EPM

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dan_s
Posts: 37291
Joined: Fri Apr 23, 2010 8:22 am

EPM

Post by dan_s »

Evolution Petroleum (EPM) CFO made a very good presentation today at InvestFest. I expect that they have picked up a lot more share holders today.
Dan Steffens
Energy Prospectus Group
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dan_s
Posts: 37291
Joined: Fri Apr 23, 2010 8:22 am

Re: EPM

Post by dan_s »

Based on the CFO's comments today, I now expect EPM to call their pfd stock . It will be dropped from our high yield portfolio.
Dan Steffens
Energy Prospectus Group
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ghrcap
Posts: 338
Joined: Tue Oct 05, 2010 8:11 am

Re: EPM

Post by ghrcap »

Did you get a sense for the IRR in their Miss Lime play? My understanding from Equal Energy's (EQU) production of wet gas in the Hunton, OK play is you have to own your own water disposal system in order to make good money because the water cut is so high. Is EPM in that boat in their Miss Lime?
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