Search found 34787 matches

by dan_s
Wed Jun 02, 2010 4:55 pm
Forum: Sweet 16 Portfolio
Topic: ATPG telemark may be ok
Replies: 1
Views: 2823

Re: ATPG telemark may be ok

I recommended to ATPG that they make a press release as soon as they know the status of MC 941 #3. MC 941 #2 and #4 have to be deepened so they will not pass. I also think a couple of the Canyon Express wells should pass the test. ATPG should bounce back if they can move forward on these projects. Dan
by dan_s
Wed Jun 02, 2010 10:38 am
Forum: Sweet 16 Portfolio
Topic: GULFport
Replies: 2
Views: 3680

Re: GULFport

Go to the website and see my Sweet 16 Detailed Update (under the Sweet 16 Tab) and my forecast model for GPOR. I love this company.

They so have some production in shallow bays but that should not be affected by the BP spill.

Dan
by dan_s
Wed Jun 02, 2010 10:35 am
Forum: Sweet 16 Portfolio
Topic: ARD gets chance to get a better offer
Replies: 0
Views: 2194

ARD gets chance to get a better offer

This could be a big deal as my Fair Value estimate for ARD is $44/share. - Dan OKLAHOMA CITY (AP) -- Oil and gas operator SandRidge Energy Inc. said Wednesday it agreed to pay more cash to Arena Resources Inc. shareholders and let Arena seek other takeover offers. The changed agreement lets Arena so...
by dan_s
Wed Jun 02, 2010 8:19 am
Forum: Other topics of interest
Topic: Shell buying more shale gas reserves
Replies: 0
Views: 2048

Shell buying more shale gas reserves

This tells me that the majors see the long-term potential of natural gas becoming a larger percentage of the U.S. energy mix. - Dan Shell buys US shale gas company East Resources for $4.7B Oil & Gas Journal - Published: May 28, 2010 Royal Dutch Shell PLC plans to buy East Resources Inc., a major...
by dan_s
Tue Jun 01, 2010 8:22 pm
Forum: Sweet 16 Portfolio
Topic: TransGlobe Energy (TGA)
Replies: 0
Views: 1975

TransGlobe Energy (TGA)

Macquarie Equity Research has issued a 20 page report on TGA. They have listed it as "Outpreform" and given it a price target of $10Cdn (about $9.50 U.S.). IMO Fair Value for TGA is $8.15 and you can add $2.00 for Exploration Upside. Macquarie is very high on TGA's frac program in the West...
by dan_s
Tue Jun 01, 2010 11:24 am
Forum: Sweet 16 Portfolio
Topic: New Sweet-16 Forecasts
Replies: 2
Views: 3606

Re: New Sweet-16 Forecasts

The EPG Newsletter will go out to all Premium Members at 1PM Central Time today. We had to run a final test on all the links.

When you get the Newsletter fell free to sent it to anyone you think my benefit from a group like this. We need to build up our membership.

Dan
by dan_s
Tue Jun 01, 2010 11:13 am
Forum: Sweet 16 Portfolio
Topic: SGY - MMS Moratorium
Replies: 0
Views: 2021

SGY - MMS Moratorium

LAFAYETTE, La., June 1 /PRNewswire-FirstCall/ -- Stone Energy Corporation (NYSE:SGY - News) today announced that the Minerals Management Service issued a Notice to Lessees ("NTL") on May 30, 2010 directing lessees and operators to cease drilling all new deepwater wells on federal leases in...
by dan_s
Tue Jun 01, 2010 11:01 am
Forum: Sweet 16 Portfolio
Topic: PDS now a C-Corp
Replies: 0
Views: 1989

PDS now a C-Corp

CALGARY, ALBERTA--(Marketwire - 06/01/10) - Precision Drilling Corporation ("Precision" or the "Corporation") is pleased to announce the completion of the previously announced reorganization of Precision Drilling Trust (the "Trust") to a corporation (the "Conversio...
by dan_s
Tue Jun 01, 2010 8:59 am
Forum: The View from Houston
Topic: Raymond James "Energy Stat of the Week"
Replies: 1
Views: 2348

Raymond James "Energy Stat of the Week"

6/1/2010 Conclusion: Consequences of Deepwater Horizon Continue to Grow Everyone wants to know what the investment ramifications will be from the BP oil spill. So do we! But, the reality is that this is an evolving situation and the long-term implications remain largely unknown. In the short term, t...