Energy Prospectus

Laurin_DE

Dan,
if Jones were a larger company, would you have added Parsley or Jones to the Sweet 16?
Thx.

L.

Laurin_DE

Dan,
considering that most tax loss selling is still ahead of us, I wonder whether we will not see further disconnect between the price of oil and gas and that of oil&gas stocks.
so regardless of current valuations, I wonder whether it is not yet too early for buying (back) into the sector.

L.

Laurin_DE

some weeks ago someone asked for ways to trade an eventual rebound of oil prices... and if I remember correctly someone posted the trading symbols of investments that follow the oil price 1:1, 2:1, 3:1, etc...
Could someone post these symbols again, please.
Thanks a lot!

cheers - Laurin

Laurin_DE

you might want to take a look at Canadian O&G junior RMP Energy.
They just reported excellent numbers and their management has a history of "underpromise and overdeliver".

http://www.rmpenergyinc.com/

http://web.tmxmoney.com/quote.php?qm_symbol=rmp

Laurin_DE

Thanks!
GST is on my "list" anyway... but GST is more like a long-term investment, isn't it?

Laurin_DE

okay - let's assume SCOOP will really be THE thing...
which stock gives us the biggest bang for the buck?

Laurin_DE

Dan,
any ideas explaining the continous pressure on LNCO's share price?
I'm looking for a solid high-yield dividend payer and am torn between Lightstream, LinnCo (LNCO) and Emes...

Laurin_DE

Dan,
before I sent the email to you, some hip hop music stuff came up when I tried to get to the EnergyProspectus site... a few hours later the google warning started to pop up.

No problems with the Safari browser anymore.

cheers - Laurin

Laurin_DE

Dan,

with the different set-ups with regard to tax...
which of the Canadian high-yield companies you cover pay quarterly dividends instead of monthly ones?
Thanks.

cheers - Laurin

Laurin_DE

Lightstream is really amazing... down another 9% as I write... looks as if the combination of institutional selling with general selling for tax reasons and for switching into stocks whose dividend appears to be more sustainable, creates a share price that is just unbelievably low. It cannot go on l...

Laurin_DE

problem is, they will probably see no reason to maintain such a high dividend... cutting it down to 50%, the annual yield was still high and they could reduce debt or increase spending... but this would likely drive the share price down even more...

Laurin_DE

Dan,
he meant LNCO, I suppose...

Laurin_DE

Dan,

you probably "hate" questions like this...
but is Linn (LNCO) energy's high dividend "safe" over the next 2 to 5 years... and how "safe" is it relative to the other high-yield stocks you watch?
Thanks.

Laurin_DE

might be of interest to some:
https://rbcnew.bluematrix.com/docs/pdf/ ... c9681b.pdf?

Laurin_DE

...and now 40% down since early August.
Jeez...

Laurin_DE

Since mentioned here the last time (Aug 7th) AREX lost another 33% (from $18 to 12)... and this although they are considered a low-cost producer (if I remember correctly) Dan, I understand that you probably get bombarded with emails and phone calls these days... but I would certainly appreciate a br...

Laurin_DE

just cut and paste the link - should work without problem... when I cut and paste the article (see below), the graphs/tables don't come up. cheers - Laurin Is The 10.7% Dividend Safe For Lightstream Resources? What Is The Downside Risk? Is The 10.7% Dividend Safe For Lightstream Resources? What Is T...

Laurin_DE

interesting read:

http://premium.investorvillage.com/grou ... d=14239872

Laurin_DE

unbelievable...
even my stink bid at €12.70 for Awilco got filled in Frankfurt today... that was even below the Norwegian and US prices in NOK und USD, respectively...

Laurin_DE

I think costs for the TMS wells are of great interest to a lot of people... if (IF!) the TMS can be exploited at good cost, Halcon, Goodrich and Sanchez were incredible bargains right now... but if TMS oil is only economic when oil is at $90...

Laurin_DE

- I used the low share price to start a small position in Awilco and will likely buy more in the USD 17-18 range... - North Atlantic Drilling has also become interesting again, imo, but I watch the US/EU vs Russia situation and will only start a position once it calms down... - I would be interested...

Laurin_DE

Dan,
which of the the companies below has most upside if technical issues in the TMS are overcome and this becomes a great producing region?
Halcon Resources (HK),
Comstock Resources (CRK),
Sanchez Energy (SN)
or anything better?

Thanks - Laurin

Laurin_DE

Dan,

any new developments at or any comment from you on Halcon?
it's now well below U$ 5.00...

cheers - Laurin

Laurin_DE

okay...
buying more SM is a given...
but what then?
...diversifying into SN, GPOR, CPE or HK?
...or rather increasing the existing stake in OAS, WLL and LTS.TO?
...or even getting into something like SFY or even ESTE?

Decisions, decisions...
...any opinions, any advice?

Laurin_DE

SM Energy Reports Results for the Second Quarter of 2014; Announces Significant Bakken/Three Forks Acquisition Record quarterly average daily production of 147 MBOE per day, compared to guidance range of 136 - 143 MBOE per day; quarterly production mix of 53% liquids/47% natural gas. Quarterly GAAP ...

