Energy Prospectus

Slide 23: Just using PDP reserves, the NAV discounted at 10% is $4.33. < A profitable company that is a going concern with over a decade of low-risk high-return drilling inventory should NEVER trade be the NAV of its PDP reserves Buy the company and pay for it with PDP reserves Get everything else f...

Completions company focused on Permian, lots of growth baked in:

https://www.linkedin.com/feed/update/ur ... 4000470016

Would love to hear them give a luncheon presentation, I think they are headquartered in Houston

Frank and Bob have made me a lot of money Dan, and I expect they will again with ESTE Asset is still there, in the ground, development pushed out a bit. If you put on the expected higher oil price deck for 2019 and 2020 this delay might even INCREASE the cash flow valuation all else equal, even with...

Good company. Well position. Frank’s management team is the best

agreed, good management

Management here is excellent

I have followed Dan for years, and have drank the red coolaid. I have followed Robry for years, and have drank the blue coolaid. Now I am totally confused, both generally see the same elephant but now one is bullish on nat gas and the other bearish. So I sit on my hands: Robry.."...Enormous bea...

good company, good management

Raymond James has gas at $2.75 for 2018, which is interesting, they are the most bullish firm historically on the energy sector. At least the last few years.

So $3.00 average is a rip roaring bull versus RJ. Wall Street will have to be convinced to get higher prices

Company says no legal issues they know of.