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Sorted by: Date | Top Results
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| 1. |
Re: When are Brigham&&39;s barrels proven? 
Thank you for that explanation. I am still wondering
when they will prove up their barrels for accounting
purposes so Exxon can write me a big check.
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brigham Exploration Co. (BEXP)
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joelm_shapiro |
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9-Feb-10 05:00 pm |
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| 2. |
Re: When are Brigham&&39;s barrels proven?
In thinking about it, the producing acreage is 700
wells and probably 500 million barrels. If they can
just prove up that acreage, they can sell the company
for a 60 percent premium to...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brigham Exploration Co. (BEXP)
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joelm_shapiro |
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9-Feb-10 03:54 pm |
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| 3. |
Re: When are Brigham&&39;s barrels proven?
It won't take 30 years to prove there's a billion
barrels. It'll take that long to pump it out.
At what point can they say "We have 1 billion
barrels or whatever the number is"?
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brigham Exploration Co. (BEXP)
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joelm_shapiro |
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9-Feb-10 03:44 pm |
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| 4. |
When are Brigham&&39;s barrels proven?
If you believe some of the estimates around here, Brigham
could have 2 billion barrels total. At what point
do those barrels become proved undeveloped because
I'd like my...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
Brigham Exploration Co. (BEXP)
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joelm_shapiro |
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9-Feb-10 03:19 pm |
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| 5. |
Chart forming an isolation bottom
Looking for a gap up tomorrow.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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2-Feb-10 03:13 pm |
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| 6. |
Re: Why CIE is a bargain
Thank you for posting and welcome to the board. The
sources of my information are: the roadshow, the website
and articles written about the company. Also, CIE
is...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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2-Feb-10 12:45 pm |
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| 7. |
Re: Why CIE is a bargain
Nice price action today. Friday may have been the
low.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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1-Feb-10 02:04 pm |
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| 8. |
Re: Why CIE is a bargain
CIE is credible. They don't have to prove anything.
Total gave them the thumbs up, and that's good
enough for most. Plus their resumes speak for themselves.
Firefox is very...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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1-Feb-10 11:27 am |
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| 9. |
Re: Why CIE is a bargain
CORRECTION: Cobalt has an average working interest
of less than 50% of those barrels. I thought the 3.6
billion barrels figure was net. I believe the...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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30-Jan-10 04:49 pm |
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| 10. |
Re: Why CIE is a bargain
Cirollo was not Cobalt's first well. It was their
fourth. Two hit, two missed. 50%. I don't believe
in omens. If the oil is there, they'll find it.
Missing on Cirollo didn't "jinx" th
e...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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30-Jan-10 03:01 pm |
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| 11. |
Re: Why CIE is a bargain
Byron, I think you and I are the only two people on
this board.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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30-Jan-10 12:54 pm |
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| 12. |
Why CIE is a bargain
Over the next 2 years, CIE is drilling 3.6 billion
barrels of their 8+ billion barrel resource. The success
rate in offshore GOM and West Africa is close to 50%.
Indeed, Cobalt's own success...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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30-Jan-10 10:07 am |
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| 13. |
Re: The first offshore well a huge duster
This was a holdover well from 2009. The rest of the
year's drilling inventory is more of a known quantity.
If Criollo had hit, it would have been a surprise.
As it...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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30-Jan-10 09:58 am |
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| 14. |
Re: Bought back
I bought back the rest of my position this afterno
on.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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29-Jan-10 03:58 pm |
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| 15. |
Re: Bought back
Yes, you will regret it. Mgmt is sound. The properties
are world class. No debt and cash to drill for 2 years.
By then oil will be making new all-time highs and
CIE will announce...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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29-Jan-10 03:57 pm |
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| 16. |
Re: Bought back
The well was a long shot anyway. North Platte is where
the action is and the first well there spuds in Q2.
Firefox will hit also being close to Heidelberg.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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29-Jan-10 02:49 pm |
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| 17. |
Bought back
I sold my shares around $15 thinking if the first well
was a dud, they'd get killed. Well, the first
well was a dud and they got killed. News is...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cobalt International Energy, Inc. (CIE)
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joelm_shapiro |
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29-Jan-10 02:21 pm |
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| 18. |
Re: Facts
The size of this oil pool is staggering, if it's
accessible. You can be talking about 50 square miles
and a football field deep. Even at 50% recoverable
and giving up 40% in a JV, it's still...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
InterOil Corporation (USA (IOC)
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joelm_shapiro |
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28-Jan-10 06:12 pm |
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| 19. |
A cubic mile of oil
Contains 26.2 billion barrels of oil. Anybody know
the exact size of the Antelope 2 field? From the maps,
it looks like 1.6 miles long by 10 miles wide. I&
#39;m...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
InterOil Corporation (USA (IOC)
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joelm_shapiro |
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28-Jan-10 10:16 am |
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| 20. |
Re: Back of the envelope calculation for IOC
It can also move higher with a JV partner and starting
to put those 10TCF into reserves.
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
InterOil Corporation (USA (IOC)
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joelm_shapiro |
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28-Jan-10 09:53 am |
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