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Comcast Corporation Message Board

bullseyecatnip 29 posts  |  Last Activity: Oct 2, 2015 8:56 AM Member since: May 8, 2015
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  • Reply to


    by pinkpanther_trader Oct 2, 2015 8:14 AM
    bullseyecatnip bullseyecatnip Oct 2, 2015 8:56 AM Flag

    At prices teens to 20 any BO will be minimum $30. Better no BO and this gets to $40-50s in a several years.

  • Reply to


    by lux_et_veritas_morsel Oct 1, 2015 5:38 PM
    bullseyecatnip bullseyecatnip Oct 2, 2015 7:06 AM Flag

    Remaining confident that the pipeline and JV will be announced during Oct. Not Nov or Dec or never.
    Ok, hopeful... ok praying ; )
    MHR has valuable resources and their potential will be realized. These deals will get done.
    Best to longs.

  • bullseyecatnip by bullseyecatnip Oct 2, 2015 6:32 AM Flag

    They worked and saved hard to purchase income properties. Receive wonderful appreciation, rental income, and tax write-offs. None of their immediate circle of friends are in "invested" more than 30% in stock market. The KERX my son owned at done at my recommenedation at $4s in his retirement account. He sold all of his at $17. While I took a round trip except for a trimming a bit. Learning something from my kids is a beautiful thing.

  • bullseyecatnip by bullseyecatnip Sep 29, 2015 2:21 PM Flag

    My understanding is that Relational is still unloading and need to complete this before YE15. I don't believe they are finished, but I could be wrong.

  • Reply to

    if your going to hold

    by heilcoil Sep 19, 2015 9:46 AM
    bullseyecatnip bullseyecatnip Sep 19, 2015 10:50 AM Flag


    Still of belief pipeline gets done. Although maybe more like $490-530K, so the lower my expectations the higher my serenity. Obviously wishing for $540 - $590. And a JV (or two) by year end. And an oil property sale, but only it it makes sense to clear the decks and be refresh the entire slate by YE wouldn't stink ; )

    Enjoy your weekend!!!

  • Reply to


    by firefdw Sep 15, 2015 12:55 PM
    bullseyecatnip bullseyecatnip Sep 15, 2015 1:27 PM Flag

    Relational is still unloading its entire position and must complete this before YE15. Some here has stated they have completed that, but I don't think so and I've not seen any confirmation first hand. If any one here has that update, I look forward to seeing it.

  • Reply to

    New to MU.

    by holmes.brett Sep 14, 2015 2:26 PM
    bullseyecatnip bullseyecatnip Sep 14, 2015 5:52 PM Flag

    Obviuolsy a lair, short AND an idiot who lacks any integrity.

  • Reply to

    Gary's transition away from oil... brilliant

    by bullseyecatnip Aug 20, 2015 9:25 AM
    bullseyecatnip bullseyecatnip Sep 14, 2015 12:21 PM Flag

    Had to read my own earlier post to raise my spirits in bit (ok a lot) in hopes that GE successfully navigates a very challenging situation one more time in hi career.

  • bullseyecatnip by bullseyecatnip Sep 5, 2015 12:51 PM Flag

    New COO gets 2 million shares to vest in thirds by 9/1/18. Good.
    As he stated they rebuild the company.
    Sell pipeline, reduce debt, better manage costs, headcount, get not one but two JV in different areas by YE15.
    Maybe surprise us and sell remaining oil areas when price is right.
    As NG prices eventually slowly rise. I can wait for a NEW U.S. President and Fed Gov Administration supporting better energy policies.

    Perhaps get some truck fleets to adopt Nat Gas
    I'll wait for all this and the PPS to rise back above $10 to mid-teens someday, before they entertain selling the co. Glass half-full and rest full of Nat-gas : - )

    - Happy Labor Day MHR LONGS!

  • I need to remind myself of some things that give me hope... GE's experience successfully navigating very difficult markets four times in his career. His banking/investment banking experience. Great acreage they have in the heart of highest concentration of nat gas users in U.S.. Especially his transition of MHR from OIL to 85-90% nat gas.. if he had not do so, MHR might very well have gone away long ago. Frustrated - yes, worried - yes BUT LONG - yes.

  • bullseyecatnip bullseyecatnip Aug 18, 2015 2:35 PM Flag

    Not giving this a thumbs up or a thumbs down. So there's a new hired out there somewhere that will join to focus on U.S. Sales... pretty difficult for this person to make things worse and this now explains why CEO said we shouldn't be focusing on weekly scripts, but the next few quarterly trends.

    Its becoming clear to me (anyone else?), that the former CEO was clueless about building a sales strategy and sales force.

    And what about the VP of Sales & Marketing they've had since 2014. Is he incompetent, too?
    Or spread too thin and will now focus on WHAT exactly?

    As the analysts would say to management, shareholders would appreciate "more color."

    My patience is wearing thin and times like these make me regret not sell all near highs. I understand KERX has accomplished a lot over the years and have overcome long hard odds before, but I did not expect they'd be in this position now and I feel shareholders were lied to by the last CEO about how easy it would be for them to penetrate their target markets with only a small focused sales force.

    Long and unhappy camper at the moment.

    Company needs GOOD NEWS in Europe Sept-Nov. And any better signs of script life that shoe we are turing the corner in a good and meaningful way.

