Energy Prospectus

I know your busy but it might be interesting to look into EPM.A flash from the past.

This is more than a "conspiracy piece." It maybe one of the reasons why Trump is bashing the WHO.It is worth your time to watch.Btw,Happy Easter to all.

Any thoughts on their announcement regarding the water mgmt decision to abandon?

Dan,when you get time, would you offer your expertise concerning the 4th quarter report by Devon.Thanks

Nice call on Natural gas. I realize you have been touting it for sometime but it takes the experts awhile to catch up.Or maybe Wall Street had to get their ducks in a row to maximize their profits. Am I insinuating the game maybe rigged...or slightly slanted. No way. Anyway,thanks for your insight.

It seemed like a great report and new mgmt seems to have their ship pointed in the right direction.Much like rrc,they are also looking to monetize the acreage down south.

My guess is they found investors to keep the price over $1.I was wondering if anyone has an opinion about their reserves and/or opinions about their merge acreage.They posted some info regarding reserves and performance about a couple of their wells.Tia.Btw,it looks like those new investors are now ...

I know you dropped Jones so you might not be following but I was wondering your thoughts about the sale of Gastar acreage.I was wondering how that acreage relates to the merge acreage Jones is drilling. Can you give an opinion on valuation comparison? I realize they are not the same but fairly close...

So they are not in jeopardy of bankruptcy any time soon and they are drilling the Merge which is around a highly thought of area and they are trading at less than $1.Step up to the table and throw the dice.I like those odds.

Press release seems positive.As per their conference call,they are extremely positive with results from Merge acreage.This is what they were looking for because of the options it will give them.They mentioned that they had hoped to have this updated determination in time for the 3rd quarter call.

So the stock is trading at $1.07.What is wall street missing? Is it too small for any coverage? I think I recall some investment group or hedge fund putting pressure on them to monetize some of their assets.Your thoughts on the upside and is the merge as viable as Stack and/or Scoop? Thanks

The conference call was very interesting.They are moving most of their spending to the Merge acreage.They are having great results there.The call was very professional and that team seems to be on the conservative side.Yet they are ready to amp up rigs with regards to the right timing.Dan talks abou...

RRC ??

SWN....recent double bottom @ 6.81...
Hit 6.81 on May 4th and again on May 18th. Bounced up to 7.11 +.27 on Friday on volume of 26 million, well above average.
Trading at about 3 X expected 2017 cash flow with improving fundamentals across the board.
52 week low.......$6.81
52 week high.....$15.59

Anyone here follow SWN? There seems to be a lot of upside in this environment.As per Dan,natural gas prices are on the upswing and this company has been in business a long time.Looking back,their share price has been much higher than what it is trading today.

Say Hello to Ross and lloyd from Sam and Tina.

The apple doesn't fall far from the tree.His Dad is CEO of Pioneer.There might be interesting conversations around the Thanksgiving day table.

Thanks for showing us confidence in SM Energy.It has been very profitable for those of us who are invested.

It sure is fun to watch the price action of SM Energy today.I don't pretend to understand the reason but possibly a short covering rally?
Hope this happens w/ others.

Hey Dan,as a person who is pretty much confused reading all these quarterly reports can you point out a couple of items to look for.SM WLL CLR MTDR have all reported in the last 2 days.My background is not in accounting.Maybe you can help me focus on a couple items to distinguish good from bad.TIA Sam

I thought it was great.

Zack's has a bad track record IMHO.I have read a lot of their reports and they usually turn out to be just the opposite of reality.

Hey Dan,what do you think about the merger between tga and caracal? the board member who resigned last week happens to be the ceo of caracal.I wonder if you can figure out the premium if any built in to tga.tia

Dan,something of interest...these companies are drilling in the buda with interesting results.No fracking is needed thus the wells are costing less than 3 million.The results are leading to pay out in around 2 months.Just curious if you might take a look at the latest press releases and shed light o...

Dan,any thoughts on the 10-Q released this morning concerning OEDV ?

New press release.The gov't.ok's 4 concessions that should close in Oct.

I have owned Crimson for a long time.This merger does not seem to be an arm lengths deal.It seems very one sided as the Crimson guys will be mgmt.It still has to be approved..but there will be lawsuit imo.Any ideas how to play is development to max return?? The conference call sounded weak.

count me in.Sam Sansone

I enjoyed the luncheon but I am curious...What is going to happen to the MLP ENP ?They mentioned it but I did not understand what the results will be ? At $18+ it yields 10%+.BTW,count me in for any breakfast club and/or more info concerning MLP's.

I have been an investor in MLP's for about 9 months now.Great returns...7% to 12% depending on when you bought.Also,tax benefits are interesting.MLP investing seems to be better for the buy and hold investor as you are dealing with K-1's at tax time.This is more complicated for me to give any inform...