Seeking Alpha

Deltascared

Deltascared
Send Message
View as an RSS Feed
View Deltascared's Comments BY TICKER:
Latest  |  Highest rated
  • Chesapeake Energy Is Cooking With Gas... And Oil [View article]
    pauliene -- US export energy? This has to happen with more stealth than our attack planes.

    Shipping energy to other countries is a political hand grenade. Cheap energy (which we have now) reduces costs and results in US goods which are cheaper to make and therefore aids the whole economy -- most intensely in terms of employment.

    Moreover, the media goes nuts on high gas prices (while never taking the long view for inflation or the real returns of big oil) and most US voters have no concept of what nat gas sells for abroad. We are close to a supply and price structure for Ng meriting export but don't expect too much.

    As for CHK? I made enough on stock to cover the anemic options and that is sure a long shot from the predictors of a $5 price.

    Now let us aim for $50!
    Oct 21, 2012. 12:10 PM | 3 Likes Like |Link to Comment
  • Morgan Stanley - Investors Applaud The Bank's Strategic Direction, Despite A Pick Up In Trading Activity [View article]
    The next to the last paragraph by "Sensible Investor" seems to be the key.

    A MS cheerleader I know told me that $70 by year end 13 was possible but only with the strategy of a sale like "SI"so wisely mentioned.

    Otherwise, the range is generous at $20 to $30 and waiting for a sufficient turn around in light of the size and design of MS will take you to 2020.
    Oct 21, 2012. 11:54 AM | Likes Like |Link to Comment
  • Chesapeake Well Positioned To Rise On Natural Gas Rally [View article]
    I like this article but stocknerd -- you have ripped off the bark and reached the core of the limits on CHK growth.

    Nice going.

    Most experts believe it will stick above $3, though. eventual vehicle apps may be the reason.
    Oct 12, 2012. 02:55 PM | Likes Like |Link to Comment
  • Chesapeake Energy Is Cooking With Gas... And Oil [View article]
    Marc:

    You sure had a point. CHK was a huge risk recently. However, even then, some of us believed that calls for it to crash to $5 were a little over the top. I took some other opinion and ran. I can still lose.


    We should keep two major things in mind. For one thing, NG was close to $1 just six or eight months ago as I recall. They had scandals and an inability to service debt and pay for drilling. The second of those probably drove Aubrey nuts.

    Those two are also are a one - two combo that killed many companies.

    If they are solved -- with NG running over $3 and rising --no wonder the stock is moving up. I don''t see a goldmine here, yet, we still have the rest of the minefield and a bad reputation. . My analyst said $45 by year end. I would celebrate that.

    I doubt that it will be reality but who knows? It is not looking like $5 is immediately ahead.
    Oct 12, 2012. 02:44 PM | 1 Like Like |Link to Comment
  • Chesapeake's Pending Investigations Create Risk [View article]
    Um, that remark was just kidding with a germ of truth in it.

    If you want insults, just ask.

    From Aaron Burr: "Thin skin can cost you a lot of blood."
    Oct 11, 2012. 08:37 AM | Likes Like |Link to Comment
  • Chesapeake's Pending Investigations Create Risk [View article]
    I know at least one person who thinks just like zebra 114.I tell them to talk to a professional but they will not go.
    Oct 9, 2012. 01:39 PM | 1 Like Like |Link to Comment
  • Chesapeake And GE's CNG In A Box Is Bullish For Chesapeake [View article]
    This story is better than a Hollywood action film. I am long CHK with both stock and options. The opts are probably going to be worthless.

    At any rate, this is a very nice article but you are at odds with the people who see the firm with too many fires on board.

    Somebody agrees with them or this stock would not be nearly flat in the range around or at $19 for weeks, even as Nat gas prices have increased.

    According to the Penn State expert, the Almanac, and a host of long term climate forecasters, we are due for a winter as cold as the Bible would describe. There is also a fundamentalist Christian minister who has the same prediction. Let us see where the product price goes and if CHK follows as we try to stay warm.

    I think we will see something positive start in Jan at the earliest. Then, in spring, when the problems have shrunken and the balance sheet looks good, we will have the growth in CHK. Unless someone sees it coming and buys it up beforehand.
    Oct 9, 2012. 01:13 PM | Likes Like |Link to Comment
  • Chesapeake's Pending Investigations Create Risk [View article]
    Which will it be closer to, $50 per share or 0?
    Oct 7, 2012. 07:06 PM | Likes Like |Link to Comment
  • Chesapeake's Pending Investigations Create Risk [View article]
    So this stock will be worth zero by June of next year?
    Oct 7, 2012. 07:05 PM | 1 Like Like |Link to Comment
  • Buy Chesapeake And Get Rich: The Story Of Immense Energy Resources [View article]
    Coal? Forget the petitioners in bankruptcy. Check Walter Energy which, with a metallurgical focus, was supposed to the be the "good" and "safe" coal. It needs to be multiplied by oh, 5 or 6 to show a decent growth over the last few years.
    Oct 7, 2012. 07:01 PM | Likes Like |Link to Comment
  • Buy Chesapeake And Get Rich: The Story Of Immense Energy Resources [View article]
    This message is for the sane people here. There are many liabilities with CHK. Once the debt is under control and SEC problems resolved it would be a prime candidate for a major or syndication. As far as Ichan is concerned, he is not alone. There are at least six investment groups with pretty fair experts hanging around, in addition to the three or four waves of auditors that have combed the place in the last 18 months.

