Energy Prospectus

Wolfdog2

Dan, the MLPs are all falling out of bed following the recent FERC tax ruling. Obviously this is not good. But do you think the market is overreacting?

Wolfdog2

Dan, i've read articles lately claiming that the white sand producers are doomed because brown sand, which is cheaper will replace the more expensive white sand. I'm curious as to what your thoughts are?

Wolfdog2

Dan, The units of this pipeline company have been ripping lately. I still hold some and bought originally on your recommendation, so I wondered if you have any current thoughts about the company?

Wolfdog2

Gulfport Energy acquisition mixed, says Wells Fargo After Gulfport announced the acquisition of private equity backed Vitruvian II Woodford for $1.85B, Wells Fargo says that the deal gives Gulfport another positive catalyst while diversifying its .assets and "alleviating concerns over inventory...

Wolfdog2

Gulfport Energy announces entry into the SCOOP play, acquires acres Gulfport Energy announced that the Company has entered into a definitive agreement with Vitruvian II Woodford, , a portfolio company of Quantum Energy Partners, to acquire approximately 46,400 net surface acres in the core of the SC...

Wolfdog2

Dan, sorry to learn of your loss. My condolences to you and your family.

Ken

Wolfdog2

Schwab still hasn't adjusted the share price or the symbol for LONE. I called them and they blamed the situation on the clearing bank. Meanwhile eTrade has the listing correct.

Wolfdog2

PXD-- Pioneer Natural initiated with a Buy at Drexel Hamilton
Target $193. :theflyonthewall.com

Wolfdog2

http://www.zerohedge.com/news/2016-01-3 ... -has-begun

Wolfdog2

http://bloom.bg/1QisoGZ

Wolfdog2

Interesting background article on Iranian hydrocarbon industry. Reading this piece one would never know Iran was a totalitarian state that hangs dissidents and threatens other states in the region through proxy military forces and is attempting to develop nuclear armed missiles that have no peaceful...

Wolfdog2

Jeff Gundlach during his presentation yesterday stated that in his opinion oil prices bottomed yesterday. He thinks we could see a 50% bounce from here, but he notes that would only bring oil back to $45/bbl, which wouldn't be enough to save many oil companies.

Wolfdog2

Joe Bastardi's Saturday 1/9 update is a must listen. He's expecting a sharp weather reversal bringing in very cold temperatures throughout most of the country. He even puts up a chart of recent NG prices showing traders reaction to the upcoming nationwide refrigateration. http://www.weatherbell.com/...

Wolfdog2

Surely if you want to buy MEMP it would be a good idea to wait unti after they cut the distribution.

Wolfdog2

Looks like the company is in serious trouble. In addition to suspending the distribution and needing a loan, note the last paragraph of the press release: Southcross and its affiliate, Southcross Holdings LP ("Holdings") have retained Kirkland & Ellis LLP, as legal advisor, and Houliha...

Wolfdog2

Southcross Energy 1717 Main Street, Suite 5200, Dallas, Texas 75201, 214-979-3720 Southcross Energy Partners, L.P. Announces Actions to Enhance Liquidity DALLAS, Texas, January 8, 2016 - Southcross Energy Partners, L.P. (NYSE:SXE) (“Southcross”) today announced recent actions to enhance its liquidit...

Wolfdog2

Devon Energy shares offer attractive entry point, says JPMorgan JPMorgan analyst Arun Jayaram says the recent underperformance in shares of Devon Energy following the $2.5B Felix and PRB acquisitions provides an attractive entry point into the name. All signs point to a deleveraging catalyst early t...

Wolfdog2

VNR Vanguard Natural downgraded to Neutral from Overweight at JPMorgan JPMorgan analyst Gabriel Daoud downgraded Vanguard Natural Resources to Neutral saying continued commodity price weakness has weakened the FY17 credit metrics of the two all-unit mergers. The analyst cut his price target for the ...

Wolfdog2

Canaccord names potential E&P comeback names for 2016 Canaccord named several Buy rated E&P that have the potential to bounce back in 2016, citing trough valuations, increased demand, underappreciated financial positions and a reduction in production. Comeback names include Abraxas Petroleum...

Wolfdog2

I think you're correct. SXE is up 27% today on no news. Could also be some spillover from OKS very bullish announcement yesterday, of course. But MEMP is 12% and shouldn't be affected by pipeline fundamentals.

Wolfdog2

http://www.bloomberg.com/ Morgan Stanley: Oil's Road Toward Rebalancing Could Take a Detour in 2016 - Bloomberg Business The year 2016 may prove a time in which the theoretical underpinnings of the old adage that "the best cure for low prices is low prices" is challenged, according to Morg...

Wolfdog2

Vanguard Natural cuts common unit distribution by 75% to 3c per unit Vanguard Natural has declared a cash distribution attributable to the month of November of 3c per common unit, or 36c per unit on an annual basis, payable on January 14, 2016 to common unitholders of record on January 4, 2016. This...

