Search found 34739 matches

by dan_s
Wed May 26, 2010 11:14 am
Forum: Sweet 16 Portfolio
Topic: Watch List Alert
Replies: 4
Views: 5782

Re: Watch List Alert

Geneb;

Note that AEZ ownes 95% working interest in the Ron Viall 1-25H well. That is HUGE for a company of this size.

I recommend that all EPG members interested in AEZ take the time to review their most recent presentation which is available on their website.

Dan
by dan_s
Wed May 26, 2010 10:57 am
Forum: The View from Houston
Topic: Raymond James "Energy Stat of the Week"
Replies: 1
Views: 2504

Re: Raymond James "Energy Stat of the Week"

From RJ "Energy Stat of the Week" dated May 24: There are three key issues that appear to be driving short term oil prices: 1) the U.S. dollar; 2) the broader stock markets; and 3) bloated Cushing inventories. On the dollar issue, we would start by saying we are by no means currency expert...
by dan_s
Tue May 25, 2010 11:35 am
Forum: Sweet 16 Portfolio
Topic: Watch List Alert
Replies: 4
Views: 5782

Re: Watch List Alert

RE: American Oil & Gas I have completed my Net Income and Cash Flow Forecast model for AEZ. It is very impressive. I have a call into the Company and I will discuss it with them. If they confirm what I have in the model then AEZ will be replacing ARD in the Sweet-16 Growth Portfolio. I will be p...
by dan_s
Tue May 25, 2010 10:54 am
Forum: Other topics of interest
Topic: Bastardi Warm Summer Forecast
Replies: 3
Views: 4787

Re: Bastardi Warm Summer Forecast

If a hurricane enters the GOM before BP gets the well plugged it is really going to be a mess.

Dan
by dan_s
Mon May 24, 2010 9:59 am
Forum: Other topics of interest
Topic: Peak Oil
Replies: 0
Views: 2271

Peak Oil

Here is a good article on Peak Oil. Be sure to check out all the links. Some good stuff.

http://seekingalpha.com/article/206528- ... urce=yahoo

Dan
by dan_s
Sun May 23, 2010 7:39 pm
Forum: The View from Houston
Topic: May 23, 2010
Replies: 0
Views: 1949

May 23, 2010

So far the activity level is holding, even in the GOM. U.S. onshore drilling activity was up 12 rigs last week to 1,518 rigs. U.S. total = 1,518 compared to 900 at this time last year Canada = 173 compared to 74 at this time last year Drilling for gas = 971 compared to 684 last year Drilling for oil...
by dan_s
Sun May 23, 2010 1:24 pm
Forum: Other topics of interest
Topic: The Real Story on the Economy
Replies: 0
Views: 2352

The Real Story on the Economy

Watch this when you have time. I warn you. It may keep you up at night.

http://www.youtube.com/watch?v=eb1n1X0O ... r_embedded
by dan_s
Sat May 22, 2010 5:48 pm
Forum: Picks and tips from the EP community
Topic: Watch List: CRT
Replies: 2
Views: 3405

Watch List: CRT

For investors primarily interested in HIGH YIELD. Check out Cross Timbers Royalty Trust (CRT). http://www.crosstimberstrust.com/pages/about.html I'm in the process of building a High Yield Portfolio to complement our Sweet 16 Growth Portfolio. As I come across companies, MLPs and Trusts that look so...
by dan_s
Sat May 22, 2010 2:55 pm
Forum: Other topics of interest
Topic: Spill Impact on Smaller Offshore Drillers
Replies: 3
Views: 5178

Re: Spill Impact on Smaller Offshore Drillers

Bob; The deep water exploration already is for the big boys. Yes, if SGY or ATPG had caused this spill they would be done. So would the Hess', Murphy's and Marathon's of the world. Keep in mind that over 36,000 wells were drilled in the GOM without an incident prior to this. Time and a lot of law su...
by dan_s
Sat May 22, 2010 12:55 pm
Forum: Picks and tips from the EP community
Topic: Watch List: Adding Voyager Oil & Gas
Replies: 0
Views: 2060

Watch List: Adding Voyager Oil & Gas

BILLINGS, Mont., May 17, 2010 /PRNewswire via COMTEX/ -- Voyager Oil & Gas, Inc. (ANTF) announced today it has closed on approximately 11,500 net acres of leasehold in Williams and McKenzie Counties, North Dakota and Richland County, Montana. Voyager also has an additional 4,000 acres under cont...