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Jack Wildcat

Jack Wildcat
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  • Halc√≥n Resources (HK) Floyd C. Wilson on Q2 2015 Results - Earnings Call Transcript [View article]
    $4B in debt might be problem?
    Jul 31, 2015. 03:34 PM | 1 Like Like |Link to Comment
  • AmpliPhi Biosciences - Calling Captain Kirk: The CSO Has Left The Enterprise [View article]
    They will be uplisting on a 50-1 split so that should help the ridiculous share count. Still though it is going to be a long term wait. Hopefully when they uplist management will be more transparent.
    Jul 29, 2015. 04:22 PM | Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    The Bakken differential is $6 to $7 at this time and normally is closer to $10. Don't exaggerate it.
    Jul 20, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    You do realize that comparing Sandridge to Halcon is absolutely ridiculous. They don't even operate in the same areas. Their economics on those plays could not be more different. Anyone with a basic knowledge of oil and gas is laughing at the direct comparison of these two companies. Not really sure why you love claiming we are "fan boys" (immature at best) but it humors me to see someone who compares these two. I didn't say buy HK but shorting it at this point? There are much better places to put your money.
    Jul 20, 2015. 06:13 PM | 7 Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity [View article]
    Shorting a $1 stock at it's 52 week low that is hedged better than 99% of all other oil companies. That's a really good idea. I mean, what could go wrong?
    Jul 20, 2015. 05:12 PM | 14 Likes Like |Link to Comment
  • Here Is Why I'm Buying Synthetic Biologics [View article]
    The value of the company is mainly in SYN 004. SYN 010 is secondary. The only value Trimesta has is selling it or partnering it for cash so they can avoid dilution.
    Jul 7, 2015. 05:09 PM | 5 Likes Like |Link to Comment
  • IPO Preview: Seres Therapeutics [View article]
    Also SYN has a market cap under $200 million and MCRB is at about $1.6 billion... You do the math.
    Jul 6, 2015. 12:24 PM | 1 Like Like |Link to Comment
  • Bill requiring California pension funds to sell coal assets moves forward [View news story]
    You do realize coal still makes up 30% of our power generation? Coal is not going away but prices are so low I agree there is a likely chance all coal companies will have to restructure. For most it was bad purchases at the top of the market rather than simply a downturn in the coal cycle. Natural gas oversupply will continue to compete with coal for power generation.
    Jun 24, 2015. 03:58 PM | 4 Likes Like |Link to Comment
  • Wingstop sets IPO terms [View news story]
    Anyone know when this starts trading?
    Jun 2, 2015. 09:46 AM | 1 Like Like |Link to Comment
  • Griffin Securities' Keith Markey Thinks These 5 Stocks Have Substantial Upside [View article]
    SYN is the best investment left on this list. I was also in ZIOP but at current valuations there is more upside in SYN long term. They should get a big bump by their positive MRI data in cognitive function in MS for Trimesta and they likely will partner by end of Q2. It has run already but has potential for double digits next year. Three phase III products. The C-Diff prevention product, SYN 004, is in a $13B dollar market by itself and there is nothing else like it. Everything else is icing on the cake.
    Mar 13, 2015. 06:06 PM | 4 Likes Like |Link to Comment
  • Will Chesapeake Buy Chesapeake? It Should [View article]
    In a very low oil and natural gas price environment I seriously doubt the best idea would be to buy back shares rather than conserve capital. That suggestion seems irresponsible at best and wreckless at worst. Perhaps their capital should be kept to weather the storm until prices turn higher?
    Mar 5, 2015. 05:25 PM | 18 Likes Like |Link to Comment
  • Everything Has Changed: Oil, Saudi Arabia, And The End Of OPEC [View article]
    I love how everyone takes a view from the US perspective. Your telling me the emerging third world countries won't use oil if they can get it. Please, get real. The age of fossil fuels is nowhere near over.
    Jan 13, 2015. 10:39 AM | 6 Likes Like |Link to Comment
  • Bakken Update: EOG Antelope Well Has One-Year Payback At $50/Bbl WTI [View article]
    Michael,

    What are your thoughts on Halcon? Thanks in advance.
    Dec 4, 2014. 05:40 PM | Likes Like |Link to Comment
  • 4 Investment Ideas Following The Crash Of Oil Prices [View article]
    "Both are good buys I agree"

    EOG is best in class with large positions in A+ acreage in the Bakken (Parshall Field, Fort Berthold Res.) and Eagleford.

    CLR is a Bakken player (over a million acres in the Bakken, for the sake of not getting too detailed I'll just say Elm Coulee, which is Montana Bakken is a different animal but probably lumped in with that number) with their other positions in the multiple formations in Oklahoma (Woodford, emerging Springer Shale, etc, HBP).

    Considering the significant decline of CLR price it probably has more upside but is also currently unhedged and therefore will be at risk if oil prices drift lower for an extended period of time. Their assets justify their valuation alone but they do have a bit of debt. EOG is best in class and probably the safest, likely an acquisition target if anyone is big enough to take them out. EOG likely a lower return but a safer stock, CLR your gambling on oil prices but will fare very well in long term.
    Dec 3, 2014. 03:18 PM | Likes Like |Link to Comment
  • 4 Investment Ideas Following The Crash Of Oil Prices [View article]
    The fact that you say Continental and EOG are comparitive as the same company in the same boat is ridiculous. Both are good buys I agree, but they are both extensively in other plays that you fail to even mention (EOG: Eagleford, CLR: Oklahoma formations, too many to name). Stay out of the oil and energy industry if you don't know enough to make a case. Also, all lands are not created equal. Do you know where EOG's operations are in the Bakken compared to Continental? It is very important. I just reread this article and you say they are the same because they are Bakken producers, drill horizontal wells, and have grown in recent years (at $100 oil prices). Can't believe every single operator in the Bakken is the same, maybe you should buy them all (WLL, Emerald, TPLM, etc.) You also failed to mention the discount for Bakken oil.
    Dec 2, 2014. 10:48 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
183 Comments
287 Likes