Energy Prospectus

I also own this one and since you own it I hope you keep us in the loop.

In our newspaper this morning. "Northwestern Energy broke a 41-year-old record for natural gas delivery on Friday as customers across the state consumed 302 million cubic feet of natural gas." This is happening all across the country. Dan maybe right. $4.50 natural gas on the horizon.

I live in Montana. A couple of hundred miles from the Bakken. It has been brutally cold here. A whole week of below zero temps. Actual temps -25 to -35. With the wind blowing the wind chill is even colder. No way anyone is working outside. My neighbor works in the Bakken. He has been home all week. ...

Agree! Our sector has been undervalued, but with the price of oil staying up and the Spread narrowing people are wising up. Hope you are right Dan and these next couple of quarters are going to be "Gang Busters"! Evidently the Fund Managers are thinking so and want to bag some profits in t...

Thanks Dan,

Dan,
Back in Jan. You were going to take a look at Midstates Petroleum Co. and publish a profile of the company. I'm wondering if this is still on the TO-DO List and when you think it might get done?

Hard to understand this one on a day where the market is up big and oil and Nat gas up and it sells off BIG TIME. Down almost 8% on 6 times volume. Is it just fear causing the sell off? Seems like there are a lot of people selling and not many buying.

Just a question on the updated Watchlist(July 12,2013). I've noticed that a number of these companies are now in your Small Cap Portfolio and I was wondering why they are still on the Watchlist? Also, some companies you have done a company profile and have a fair value set--yet I do not see them on ...

Was just wondering when you were going to have the forecast done on (OEDV)?

Dan, I see in your news letter that you are going to take a look at Synergy Resources (SYRG). I wonder if your interns would have a chance to look at two other companies: EPL Oil and Gas Inc. (EPL) and CJES Energy Services (CJES)? I know you are busy now with earnings--but maybe after that. I have b...

I live in Billings,MT. Daniels county is up in the NE corner of the State. Scobey, MT is the county seat. Would suggest that if you are interested in further info to Google "Daniels County oil drilling" you will pull up some great sites and forums to get additional information. One post in...

Bought FXEN today shortly after market opened. IMO we saw a "knee-jerk reaction by the market to the KUTO 2 well being plugged. I agree w/Dan. I think the value is there, that it will continue to grow production, and that it's cash flow is adequate. IMO this was a "gift" by Mr. Market...

Mr. Market seems to view it negatively. Down well over 5%.

Good article on C&J Energy Services yesterday in Seeking Alpha entitled "The Extreme Relative Value of C&J Energy Services" for those who might be interested.

Dan,
Wonder what you might know about C& J Energy Services. They are based in Houston and seem to be generationg great quarterly revenue and earnings growth YOY. No debt with good profit and operationg margins and great retdurn on assets and equity.

Dan' GTE is having it's annual meeting on 6-27-2012. One of their proposals we are to vote on is: "proposal to approve an amendment to Gran Tierra's 2007 Equity Incentive Plan to increase the aggregate number of shares of Common Stock authorized for issuance under the plan from 23,306,100 to 39...

Triangle Petroleum reported today and misses on Revenue and on Earnings. A couple of days ago they changed out their CEO,CFO and Chairman of the Board. Down 4% today on an "up" day. Doesn"t seem like a very good scenario going forward. Any thoughts? Hold? Sell?

Not sure why we were not invited. It seems energy and our small exploration stocks and related services are lagging. Were we ahead and the others are catching up. Any ideas?

Dan,
Thanks for getting back to us on this! I really appreciate your hard work for us and I know from your posts that there are many nights you "burn the Midnight Candle"

Dan,
Wondering if you had a chance to look at AXAS? Everything seemed to be rolling along pretty well until this report. It's a mystery to me.

I agree. Picked up some SFY a few weeks ago. It's an even better buy now with the dip.

Swift reported today and beat estimates in EPS and in Reveue. It's getting hammered--down over 5%. What went wrong?

Setliff,

I agree with you on PDS reving. PDS, UNT, PTEN, UDRL are all trading BELOW their LOW TARGET PRICE. Most are moving more into drilling for oil and liquids. IMO their prices were pushed down with natural gas prices and they are good value now. What do you think?

Rick

Dan,

You were going to do an updat on Triangle Petroleum. I never did see it.