Search found 20 matches

by dig4value
Tue Dec 10, 2019 10:23 am
Forum: Other topics of interest
Topic: LONE, new low?. presentation.
Replies: 1
Views: 1274

LONE, new low?. presentation.

Hi Dan, See that lots of other energy companies getting some love, but LONE is going in reverse. Still holding as I see it as crazy cheap The posted this presentation today on SEC fast edgar: http://archive.fast-edgar.com//20191210/A322V22CZ225V2B2222B22D2RJBQ4Z2282B2/ did not see anything earth sha...
by dig4value
Tue Nov 12, 2019 1:13 pm
Forum: Sweet 16 Portfolio
Topic: LONE lonestar reports excellent prod numbers
Replies: 2
Views: 1512

Re: LONE lonestar reports excellent prod numbers

Ok Dan,

Sorry for posting in the wrong section,

I will go to Tips etc section and check it out,

d4v
by dig4value
Tue Nov 12, 2019 11:42 am
Forum: Sweet 16 Portfolio
Topic: LONE lonestar reports excellent prod numbers
Replies: 2
Views: 1512

LONE lonestar reports excellent prod numbers

Hi Dan, LONE reported excellent production increases and again reiterates that they intend to have Free Cash Flow next year... I see that in AH and pre-market LONE was up nicely, but as often happens the sellers take over and now its actually down for the day, seems crazy to me. The current price at...
by dig4value
Fri Aug 02, 2019 2:28 pm
Forum: Picks and tips from the EP community
Topic: SM Energy Q2 Results beat forecast - Aug 1
Replies: 2
Views: 1387

Re: SM Energy Q2 Results beat forecast - Aug 1

Hi Dan, I was pleasently surprised by SM's report, but There is a BIG overhanging problem on all these E&Ps as i see it. And that is the super low NG prices created to some degree by all the excess NG due to all the Fracking for crude. A company like SM which is simply FLaring a lot of its NG be...
by dig4value
Mon Jul 15, 2019 10:02 am
Forum: Sweet 16 Portfolio
Topic: Carrizo Oil & Gas (CRZO) being acquired by CPE - July 15
Replies: 7
Views: 2312

Re: Carrizo Oil & Gas (CRZO) being acquired by CPE - July 15

Seems like CPE got a steal. CRZO assets were worth a lot more than what the shareholders will get, and as we see this a.m. the merger news hit CPE hard and its price got down to 5.35, so CRZO saw little to any premium from friday. currently CPE at 5.50 and CRZO at 11/share. Hmmm. perhaps people will...
by dig4value
Mon Jul 15, 2019 9:27 am
Forum: Picks and tips from the EP community
Topic: Callon Petroleum buyout merges with CRZO
Replies: 1
Views: 1038

Callon Petroleum buyout merges with CRZO

Callon Petroleum Co. CPE -15.00% has said it would buy Carrizo Oil & Gas Inc. CRZO +2.76% for $1.2 billion in stock as the oil company seeks to build scale in key production areas in Texas. Carrizo shareholders will receive 2.05 Callon shares for each share of Carrizo common stock, valuing that ...
by dig4value
Wed Jun 12, 2019 12:30 pm
Forum: Picks and tips from the EP community
Topic: LONE LoneStar has dropped below $2??
Replies: 1
Views: 1202

LONE LoneStar has dropped below $2??

LONE LoneStar has dropped below $2??

Either this is the craziest value play in history, or the Market knows something that is driving LONE down day after day.

Now has a Market cap below $50M.

Anyone know anything more than what is previously posted on the EPG forum and analysis.

dig4value
by dig4value
Wed Jun 12, 2019 9:04 am
Forum: Picks and tips from the EP community
Topic: Lonestar Resources Update - June 5
Replies: 6
Views: 2802

Re: Lonestar Resources Update - June 5

Hi Dan, Just wondering if you have any words of wisdom about Lonestar LONE... it is down to $2.05 and I am scratching my head... just added at 2.05. Seems like it is in a bad spiral, but if it actually even makes last years CF its an insane value here... lots of debt, I get that, but not terrible an...
by dig4value
Thu Jun 06, 2019 3:12 pm
Forum: Picks and tips from the EP community
Topic: Lonestar Resources Update - June 5
Replies: 6
Views: 2802

Re: Lonestar Resources Update - June 5

So did I. at 2.27. :)

d4v
by dig4value
Thu Jun 06, 2019 1:42 pm
Forum: Picks and tips from the EP community
Topic: Lonestar Resources Update - June 5
Replies: 6
Views: 2802

Re: Lonestar Resources Update - June 5

Hi Dan, I thought I bought LONE LoneStar Res. Super Cheap at 2.57/share a couple of days ago... but today (2 days later) it trades at 2.27.. I am wondering if something went wrong with any of their new wells, or if there is any storm damage from the recent storms in Texas ? I am assuming things are ...