These will be used for the new pv 10 reports
That may be true in a static event.
1 you must account for all that divy cash and the amount that is reinvested , as the price goes down that divy monies has a higher and higher buying power.
2 as the price falls the amount of new players entering will also change
Will have to see what happens
You have to be the dumbest short ever all bonds are value traps there is no way that interest rates will ever go down again.
Oil and gas will always go up over time .
Will see what the new pv 10 reports say end of year.
I missed the amount of rigs drilling for the trust.
Because they do not list trust wells only wells as a total.
While they stated clearly that they were lowering the capx on all wells and some trust wells I asummed that the five wells that were carry over would add to the total.
Added that oil was much higher my focus was on the price of oil not the number of wells.
After looking at the data new wells are still trending higher and the older wells are following the new curve set out in the 2 qrt report.
So with a new pv10 out end of the year that should be at least 30% higher based on front month prices y/y
Thats oil gas and ngls .
The lower drilling just means that they have more time to use better data to drill better wells in the future and a better long term payout, thats what I look for.
Hope that helps
Still a learning curve for me on this trust.
What is not talked about is water/flooding in the future.
And the stacked plays
Still digging for info
I have 10 positions in oil and gas and spend around 6 hours on dd a day
Dxe/ ionaf /kog/upl/eca/bxe/nkf/sdr/dxt/mauxf
Hope that helps
Sdr takes the most time because of the well reports.
You need to read the prospectus again the dates that the $ comes from are trailing .
We are already half way into the next divy and based on Pryor qrts still on the plus 70 side...
For some reason yahoo is a magnet to this type of personality.
I joined investor village and its the complete 360 of yahoo almost like alice in wonderland.
There's a ton of info on the sd board.
Not trying to pump any thing ina.v is a great play ionaf us
Dxe or dalxf us
But this is also a great play can't wait till 014 for some real upside.
But back to iv it puts you in a forum that you can find much more detail on a stock
Check out the conversation on dxe board today and let me know what you think.
Ps almost 6 weeks into the next divy and looking great on production and price with this current divy bu way
I can't understand this stock right now knowing apx that the next div will be higher than last , te curves are looking much better, the pv10 numbers will be better than 20% higher than last year, and there is some monster wells coming online this qrt .
All that I can do is buy now and sell latter.
Take a look at investor village sd board some great info.
I have wti ave coming in at 102.30 for the qrt verses 91 for last or plus 12.5%
And condensates at 81.94 this qrt and 82.28 last for a loss of -003%
Nat gas came in on ave at -8% ..
Other wise your numbers look very close to mine