Energy Prospectus

mrmuileh

Notices that Keith Schaeffer - Oil & Gas Investments Bulletin added REI to his portfolio today.

Will be publishing a full report in a day or two.

mrmuileh

I think that CDEV is a very interesting way to place a bet on Mark Papa, if you think that what he built EOG is repeatable to some degree. They seem to have big money behind them and it seems logical to expect other acquisitions in the Permian Basin or Scoop and Stack. CDEV also has warrants (CDEVW)...

mrmuileh

http://finance.yahoo.com/m/c28fc568-d43 ... quire.html

PR out this evening.

Should keep the pot bubbling for Permian Basin shares tomorrow.

mrmuileh

Dan: I have a position in NFX that is a few points in the black. It seems to me that the Permian Basin is clearly the hot area, while the shares of companies focused on Scoop & Stack have not been moving up as much. Do you think that the negative publicity related to earthquake activity in OK is...

mrmuileh

Touted via email bulletin today.

mrmuileh

FWIW, Oil & Gas Investments Bulletin (Keith Schaeffer) just out with a buy recommendation on Jones Energy.

Calls it his preferred "Scoop & Stack" play.

mrmuileh

BBEP has traded to yield approximately 9%, so with the new divvy at $2.08, it ought to be worth roughly 23.11/share. QRE shares should be worth .9856 times $23.11 or ~$22.78.

Nothing too scientific here, but it looks like QRE should have more upside after today's pop.

MrMuileh

mrmuileh

Dan:

I read Value Digger's article, which is intended to promote Caza (CAZFF). Any opinion on Caza or do you think it's hype. Admittedly, they are a penny stock at this stage.

MrMuileh

mrmuileh

http://seekingalpha.com/article/2228663-parsley-energy-an-inexpensive-pure-play-core-of-core-permian-ipo This one is probably going to start trading tomorrow. I have put in for some shares. Another pure play Permian Basin IPO. Good acreage. Sounds like reasonable valuation. Permian Basin gives it so...

mrmuileh

Denbury never seems to get any love from Wall Street. Held their shares for a while, but it was pretty dead money, so I sold.

FWIW, I did not some helium-related business with them and was quite unimpressed by the folks with whom I did business.

MrMuileh

mrmuileh

http://www.sec.gov/Archives/edgar/data/ ... 323ds1.htm

Anyone have an opinion on this IPO.

I have not read the prospectus yet, but it is another pure play on the Permian Basin.

Thx,

Phil

mrmuileh

Sorry, apparently I am unable to attach a PDF? I posted the attachment over at Value Forum.

mrmuileh

Morgan Stanley piece on BCEI out this AM (attached) expressing concerns about relatively shallow inventory of drilling locations and recent management changes.

Dan, any comments?

MrMuileh (Phil)

mrmuileh

Dan: Never heard of this company before I saw a post on VF a little while ago. JP Morgan and Johnson, Rice have buys rec out on the company. Is this a recent IPO? I'm always a little wary when the name of the company is such an obvious attempt to capitalize on the recent interest in companies focuse...

mrmuileh

Just started a position in this one a couple of days ago. This is currently a fave at Value Forum. Glenn Peterson is the MLP guru over there and he likes it quite a bit.

MrMuileh

mrmuileh

Dan: Have you (or anyone else) heard anything further about the Pres./CEO resignation. I'd like to start a position in BCEI, but I want to make sure that news doesn't come out a week from now that someone was cooking the books or some other misdeed that drives the share price lower. Is it safe to go...

mrmuileh

This out at 9:03 AM this morning: 9:03 am Bonanza Creek Energy announces retirement of CEO (BCEI) : Co announced that Mr. Michael Starzer, BCEI' s President and Chief Executive Officer, is retiring from the Company and as a member of the Company's Board of Directors (the "Board"), effectiv...

mrmuileh

Dan: Take a look at KENM's post of Value Forum at 7 PM on Feb 1. He is touting the preferred of Callon Petroleum, which is currently yielding >10%. Do you have an opinion about Callon Petroleum and/or the Series A preferred? If the company is solid, then this could be a nice candidate for your high ...

mrmuileh

Hi Dan: In your latest View From Houston, you mentioned your desire/resolution to look at more small caps in 2014. How about looking at a few of these Canadian-based companies? Bellatrix (more of an intermediate I guess. BXE on the NYSE) DeeThree Exploration - DTHRF or DTX.TO Rock Energy - RENFF RMP...

mrmuileh

Here is the article from Barron's. MrMuieh The Permian basin in West Texas has become one of hottest spots for drilling oil and gas in the U.S. Large companies, including Apache (ticker: APA), EP Energy, and ConocoPhillips (COP) have crowded into the area, drawn by its oily shale deposits and advanc...

mrmuileh

Only saw the headline on-line, but I understand that there is a very bullish article in this weekend's Barrons.

If someone subscribes to the on-line version of Barrons, please post the article.

