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1.  Re: Weekend Project-Compare ATP to Contango 
How much debt does Contango have? Last I remember, they have no debt. In fact, they had net cash on their books. Listen to Mr. Peak give a presentation...helped make me a better E&P investor...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   9-Feb-10 09:42 pm
 
2.  Wasn&&39;t this material? 
How did this transaction not trigger an 8-K filing weeks ago? This seems worthy of a press release at the time of its execution.... "On January 5, 2010, ATP closed a $135 million transaction...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   4-Feb-10 09:59 am
 
3.  Abraxas Needs to Focus 
I've been a casual follower of AXAS for a few years, and have started nibbling on the shares. If I were running the Co., I would focus the footprint down ...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abraxas Petroleum Corp.
  trepalais   25-Jan-10 11:58 pm
 
4.  Re: What a Deal! 300 shares for 990.00 
Wafer, congratulations on the gain. Not familiar with TENG. Would have guessed it was EXXI.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   22-Jan-10 05:38 pm
 
5.  Re: What a Deal! 300 shares for 990.00 
Don't think you sold Energy XXI too early? Davey Jones catalysts played out for a few months or quarters, I guess? Balanced risk/reward now? I sold out of. ..
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   22-Jan-10 04:05 pm
 
6.  Long Sep Calls 
FWIW, I bought Sep calls yesterday afternoon. The shares get cheaper as the time line for production growth nears. Every day that ATPG moves sideways, but we inch...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   21-Jan-10 10:53 am
 
7.  Re: 900,000 shares bought 1st Hour 
Suggestion: The stock is priced cheaply on a fundamental basis...cash flow multiple, asset value - liabilities, you pick it.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   18-Dec-09 10:37 am
 
8.  Re: what were NG inventory numbers 
Not as much. Oil is fungible, ships can sail to the highest priced market to sell oil. Gas is a regional market. Canada + US form one discrete market, only marginally linked to...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   17-Dec-09 12:35 pm
 
9.  Re: what were NG inventory numbers 
This has nothing to do with UK gas. The inventory numbers were -207 BCF, for the US alone. This improves pricing on US gas production, and has only a marginal impact on the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   17-Dec-09 11:39 am
 
10.  Re: wow, nice shift in direction. -eom 
Bullish NG data @ 10:30. Withdraw from storage = 207 Bcf Gas market tighter than consensus expectations...2010 US NG strip up about 5%. The forgotten 1/3 of ATPG is worth more today...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   17-Dec-09 10:39 am
 
11.  Re: Trep -- Right on WTI & Brent 
Thanks, and I agree. My understanding is that Nymex WTI needs to trade a buck or two above Brent to attract sufficient imports to prevent these strong up day s...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   16-Dec-09 01:59 pm
 
12.  Re: Link to Reese Interview 
Sorry, overstated the oil growth by 5,000, I think. Should say oil growth from 10,000 presently to ~ 35,000 by Q4 2010.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 11:39 pm
 
13.  Re: Link to Reese Interview 
In the video, when referencing current production, Reese is talking literally about oil, not including natural gas on a barrel of oil equivalent basis. Oil production goes from ~10,000 to...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 11:36 pm
 
14.  Re: Link to Reese Interview 
The video has some good footage of the Titan...very impressive, even for my wife. Thanks for posting the link.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 10:42 pm
 
15.  Re: Cobalt IPO 
You're kidding, right? Goldman Sachs can sell ketchup popsicles to ladies in white gloves. A non-producing Company (Cobalt)...no production for some two yea rs...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 09:53 pm
 
16.  Re: Weekly TA System, fwiw 
By the way, this PPS weekly signal issued and held a sell signal in ATPG from week of 6/23/08 until the buy signal I mentioned on week of 3/23/09. Fairly impressive result...again, signalling buy on...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 02:43 pm
 
17.  Weekly TA System, fwiw 
Perhaps the most reliable weekly indicator (black box) I know of is the Persons Proprietary Study available within Thinkorswim. For longer time frames such as weekly charts, the system...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 02:38 pm
 
18.  K.I.S.S. ATPG Price Target 
We see XOM paying >$80,000 per flowing boe for XTO. This is fine and dandy. ATPG's production stream is of relatively higher value because of its oil weighting, but of relatively...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   15-Dec-09 01:56 am
 
19.  2010 US Gas 
Take a look at Nymex Gas for calendar 2010. I know it isn't the focus here...the forgotten 1/3 of ATP's business, thankfully, but it is nice to see 2010 gas up around 7%. Some cold weather here in Dec looks to eat...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   10-Dec-09 01:58 pm
 
20.  Re: Why is ATPG Looking Strong? 
It looks like they've got a massive find, but first LNG looks like 2015-2016. ATPG will have produced most of Telemark and Cheviot Hubs by then. Nice part about near term...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  ATP Oil & Gas Corporation (ATPG)
  trepalais   10-Dec-09 01:51 pm
 

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