Energy Prospectus

Dan, please let Landon know I thought he did a great job on the SandRidge profile. If only SandRidge did not have so much debt, I would own more of it than the very small amount that I own currently. I really like the Miss. play and if anyone comes across any better-capitalized companies that are ge...

Osage Exploration & Development (OEDV.OB) -- This is a very small company that is in the very early stages of getting a project going in one of the hottest new plays, the Mississippian play in Oklahoma and southeastern Kansas. SandRidge was the pioneer here and after over 100 horizontal wells is...

Great to see you get this company in for a luncheon Dan. I believe they have a great play going and although I realize that they have an uphill battle to get some financing I believe their story is so compelling that they should be able to get money without causing too much dilution to their upside....

NiMin had new analyst coverage recently, by Global Hunter, $2.50 PT, Buy. The report was linked to NiMin's website for awhile but I see that is no longer. The Global Hunter report had some good stuff in it, as follows: 1) Pg. 7 -- NIMIN has had "advanced talks" with other operators in the ...

Thanks Dan, helpful comments. Based on their recent news release it looks like they are well on their way toward passing the "first test". Now that their CMD pilot has achieved cash flow breakeven I believe this will get a lot of other companies interested in this process. RIght now the ma...

Dan, if I saw correctly, RayJames has recently lowered their estimate of average '11 oil price to $80 (from $90 I believe). If you still get their stuff, I was wondering if you have the report in which they made this change, and if so, could you paste up the exec. summary of it, thanks.

I had not heard of that but that might help explain why oil made such a powerful move up yesterday, in spite of the fact that there was no obvious bullish news that came out. Did anybody see any other reasons why oil would move up as it did yesterday?

NIMIN Energy (NNN.TO, NEYYF.PK) -- this stock is a rare combination of a solid oil resource play, combined with virtually unlimited upside from a potential technology breakthrough (heavy oil EOR). Wyoming Resource Play -- better economics than the Bakken These are 4 heavy oil fields in the Bighorn B...