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Sanchez Energy (SN)

Posted: Wed May 24, 2017 10:54 am
by dan_s
Sanchez Energy has agreed to host our luncheon at The Hess Club on May 30th.

YOU MUST REGISTER IF YOU WISH TO ATTEND AS WE ARE EXPECTING A RECORD CROWD.

Sabrina will send out an e-mail on 5/25 with a link to register. All you have do is click on the link and type in your name. WE NEED AN ACCURATE HEADCOUNT FOR LUNCH.

Re: Sanchez Energy (SN)

Posted: Wed May 31, 2017 10:40 am
by dan_s
Sanchez Production Partners LP (Ticker:SPP) today announced that the company intends to change its name to “Sanchez Midstream Partners LP (Ticker:SNMP)” after market hours on Friday, June 2, 2017 .

Re: Sanchez Energy (SN)

Posted: Thu Jun 01, 2017 10:00 am
by setliff
looks like maybe sn is a short term double from here--got some yesterday.

Re: Sanchez Energy (SN)

Posted: Sun Jun 04, 2017 3:27 pm
by dig4value
Hi Dan,
Was there any new information gleaned from the SN sponsored luncheon? are they still seeing excellent well results,etc.?
Would love to hear about any new well results from there new acquisition.
I am thinking of adding to my SN holdings down here at $6/shr. Again like SM energy they both look VERY cheap on a CF multiple basis.

Thank you,

Re: Sanchez Energy (SN)

Posted: Mon Jun 05, 2017 10:11 am
by dan_s
Kevin Smith, the VP of Investor Relations, made the presentation. He did a great job and confirmed a lot of the assumptions that I used in my forecast model.

My operating cash flow estimate for 2017 is $2.67/share, which is much lower than First Call's CFPS estimate of $3.74 for 2017.
My CFPS estimate of $6.17 for 2018 is slightly higher than the FC estimate for next year. Look at the RED BOX on the forecast model.

Sanchez will be using the improved completion methods in the area acquired from Andarko. If the well results are anywhere close to the results within Catarina, then this stock is grossly oversold. One of the things that I like most about SN is the company's production mix and their hedging program which insulates the company from commodity price fluctuations.