Wolfdog2

The market is in the dumpster today, and oil stocks are getting slammed yet GST Iis up 7%. I'd say that the news was very favorably received.

Wolfdog2

Russia Sees Oil Price Staying Below $60 for at Least Seven Years in Closing Bell Story / Energy News by— Oil & Gas 360 December 11, 2015 Share Print Via Bloomberg Russia is preparing for the possibility that low crude prices are here to stay as competition between oil and other fuels such as nat...

Wolfdog2

VNR Vanguard Natural downgraded based on liquiditiy, leverage concerns at Stifel As noted earlier, Stifel downgraded Vanguard Natural to Sell from Hold. The firm is more concerned about the company's liquidity and leverage in fiscal 2016, given what it sees as the weaker commodity price outlook. :th...

Wolfdog2

I just read an article suggesting that VNR will succumb to the same fate as LINE and BBEP. The author lays out in great detail why VNR will have to cut its distribution and will likely founder on the shoals of its enormous debt. Here's the link: http://seekingalpha.com/article/3732016-navigating-thr...

Wolfdog2

http://reut.rs/1TjT1vs

Wolfdog2

BBEP--BreitBurn Energy suspends distribution for common units Breitburn Energy Partners announced that it has elected to suspend the distribution on its Common Units, effective immediately. Halbert Washburn, Breitburn's CEO said: "In light of the ongoing weakness in commodity prices, and crude ...

Wolfdog2

Dan, I just read an article about Eagle Ford. The article stated that oil production is falling faster there than in any other major basin in the United States because of vastly higher decline rates. The article also quoted PXD as stating that they will likely be out of Eagle Ford within five years....

Wolfdog2

Gas Now 2 Years Off as El Nino Swells Inventories - Bloomberg Business The outlook for U.S. natural gas’s recovery got worse this week and you can blame the usual suspects: weather and record inventories. Futures weakened across the forward curve with gas being sold for less than $3 per million Brit...

Wolfdog2

Dan, MEMP just reported what looks to me like pretty poor results. Some of the problem is oil/NG pricing, but they also seem to be having a tough time slashing costs. Curious what your thoughts are? MEMP Memorial Production reports Q3 EPS ($2.31), may not compare to consensus 3c Reports Q3 revenue $...

Wolfdog2

Southcross Energy Partners sees Q3 adjusted EBITDA above prior guidance Southcross Energy Partners announced that the board of directors of its general partner has declared a cash distribution for the third quarter of 2015 of 40c per common unit. The distribution will be paid on November 13 to unith...

Wolfdog2

MEMP Memorial Production downgraded to Sell from Buy at UBS UBS analyst Shneur Gershuni double downgraded Memorial Production Partners LP to Sell from Buy saying the partnership is likely to take distributions down in 2015 in order to retain cash flow. The analyst expects the recent trend of distrib...

Wolfdog2

Goldman Sachs Group Inc. cut its oil price forecasts as it sees a global glut persisting into 2016 on further OPEC production growth that may force prices to drop as low as $20 a barrel.

To read the entire article, go to http://bloom.bg/1Kemu8v

Wolfdog2

I thought VNR gave a reasonably good presentation as well. Today it's going down in flames. I suspect there's some forced liquidation by a fund. Likely a good buying opportunity.

Wolfdog2

Title: Southcross Energy Partners, L.P. and Southcross Holdings LP Announce New Equity Commitment and Provide Additional Insight on Forward Outlook Date(s): 19-Aug-2015 9:09 AM For a complete listing of our news releases, please click here DALLAS--(BUSINESS WIRE)--Aug. 19, 2015-- Southcross Energy P...

Wolfdog2

Dan, I never said MEMP would have a significant drop in cash flows. But surely that's what RJ was indication when they cut their rating and predicted a reduction in the distribution.

Wolfdog2

Memorial Production Partners Reaches New 12-Month Low After Analyst Downgrade (MEMP) Posted on July 22, 2015 by Matt Cooper in Investing, Price Articles Memorial Production Partners logoMemorial Production Partners (NASDAQ:MEMP) reached a new 52-week low during mid-day trading on Wednesday after Ray...

Wolfdog2

Here's another that's really being taken to the woodshed, down around 7% today. MEMP currently yields almost 20%. Even if the dividend were to be sliced in half which seems very unlikely given the hedges that the company has in place, it would still yield almost 10%. I think some of the weakness in ...

Wolfdog2

The units have really hit the skids, slicing under $10 yesterday. The action in the units suggests a distribution cut, when the distribution is next announced, which should be early next week. Thoughts anyone?

Wolfdog2

Terrific interview. Thanks for posting.

Wolfdog2

Dan, do you have any thoughts on the CEO selling the majority of his shares?

Wolfdog2

I utterly fail to understand the logic of this paragraph: "As I said, the big issue I see is an affordability issue. I don't see oil prices bouncing back up again, or certainly not bouncing up very long, for very far. So, for oil production, this is basically the beginning of the end…what we're...

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