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Titan Machinery, Inc. Message Board

dkwilk 38 posts  |  Last Activity: Aug 31, 2015 9:28 AM Member since: Dec 22, 1997
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  • dkwilk by dkwilk Jun 2, 2015 2:48 PM Flag

    the Mdu analyst 1 yr target price has been revised in last several day according to Yahoo . The price has risen to $ 25.33. This is the first revision since the feb 21th downward revision to $ 24.83. don

  • Could be heading for a 4 % yield.. Also in Bismarck trib today a article on Fidelity Explorations is back for sale again..don

  • If you pull up a 2 yr chart it sure appears that OKE could be heading for a double bottom in the $38-40 range..
    any thoughts on this occurrence ?? don

  • ........... . 6/25/2015...06/25/2014...06/25/2013...06/25/2012...06/25/2011
    Active Rigs 76 ...............193 .............187................ 213 ..............170

  • April 2015 compared to Jan 2015
    April 101 oil wells, and 63 NG wells cedar creek field, Jan 99 oil wells and 63 NG cedar creek wells

    April oil production and Runs on 3 confidential wells. 229,709 BO, Jan oil production and runs on 8 confidential wells 299,526 BO

    NG production Cedar creek field April 54,673 MCFT, Jan NG cedar creek production 58,401 Mcft.

    Associated NG from oil wells sold in April 176.796 mcft, and Jan 205,301 mcft

    Fidelity has 5 oil wel permits issued all for Mountrail county ND ....don

  • comparing April 2015 to Jan 2015
    In april fidelity had 37 wells total, 24 produced, the rest were shut in . In Jan they had 35 wells total and 25 wells produced oil.

    The April Production was 81,833 BO, with Jan having 84,817 BO..

    The company that is as exciting as watching paint dry had a reduction in oil production of 2,984 BO.
    The combined ND, and Utah production for April was 72,801 BO less than Jan 2015 for the 2 states.

  • Reply to

    Looks Like MDU

    by dkwilk Jun 3, 2015 9:38 AM
    dkwilk dkwilk Jun 30, 2015 11:52 AM Flag

    the end of first Half of year, and start of 3 rd qtr tomorrow may throw this stock around real hard.. the 4 % yield is getting closer, with todays prices setting a new 52 week intraday low price..
    I would not be surprised if MDU does not issue a earnings warning for the 2nd qtr.. was not a great qtr for elec.sales, to cool, was not good for NG to hot, was not a solid oil price , the Bakken production not under contract sold for low/mid 40 "s last month.

  • Reply to

    MDU is a steal at this level................

    by den56kk Jul 6, 2015 1:38 PM
    dkwilk dkwilk Jul 6, 2015 4:33 PM Flag

    $ 18.00 is my target.. but that is what makes a market..

  • Fidelity had 14 wells shut in, and 23 wells producing in May 2015
    The production was 77,057 BO, this was 4,776 BO or 5.8 % less then April of 2015.. don

  • dkwilk dkwilk Jul 9, 2015 2:28 PM Flag

    Today on CNBC , Boone Pickens is pushing his NG/LNG fuel plan.. convert the large trucks from Diesel to a NG product.. this is in Time Magazine also this week.. type in ( Natural Gas Is the Key To Winning the War on Terror ) to your search engine for this article.. don

  • the 6 stock analysts that yahoo has listed following MDU have Reduced the Mean I yr target price of MDU by .16 cents.. The price was adjusted down yesterday after it had risen on June 2 .. the .16 cents is not really material, but the direction of change is more important to me.. don

  • Fidelity in ND for May 2105 had 63 NG wells in the Cedar creek field, and 101 total Oil wells, These wells produced a total of 224,410 BO. and 225,574 Mcft of NG.
    The oil production in May dropped by 5,299 BO , and the NG production also dropped by 5,895 Mcft when compared to April of 2015, the well count was constant.
    In the Month of Jan 2015 in ND Fidelity had 63 NG wells in the cedar creek field and a total of 99 Oil wells.. These wells produced 299,526 BO and 263,702 Mcft of NG.
    When Comparing Jan to May the Oil production has decreased by 25% or 75,116 BO . The NG production in the same time period has decreased by 12.2 % or 32,233 Mcft.
    The NDIC posted the well info on Friday. don

