Energy Prospectus

Credit Suisse this morning questions HCLP's "contract sanctity." Because HCLP is making significantly higher margin on Kermit than peers ($35ton vs $20-25 ton) With $20 ton they see implied 2019 Ebitda dropping to $105 M from $186M, with implied downside of 58%.

Hi Dan, a lot of us don't live in Texas. For years I have been hearing about them. With modern technology, it seems it would be very easy to video them and offer on your web site?

Thanks

Is HK now suffering in selling their WTI Midland Permian oil at major discount to the WTICushing price that everybody looks at? Do they have pipes/volume contracts to take their oil so they don't have to ship by truck or rail? Thanks

So am I correct that their natural gas production converted = 184,000 barrels ...above your 173,000 BOE per day number?....

Sand Players getting hit hard today on HAL comments suggesting Sand use getting "smarter" use now going down per well? HAL predicting sand prices should drop.

RE MEMP- LINE was WELL HEDGED also.....and they went BK. How or why is MEMP different? Thanks

MEMP---Memorial Production downgraded to Underperform at Raymond James

Looking Forward to VNR report.Thanks

Yes, my bad. I meant SXE. Up .34 this morning....again.Thanks

It's been hot for a month now. But today up 34%

Don't see any news......

Ouch. Worst hit in my lifetime.

Dan in your SXE write up you wrote: On August 19, 2015 Southcross Energy Partners, L.P. (SXE) (“Southcross”) and Southcross Holdings LP (“Holdings”) announced a new $175 million equity commitment and provided additional detail into distribution coverage and future drop-down plans.......The capital i...

I saw your new forecast for Linn. So you disagree that Linn will need $100 oil after 2015 for current valuation per the Seeking Alpha article? "A long-term commodity price assumption of ~$100+ per barrel for WTI and ~$4.50+ per MMBtu Henry Hub appear to be required to justify the current price....

Dan, do you have any comments about this Seeking Alpha article? Interesting banter also in comments section. http://seekingalpha.com/article/2939646-linn-energy-in-need-of-a-100-oil-and-4_50-natural-gas?ifp=0 There have been many "short attacks" against Linn over the years but this author ...

Will be interesting next Tuesday (May 3) when they announce earnings if they discuss keeping the dividend at it's healthy level. CC will be Wednesday morning 10AM eastern.

Dan what is your take on the PIPE they did? It devastated the stock price. Seemed low. (.24)

The lunch video did not cover the question session. Did anyone ask why he sold the PIPE to friends and family so low (.24)? This act just about halved the market cap. Thanks

Anybody have any comments regarding the Ridgeline Luncheon? I'm in California so unable to make it. Their recent CC sounded like they have a very bright future. Any comments? Thanks.