Search found 34648 matches
- Sat Dec 17, 2011 3:36 pm
- Forum: Sweet 16 Portfolio
- Topic: ROSE
- Replies: 2
- Views: 1397
ROSE
IMO the market (once again) overreacted to the annoucement last week by Rosetta Resources (ROSE) that they were somewhat disappointed in their drilling results so far in the Alberta Basin Bakken / Three Forks (NW Montana). I have nothing in my forecast model for the Alberta Basin, therefore it does ...
- Sat Dec 17, 2011 3:11 pm
- Forum: Sweet 16 Portfolio
- Topic: MIND price target raised
- Replies: 0
- Views: 918
MIND price target raised
Since Mitcham Industries (MIND) released their 3rd quarter results ($0.52 EPS), First Call has raised their price target for the stock from $21.67 to $27.20. This is the largest percentage increase in a target price that I've seen all year. My Fair Value estimate for MIND is $28.00/share. EPG member...
- Sat Dec 17, 2011 11:32 am
- Forum: The View from Houston
- Topic: Oil Supply / Demand
- Replies: 0
- Views: 1588
Oil Supply / Demand
From the Bank of Oklahoma weekly report dated December 16: After falling 8% from Tuesday’s high to Thursday’s low, the crude oil market has now become oversold and is due for a bounce. Aiding support to prices is the growing U.S. Navy presence in the Strait of Hormuz as well as increasing U.S. sanct...
- Fri Dec 16, 2011 4:32 pm
- Forum: Sweet 16 Portfolio
- Topic: GeoResources: Bakken Well
- Replies: 0
- Views: 2297
GeoResources: Bakken Well
CUT BANK, MT, Dec. 15, 2011 /CNW/ - Mountainview Energy Ltd. (TSXV: MVW.V - News) ("Mountainview" or the "Company") is pleased to announce an operational update on the completion of the Olson 1-21-16H horizontal well, which spudded in April 2011 in the SESE-Section 21-Township 29...
- Fri Dec 16, 2011 11:27 am
- Forum: The View from Houston
- Topic: Natural Gas: Bearish Outlook
- Replies: 0
- Views: 1194
Natural Gas: Bearish Outlook
Summary Working gas in storage was 3,729 Bcf as of Friday, December 9, 2011, according to EIA estimates. This represents a net decline of 102 Bcf from the previous week. Stocks were 154 Bcf higher than last year at this time and 347 Bcf above the 5-year average of 3,382 Bcf . Thoughts from TPH: Gas ...
- Fri Dec 16, 2011 10:02 am
- Forum: Sweet 16 Portfolio
- Topic: GTE
- Replies: 6
- Views: 2505
Re: GTE
Download my forecast model and you will see that GTE is on-track to generate over $320 million in cash flow this year. Per my forecast (based on $100/bbl realized oil price), GTE should generate about $470 million in 2012. More than enough to fund their capital expenditure budget. As discussed in my...
- Thu Dec 15, 2011 6:12 pm
- Forum: The View from Houston
- Topic: Mountainview Energy (MVW.V)
- Replies: 0
- Views: 1606
Mountainview Energy (MVW.V)
I was very impressed by Mountainview Energy's presentation at our luncheon today (12/15). We had 107 attendees (a new record) and they were impressed. You can download the presentation for the Home Page. Mountainview is in a joint venture with G3, a subsidiary of Sweet 16 member GeoResources (GEOI)....
- Thu Dec 15, 2011 4:49 pm
- Forum: Sweet 16 Portfolio
- Topic: GPOR
- Replies: 2
- Views: 1541
Re: GPOR
GPOR's drilling in the Permian and the Utica Shale will drive growth in 2012.
The Utica Shale will be drawing a lot of attention next year.
The Utica Shale will be drawing a lot of attention next year.
- Wed Dec 14, 2011 9:11 pm
- Forum: The View from Houston
- Topic: MLP Basics
- Replies: 0
- Views: 1263
MLP Basics
Energy Sector Master Limited Partnerships offer investors steady cash flows and some stability in this crazy market. MLP Basics A Master Limited Partnership (“MLP”) is a type of partnership that is publicly traded on a securities exchange. MLPs combine the tax structure of limited partnerships with ...
- Wed Dec 14, 2011 2:46 pm
- Forum: Picks and tips from the EP community
- Topic: New Midstream MLP
- Replies: 0
- Views: 1232
New Midstream MLP
NOTE: NRGY is one of 19 publicly traded partnerships on our MLP Watch List. It's current yield is over 11%. - Dan This is from Seeking Alpha: Based in Kansas City, Missouri, Inergy Midstream, L.P. (NRGM) scheduled a $320 million IPO with a market capitalization of $1.5 billion at a price range mid-p...