Search found 1823 matches

by setliff
Tue Aug 22, 2017 2:43 pm
Forum: Picks and tips from the EP community
Topic: Denbury Resources (DNR)
Replies: 2
Views: 3970

Re: Denbury Resources (DNR)

thx for the report, dan. do you know when the next back redetermination date is?
by setliff
Sun Aug 20, 2017 3:00 pm
Forum: Picks and tips from the EP community
Topic: DNR
Replies: 3
Views: 4824

Re: DNR

well, they did announce a 15% payroll cut last week, but i thought that would help stock price.
by setliff
Fri Aug 18, 2017 3:01 pm
Forum: Picks and tips from the EP community
Topic: DNR
Replies: 3
Views: 4824

DNR

dan, do you happen to know why its trading down when nearly all e&p are up? there has been no news that i can find.
by setliff
Thu Aug 17, 2017 11:22 am
Forum: The View from Houston
Topic: Natural Gas Storage Report - August 17
Replies: 4
Views: 5269

Re: Natural Gas Storage Report - August 17

dan, nature is totally against your natty predictions!

http://www.cpc.ncep.noaa.gov/products/p ... /index.php
by setliff
Thu Aug 03, 2017 3:15 pm
Forum: Picks and tips from the EP community
Topic: cause of today's e&p sell off?
Replies: 1
Views: 2697

cause of today's e&p sell off?

https://www.bloomberg.com/news/articles ... ?link=mktw

article talks of closure of an oil based hedge fund.
by setliff
Mon Jul 31, 2017 4:25 pm
Forum: The View from Houston
Topic: oil well over 50 now
Replies: 2
Views: 4003

oil well over 50 now

and equities not responding! what the hell?
by setliff
Wed Jul 19, 2017 3:15 pm
Forum: Picks and tips from the EP community
Topic: a lot of e&p's breaking through downtrend lines
Replies: 1
Views: 2336

a lot of e&p's breaking through downtrend lines

among them are cpe, dnr, sm and sn. also, the service index, osx and oil index, xoi.
by setliff
Wed Jul 12, 2017 10:14 am
Forum: The View from Houston
Topic: Oil Price - July 12
Replies: 3
Views: 4710

Re: Oil Price - July 12

<we should see oil prices firm up.>

not if GS has their way!
by setliff
Fri Jul 07, 2017 4:11 pm
Forum: The View from Houston
Topic: Articles like this kill me
Replies: 4
Views: 5324

Re: Articles like this kill me

i've seen that story on cnbc and seeking alpha------really sad so many are so uninformed!
by setliff
Fri Jun 30, 2017 12:34 pm
Forum: The View from Houston
Topic: from dallas--bhi rig count
Replies: 0
Views: 2090

from dallas--bhi rig count

sent wti up 30c on the news no rigs added in usa.
by setliff
Tue Jun 27, 2017 9:58 am
Forum: Other topics of interest
Topic: gom activity from BP
Replies: 0
Views: 3173

gom activity from BP

In disaster's wake, BP doubles down on deepwater despite surging shale REUTERS 12:08 AM ET 6/27/2017 By Jessica Resnick-Ault THUNDER HORSE OIL PLATFORM, Gulf of Mexico (Reuters) - About 300 BP workers commute 150 miles here by helicopter, from the Louisiana coast to a deep-sea drilling platform that...
by setliff
Wed Jun 21, 2017 9:17 pm
Forum: Other topics of interest
Topic: I've heard it all now!!
Replies: 1
Views: 3214

Re: I've heard it all now!!

what the hell is next!
by setliff
Fri Jun 16, 2017 1:54 pm
Forum: Picks and tips from the EP community
Topic: SN sells Marquis Asset to lone
Replies: 4
Views: 5019

Re: SN sells Marquis Asset to lone

if it closes anywhere near where it is now, sn will have broken its downtrend line, which is a buy signal.

http://stockcharts.com/h-sc/ui
by setliff
Fri Jun 16, 2017 9:52 am
Forum: Picks and tips from the EP community
Topic: SN sells Marquis Asset to lone
Replies: 4
Views: 5019

Re: SN sells Marquis Asset to lone

well, sn up >7% and lone is up 1c as we speak.
by setliff
Fri Jun 16, 2017 9:40 am
Forum: Picks and tips from the EP community
Topic: SN sells Marquis Asset to lone
Replies: 4
Views: 5019

