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Canadian Pacific Railway Limited Message Board

frank.goudreau5 8 posts  |  Last Activity: Apr 15, 2014 11:15 AM Member since: Apr 25, 2013
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  • Reply to

    Anybody like the Drone deal?

    by horsesandcorn Apr 15, 2014 11:01 AM
    frank.goudreau5 frank.goudreau5 Apr 15, 2014 11:15 AM Flag

    oh yeah, great visionary thinking. The world just can't wait to have American drones constantly overhead. Everyone is jealous of Pakistan and Afghanistan.

    great search engine - which they are ruining with evermore ads. Page is lost in his own fantasies. Not good for shareholders.

  • Reply to

    Latest Run?

    by steve999azk Apr 8, 2014 4:39 PM
    frank.goudreau5 frank.goudreau5 Apr 9, 2014 3:17 PM Flag

    The usual dopes. It's all 100 shares or less.

    I love you guys, I really do. You are money in the bank.

  • Reply to


    by mattclarkscoop Feb 25, 2014 9:09 PM
    frank.goudreau5 frank.goudreau5 Feb 26, 2014 3:14 PM Flag

    there not their.-my grammar drives me nuts

  • Reply to


    by mattclarkscoop Feb 25, 2014 9:09 PM
    frank.goudreau5 frank.goudreau5 Feb 26, 2014 3:13 PM Flag

    The first sentence is correct. But their will not be "cash to harvest" for shareholders. Very likely ever. Zero, nada. Any cash will go to the bondholders and government (for the deferred income taxes). You are without a clue.

  • Reply to


    by mattclarkscoop Feb 25, 2014 9:09 PM
    frank.goudreau5 frank.goudreau5 Feb 26, 2014 1:05 PM Flag

    What part of spending more money than they make is confusing you? They refuse to answer when they will be cash flow positive when asked point blank the question: "Using the forward strip for prices, when do you see becoming cash flow positive?" They didn't answer for a good reason. That being they won't ever become cash flow positive at the current forward commodity strips and if they lie they would end up in jail.

    They claim that if they stripped out all their ethane, they would increase their revenue by 20%. This is just wrong. Ethane rejection is large and growing. Do you know anything about it? Extracting & transporting to markets earns less, a lot less than just leaving it in the gas. But RRC has a problem. Their gas is so ethane rich they have to remove a sizeable amount at a loss just to meet product specs for nat gas market. (Too much ethane will make the gas unsuitable for users - like trying to burn propane in a nat gas appliance). It will only get worse as the ngl volumes from the Eagle Ford as well as the Marcellus and even the Bakken is ramping rapidly into a market glut. Look at their financial statements. The ""marketing costs" in the income statement exceed marketing revenue because they have to extract ethane and buy "dry" gas to mix it with. It will not get better for the foreseeable future. Ethane strip Mt Belvieu through to Dec 2017 is 27-29 cents a gallon. Of course you have to pay to extact and transport it too. The heat value (left in the gas) is 84 cents a gallon @ $3.60 mmbtu nat gas price.

    So they made nothing, burned through about $500 million and are looking at a bleak ngl market. What's to like? The industry is destroying itself by ramping production way ahead of developing markets. They fun out of money before they get to break even.

  • Reply to


    by mattclarkscoop Feb 25, 2014 9:09 PM
    frank.goudreau5 frank.goudreau5 Feb 26, 2014 9:38 AM Flag

    Still burning cash. Running out of properties to sell. Debt over 60% of capital. What's to like?

    They won't answer the question... When will you break even? Just nebulous. "things are going great" Yah right.

  • So they will charge companies to "manage" their customer reviews? Really So what kind of a numb #$%$ would put any credence at all into opinions posted on yelp? I know someone famously said "nobody ever lost money underestimating the public's taste, but I guess yelp is testing the theory that you can't lose money underestimating the public's intelligence either. I, by the way, am not betting they are wrong.

  • Reply to

    Great results

    by trufflesdrive Feb 7, 2014 11:40 AM
    frank.goudreau5 frank.goudreau5 Feb 10, 2014 10:08 AM Flag

    yeah? what's so great about them?

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