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Cabot Oil & Gas Corporation Message Board

govpur 45 posts  |  Last Activity: Apr 9, 2014 9:31 AM Member since: Apr 16, 2013
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  • Reply to

    WTI MIDLAND TO CUSHING SPREAD

    by govpur Apr 5, 2014 3:02 PM
    govpur govpur Apr 9, 2014 9:31 AM Flag

    I have found the CME group website gives previous day settlements for free. Kind of hard to find but search for WTI Midland (argus) vs WTI and separately, WTS vs WTI. It is minus 7.44 on WTI and minus 7.60 on WTS as of yesterday settlement. Still a great number seeing this is in addition to brent wti discount. The spread was higher virtually all of first quarter and maintaining into this quarter. Good luck. Think MPC, ALJ, and WNR are best way to play this. Soured on DK because sell overhang from Israeli parent.

  • Hoping anyone can share a good site to track WTI Midland. CME has a quote at minus 8.99 as of 4 April. Is that accurate? This bodes very well for WNR, DK and Marathon. Know it was at minus 14 a couple weeks ago but having a hard time geeting good data

  • govpur by govpur Mar 10, 2014 8:31 AM Flag

    Kinder is getting no respect for the Splitter coming online in July. This is a major development and they are first to market for immediate export with plans to expand it greatly. On that note, Cochin reversal will also be put in service and KM is perhaps best positioned to benefit from LNG, which is back to front with Ukraine. At some point this stock will be given some respect

  • Finally got around to listening to ENB 4th quarter conference call and all remaining hope I had regarding ENB doing dropdowns to EEP, to juice growth, are gone. Monaco specifically stated that EEP would have to exercise its option on the joint funding agreement before they would even consider and that ENF and MEP are the preferred vehicles for dropdowns for the next several years. Unfortunately, think Liz may be right about stagnant EEP stock price for years to come although getting eight percent ain't bad if stock price can stay here. Lastly, on the ENB corporate presentation they boast of fifty percent IDR's on EEP. New to MLP investing but why would anybody want to own an investment where fifty percent of dcf is taken off top to GP? Why not always just invest in GP? I wanted EEP because it was US assets only without the windfarms, etc. but think the only way to invest in Enbridge is ENB.

  • govpur by govpur Mar 9, 2014 8:33 AM Flag

    Sold out of CVRR on run up last week as I cannot seem to understand where distribution growth will one from. If last Q they were running full capacity and differentials were higher than now, how does the .45 get increased? The logistics drop down won't be for awhile according to conference call. Like the company alot but seems like alot of risk with only two refineries. Feel like I was more lucky than smart with first investment and looking for someone to make a bullish case. Ken

  • I am out! #$%$ on delaying earnings with this cheese di@$ announcement. Thoroughly disgusted with Crum. Probably a great indicator that it will rise but I don't care, no confidence with this move

  • Reply to

    MPO Chariman sells over 20,000 shares

    by boss_shorty Feb 26, 2014 11:29 AM
    govpur govpur Feb 26, 2014 1:53 PM Flag

    Why don't you highlight all the directors who are picking up shares as well? Same link

  • Reply to

    MPO Chariman sells over 20,000 shares

    by boss_shorty Feb 26, 2014 11:29 AM
    govpur govpur Feb 26, 2014 1:34 PM Flag

    Where do you see this. I cannot find. His last purchase was in November- last listing for him

  • Go to kinder investor page and read their response! Holy cow, what a read. Barron's blew this one and Andrew bary and editor should be canned

  • Reply to

    BARRONS

    by govpur Feb 22, 2014 9:00 PM
    govpur govpur Feb 23, 2014 2:39 PM Flag

    This is "sensational" financial journalism to sell Barron's and I may be naive, but I expect more from Barron's! Why not a proper counter argument from a analyst that has a buy rating? There are 19 other analysts on Kinder without one sell! Instead , they trot out this hack and make "look out below" -what rubbish! Why don't they have the cover with justin beiber in a bathtub fill of oil smoking a crack pipe? That would sell even more Barron's! Thought they may have learned with Linn but no. Lost faith in Barron's and their objectivity. See ya

  • govpur by govpur Feb 22, 2014 9:00 PM Flag

    As a Barron's subscriber I am very upset on this at remoter hatchet job of kinder. Even worse, is the online version has a direct link to the Linn hatchet job by same author, with same hedgeye hack as a reference. Btw, my best return for 2013 was buying Linn as it fell from these two clowns. Be that as it may, the author fails to recognize that the reason growth is slowing is that the natural gas storage and differential issues facing the industry are present with KMP and EPB, therefore KMI. In light of this they all are growing their 2014 distribution with above 1x coverage. That is the power of kinder in a nutshell! Even in difficult times they can grow their business. The article could have been more positive or even acknowledged that Richard kinder has grown this to the third largest energy company in the wake of Enron, where scrutiny is higher than ever. But no, he ends this hit piece with the same exact "look out below" BS he ended the Linn article with. On Monday I am doing two things. 1. Canceling my Barron's subscription and 2. Buying more KMI if it dips- I stand with Richard kinder! Lastly, I already know what Andrew Bary's headstone will read "here lilies Andrew' repeatedly shouted fire in a crowded theatre until nobody listened, then he died"

  • Reply to

    Distribution

    by maxed33 Feb 20, 2014 12:09 PM
    govpur govpur Feb 21, 2014 9:52 AM Flag

    Listened to conference call and have to agree with you. I am a little concerned about a secondary but if results come in better than expected, or drop downs to MEP continue, they may take that off table. Established my initial position in EEQ at 26.31, a yield over 8% so hoping downside is limited from here.

