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1.  Re: No more dilution 
GRS is doing exactly the right thing while we're in the "debt is a four letter word" environment. Conserve your cash, expand within your cash flow, pay off your debt, get your freedom. Cash managem ent...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Gammon Gold, Inc.
  bcorrea73703   26-Mar-09 05:49 pm
 
2.  Re: BUY BUY BUY!!! 
Price response to the good news is pitiful. Very disappointed in existing or prospective PQ shareholders. No way most folks were expecting the credit...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PetroQuest Energy Inc. (PQ)
  bcorrea73703   24-Mar-09 10:03 am
 
3.  Hey Bill 
Seeing you are on a roll and willing to buy into this space, take a look at a post I made over at AREX. It needs a little "love". Must be the most underfollowed and underloved E&P of...
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  Brigham Exploration Co. (BEXP)
  bcorrea73703   17-Mar-09 05:18 pm
 
4.  Valuation 
I don't follow them all, but the valuation on AREX seems very compelling and is about the cheapest I can find, all things considered.The Yahoo EV...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Approach Resources, Inc. (AREX)
  bcorrea73703   12-Mar-09 03:07 pm
 
5.  Re: This is a 6 buck stock 
I think your $6 target is spot on. That's also my minimum price target at this juncture.What target do you have on SGY? I don't follow it very cl osely.Thx
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PetroQuest Energy Inc. (PQ)
  bcorrea73703   11-Mar-09 09:59 am
 
6.  Re: PQ trading like they&&39;re in default of loan covenants? 
The process of deleveraging will likely be painful for PQ. It, along with many, many other E&Ps, has wanted to be a growth story. Being a growth story is what many mgmt. teams believe...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PetroQuest Energy Inc. (PQ)
  bcorrea73703   4-Mar-09 04:17 pm
 
7.  Re: PQ trading like they&&39;re in default of loan covenants? 
My comments concerning the above are:1. The redetermination for 3/31/09 based on 1/1/09 reserves should not be a big deal for the company to meet. Any amount due (by 5/15...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PetroQuest Energy Inc. (PQ)
  bcorrea73703   4-Mar-09 04:04 pm
 
8.  Re: PQ trading like they&&39;re in default of loan covenants? 
The borrowing base under the Credit Agreement is based upon the valuation as of January 1 and July 1 of each year of the reserves attributable to the Company’s oil and gas properties...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PetroQuest Energy Inc. (PQ)
  bcorrea73703   4-Mar-09 04:01 pm
 
9.  Re: PQ trading like they&&39;re in default of loan covenants? 
Pertinent excerpts from the 10-K:During 2005, the Company and PetroQuest Energy, L.L.C. issued $150 million in principal amount of 10 3/8% Senior Notes due 2012 (the “Notes”). The...
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  PetroQuest Energy Inc. (PQ)
  bcorrea73703   4-Mar-09 03:59 pm
 
10.  Re: Gammon&&39;s Loan under review 
Boy, the tone here sounds as terrible as the economy. Let me take the other side of this thread.I've been following this company for a long time, buying and selling over the...
Business & Finance > Investments > Stocks (A to Z) > Stocks G  >  Gammon Gold, Inc.
  bcorrea73703   13-Nov-08 01:07 pm
 
11.  Re: High cost properties sold. 
< According to this presentation: <a href=http://library.corporate-ir.net/library/...>http://library.corporate-ir.net/library/... They spent around 256 million on Wenlock and 328 million on Tors (F&D) only, this...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  bcorrea73703   28-Oct-08 12:48 pm
 
12.  Re: Does sale price of UK properties 
This is the presentation I used as a reference for ATP's most recent estimate of reserves left to produce:<a href=http://library.corporate-ir.ne t/library/12/123/123846/items/304004/ATPG_Enercom0 8.pdf...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  bcorrea73703   27-Oct-08 10:27 am
 
13.  Re: Does sale price of UK properties 
From recent presentations, the proven and probable upside estimates were 124 Bcf for Tors and 62 Bcf for Wenlock (total = 186 Bcf). I assume this is net to their...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  bcorrea73703   27-Oct-08 09:58 am