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by dan_s
Tue Jun 01, 2010 8:59 am
Forum: The View from Houston
Topic: Raymond James "Energy Stat of the Week"
Replies: 1
Views: 2346

Raymond James "Energy Stat of the Week"

6/1/2010 Conclusion: Consequences of Deepwater Horizon Continue to Grow Everyone wants to know what the investment ramifications will be from the BP oil spill. So do we! But, the reality is that this is an evolving situation and the long-term implications remain largely unknown. In the short term, t...
by dan_s
Mon May 31, 2010 4:11 pm
Forum: Sweet 16 Portfolio
Topic: June 1st Newsletter
Replies: 4
Views: 5436

Re: June 1st Newsletter

There is no affect on GPOR at this point but if common sense is thrown out the window who knows. See what I have to say about Gulfport in the "Sweet 16 Detailed Update".

Dan
by dan_s
Mon May 31, 2010 1:29 pm
Forum: Monthly Webinars and Luncheons
Topic: Next E-P Group Luncheon - June 17
Replies: 0
Views: 3071

Next E-P Group Luncheon - June 17

NiMin Energy Corporation (NNN.TO) will be hosting our next luncheon on June 17, 2010. In the meantime, visit their website at http://www.niminenergy.com for more information about the company. If you plan on attending the luncheon please send me an e-mail to reserves your space. Guests are welcome. ...
by dan_s
Mon May 31, 2010 1:26 pm
Forum: Other topics of interest
Topic: Oil trades higher on May 31
Replies: 0
Views: 1800

Oil trades higher on May 31

Barry Hatton, Associated Press Writer, On Monday May 31, 2010, 7:05 am EDT Oil prices moved above $74 a barrel Monday, extending gains from last week as markets prepared for what is forecast to be the worst hurricane season in five years. By early afternoon in Europe, benchmark crude for December de...
by dan_s
Mon May 31, 2010 1:15 pm
Forum: Sweet 16 Portfolio
Topic: New Sweet-16 Forecasts
Replies: 2
Views: 3605

New Sweet-16 Forecasts

Up to date Net Income and Cash Flow Forecast models are available for all of the Sweet-16 Companies. Go to the website and click on the Sweet 16 tab. Then click on the company logo of the one you want to see.

The Newsletter will be e-mailed to all Premium Members on June 1st.

Dan
by dan_s
Mon May 31, 2010 1:12 pm
Forum: Sweet 16 Portfolio
Topic: GeoResources (GEOI)
Replies: 3
Views: 4364

Re: GeoResources (GEOI)

The GeoResources Profile is now available on the website. Go to the Sweet 16 Tab and click on the GEOI company symbol. You will see it listed along with my forecast which was updated yesterday.

Dan
by dan_s
Sun May 30, 2010 2:44 pm
Forum: The View from Houston
Topic: BP well may be plugged
Replies: 1
Views: 2304

Re: BP well may be plugged

The Top Kill idea did not work. Just too much pressure at the wellhead. What a mess.

Dan
by dan_s
Sun May 30, 2010 2:43 pm
Forum: Sweet 16 Portfolio
Topic: What now for ATPG with failure of Top Kill??
Replies: 1
Views: 2861

Re: What now for ATPG with failure of Top Kill??

I don't see that BP's failure with the Top Kill idea has anymore impact on ATPG but that doesn't mean the market won't react to it. Keep this in mind. The oil & gas that was all set to be tied into Telemark and Canyon Express hasn't gone anywhere. The real value of an E&P company is the rese...
by dan_s
Sun May 30, 2010 2:34 pm
Forum: Sweet 16 Portfolio
Topic: GeoResources (GEOI)
Replies: 3
Views: 4364

Re: GeoResources (GEOI)

Kim and I have been working hard all weekend to put the final touches on the newsletter, detailed update on each of the S-16 and updating all of my Net Income and Cash Flow Forecast models. I've been working on several Company Profiles as well and GEOI is one of them. We should be sending it out via...
by dan_s
Sun May 30, 2010 2:30 pm
Forum: Sweet 16 Portfolio
Topic: June 1st Newsletter
Replies: 4
Views: 5436

Re: June 1st Newsletter

Detailed comments on both ATPG and SGY will be in the Newsletter coming out on Tuesday.
I'm watching them both closely so I will keep the forum updated if I hear anything new.

Dan