SN sells Marquis Asset to lone

Sanchez Energy Announces Sale of Non-Core Marquis Asset in the Eagle Ford Shale GLOBENEWSWIRE 5:45 AM ET 6/16/2017 HOUSTON, June 16, 2017 (GLOBE NEWSWIRE) -- Sanchez Energy Corporation(SN) (“Sanchez Energy” or the “Company”) today announced that the Company has sold its non-core Marquis asset in the...
by setliff
Fri Jun 16, 2017 9:37 am
Forum: Picks and tips from the EP community
Topic: Funds pull back from Permian
Replies: 0
Views: 1973

Funds pull back from Permian

Funds pull back from Permian as U.S. shale oil firms go into overdrive REUTERS 12:00 AM ET 6/16/2017 By Julia Simon NEW YORK, June 16 (Reuters) - Cash, people and equipment are pouring into the prolific Permian shale basin in Texas as business booms in the largest U.S. oilfield. But one group of inv...
by setliff
Thu Jun 15, 2017 3:08 pm
Forum: The View from Houston
Topic: Oil & Gas Markets - June 15
Replies: 4
Views: 4686

Re: Oil & Gas Markets - June 15

we had a lot of buying on very high volume last 10 or 12 minutes. eg, sm had 15% of its vol during this period helping it to close above 16.
by setliff
Wed Jun 14, 2017 2:02 pm
Forum: The View from Houston
Topic: IEA Oil Market Report - June 14
Replies: 6
Views: 7411

Re: IEA Oil Market Report - June 14

"We need OPEC to do their job---"

sa needs $100 oil or close to it. reckon they might pull off another 1973 and shut it down for 90 days and when they restart announce the new price is $100?

in '73 the went from 3+ to $12.

time will tell.

jim
by setliff
Wed Jun 14, 2017 11:06 am
Forum: Picks and tips from the EP community
Topic: GDP
Replies: 3
Views: 4115

Re: GDP

isn't gdp the outfit that got into serious trouble over a play in miss. a few years ago?
by setliff
Tue Jun 06, 2017 12:03 pm
Forum: Picks and tips from the EP community
Topic: SM ops update
Replies: 0
Views: 2211

SM ops update

SM Energy Announces Operations Update - Increasing Production Guidance And Positive Early Viper Well Results PR NEWSWIRE 6:00 AM ET 6/6/2017 DENVER , June 6, 2017 /PRNewswire/ -- SM Energy Company(SM) (the "Company") announced today it is increasing production guidance by approximately 0.4...
by setliff
Thu Jun 01, 2017 10:00 am
Forum: Picks and tips from the EP community
Topic: Sanchez Energy (SN)
Replies: 4
Views: 5038

Re: Sanchez Energy (SN)

looks like maybe sn is a short term double from here--got some yesterday.
by setliff
Thu Jun 01, 2017 9:58 am
Forum: The View from Houston
Topic: Crude Oil Inventory Report - June 1
Replies: 6
Views: 7689

Re: Crude Oil Inventory Report - June 1

swags yeah, but reality is that mkt trades on the eia report and somewhat on the api.
by setliff
Mon May 22, 2017 2:59 pm
Forum: Picks and tips from the EP community
Topic: SM decides not to sell Bakken assets
Replies: 6
Views: 4676

Re: SM decides not to sell Bakken assets

i don't believe the pullback today was due to that--hell pullback is lot of just plain ol' disinterest in e&p's. volume is low across the board.
by setliff
Mon May 22, 2017 2:55 pm
Forum: Picks and tips from the EP community
Topic: SM decides not to sell Bakken assets
Replies: 6
Views: 4676

Re: SM decides not to sell Bakken assets

SM Energy to record $150M-$200M non-cash on pulled asset sale May 22, 2017 3:52 PM ET|About: SM Energy Company (SM)|By: Carl Surran, SA News Editor SM Energy (SM -4.4%) sinks after disclosing it expects to record a pre-tax non-cash $150M-$200M impairment charge in Q2 related to a loss on the postpon...
by setliff
Fri Feb 24, 2017 10:20 am
Forum: Picks and tips from the EP community
Topic: Golden Valley Mines (GZZ.V)
Replies: 3
Views: 2745

Re: Golden Valley Mines (GZZ.V)

i found it really hard to understand the business. very complex.
by setliff
Thu Feb 16, 2017 2:55 pm
Forum: The View from Houston
Topic: share prices
Replies: 3
Views: 2657

Re: share prices

the market is just not buying energy. i think they are waiting for that long rope (oil supply) hits the end of it slack and we get a spike in oil. jmo, fwiw. also, volume across the sector is very low.
by setliff
Mon Feb 13, 2017 4:12 pm
Forum: Sweet 16 Portfolio
Topic: gpor reports
Replies: 4
Views: 5777

