Energy Prospectus

And even with the NG price SURGING higher AR, GPOR and RRC all DOWN today. AR down over 6% right now. Unbelievable.

Also lowered long term NG price deck to $2.50 from $2.75.
That comes out of left field to me. But the hits just keep on coming.
A cold winter might put some egg on MS's face. Hope so.

So why is this a problem for the Wall Street boys. Looks good to me.

Projected CFPS about 1/2 of CFPS in 2017. In each case cash flow is well below planned capex. The assumptions would seem to be based on no capex in the western Anadarko and limited success in MERGE. The current ratio is ominous too, but its sounds like their lenders are not pressuring them. Sale of ...

Sure is trading like some expect it. My interpretation of news coming from them is not bad...MERGE wells looking good...no immediate liquidity issue. Have I missed something? Any thoughts?

I am amazed that the market is punishing JONE like this. I look at JONE as a big gamble on the Merge area. All indications are positive for the Merge. What gives?

GPOR gave an operational update today with some well results and guidance. Apparently the market didn't like it.

This presentation provides some very useful info on the recent acquisition. Maps of new acreage in relation to STACK/SCOOP and recent wells in the area. Especially interesting to me were the Citizen Energy well results right in the middle of the new acreage. http://s1.q4cdn.com/529546945/files/doc_p...

http://s1.q4cdn.com/529546945/files/doc_presentations/2016/Jones_Energy_IR_Deck_vFINAL_as_of_8_18_16.pdf The above presentation from Jones Energy provides a lot more info about the acquired property. At $7600/acre it sure looks like a deal compared to the purchase MRO made. After you have the chance...

Well...I doubled up this morning....maybe it will be a good thing. We will see.