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Enterprise Products Partners L.P. Message Board

harold33272 10 posts  |  Last Activity: Mar 24, 2015 7:56 PM Member since: Dec 26, 2011
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  • harold33272 harold33272 Mar 24, 2015 7:56 PM Flag

    Sucks for dividend income investors who couldn't care less about a quick price bump. Had a good stake built up in Heinz with a lot of compounded interest through the years and did not want to see it taken private.

    Where does it end?

    It's why I've not increased my stake in General Mills.

  • What are waiting on, $200?

    It's long past time to split this thing. Give us a 2-for-1 or at least a 3-for-1 if it reaches $180.

  • Reply to

    NEWS OUT (((POSITIVE)))

    by oilmasterusa Mar 12, 2015 5:07 PM
    harold33272 harold33272 Mar 13, 2015 8:34 AM Flag

    auggiekicker1821, I think the scenario you describe is probably the most likely. That's roughly a $5 million well at North Kokopelli and Dejour will put down anywhere from $1.2-2 million for the well. This loan would certainly facilitate this. My preference would be to use the entire $2 million so that the company receives a 40% WI in the deep vertical.

    I still expect the company to deal all of its working interest in South Kokpelli, North Kokopelli and Roan Creek in early-mid 2016 after a successful mancos - meaning three, total - has been drilled at each location.

    Sentiment: Strong Buy

  • Reply to

    dividend

    by tobin1828 Mar 2, 2015 4:31 PM
    harold33272 harold33272 Mar 6, 2015 8:56 AM Flag

    That would be extremely disappointing if indeed that were the dividend increase. That would represent merely a 5.7% hike and it would mark the second straight year of a 6% or lower dividend hike, which would be quite disappointing. I think at the least the company should raise its dividend to $0.75 per quarter or $3.00 annually, which would be just over the 7% mark. That would represent a very fair, reasonable hike. $3.00 a share would also be far lower than free cash flow per share and earnings per share, so again I think it would be a proportionate, reasonable hike.

    .74 would be unacceptable IMO.

  • Reply to

    Buy the rumor,sell the news

    by karakoranclimber Dec 16, 2014 6:30 PM
    harold33272 harold33272 Feb 9, 2015 11:59 AM Flag

    karakoranclimber, question please.

    It is quite obvious that you do not have a position in Dejour Energy, otherwise why would you camp out on this message board and trash this company literally dozens of times a week?

    For example, I don't have a position in Microsoft. That's fine. That's my right . But I'm not going to camp out on the Microsoft/Yahoofinance board and trash the company and its stock dozens of times a week.

    My question is, why on earth would someone who feels the way you do about Dejour spend literally hours a week trashing this company, its officers and its stock? What kind of miserable, despicable human being hops on the Internet seven days a week to conduct these endless hit jobs on a company, its officers, its shareholders and the stock?

    You, sir, represent literally everything that's bad on the Internet and you are proof positive that any piece of garbage that floats up on a log can sign in to a message board, hide behind the safety and comfort of a message board handle and relentlessly tee off on a company, its officers, shareholders and stock with virtually no accountability whatsoever, much less credibility.

    Your parents must be so proud of what you've become.

    Please retire or expire, whichever comes first.

    Thank you.

  • Reply to

    If LEI can get a partner/buyout so can we

    by a85amc12195 Feb 4, 2015 2:25 PM
    harold33272 harold33272 Feb 5, 2015 8:37 AM Flag

    I would be shocked, absolutely stunned if Dejour was bought out at this point.

    I don't know that I see the entire company being bought out at some point. I think it's more likely that DEJ would deal its Piceance assets. And I'm confident that isn't going to happen until three events take place:

    1. A successful mancos at South Kokopelli
    2. A successful mancos at North Kokopelli
    3. A successful mancos at Roan Creek.

    The first one is a first quarter event. The second and third are potential late 2015 events.

    These events will double, possibly triple the company's reserves profile. No CEO would deal these plays without first proving up the acreage. The only scenario by which that would happen would be if the company was in financial distress. And such is not the case. DEJ is actually a step away from becoming a positive EPS micro cap E&P, which is very rare. And I expect it to happen by Q2.

    I've not sold a single share since taking a position in the company in 2011 and I do not plan to even consider selling my stake until each of the aforementioned events are done.

    Sentiment: Strong Buy

  • Reply to

    Dejour is a value play,despite low commodities

    by southpen4 Jan 26, 2015 2:11 PM
    harold33272 harold33272 Jan 26, 2015 5:57 PM Flag

    Right on as usual, southpen4.

    It costs Coachman money everyday while on site, so they're working expeditiously to get this done. Really looking forward to the news on South Kokopelli any day.

    We should be a positive EPS stock during or at the end of the second quarter. And that is extremely rare for a micro cap E&P company.

    No debt and double, possibly triple the top line revenue and possibly triple BOEPD (year-over-year) by year-end, not to mention double+ recoverable reserves profile.

    This is a layup.

    Sentiment: Strong Buy

  • Reply to

    Can anyone give me the Skinny?

    by longjohnstockman Jan 16, 2015 12:29 PM
    harold33272 harold33272 Jan 26, 2015 11:57 AM Flag

    If you can hold for two to three years, you're going to make a lot of money. Revenues should be at $30-35 million+ by year end of 2015 with Dotolo (FDA-approved product) out in the market and in the hands of physicians by then. More acquisitions in 2016. CEO is retiring debt, stopping convertible notes and putting cash flow and top line revenue on the books. I expect OCLG to be uplisted to OTC-BB this year. I think AMEX is very realistic in 2016 because at that juncture OCLG will easily have a $15 million+ market cap.

    Fundamentals of this company are rapidly changing. Tangible assets, an FDA-approved product, revenues and cash flow climbing and a lot of additional eyeballs are going to be viewing the stock once it's uplisted.

    I think a $0.35-.60+ share price is realistic in the next 18-24 months.

    Sentiment: Strong Buy

  • Reply to

    New Rainbow - Three Forks

    by zoom_bee Jan 25, 2015 7:57 AM
    harold33272 harold33272 Jan 25, 2015 7:37 PM Flag

    zoom_bee,

    Thanks. Just looking for your general outlook for the company.

    I enjoy your insight and due diligence.

  • Reply to

    New Rainbow - Three Forks

    by zoom_bee Jan 25, 2015 7:57 AM
    harold33272 harold33272 Jan 25, 2015 12:04 PM Flag

    zoom_bee, what do you think is realistic for SSN this year both from a BOEPD standpoint and a stock price standpoint?

    Given the enormous cost associated with drilling in the Bakken, after a number of years and the wheels of justice sort of moving exceedingly slow for the company, might management just deal the company for a few multiples in the next 12-18 months? Or do you think they are committed to seeing this through for a few more years?

    I just believe everyone has an exit strategy when you're in the micro cap E&P business, whether it be SSN, DEJ or ROYL, etc. Rarely do these type of companies just hang around for decades. Usually there is an end-game plan or exit strategy where management feels it's in the best interest of shareholders to deal the company.

    Thanks for any insight you may want to share. I enjoy your posts.

EPD
33.84-0.02(-0.06%)Apr 20 4:03 PMEDT