cmm3rd,
Many thanks for taking the time to post your very detailed, thoughtful comments.
Search found 95 matches
- Mon Mar 23, 2020 7:25 am
- Forum: The View from Houston
- Topic: COVID-19 3/22 - an accurate, balanced view
- Replies: 3
- Views: 1371
- Wed Oct 23, 2019 6:59 pm
- Forum: Picks and tips from the EP community
- Topic: Lonestar (LONE) CFPS and shareholder value
- Replies: 4
- Views: 2034
Re: Lonestar (LONE) CFPS and shareholder value
At the current share price of $2.37, how much dilution this year?
- Fri Sep 06, 2019 12:11 pm
- Forum: Picks and tips from the EP community
- Topic: Frac Sand Industry
- Replies: 4
- Views: 1906
Re: Frac Sand Industry
You get a lot of questions about it because you were extremely positive about it. At one time you said it was your largest position. People who otherwise wouldn't have heard of it invested in it.
- Tue Jun 11, 2019 2:48 pm
- Forum: Sweet 16 Portfolio
- Topic: Fresh forecasts for ECA and GPOR on our website
- Replies: 5
- Views: 2510
Re: Fresh forecasts for ECA and GPOR on our website
Dan,
Do you have any idea how much stock they have repurchased?
Thanks.
Do you have any idea how much stock they have repurchased?
Thanks.
- Tue Jul 17, 2018 11:41 am
- Forum: Picks and tips from the EP community
- Topic: HK
- Replies: 3
- Views: 1483
Re: HK
Dan,
Do you know the quality of HK's acreage--1st tier?
Thanks.
Do you know the quality of HK's acreage--1st tier?
Thanks.
- Fri Jul 13, 2018 9:55 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - July 14
- Replies: 3
- Views: 2282
Re: Sweet 16 Update - July 14
Dan, AR has all its production hedged for the next year or two (operating off the top of my head). RRC and GPOR do not have as much hedged (again, top of head). If, as you believe, nat gas prices should strengthen, why is AR doing so much better than RRC and GPOR? If nat gas prices should actually s...
- Wed Jul 04, 2018 1:14 pm
- Forum: Picks and tips from the EP community
- Topic: PetroTal
- Replies: 5
- Views: 2558
Re: PetroTal
Dan,
Any chance you could do an update on GTE?
Any chance you could do an update on GTE?
- Thu Jun 07, 2018 5:02 pm
- Forum: Picks and tips from the EP community
- Topic: DNR
- Replies: 4
- Views: 2604
DNR
Dan,
Do you still plan to take a new look at Denbury?
Thanks.
Do you still plan to take a new look at Denbury?
Thanks.
- Thu Feb 08, 2018 4:04 pm
- Forum: Picks and tips from the EP community
- Topic: favorites?
- Replies: 3
- Views: 1670
favorites?
Dan,
Do you have any favorites at these knocked-down prices? Danke schoen.
Do you have any favorites at these knocked-down prices? Danke schoen.
- Fri Oct 06, 2017 1:17 pm
- Forum: Picks and tips from the EP community
- Topic: AM gets a lot of love from the Wall Street Gang
- Replies: 3
- Views: 3129
Re: AM gets a lot of love from the Wall Street Gang
Dan,
Do you understand AMGP -- AM's general partner (20% anyway, the rest being privately held) -- well enough to have an opinion?
Thanks.
Do you understand AMGP -- AM's general partner (20% anyway, the rest being privately held) -- well enough to have an opinion?
Thanks.