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Sorted by: Date | Top Results
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| 1. |
Today&&39;s SF presentation 
http://www.wsw.com/webcast/pritch2/mcf/ classic Kenneth
Peak!
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Contango Oil & Gas Co. (MCF)
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ross2amann |
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7-Jan-10 04:04 pm |
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| 2. |
Re: Sounds like there is a lot left over...
What an awful end...(used to own this dog; actually
sold at $14 way back)... But there may be $1-2/share
left over for the die-hard holders. The management
just fcuked up everything they touched and...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
TXCO Resources, Inc.
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ross2amann |
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4-Jan-10 07:56 pm |
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| 3. |
Nice plug for CRR in BEXP&&39;s news
crediting CRR's ceramic proppants for their great
Bakken results
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Carbo Ceramics Inc. (CRR)
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ross2amann |
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15-Dec-09 08:18 am |
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| 4. |
Re: asset sale
They expect $5.5B - which they conservatively state
as $4.5-7.5B. They are selling 199mmboe of 1P; 76mboe/d.
The going values for these are, respectively, $20/b
and $60,000 per...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Devon Energy Corporation
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ross2amann |
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3-Dec-09 12:51 pm |
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| 5. |
Why down on earnings?
They beat. Good guidance. Need to listen to conference
call.
Business & Finance > Investments > Stocks (A to Z) > Stocks O >
Oceaneering International, Inc. (OII)
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ross2amann |
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29-Oct-09 11:38 am |
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| 6. |
Re: beat on the bottom, missed top line
The market will like the backlog build. They needed
that. Thanks, Gorgon! Thanks, GASCO!
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chicago Bridge & Iron Company N.V.
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ross2amann |
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27-Oct-09 05:06 pm |
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| 7. |
All hail "Dude", "His Dudeness" and
"El Duderino"!
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Contango Oil & Gas Co. (MCF)
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ross2amann |
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7-Oct-09 01:21 pm |
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| 8. |
Why is this offer so low?
Is there something wrong? Like lousy hedges in place?
Their reserves are oily and should go for >$15/b
of 1P. What am I (we?) missing?
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Parallel Petroleum Corp. (PLLL)
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ross2amann |
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21-Sep-09 08:09 pm |
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| 9. |
A prediiction: FTI will try to steal NTG
from Cameron.
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
FMC Technologies, Inc.
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ross2amann |
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2-Jun-09 02:03 pm |
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| 10. |
Alternative CO2 sources
Global Research Technologies claims a process for capturing
CO2 from ambient air at an eventual cost of $20/ton
(current demo cost: $150/ton). If they can achieve
this low cost, I estimate it at $1.25/mcf...
Business & Finance > Investments > Stocks (A to Z) > Stocks D >
Denbury Resources, Inc. (DNR)
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ross2amann |
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19-Apr-09 12:05 pm |
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| 11. |
GMXR&&39;s &&39;09 guidance is wild
These guys aren't flinching over credit problems.
They are betting (heavily) on a 240% production increase
in '09 (from 38mmcfe/d to 92): spending $400m
m...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
GMX Resources, Inc. (GMXR)
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ross2amann |
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3-Nov-08 08:55 am |
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| 12. |
Re: DNR 10/8 statement on Hastings
The DNR-VQ agreement allows DNR to buy most of Hastings
any time between today (11/1/2008) and 11/1/2009.
Given that the price is heavily dependent on the price
of oil, the price would be much...
Business & Finance > Investments > Stocks (A to Z) > Stocks V >
Venoco, Inc. (VQ)
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ross2amann |
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1-Nov-08 10:14 am |
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| 13. |
Mark-to-Market accounting rules SUCK
Did Chesapeake report $5.61/sh in earnings? Or $.85/sh?
The Sarbox-buys say the former; the E&P vets the latter.I
say, let's have a steel-cage taqg-team match between
Sarbanes-Oxley and McClendon-Simpson (of XTO) - t
o...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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30-Oct-08 04:46 pm |
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| 14. |
Re: the billionaire who was forced to cover margin call
You mean "ex-billionaire"
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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13-Oct-08 09:03 am |
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| 15. |
Re: Hedged at $12 for 2009
Everyone has a lot of questions about the hedges. Who
are the counter-parties? Are they knock-out hedges
(which go off a a low price)?
Business & Finance > Investments > Stocks (A to Z) > Stocks X >
XTO Energy Inc. (XTO)
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ross2amann |
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12-Oct-08 02:37 pm |
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| 16. |
Re: New/Old Longs Need to READ This ARTICLE
Aren't the real counter-parties the distributors?
Hmm...let's think this through.Say Lehman promises
CHK $9/mcf in Feb. '09 and then promises to deliver
n.g. to, say, New Jersey...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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12-Oct-08 11:26 am |
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| 17. |
Re: New/Old Longs Need to READ This ARTICLE
Doesn't the $6.28 knockout apply on a month-to-month
basis? If n.g. drops below $6.28, does that knock
out all the '08-'09-'10 hedges? (someone
agree with me: that can't be true). Or just t
he...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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12-Oct-08 11:07 am |
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| 18. |
A quick scan of 50+ n.g. producers
shows that the valuation has dropped 50% since early
July for almost all.Specifically, as measured by EV/1P
reserves, the value has dropped from $4/mcf to $2
...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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12-Oct-08 10:39 am |
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| 19. |
Re: How much Aubrey has left?
An interesting pool question: when does Aubrey make
it back into Forbes? Given that the cut-off was $1.4B,
I'll take 2010.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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12-Oct-08 10:31 am |
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| 20. |
CHK&&39;s debt
of $15B used to be 60% of market cap, but is now 150%.
However, they are due $6.9B from BP and PXP over the
next few years. I am assuming most of that has yet
to be...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chesapeake Energy Corporation
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ross2amann |
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12-Oct-08 09:40 am |
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