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KOG
Posted: Mon Oct 29, 2012 12:04 pm
by dan_s
Sweet 16 Growth Portfolio: An updated Net Income & Cash Flow Forecast model for Kodiak Oil & Gas (KOG) has been posted under the Sweet 16 Tab.
Re: KOG
Posted: Mon Oct 29, 2012 4:25 pm
by bearcatbob
Dan - the value of the updates would be enhanced if the deltas were highlighted. Since I do not save the old ones - unless I am missing something - I do not see what the impact of your new work is.
Bob
Re: KOG
Posted: Mon Oct 29, 2012 7:22 pm
by setliff
i agree
jim
Re: KOG
Posted: Tue Oct 30, 2012 8:53 am
by danross70
X 3--Dan Ross
Re: KOG
Posted: Wed Oct 31, 2012 9:21 am
by dan_s
You should save the old spreadsheets. What you are asking takes even more time and I'm spending 60 hours per week on EPG just to keep up. Just one of me here.
On KOG I lowered the production forecast a bit. They have a real problem over-promising then under-delivering. Still a very impressive growth story.