Seeking Alpha

Jack Wildcat

Jack Wildcat
Send Message
View as an RSS Feed
View Jack Wildcat's Comments BY TICKER:
Latest  |  Highest rated
  • 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]

    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
  • MRI Interventions' (MRIC) CEO Kimble Jenkins on Q3 2014 Results - Earnings Call Transcript [View article]
    I think you paint too dire of a picture. Although growth has not ramped as quickly as one would like I think they are making good progress on it. Grillo should be able to help them turn a corner. The real disappointment was the fact they had to make the machines available for laying on stomach or back 2nd quarter and did not inform their investors of the switch. It was a set back for sure and likely should have been considered before launching the product at least. I still think the technology is very exciting and this growth story is just starting. It is a long term hold.
    Nov 17, 2014. 04:47 PM | 1 Like Like |Link to Comment
  • MRI Interventions' (MRIC) CEO Kimble Jenkins on Q3 2014 Results - Earnings Call Transcript [View article]
    Hence the reason they brought in Grillo and with his experience I expect better results. I do concede to you they have a ways to go to right the ship and remind you that ClearTrace has not even been approved yet. Next quarter's numbers, sites increase, and progress will be very important to the future or MRI Interventions if they want to get investors with deeper pockets involved. They have a terrific board in place and with Grillo taking over the CEO role we should see more aggressive expansion.
    Nov 14, 2014. 03:09 PM | Likes Like |Link to Comment
  • North Dakota to require producers to make oil less volatile before shipping [View news story]
    The drop in oil's price is very simple to explain. Simply look up the value of the dollar, stronger dollar equals lower prices, weaker dollar equals higher prices. Fundamentally on the demand side and somewhat on the supply side not much has changed. It is not very complicated.
    Nov 14, 2014. 11:11 AM | Likes Like |Link to Comment
  • MRI Interventions' (MRIC) CEO Kimble Jenkins on Q3 2014 Results - Earnings Call Transcript [View article]
    Patience and you will be rewarded. This stock is for long term only.
    Nov 14, 2014. 10:41 AM | Likes Like |Link to Comment
  • Petroshale: Junior Oil Play With Big Potential [View article]
    Petroshale is at the same level in terms of production where Kodiak Oil & Gas was in 2008. Petroshale also has working interest in the same Bakken rich assets. It remains to be seen if the company can get anywhere near Kodiak Oil & Gas in terms of growth.

    Petroshale is not an operator. Kodiak is. Get your facts right.
    Sep 9, 2014. 11:32 AM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]
    Due to Marcellus natural gas field (and somewhat Utica, Haynesville, associated gas from oil production) the natural gas market in the US is poised to stay in the $2-$5 range for the next 5 years. With $5 only being reached in the event of a price shock or extremely cold winter. LNG is a wonderful story but there is not enough facilities in the next 5 years to effect the domestic natural gas market. Also, Haynesville and Marcellus due to pipeline constraints and takeaway issues receive $1 or more discount on their natural gas produced even at these prices. Not saying that there aren't some companies that are undervalued but you have a long time to wait on anywhere close to $8-$10.
    Aug 22, 2014. 09:21 AM | 1 Like Like |Link to Comment
  • Today's Market: Mergers And Acquisitions, Earnings And An Ebola Play [View article]
    On Ebola plays you might want to check out TKMR (Tekmira Pharmaceuticals Corp). Only company doing human trials or that far along.
    Aug 1, 2014. 10:31 AM | 1 Like Like |Link to Comment
  • Arch Coal: Moving Ahead Despite Challenges [View article]

    Don't get ahead of yourself. When the government finds the carbon science as flimsy as it really is guess what they will target next, methane being released into the atmosphere. Not suggesting coal has a rosy future as there will be companies that cease to exist along the way but government always manages to screw up the "clean energy" of the future. Nobody is hating on oil and we currently have a limited supply due to the fact most OPEC and larger producers just can't seem to have peace or weed out the corruption. Invest in domestic US oil companies and only the coal companies that will survive the long downturn. It will turn higher but will take an energy shortage to really run or a significant event (black swan type). Even a hot summer or a really cold winter would help although with the cold winter you have the current rail transportation issues that have affected the coal supplies.
    Jul 18, 2014. 12:35 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    As a side note you did not mention their Pertussis study once (which they remarked will likely be the first treatment to make it to market) or their relationship with Intrexon/RJ Kirk/Third Security. Also, you clearly did not research Kanzer's past association with the company and how he was forced out. Terrible half baked article. On this stock I strongly believe the upside is more likely than further downside, which you actually pretty much alluded to, so I find it ridiculous you mention this stock as a good short idea. Your lack of knowledge surrounding this company makes your credibility pretty questionable. I don't think you know a thing about the company and its potential pipeline. Also, not a word about how Rhonda is partnered with UCLA or the more complex details of how the Phase III trial for Trimesta is not fully funded by SYN. Go back and read their conference call transcript that is available if you want an accurate picture of this company. I am long term and looking forward to the multiple catalysts in 2015.
    May 19, 2014. 06:12 PM | 14 Likes Like |Link to Comment