  • Reply to

    POSSIBLE LOGISTICS MLP CONFERENCE CALL

    by govpur Feb 20, 2014 12:36 PM
    govpur govpur Feb 20, 2014 3:08 PM Flag

    Going to have to wait for an S1. There may be IDR's as well as CVRR can allocate capital more efficiently. Two separate managements that focus on the core business only, thereby maximizing growth potential. Even if we do not get a stake there are real benefits for CVRR shareholders. All the refinery MLP logistics spinoffs, TLLP-HEP-MPLX-PSXP, have been very good deals for the underlying refinery stocks,. Listen to their conference calls and they all rave about decision.

  • This company is doing great and 1st quarter will be great. Awhile back I asked about a log MLP coming out of CVRR and Liza shot it down. Well, they just confirmed they have every intention of spinning off the log assets into an MLP- great move and we will benefit. No reason this stock trades at a discount to peers. I see a much higher price as we move into spring!!

  • Reply to

    Distribution secure

    by georgia_stock_investor Feb 13, 2014 9:28 AM
    govpur govpur Feb 20, 2014 11:32 AM Flag

    Have to disagree with you. Think it is a given that they will do another secondary, even though we are at a 52 week low. In call, they said they will use all means and their presentation slide shows possible secondary for EEP and/or EEQ. Want to invest in EEP but feel it is dead money. At last year's EEP day they touted drop downs from ENB. One year later they reduced percentage in mainline expansion and do not even mention drop downs from ENB. The only thing they mention is drop downs to MEP, which is a laggard like APL and BWP. The NG storage business is dead until 2017 at best. Someone give a reason to buy here!! 3 to 5 percent dividend growth will not drive the stock and one more incident makes the 8 percent yield a 15 percent yield.

  • Reply to

    MPO and NG

    by govpur Feb 17, 2014 8:36 PM
    govpur govpur Feb 17, 2014 9:16 PM Flag

    Thanks... q1 guidance may be a shocker and move this stock, I hope

  • Reply to

    New wells

    by rjf53 Feb 14, 2014 5:31 PM
    govpur govpur Feb 17, 2014 9:05 PM Flag

    Not bad at 5.54 per mmbtu...... There is never talk of MPO and gas on this board. Think there is an upside we'd are all missing?

  • govpur by govpur Feb 17, 2014 8:36 PM Flag

    NG is trading at 5.54 right now and no one saw this coming. Crum stated on last presentation, when NG was at 4.12 that with a little help from NG returns could get boosted in MS and anadarko. Can someone please explain why they just don't hedge 100 percent of production at this level and juice cash flow? Very little is hedged right now according to December presentation. Linn energy hedges 100 percent of oil and gas to ensure cash flow, why not MPO. This could take the funding issue off table and allow crum to keep the LA property. What am I missing? Could this be the upside surprise at earnings us longs need?

  • Reply to

    Going Deep in The Anadarko

    by govpur Feb 12, 2014 10:57 AM
    govpur govpur Feb 12, 2014 11:41 AM Flag

    Thanks and I will look at info on Anadarko from Apache. One thing that a lot of analysts don't seem to take into account with all the domestic production being added is that all the majors production is in decline. Shell and Chevron both just reported that. Where can I find a good reference of reduced production from the majors and the aggregate of what is being brought online from shale?

  • Just reread an article from the April 2013 issue of Oil and Gas Investor with the "Going Deep" title. It is a great article highlighting that the Anadarko is a multi stack pay, similar to Permian. The most interesting part is that the main interviewee is a rep from First Reserve who is very bullish on the Anadarko. Furthermore, he discusses three investments First Reserve has, the first two by name and a third which is going into Anadarko and has MS Lime properties. It is obviously MPO although they never mention by name. He states that First Reserves whole mission is to work with experienced mgt teams and build large acreage positions, increase production, and SELL, when timing is right. Think this really shows where MPO is headed and that First Reserve is a great partner for us retail investors. I urge all longs to dig out the April issue or Google it to see if you can read it. When I took a step back and thought it really reinforced my investment thesis and why I will stay long. Either way, BK not an option, have a focused partner in First Reserve who will guide mgt, and we will grow production. Whether we are ultimately sold or not, this is a great company in the E&P space. Just my two cents. Ken

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