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1.  Re: Natural Gas Glut? 
Bison, Silly me. It didn't occur to me until a half hour ago that the oil numbers might be late as well and they are: http://www.eia.doe.gov/oil_gas /petroleum/data_publications/weekly...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 10:50 pm
 
2.  Re: Earnings Coming out Tues. 2/23... 
Ed, What's standing in the way of the merger? Since it is going to happen, they're doing it about like I said: they get an opportunity with the DNR release to put out both the DNR P & L and a...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 08:02 pm
 
3.  Re: Natural Gas Glut? 
Bison, Well smack me up side the head! Of course, you're right. That must have been why the market went up 200 at one time today. They may get another foot tonight. Another week of this and Harold may get his wish. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 07:14 pm
 
4.  Re: Natural Gas Glut? 
All, This is very cool and someone noted it on the IV CWEI board as well: http://www.eia.doe.gov/oil_gas/natural_gas/ngs/ngs.html Why is that, I wonder? No holiday that I can think of. Regards, Peter
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 06:27 pm
 
5.  Re: Earnings Coming out Tues. 2/23... 
Ed, I cannot believe that they would miss the opportunity to do an earnings cc. In fact, I'd be astonished if they did not do it. Did someone check to see when EAC was going to...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 06:09 pm
 
6.  Re: Early Indications 
Harold, That's perfect! That's exactly how my college classmate, James Glassman, got to Dow 36,000! http://en.wikipedia.org/wiki/Dow_36,000 Regards, Peter
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 04:21 pm
 
7.  Re: $825 million in interest due on $1B 
Gh, 8.5%? AIG senior debt has about the same yield. Regards, Peter
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 12:02 pm
 
8.  Re: Early Indications 
JB, I agree unless they fix the underlying sovereign debt concerns in some obvious way: this does look like an oversold rally. It's well-deserved, however. Glad to hear you...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 10:40 am
 
9.  Re: $825 million in interest due on $1B 
Harold, Another data point noted in that article is the idea of cost of $50 to $80 per ton for purified CO2. Using $60 per ton, you have $3.61 per mcf CO2 purification costs...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 10:34 am
 
10.  Re: Early Indications 
JB et al, We must have lost JB to the snowstorm. In his case, it could have nearly been a direct hit and he's got another one on the way. Early indications are for a robustly...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   9-Feb-10 07:56 am
 
11.  Re: New Solar Cycle Starting 
Bison, The bottom of the solar minimum really ended late last fall. This year we've got plenty of sunspots to date: http://spaceweather.com/ Only two spotless days in '10. Regards, Peter
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   8-Feb-10 09:56 pm
 
12.  Re: Natural Gas Glut? 
Harold, My entire thesis, from day one, repeated endlessly over many, many posts is that natural gas supply in the US is more than completely adequate and that any long bet on natural gas has...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   8-Feb-10 04:26 pm
 
13.  Re: Natural Gas Glut? 
Harold, There isn't much evidence that production is on the rise from Robry if you are talking about very recently: http://www.investorvillage.com/smbd.asp?mb=2234&mn=255557&pt=msg&mid=8563191 What we have...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   8-Feb-10 02:46 pm
 
14.  Re: Natural Gas Glut? 
Harold, I'd have to be very specific because the end of the season won't correspond perfectly with the expiry of the April contract and since the market will have a good sense of end-of-season storage well before the expiry. So, let's pick a...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   8-Feb-10 11:55 am
 
15.  Re: HDD Report 
All, 225 HDDs last week, 9 greater than normal and 2 greater than last year. The last several week's draws have featured a looser than normal S/D equation. This week? 125 threshold HDDs...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   8-Feb-10 09:21 am
 
16.  Re: Early Indications 
All, Early indications are for a mixed opening. Asia was quite soft with a continuing robust dollar overnight but that rise has abated, the dollar...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   8-Feb-10 08:23 am
 
17.  Re: Natural Gas Glut? 
Dormie, I screwed up by typing too fast. That was supposed to be Boudreaux-land, aka, LA, home of the 2010 SuperBowl Champeens. Regards, Peter
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   7-Feb-10 09:55 pm
 
18.  Re: Natural Gas Glut? 
Harold et al, I'm not sure if this will be the same when you folks have a chance to look at it, but there is an extra-dark shade of purple over Bourdreaux-land that you can just barely see. http://www.cpc.noaa .gov...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   7-Feb-10 06:15 pm
 
19.  Re: Ruellia 
Ruellia, When thinking about this issue, it is very important to think about the period of time as your anecdote about your family's ownership of an equity suggests. The average investor who is smart will. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   5-Feb-10 05:07 pm
 
20.  Re: Ruellia 
Catchme, Harold et al., I don't agree or disagree because I think it completely depends on what your skill-sets, personality and appetite for risks are. There are many, many different...
Business & Finance > Investments > Stocks (A to Z) > Stocks D  >  Denbury Resources, Inc. (DNR)
  pddane_01929   5-Feb-10 04:18 pm
 

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