  • Reply to


    by jld11709 Aug 11, 2015 5:39 PM
    bullseyecatnip bullseyecatnip Aug 12, 2015 6:18 PM Flag

    Perhaps Ron was never qualified and the new guys couldn't get enough control in time. Still, no excuses. This is the big leagues. They have one drug and as Ron kept stressing over and over... a market easily penetrated by a small focused salesforce... certainly not the way you want to set the bar low enough to make folks happy, but then manage and exceeded expectations for the first few Qs of sale onward. No matter. Now its all about flogging the sales force and getting all management hands on deck executing their roles... some of which better be execs meeting with key treatment facilities face to face and determine what they need to do to become a must have strategic partner, rather another, me too drug supplier. Create some exciting BUZZ and sell, sell, sell. - Billions in market cap are in play. Let the floggings begin ; - )

  • Reply to


    by jld11709 Aug 11, 2015 5:39 PM
    bullseyecatnip bullseyecatnip Aug 12, 2015 11:39 AM Flag

    Perhaps a combination of poor sales execution out of the gate, much shorting and much manipulation and pressure behind the scenes and in the trenches from competitors... however, despite all this everything you say makes sense, especially the fishing and gathering of longs somewhere when the PPS is 4-6 X where it is today.

  • bullseyecatnip bullseyecatnip Aug 11, 2015 7:28 AM Flag

    What Gary actually said, per transcripts about JV: (His Pipeline and Bank/Finacial comments to follow)

    "So the Utica JV, we went through a long, prolonged process with a number of parties. We decided to choose one party predominantly based on economics related to their proposal, and those negotiations have been going on since March and here we are August. And I think it's important for you to understand that they have been very active negotiations. I can't even tell you the number for term sheets we're up to – in the twenties – but it's important for you to understand the depth and the level of the negotiations because we basically have been negotiating all the way to the definitive agreement. So we expect news of that in very short order, hopefully, early next week, and we will file 8-K according to that. We spent a whole lot of time looking at which wells we would drill, how we would do them and set the program to be a very, very good program and will help us prove-up acreage that we have over in Ohio. So we believe that we're very close. It's never done till the fat lady sings but there's been active, healthy negotiations and both parties are having great desire to complete the transaction. Citibank has been representing this on this matter since early in the year.

  • Reply to

    Thoughts on possible hostile takeover?

    by barryright519 Aug 10, 2015 3:45 PM
    bullseyecatnip bullseyecatnip Aug 10, 2015 5:33 PM Flag

    I'm with you! Take care.

  • Reply to

    Thoughts on possible hostile takeover?

    by barryright519 Aug 10, 2015 3:45 PM
    bullseyecatnip bullseyecatnip Aug 10, 2015 5:24 PM Flag

    Hello. I realize that would be equal to several grand slam from these prices, but not such a big deal when he first built this company and I don't think the exit plan has changed except for the timeframe and switching oil for gas (both big deals, yes).

    Correct, we don't know what the future brings. But if oil/gas stabilize or rises by mid-2016 ... Then elect a president who actually wants a U.S. energy policy (not Clinton)... A president who will support all U.S. energy interests rather than providing aid to problematic countries that are more against U.S. interests than supportive.
    Convert minimum of 1/3 of the federal government's trucks to nat gas.
    More exports.
    Continue improving efficiencies in exploring, drilling, harvesting and transporting oil and gas.
    All that political stuff aside, bottom line, the assets they own will be worth MUCH more than $1, $2 or $3 per for decades to come.

  • Reply to

    Thoughts on possible hostile takeover?

    by barryright519 Aug 10, 2015 3:45 PM
    bullseyecatnip bullseyecatnip Aug 10, 2015 4:29 PM Flag

    Hope not. Back in 2011, I believe, Gary said, something along the lines of... "Positioning the company for a BO in 2-3 years (would mean 2014-2015), potential 20 and we're a long way from 20" with production greater than 20K/B/Day. They were more an oil company then and believe hereferred to (Statoil?) paying $4B for a company doing that. Who knows what the news will be tomorrow's markets - good and bad?

    As he said on the last call, they are rebuilding the company... so that was then (oil) and now is now (nat gas).
    Let's officially get: 1) One JV on board 2) the pipeline sold and soon after 3) Announcement JV for other area and 4) perhaps even selling more oil assets, although no rush if they don't get their price.

    Hope they retrace highs and beyond before consider a BO even if that takes another several years. Do you want a few X or 15-20X?

  • BOD may want to consider breaking up the company. Spinning off its commercial security business (they could still sell to fed gov, too) and sending CEO with it so he "might" focus on what was his core "competency" while at Titan - accounting in the commercial space.

    With the rest, stop bidding in areas that they have failed in over the fast five years and let that fade away. Maybe there is a bone or two they could sell off somehow?

    The CEO hasn't been given plenty of time to turn this around.
    Focus and direction is much needed and long overdo.
    Still you can make money in any stock... and slow swings in KTOS can be worth 20-40% if timed reasonably well and you have 6-12 months. At some point KTOS will present another of these opportunities despite its leadership and BOD that's asleep at the wheel.

    I do not presently own shares.

  • bullseyecatnip bullseyecatnip Aug 10, 2015 1:43 PM Flag

    Yes, and shame on any physician, provider, and insurer who do not at least offer the best and most affordable option available to patients and their families.

  • Reply to


    by bullseyecatnip Aug 10, 2015 10:29 AM
    bullseyecatnip bullseyecatnip Aug 10, 2015 11:11 AM Flag

    Hope they don't, but do think there would be a premium. Roth is correct on one point: SHOW ME THE SCRIPTS... Sales force needs better support from marketing, execs, ads, etc
    Let the floggings begin with a full court press the 2Qs and until all salespeople are on board and producing at of above quota. Execs need to get out of their ivory towers, help build strategic relationships and help close strategic deals... no Labor Day, Thanksgiving and Xmas and New Years holidays until you are managing and beating expectations. If you must play gold, make it Miniature only and only with prospects. Absolutely no vacations and no all day golf boondoggles with Pres. OB.

59.415-0.205(-0.34%)11:47 AMEDT