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Linn Energy, LLC Message Board

  • norrishappy norrishappy Apr 25, 2013 11:52 AM Flag

    Hate to say it but this was not a great call

    Nor was the guidance great t 1x. But never mind it needs to be reworked with the acquisition. The operating cost reductions are critical but with all the disruption it is hard to say it is an improvement or a mix of production.

    The consternation in the analysts voices was clear. The guidance needs to be recast. More uncertainty in the unit price.

    Still the asset value and potential are clear.

    Oh Rlp'D was actually right about Panther. Capital in and capital out was a push so ROI was zero. So hopefully it will do the crack of doom dance which is always so very helpful.

    I really am not happy that the acquisition funnel is very active as things like ethanol rejection and pressure block production volumes. It appears the operations team is already spread far to thin. Not to mention finance is slapping models together rather than truly modelling. Which probably reflects the operations time being spread far to thin to be 'wasting time' with the accountants.

    Not terrible but very far from impressive. It will have to improve.

 
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