Re: gpor reports

looks like a good report---waiting for dan's review
by setliff
Mon Feb 13, 2017 4:12 pm
Forum: Sweet 16 Portfolio
Topic: gpor reports
Replies: 4
Views: 5777

gpor reports

Gulfport Energy Corporation Reports Fourth Quarter and Year-End 2016 Results GlobeNewswire•February 13, 2017 OKLAHOMA CITY, Feb. 13, 2017 (GLOBE NEWSWIRE) -- Gulfport Energy Corporation (GPOR) (“Gulfport” or the “Company”) today reported financial and operational results for the quarter and year end...
by setliff
Wed Feb 08, 2017 3:11 pm
Forum: The View from Houston
Topic: Natural Gas Prices - Art Berman's forecast
Replies: 2
Views: 3307

Re: Natural Gas Prices - Art Berman's forecast

i for one am getting tired of waiting on 4th q. if oilers start the move first i am out of gassers.
jim
by setliff
Thu Feb 02, 2017 11:39 am
Forum: Sweet 16 Portfolio
Topic: SM report--where's the negative?
Replies: 5
Views: 6997

Re: SM report--where's the negative?

dan, we sure need an input from you on the sm thing.
by setliff
Tue Jan 31, 2017 3:31 pm
Forum: Sweet 16 Portfolio
Topic: SM report--where's the negative?
Replies: 5
Views: 6997

Re: SM report--where's the negative?

stolen from IV bd---- Simmons and Company on SM today (no position) Ahead of their 9 AM Central Permian conference call, SM Energy announced disappointing Q4 production (13.4 MMboe with 30% oil vs. SCI 13.8 MMboe with 32% oil). In addition, the company released 8 new Permian well results with an ave...
by setliff
Tue Jan 31, 2017 9:58 am
Forum: Sweet 16 Portfolio
Topic: SM report--where's the negative?
Replies: 5
Views: 6997

SM report--where's the negative?

SM Energy Announces Results on 8 New Howard County Wells and Certain Year-End 2016 Metrics PR NEWSWIRE 8:00 AM ET 1/31/2017 Symbol Last Price Change SM 30.8up -2.43 (-7.31%) QUOTES AS OF 09:53:59 AM ET 01/31/2017 DENVER , Jan. 31, 2017 /PRNewswire/ -- SM Energy Company announced today results on eig...
by setliff
Mon Jan 30, 2017 4:25 pm
Forum: The View from Houston
Topic: from dallas
Replies: 9
Views: 5688

Re: from dallas

i don't think the hysteria is in the wh nor majority of americans, but in the hired mobs.
by setliff
Mon Jan 30, 2017 2:59 pm
Forum: The View from Houston
Topic: from dallas
Replies: 9
Views: 5688

Re: from dallas

i hear europe is getting all the winter again
by setliff
Mon Jan 30, 2017 11:05 am
Forum: The View from Houston
Topic: from dallas
Replies: 9
Views: 5688

from dallas

oiles and gassers getting whacked pretty good today---i see no good reason for it??

end of quarter?
general market sell off?

anybody have any idea's. dnr and gpor are being damaged technically.
by setliff
Thu Jan 26, 2017 10:21 pm
Forum: The View from Houston
Topic: Core Labs Assessment
Replies: 6
Views: 4416

Re: Core Labs Assessment

dan, any reason that clb is not in your sweet 16. its one of my, damn, i should have boughtit at 30.
by setliff
Mon Jan 23, 2017 5:26 pm
Forum: The View from Houston
Topic: Weather is soon turning bullish for natural gas
Replies: 3
Views: 2917

Re: Weather is soon turning bullish for natural gas

dan, joe has been counter noaa all winter and he is this time also.

http://www.cpc.ncep.noaa.gov/products/p ... /index.php
by setliff
Thu Jan 19, 2017 3:28 pm
Forum: Sweet 16 Portfolio
Topic: Gulfport Energy (GPOR) - New Forecast
Replies: 4
Views: 6068

Re: Gulfport Energy (GPOR) - New Forecast

today's action if it holds thru close will break the down trend it has been in. somewhat encouraging.
by setliff
Wed Jan 18, 2017 3:21 pm
Forum: Sweet 16 Portfolio
Topic: GPOR
Replies: 4
Views: 5353

Re: GPOR

from midnight trader---------- Gulfport (GPOR) advanced Wednesday after the natural gas and oil producer reported a 22% increase in Q4 production over year-ago levels to an average of 787 million equivalent cubic feet of natural gas per day, reaching the top of its forecast expecting between 765 mil...
by setliff
Wed Jan 11, 2017 11:06 am
Forum: The View from Houston
Topic: from dallas--crude conundrum
Replies: 2
Views: 2521

from dallas--crude conundrum

very bearish eia report

inventories way up
imports way up
lower 48 production way up (190mbd)
refinery inputs and products way up

and wti way up---what the hell is going on?
by setliff
Tue Jan 03, 2017 1:30 pm
Forum: Sweet 16 Portfolio
Topic: SM finally gets it done.
Replies: 7
Views: 9369

Re: SM finally gets it done.

