Energy Prospectus

Been wondering why GST pps has been strong yesterday and this am. Gastar presented yesterday afternoon at the Johnson Rice Energy Conference. Presentation link. http://files.shareholder.com/downloads/GST/5287917795x0x957853/A1CB4F02-A3E0-4A06-A2C0-49E6E06E6C89/Johnson_Rice_Investor_Presentation_vF.p...

From a mb, fwiw, re Morgan Stanley note today concerning sand companies: In a note today on Oilfield Services Suppliers, Morgan Stanley says on sand: "For sand suppliers, new Permian sand has yet to hit the market and pricing remains robust, as customers continue to sign long-term contracts at ...

COO Schneider on 8/23 filed a Form 4 reporting an open market purchase of 7,200 shares at $2.88 on 8/23.

Today EIA reported crude oil inventory for week ending August 18 at 463.2 mm bbls (which is again down from the preceding week, and down from peak of about 535 mm bbls). Dan, you have posted (and I have read elsewhere) that appropriate storage level is said by many to be 400 mm bbls (Raymond James' ...

I am paying attention to the distribution reinstatement issue because of the probability that reinstatement could impact the unit price. Thus, from the above-quoted post, noted this: "HCLP will pay a distribution of between .33 and .50 in Q4. (my estimate and RayJay) That's over 25% yield."...

According to the below article, they rank first in the world in oil reserves. http://www.worldatlas.com/articles/the-world-s-largest-oil-reserves-by-country.html Countries With The Largest Proven Oil Reserves Rank Country Barrels (bbl) 1 Venezuela 298,400,000,000 2 Saudi Arabia 268,300,000,000 3 Can...

Interesting commentary from Investor Village poster (leanne) on 8/15/17. Could Venezuela become a major hotspot, with Chinese and Russian geopolitical consequences, and in which the US decides it must intervene? Will VP Pence's travels result in a "Trump Corollary" to the Monroe Doctrine? ...

Here is one Investor Village poster's (maxx) view of HCLP (on 8/16/17): "So here is what is happening in Sand. I'll specifically address HCLP but they are all getting killed and it just doesn't look like it will stop. So here's the good. HCLP is 90% contracted for the Kermit Permian sand. This ...

SN reported operating results this morning. Q2 production averaged 73,341 boepd (a 43% increase vs. Q1) and pushing back guidance for reaching 100,000 boepd to 1H 2018. Notably also, they are reducing the number of rigs from 8 to 5 by September 2017 and 2018 capital budget by $75 million to $100 mil...

CS, while maintaining an outperform rating for HCLP, cut its price target rather dramatically from $24 to $12. That helps explain recent weakness. Clearly, reinstatement of a distribution would help valuation. Dan, or anyone, do you have any insight as to the company's thinking re when they will be ...