Energy Prospectus

Notices that Keith Schaeffer - Oil & Gas Investments Bulletin added REI to his portfolio today.

Will be publishing a full report in a day or two.

I think that CDEV is a very interesting way to place a bet on Mark Papa, if you think that what he built EOG is repeatable to some degree. They seem to have big money behind them and it seems logical to expect other acquisitions in the Permian Basin or Scoop and Stack. CDEV also has warrants (CDEVW)...

http://finance.yahoo.com/m/c28fc568-d43 ... quire.html

PR out this evening.

Should keep the pot bubbling for Permian Basin shares tomorrow.

Dan: I have a position in NFX that is a few points in the black. It seems to me that the Permian Basin is clearly the hot area, while the shares of companies focused on Scoop & Stack have not been moving up as much. Do you think that the negative publicity related to earthquake activity in OK is...

Touted via email bulletin today.

FWIW, Oil & Gas Investments Bulletin (Keith Schaeffer) just out with a buy recommendation on Jones Energy.

Calls it his preferred "Scoop & Stack" play.

BBEP has traded to yield approximately 9%, so with the new divvy at $2.08, it ought to be worth roughly 23.11/share. QRE shares should be worth .9856 times $23.11 or ~$22.78.

Nothing too scientific here, but it looks like QRE should have more upside after today's pop.

MrMuileh

Dan:

I read Value Digger's article, which is intended to promote Caza (CAZFF). Any opinion on Caza or do you think it's hype. Admittedly, they are a penny stock at this stage.

MrMuileh

http://seekingalpha.com/article/2228663-parsley-energy-an-inexpensive-pure-play-core-of-core-permian-ipo This one is probably going to start trading tomorrow. I have put in for some shares. Another pure play Permian Basin IPO. Good acreage. Sounds like reasonable valuation. Permian Basin gives it so...

Denbury never seems to get any love from Wall Street. Held their shares for a while, but it was pretty dead money, so I sold.

FWIW, I did not some helium-related business with them and was quite unimpressed by the folks with whom I did business.

MrMuileh