SM Energy Sinks on Eagle Ford Asset Sale -- Market Talk DOW JONES & COMPANY, INC. 11:00 AM ET 1/3/2017 12:00 ET - SM Energy(SM) is missing out on the broad rally today sparked by crude's first move above $55/barrel. SM off 4.7% at $32.88 after announcing deal to sell 37,500 acres in the Eagle Fo...
by setliff
Tue Jan 03, 2017 11:49 am
Forum: Sweet 16 Portfolio
Topic: SM finally gets it done.
Replies: 7
Views: 9369

Re: SM finally gets it done.

mkt right now doesn't think its a big deal
by setliff
Tue Jan 03, 2017 9:28 am
Forum: Sweet 16 Portfolio
Topic: SM finally gets it done.
Replies: 7
Views: 9369

SM finally gets it done.

Press Release: SM Energy Announces Sale Of Non-Operated Eagle Ford Assets For $800 Million DOW JONES & COMPANY, INC. 5:00 AM ET 1/3/2017 :D SM Energy Announces Sale Of Non-Operated Eagle Ford Assets For $800 Million PR Newswire DENVER, Jan. 3, 2017 DENVER, Jan. 3, 2017 /PRNewswire/ -- SM Energy ...
by setliff
Fri Dec 30, 2016 4:06 pm
Forum: Sweet 16 Portfolio
Topic: GPOR CFO departure
Replies: 1
Views: 3049

Re: GPOR CFO departure

didn't get canned--he resigned to pursue outside opportunity. his resignation memo stated he had no ill feelings for gpor.

http://archive.fast-edgar.com/20161229/ ... APZZ22ZS82
by setliff
Mon Dec 19, 2016 10:46 am
Forum: Sweet 16 Portfolio
Topic: GPOR gets a little loving
Replies: 1
Views: 2240

GPOR gets a little loving

--Analyst Actions: Guggenheim Upgrades Gulfport Energy to Buy from Neutral
MIDNIGHT TRADER 8:43 AM ET 12/19/2016
by setliff
Fri Dec 16, 2016 5:02 pm
Forum: Sweet 16 Portfolio
Topic: GPOR
Replies: 10
Views: 12765

Re: GPOR

dan, i believe 12-20, tuesday, is expiration date for jan contract.

http://quotes.ino.com/charting/?s=NYMEX_CL.F17.E
by setliff
Fri Dec 16, 2016 11:25 am
Forum: The View from Houston
Topic: Phil Flynn on oil and gas---
Replies: 2
Views: 2365

Phil Flynn on oil and gas---

stole from IV---- OPEC Cuts Are Coming to Town You better watch out you better not cry, you better not be short, I’m telling you why, OPEC cuts are coming to town. They’re making those cuts and raising the price, signs of compliance are very nice. OPEC cuts are coming to town. Brent oil prices could...
by setliff
Wed Dec 14, 2016 9:53 am
Forum: Picks and tips from the EP community
Topic: Callon Petroleum (CPE)
Replies: 6
Views: 5037

Re: Callon Petroleum (CPE)

Callon Petroleum Prices Upsized Offering of 40 Mln Shares; Acquires Oil, Gas Properties For $615 Mln MIDNIGHT TRADER 5:30 AM ET 12/14/2016 06:30 AM EST, 12/14/2016 (MT Newswires) -- Callon Petroleum Company(CPE) said late Tuesday it has priced an upsized public offering of 40 million shares for tota...
by setliff
Thu Dec 01, 2016 9:56 pm
Forum: Sweet 16 Portfolio
Topic: S-16 Up BIG on OPEC Agreement
Replies: 10
Views: 11593

Re: S-16 Up BIG on OPEC Agreement

re hedge fund box---never mind- i remembered you have to do the bottom of the page download link
by setliff
Thu Dec 01, 2016 4:27 pm
Forum: Sweet 16 Portfolio
Topic: SM offers 8m shs
Replies: 7
Views: 9431

SM offers 8m shs

SM Energy Announces Public Offering Of Common Stock PR NEWSWIRE 3:11 PM ET 12/1/2016 DENVER , Dec. 1, 2016 /PRNewswire/ -- SM Energy Company ("SM Energy(SM)") announced today that it has commenced an underwritten public offering of 8,000,000 shares of its common stock. SM Energy(SM) expect...