MrMuileh

mrmuileh

Dan:

Would you say that CLR is your favorite among the Sweet 16 right now. All of them are bargains right now, but if you had to pick one for a combination of capital appreciation without a lot of risk, which one would it be?

Regards,

MrMuileh (Phil)

mrmuileh

Open Range is one of the two companies that I suggested Dan have a look at, along with
Coastal.

MrMuileh

mrmuileh

Dan: I've got a couple of companies that I think would be worthy candidates for your Sweet 1 or at least your Watch List. I realize that you can't track every energy company in the world, but these two have been doing exceptionally well of late and are expected to continue to do extremely well. Coas...

mrmuileh

Hey Dan: Just wondering what your thoughts are related to Carl Icahn's 5%+ investment in CHK. Everyone knows that the near term outlook for NG prices is lousy, but most folks think that there is a lot of value in CHK's assets and Icahn will do his best to stir things up. I already had a position in ...

mrmuileh

Chevron's acquisition of Atlas is another indication that some of the majors think the timing is good to invest in NG shares. You make more money investing in groups that are out of favor before they move than you do by investing in groups that are in favor and have already made most of their move. ...

mrmuileh

Dan: I'm wondering if you're familiar with Gulf Keystone Petroleum. I'm hearing that they may have found a huge field in Kurdistan and I've heard positive comments from a few folks whose opinions I respect. Specifically, I'm referring to a poster named Denintex who I know from VF and Wiggling from V...

mrmuileh

From Seeking Alpha this morning.

http://seekingalpha.com/article/231303- ... urce=yahoo

mrmuileh

For those of you looking for divvys, MHR has a preferred stock that pays 10.25%. It trades for 25 and is callable for $25 approximately one year out, so this is probably not a long term thing, but nothing wrong with 10.25% for a year.

MrMuileh

mrmuileh

Dan: I have a modest position in Tullow Oil based on their position in the Jubilee Field offshore Ghana and other exploration plays in or offshore Afrcia. Are you familiar with Tullow and, if so, what do think of them. Tullow seems like the type of company with big growth potential that could be a c...

mrmuileh

I've owned Interoil for a while now and I think it's the real deal. They have plenty of reserves to support an LNG plant and they have a deal in place with Mitsui for a liquids stripping plant. If anyone wants to see a copy of a recent research report from Morgan Stanley, please reply with your e-ma...

mrmuileh

Dan: Thanks for your reply. I recently started a position in NOG and have had a decent sized position in HK since the action heasted up in the Haynesville Shale. Unfortunately, I'm still underwater with HK due to weak gas prices. I like HK, but we need higher gas prices for HK and the other gassers ...

mrmuileh

Dan: You like a lot of companies that are active in the Bakken Shale, but one company that hasn't made it to your Sweet 16 is Northern Oil & Gas (NOG). I was wondering if you or anyone else has an opinion on NOG. Some of the folks on VF like it a lot. I've atgtached a buy rating from VF for your...

mrmuileh

Kim: Answers to your questions: -How long have you been following Dan? What is your relationship with him (long time friend, random person you met? Ans: Don't remember exactly, but I'd say that I joined Dan's Energy Prospectus group on Yahoo 2-3 yeaars ago. I am a member of Value Forum (paid message...

mrmuileh

ATPG now up nearly 10% to $11.33 this AM. I wonder if a buyout rumor is driving this move. When the stock was $9+, I sold Jan 2011 7.5 puts and bought Jan 2011 12.5 calls with the proceeds. If I can get a few more bucks out of ATPG's stock price, this will be a really nice trade. So far, so good. Mr...

Energy Prospectus

Search found 35 matches

Ring Energy - REI

Re: Centennial Resource Development (CDEV)

RSP Permian Acquires Silver Hill For $2.5B

NFX

Re: Jones Energy

Jones Energy

Re: BBEP to acquire QRE

Re: CXO (CAZFF)

Parsley Energy IPO

Re: Denbury Resources (DNR)

Parsley Energy IPO

Re: Morgan Stanley on BCEI

Morgan Stanley on BCEI

RSP Permian Another Pure Play

Re: SXE for High Yield

Re: BCEI CEO "Retires"

Bonanza Creek President/CEO Resigns

Callon Petroleum Series A Preferred

Small Cap Ideas

Re: AREX - Barrons

AREX - Barrons

Re: Blue Light Special

Re: E&Ps discussed tonight on BNN in Toronto

A Couple Of Ideas

CHK - Carl Icahn

Re: Is now the time to buy natural gas stocks?

Gulf Keystone Petroleum - GUKYF.PK

Bullish Piece On Petrobank

Re: MHR

Tullow Oil - TLW.L or TUWLF.PK

Re: Watch List: IOC

Re: Northern Oil & Gas (NOG)

Northern Oil & Gas (NOG)

Re: Kim's Behaviorial Finance Class

Re: ATP