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  • Distinction Between Hard and Soft Assets  [View article]
    Marol,

    Suggestion noted, thank you.
    ~~~~~~~~~~~~~~~~~~~~~~...

    Georealsit,

    1) The increase from 80K to 270k or from 130/170k to 300/400k for rig/platforms would be meaningful for platforms producing 25,000 bpd or less. For platforms producing 40,000 bpd or more the increase from $55 per barrel to $110 per barrel more than covers the difference.

    As stated accurately above "Oil and natural gas, in most cases, would be considered hard assets as well"; emphasis on 'most cases'. The majority of (actually all) platforms in the $400k range produce 40,000 bpd or more.

    2) What newsletter are you referring to? The CrossProfit site is free without advertisements as well.
    ~~~~~~~~~~~~~~~~~~~~~~...

    InvestorsLive.com,

    Nice site. BTU is a long term long in our opinion.
    ~~~~~~~~~~~~~~~~~~~~~~...

    kotika,

    From our understanding of your comment, you seem to miss the point of the article. Perhaps you would like to expound a bit.

    CrossProfit
    Apr 30 15:30 pm |Rating: 0 0 |Link to Comment
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