not the important part of the release.

    The new slickwater wells are producing 35% over their existing offset well type curves.

    If you increase in production by 35% per well with little to no increase in drilling price that is the real story. Montana wells being economical with decent IRR's due to new slickwater well completions is also significant. Look forward, not back.

    This drop is a gift. Get it while you can.
    Aug 6 01:53 PM | 2 Likes Like |Link to Comment
  • A Monster Of A Growth Stock [View article]
    wll with wells in upper and mddle three forks both flowing over 6000 boepd setting state record for three forks wells

    wll was operator with 93 stage coiled tube frac job currently undergoing testing. those results will be interesting. hopefully they have an offsetting well for comparable

    production beat top end of guidance range, again.

    kog still worth .177 wll, wll headed up as new completion technology propels it forward
    Jul 30 05:24 PM | Likes Like |Link to Comment
  • A Monster Of A Growth Stock [View article]
    the biggest challenge seems to be getting sand to the toe of the well so they may do the toe (first 1k - 2kfeet???) with plug and perf and then the remainder with coiled tube or they may use a slickwater mix to help move more proppant to toe. It is still too early to define the best method but what we do know is the EUR's will go up and that this method will also work towards recompletions.

    it may be that with shorter tighter fracs closer to the bore not as much proppant is needed.

    information is hard to come by so just speculating
    Jul 28 12:43 PM | Likes Like |Link to Comment
  • A Monster Of A Growth Stock [View article]
    yes NCS energy did an 92 stage frac on a eagleford well and a 93 stage frac on a 9300 lf bakken lateral. they did not identify the operator in their release but they did the test well for WLL and WLL discussed having coiled tube completions done in Texas and bakken.

    releases posted here on the lower right. June and July releases
    http://bit.ly/1phHvDB

    WLL discussed a 60 stage well they did in their last cc. Hopefully this 92 stage well was for them too and they are going to provide some color in their next cc.
    Jul 25 11:55 PM | Likes Like |Link to Comment
  • Update: Kodiak Oil & Gas - Price Received In The Whiting Merger Disappoints [View article]
    read the transcript of the last wll conference call and look at the coiled tube completion tests. go read the releases from NCS Energy on their site about 92 stage frac. imagine how the irr's are about to change. if that doesn't get you excited, I can't help you. buy wll right now, you get kog cheaper than the .177 ratio and will ride the pop from the cc discussion of the coiled tube tests in Texas and bakken. jmho
    Jul 25 04:25 PM | 1 Like Like |Link to Comment
COMMENTS STATS
539 Comments
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