    The negative attitudes used to involve Aubrey going to Rio. Now they have morphed into a slow death for the company as a result of low prices or drowning in debt, or both. Such groups have experts which the individual investor couldn't touch.

    I believed in this firm when I did not have Ichan or anyone else interested. Of course, I missed the ride down from $74 so I did not have the worst perspective.

    At this juncture, either the Jan 14 calls or just buying stock seems reasonable. I am sitting on some 300 or 500 for Jan of 13 at $23 and $25 and I think they will be worthless. They are not my retirement fund or needed to buy food. An analyst who had good calls for me in the past felt that $45 would be reasonable for CHK by December of 2012. Nat Gas at $5.00 and quick sales were his assumptions. Either of them seem very optimistic unless we have a winter worse than I have been warned about.

    It has taken somewhat longer than expected to sell the assets and get the balance sheet under control. Reserves and resources are fine, although estimates. However, estimating the time factor and market price of a commodity is the real challenge in looking at CHK.

    In that way, the $30 call for Jan of 14 is a risk which may pay handsomely or not. I might take it, though.
    Oct 6, 2012. 09:29 AM | 1 Like Like |Link to Comment
  • Chesapeake Downgrades Are An Entry Opportunity [View article]
    Cold of Biblical Proportions

    According to the chief Penn State meteorologist, NOAA, the Almanac and even the Bible (Google it) we are about to experience a really cold winter.

    Some outlier of a Christian cleric read it in the Bible.

    Nat Gas at 6 to $8?

    Couldn't have CHK at 40. No way.
    Oct 1, 2012. 11:25 PM | 2 Likes Like |Link to Comment
  • Buy Chesapeake Energy On Insider Buying, Debt Reduction And Asset Sales [View article]
    The weather guru at Penn State, the Almanac and even the Bible are predicting a cold winter of BIBLICAL proportions.

    We will be wild in the streets for Nat Gas by Feb.

    Yes, Google the Bible and this winter's weather. Some guy thinks..
    Sep 30, 2012. 11:52 PM | Likes Like |Link to Comment
  • On QE3: Buy Oil And Gas, Sell Obama Re-election Odds [View article]
    It would not be too bad if he learned everything he knows from a movie.

    The problem is all the lies he has growing around the movie.

    Anyway, I'll take a machete to a small part of the lying thicket.

    Easy. It is said that President Obama passed the Heritage Foundation's health care proposal. The president said something on TV and every other lefty says it wrong in unison.

    From Politifact:


    We agree with Heritage that the differences between its original vision and the version enacted into law are not trivial, and are enough to undercut the president's effort to secure a Heritage Foundation seal of approval for his bill. But the president helped his case by wording his statement with extreme care. Intentionally or not, he gave himself subtle linguistic running room by saying that "a lot of the ideas" for the exchange came from Heritage, including the concept of "just being able to pool and improve the purchasing power of individuals in the insurance market." Even if not all of the ideas in the two plans are identical, we feel that it was fair of him to say that "a lot of the ideas" are in common, including the notion of pooling.

    He probably guessed how it would be misunderstood by his zombies. It was NOT any plan drafted by Heritage.

    Their folks described it this way:

    Heritage continued its campaign against Obama's claim in an April 19, 2010, op-ed column in the Washington Post. The director of Heritage's Center for Health Policy Studies, Robert Moffit, wrote that "the version of the exchange we did develop couldn't be more different than that embodied in this law." He charged that "the Obama health-care law 'builds' on the Heritage health reform model only in the sense that, say, a double-quarter-pounder with cheese 'builds' on the idea of a garden salad. Both have lettuce and tomato and may be called food, but the similarities end there."

    See Politifact April 1, 2010. Online
    Sep 30, 2012. 08:35 AM | 4 Likes Like |Link to Comment
  • 3 Key Reasons Chesapeake Is Positioned For Rising Natural Gas Prices [View article]
    According to the chief Penn State meteorologist, NOAA, the Almanac and even the Bible (Google it) we are about to experience a really cold winter.
    Sep 30, 2012. 08:14 AM | Likes Like |Link to Comment
COMMENTS STATS
324 Comments
244 Likes