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Atlas Energy, L.P Message Board

chegerar 43 posts  |  Last Activity: 1 hour 16 minutes ago Member since: Mar 29, 2006
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  • Reply to

    Time to buy?

    by jimcalp88 2 hours 6 minutes ago
    chegerar chegerar 1 hour 16 minutes ago Flag

    take a look at the new slides out today, they may help make up your mind.

  • chegerar by chegerar 1 hour 18 minutes ago Flag

    It was a good presentation and they announced the reserve report will be released in a month.

    Sentiment: Strong Buy

  • Reply to

    Buda oil premium

    by khalid_de_jeddah Aug 19, 2014 2:42 PM
    chegerar chegerar 1 hour 43 minutes ago Flag

    LLS was near $4 more than WTI today, so yes is the answer and i don't expect that to change. Look at the price of Brent to get a good idea of LLS as its been near the same.

  • Reply to

    Issues with management and board

    by bc_i_lsn Aug 16, 2014 8:49 AM
    chegerar chegerar Aug 16, 2014 4:33 PM Flag

    The stock went up 146% last year. All shareholders who held benefited. The managmemt has incentives called stock options that they get based on share performance and energy production. Now in turn management has benefited and righly so. They need to keep up the good work.

    This company is creating value so i see no reason to telephone. We are all in this together. The airplane is gone, the apartment is gone. I think they have been responsive to cost pressures and complaints. The boards of directors in all companies are paid yes men. If you dont like it then collect baseball cards or invest in property or buy 40% of the company and elect yourself a few board memebers. If you find a better stock to buy in oil and gas, I would like to hear it.

  • Reply to

    VCUP Withdrawn

    by richardclovis Aug 15, 2014 9:02 AM
    chegerar chegerar Aug 16, 2014 4:21 PM Flag

    The townies didnt want the VCUP and i can see why. It erases all the costs for USEG to hold the lease. It then puts the risk on the people of dirty water appering elsewhere, after the mine would be sealed.
    Now we are back, to an unlikely in my mind land swap, with the govt or further development of the mine. The mine paperwork is slowly making progress. Once the mine is ready to be further developed the people also may make an offer to buy it.

  • Reply to

    Aquisition from Shell

    by gaudeamus2020 Aug 14, 2014 9:32 AM
    chegerar chegerar Aug 14, 2014 3:23 PM Flag

    I am happy with the deal and after thinking more about it; it is no reason for this stock to be down over 30%. Rexx beat estimates for the second quater in a row and with low nat gas prices. Nat gas fundamentals are the best in years and I expect pricing to go higher add to that strong production and this spring is coiled.

    Sentiment: Buy

  • chegerar chegerar Aug 13, 2014 12:16 PM Flag

    in contrast to the MCF call where they said something like the next two buda wells flowing back were very very good- much more optomistic of a call

  • Reply to

    new low tomorrow DILUTION

    by erp3359 Aug 12, 2014 9:50 PM
    chegerar chegerar Aug 13, 2014 12:08 PM Flag

    yeah, my arse is darn sore from not being in the know and now I am holding the bag.

  • Check out the slides on IR. Seems awful cheap @ $580 a net acre even if 3/4s are dry gas.

  • Reply to

    A little short

    by coochy.cooty Aug 7, 2014 7:31 PM
    chegerar chegerar Aug 7, 2014 11:57 PM Flag

    They were comparing the net daily production from what they had in Q1 to Q2 so they took out the acquisitions effect to show that organic growth was, 6%. They left Geomet in as it closed so late in the quarter it seems. This is not at all odd in my experience. They mention how much Geomet would have contributed for a full quarter so if you want to do the math for modeling purposes you can figure out the production per day and take that out too. So a slight bit of window dressing is done to get to 6%

  • chegerar by chegerar Aug 4, 2014 4:16 PM Flag

    finally a bit of a bounce on earnings expectations. over 70k already traded in AH too.

  • Reply to

    Outlook

    by lasvegasfreddie Jul 31, 2014 11:35 AM
    chegerar chegerar Aug 3, 2014 6:04 PM Flag

    I think they are under promising for a change, maybe its the new CEO. Q1 they produced 257,200 tons of UAN with 3.5 days of outage for repairs. Now with no repairs planned forcats are for UAN production of 240-260,000. I think they are looking to beat their forcast after missing this quarter. Q2's forcast was for 240,000 and we only got 223,400. I am now thinking of similar pricing as Q1 but hoping for more production.

