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Bob Evans Farms, Inc. Message Board

baycash38 8 posts  |  Last Activity: Jul 3, 2014 11:17 PM Member since: Sep 5, 2006
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  • Reply to


    by mo_money_ezee Jun 28, 2014 11:51 PM
    baycash38 baycash38 Jul 3, 2014 11:17 PM Flag

    New July presentation is up on the website

  • Reply to


    by mo_money_ezee Jun 28, 2014 11:51 PM
    baycash38 baycash38 Jun 30, 2014 10:10 PM Flag

    Care to elaborate on what you think is going to happen?

    That $75m non-recourse loan is huge. Wonder how many small oilers like Terrace could have gotten that kind of financing.

  • Reply to

    Keel & Grady: Spinning their Wheels

    by austinchalkrisesagain Jun 17, 2014 4:39 PM
    baycash38 baycash38 Jun 18, 2014 7:49 PM Flag

    Agreed. I'm a former Contango shareholder myself. Ken Peak was one of savviest guys in the oil business; since he departed this is a different company.

    I met Keel and Grady at a conference earlier this year and wasn't real impressed. Not sure what those can do.


  • Reply to

    Im confused & new to this stock

    by smaycs4 Jun 6, 2014 3:07 PM
    baycash38 baycash38 Jun 8, 2014 12:40 AM Flag

    I don't think very many of the rights were exercised because they were priced too high. Because of that, the company was forced to do the secondary to raise the cash they needed.

  • baycash38 by baycash38 Mar 2, 2014 3:25 PM Flag

    I've been a daily lurker on this board for some time, but the arrival of some new posters from the ESTE board have given me cause to post here now.

    Recently I met some of USEG's management. Keith is extremely positive and upbeat about USEG's future in the oil business and in the Buda, and it's easy to infer that this is where most of the company's attentions will be focused. The company seems to have a good relationship with Contango and anticipates partnering with them for some time. In addition, USEG will continue to invest in small fractional interests in Bakken wells, which are operated by some of the best companies working in the Bakken.

    Natural fractures in the Buda formation have been a boon for drillers and really keep down drilling costs.

    USEG's sale of the uranium property a few years ago financed its entry into the oil business. Their investment in that property has been fully paid back and anything else they get would be icing on the cake. The moly mine in my opinion is a distraction that I wish the company didn't have, but good success in Buda should make it much less significant.

    Contango earnings tomorrow after market close.

    GL longs.

  • Reply to

    HK discuss East Texas El Halcon play

    by winallin12 Feb 28, 2014 7:59 AM
    baycash38 baycash38 Mar 2, 2014 2:52 PM Flag

    Winallin and Westtx, thanks for the informative comments. It's always great to see knowledgeable posts here. I've been waiting on zaza for quite a while and will wait longer. GL

  • Reply to

    OK - The Red Road

    by booleansearcher Feb 27, 2014 9:04 PM
    baycash38 baycash38 Mar 1, 2014 1:17 PM Flag

    I'm a USEG shareholder and had the pleasure of meeting some of its management at a conference recently. Check out the earnings report for Contango (USEG's Buda partner) next week. That will give you some idea where USEG is headed.

  • Reply to

    I will finish now

    by cottacourt Feb 8, 2014 8:01 PM
    baycash38 baycash38 Feb 10, 2014 10:26 PM Flag

    Cotta, thank you for the interesting and well-thought-out post.

    I believe the Seeking Alpha article was a well-calculated short attack to manipulate the price and nothing more.

46.21+0.21(+0.46%)Jul 22 4:00 PMEDT

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