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Profiles

Posted: Sun Nov 20, 2011 3:01 pm
by bearcatbob
Dan, Where are the text profiles that provide a discussion of issues behind the spread sheet profiles?

Bob

Re: Profiles

Posted: Tue Nov 22, 2011 11:38 am
by dan_s
All of the company profiles are under the Sweet 16 tab or the Watch List tab.

For the Sweet-16 you have to click on the company logos.

There are not profiles for every company. We get to them as fast as we can. I now have four interns working on profiles. There are six in the Q waiting for me to review.

Dan

Re: Profiles

Posted: Tue Nov 22, 2011 2:52 pm
by bearcatbob
Ok - I was looking for the profile on FXEN. I did not find one. I do see them for other companies.

At one time there was like a monthly letter that had an update of all the Sweet 16 - other than the View from Houston. Does that exist?

Re: Profiles

Posted: Wed Nov 23, 2011 6:29 pm
by dan_s
The "Sweet 16 Detailed Update" is now a quarterly report. I hope to get it out in the next couple weeks, right after I see the Q3 results from MIND.

I did speak to FX Energy management a couple weeks ago. They are very bullish on what they have up in Montana. I think the European debt crisis is having more of an impact on FXEN than the other companies. Their balance sheet is in good shape and the high gas price in Poland gives them increasing cash flows.

2012 could be a break out year for FXEN. They will be testing some very big well next year. Montana could be a nice addition to their story.