  • Reply to

    Outlook

    by lasvegasfreddie Jul 31, 2014 11:35 AM
    chegerar chegerar Jul 31, 2014 5:20 PM Flag

    we had 38 cents with lower pricing in Q1 along with 2 days downtime. Unless there are unforseen downtime issues this should pay 45+ in my mind going forward

  • Reply to

    Collapse of share price

    by gaudeamus2020 Jul 28, 2014 10:25 AM
    chegerar chegerar Jul 28, 2014 2:24 PM Flag

    shorts - 11% of float now 5.3 m shares was the latest figure. Nat gas prices are week and were weak for q2 and the summer is cool. Last quater pipeline had compresion issues so shorts think they have at least another 3 months in the clear till a good earnings report.

  • Reply to

    EnerCom Denver August 20th...

    by richardclovis Jul 25, 2014 5:11 PM
    chegerar chegerar Jul 25, 2014 9:50 PM Flag

    USEG Is not at $40 a share yet so i think they still need to be spreading the story of this company. Maybe there will be nothing in it that personally enlightens you but that is hardly reason to canel another conference.

  • Reply to

    Brent crude

    by khalid_de_jeddah Jul 25, 2014 12:08 PM
    chegerar chegerar Jul 25, 2014 1:42 PM Flag

    from july 24 2014
    Light Louisiana Sweet for August delivery weakened by $2.86 a barrel to a premium of $1.66 versus European Dated Brent at 2:08 p.m., according to data compiled by Bloomberg. August delivery will stop trading tomorrow. The premium versus U.S. benchmark West Texas Intermediate sank $2.45 to $1.30 a barrel. September LLS was valued at about $3.35 over WTI, according to broker PVM.

    The 3-2-1 crack spread on the Gulf Coast, a rough estimate of the profit from turning LLS into gasoline and diesel, fell to $1.17 a barrel yesterday, the lowest since December 2012. It rebounded to $4.74 today.

    “We expect further weakness in LLS,” Amrita Sen, the chief oil market analyst for Energy Aspects Ltd. in London, said by phone. “The only way to balance the U.S. system is for crude prices to fall until you incentivize refinery runs again.”

    The drop followed a rapid run-up in Gulf Coast prices as refineries two weeks ago processed the most crude since at least 1992. LLS jumped from a $1.49-a-barrel discount to Brent on July 15 to a $4.52 premium yesterday, the highest level since July 22, 2013.

    The jump in prices is drawing more crude cargoes to the Gulf Coast, including at least four tankers from West Africa since July 16, according to lists of charters compiled by Bloomberg. Prior to that there hadn’t been a booking reported since July 3.

  • Reply to

    little buying

    by bc_i_lsn Jul 23, 2014 3:10 PM
    chegerar chegerar Jul 23, 2014 11:53 PM Flag

    The latest home run Buda well is the Jessica well drilled by CML Exploration, LLC. This well was spud on March 2, and according to the Texas Railroad Commission produced 29,071 barrels of oil by May 31. The Jessica well is drilled parallel to the western side of the Beeler 7H well and is located halfway between the Beeler 16H well and the Beeler 4H well on the northern side of the Booth-Tortuga lease.

    From seeking alpha article, Chesapeake Joining Buda Oil Rush In South Texas

  • Reply to

    little buying

    by bc_i_lsn Jul 23, 2014 3:10 PM
    chegerar chegerar Jul 23, 2014 7:47 PM Flag

    yes, i saw now the jessica well by a private firm was reported today in SA right next to USEG acreage. I still think we went to sale to reg price. I expect this to be knocking on $5 any day now.

  • chegerar by chegerar Jul 23, 2014 6:05 PM Flag

    by $.01 and coverage is 1.1X so that is back heading the right way. I expect better of ARP with fingers crossed it is looking to be a much better quarter.

  • first Buda well, the Crabb Ranch A #2, targeting the Buda formation across the Five Mile Creek area of Marquis in south Texas

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