Laurin_DE

http://finance.yahoo.com/news/osage-exp ... 00802.html

Laurin_DE

-8% today as I write...
what motivated this drop? certainly not the recent update, no?

Laurin_DE

Dan,
did Oasis's management ever indicate their position with regard to being bought?
would a merger of Oasis and Triangle (or a buyout of the latter by the former) make sense and would Oasis have the financial strength to acquire Triangle in an attempt to stay independent?
Thanks.

Laurin_DE

so... are you saying Texas has cleaner air and water than California and New York because of the energy industry?
can you give me some links to articles or data supporting this?
sounds like a great topic for a controversial university seminar in the fall semester...

Laurin_DE

probably some pressure on WLL in the short-term... and a win in the long-term, imo.

but who cares... Germany 1 : Argentina 0

Laurin_DE

after their recent pull back, you may also want to take a closer look at Bellatrix Exploration (BXE or BXE.TO) and RMP Energy (RMP.TO)!

Laurin

Laurin_DE

I always have the (lame) excuse of not being a native speaker AND being a European - heck, what do WE know?...

Laurin_DE

Fraccing is neither good nor bad... it all depends on the geology and on the responsibility and skill of those who do it. There are locations where it should be done, and others, where not. And whackos agitate on both sides, not only on the "green" one. What is needed is a balanced discuss...

Laurin_DE

Dan, I own Kodiak for quite a while now (bought in the low 5s)... and used the weakness of TPLM, OAS and SM over the past months to diversity and shift some funds from KOG and WLL into these three... judging from your fair value for Kodiak, which is not far from today's share price, I wonder whether...

Laurin_DE

Triangle Petroleum Announces Acquisition Of Williston Basin Properties DENVER, May 14, 2014 /PRNewswire/ -- Triangle Petroleum Corporation ("Triangle" or the "Parent") (NYSE MKT: TPLM) announces today that Triangle USA Petroleum Corporation ("TUSA"), the Company's wholl...

Laurin_DE

hm... - I just checked -the link works for me...
anyway...

RBC Capital Markets:
target: U$ 58 (downside scenario: U$ 35; upside scenario: U$ 70)
cfps: 14E: U$ 9.36; 15E: U$ 12.14

Laurin_DE

from another board:
https://rbcnew.bluematrix.com/docs/pdf/ ... f6e5a7.pdf?

Laurin_DE

Dan,
did you talk to the company recently?
WHEN should we expect news on their completions and drilling?
Thanks!

Laurin

Laurin_DE

Osage Exploration & Development (OEDV) has reached TD on their first operated horizontal Mississippian well and spud their first Woodford Shale test well in Logan County last week. IMO this is the most important well that Osage will drill this year. If the Woodford is good under their acreage, ...

Laurin_DE

Dan, I found the following statement from Credit Suisse: "Credit Suisse analyst Gregory Lewis and team explain why they downgraded Seadrill: We are downgrading [Seadrill] to Neutral (from Outperform) and lowering our target price to $30 (from $40). [Seadrill] has a lot of wood to chop in terms ...

Laurin_DE

Thanks, Dan. I've already started a small position some weeks ago and wait for an entry point to possibly buy some more. However, I decreased my Lightstream position substantially, because I doubt that with so many good properties on the market, Lightstream will be able to get reasonably good prices...

Laurin_DE

Dan,
what about Bellatrix, BXE?

cheers - Laurin

Laurin_DE

Dan,
I fully agree - this is exactly what I tell my students since the late 1990s!
(besides that crude oil is way too precious to be (ab)used as a fuel and that LNG needs to be developed for that purpose)

cheers - Laurin

Laurin_DE

the market apparently hates this merger...
Caracal (CRCL.L) lost big time, Transglobe's premium is washed out, and strange enough Transglobe's share price is now much higher than 1.23 x CRCL.L

Dan,
what do you think of this "merger"?

Thanks - Laurin

Laurin_DE

yes - would also love to hear your take, Dan! Laurin http://www.trans-globe.com/news/release?id=1818410 Caracal Energy and TransGlobe Energy Announce Proposed Business Combination to Create One of the Largest Independent Africa Focused Oil Producers CALGARY, ALBERTA--(Marketwired - March 15, 2014) -...

Laurin_DE

Dan,

Happy Birthday!
...and enjoy the cruise with family and friends.

cheers from Laurin, a non-sea-going member

Laurin_DE

Dan,

any comments wrt today's numbers?

http://www.lightstreamresources.com/new ... d-reserves

Thanks.

Laurin

Laurin_DE

don't shoot the messenger! but Seadrill is still under pressure in early trading in Oslo, as several analysts cut target prices and published "sell" recommendations. http://www.hegnar.no/analyser/article757708.ece (no need to translate, I suppose) Meglergigantene kutter i Seadrill Seadrill...

Laurin_DE

I'm just glad that I couldn't convince myself to buy...
but if the dividend was sustainable, USD 30 - 35 were an excellent entry price...

http://finance.yahoo.com/news/sdrl-sead ... 00551.html

Laurin_DE

Dan,

could you please elaborate a bit on your cryptic statement wrt Seadrill?
Thanks a lot!

cheers - Laurin

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