  • Search ( Aussie PM Tony Abbott Cancels All Government Wind Farm Subsidies ) for Article .don

  • in SW USA to supply Grid Stability . search ( GE Announces Orders for 10 LMS100 Gas Turbines; LMS100 Backlog Now in Excess of $450 Million ). don

  • Reply to

    OT GE single cylce NG turbines

    by dkwilk Jul 15, 2015 1:33 PM
    dkwilk dkwilk Jul 15, 2015 3:05 PM Flag

    Yes Jerry i have been following BKH, I think the recent purchase of Source gas is a great move. I also believe that it is being done because of the current interest rate environment.. in not to many years we may look back and wonder what happened to the cheap interest rates.
    Some have said in the past that Buffet should buy MDU, well it appears the current Management is making this company more affordable for a buy out every day..This ON again/ OFF again sale of The Fidelity unit has many large investors very confused, and the share price reflects it.. It is time for the MDU BOD to stand up and earn their pay, or shareholder lawsuits will be sure to start.. don

  • Reply to

    OT GE single cylce NG turbines

    by dkwilk Jul 15, 2015 1:33 PM
    dkwilk dkwilk Jul 16, 2015 6:26 PM Flag

    You may be correct, but the Volume of stock traded does not say a accumulation is occurring. and right now there is NO reason for acculturation . Do you know of some Fantastic info that will come out at the earnings call.?
    Compared to Normal 3 month Average volume . Monday was 20 % light, 40% light on tues, wed 20 % light, Thurs 9 % light..
    The earnings coming out are Not important , it is the Direction and Action the Company is taking forward that will Move the stock higher. Any thing Negative or problematic will push this stock 10 % or more lower..
    Good Luck in your trading.. don

  • as a source of material for the catalytic converters?? Gee looks like less then $ 1.5 Billion would own the whole company.. Keep existing management on to operate it.. thoughts ?? don

  • From today Billings gazette..
    Eastern Montana electric bills could rise $178 a year to cover the costs of expensive pollution controls that may have been unnecessary.

    At issue are pollution controls installed by Montana Dakota Utilities to comply with the federal Mercury Air Toxics Standards, or MATS. MDU spent millions on the upgrades, and like a lot of coal-fired power plant owners, faulted the Environmental Protection Agency for not giving more consideration to the cost of compliance.
    That’s exactly the kind of steep expense the U.S. Supreme Court cited in July when it faulted the EPA for not considering the expense of mercury pollution controls. A lower court is now weighing how the EPA must factor in MATS costs when determining what can be expected from power plants.

    The ruling came too late to benefit MDU customers, said Mark Hanson, utility spokesman. The MATS still exist, even if the EPA is grappling with a way to balance cost with enforcement. MDU is determined to comply by year’s end.
    “The rule is still in effect. We still have a deadline to meet.” Hanson said. “It’s tough to run your business when you don’t know what the rules are.”

    The construction bill for MDU’s pollution controls is substantial. At the coal-fired Big Stone power plant in South Dakota, upgrades to address pollution haze and mercury cost $348 million, according to records filed with Montana’s Public Service Commission, the state’s utility regulator. MDU has a 22.7 percent share in Big Stone and is passing its share of the bill onto consumers with rate increases. There’s also $16 million in mercury pollution controls planned for the Lewis and Clark power plant in Sidney.

  • and a dividend of .73 is a effective yield of .04022 %. don

  • dkwilk by dkwilk Jul 24, 2015 10:16 AM Flag

    one yr ago had a $ 33.00 + Stock price, the Market cap is $ 2, 900.000.000 less today.. Jr was wondering if Buffet would buy MDU, and the Utah oil production numbers were out.. .
    Where will MDU be in one yr from today????? don

10.88-0.75(-6.45%)Sep 1 4:00 PMEDT