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Ford Motor Co. Message Board

limitspecs38 21 posts  |  Last Activity: Apr 14, 2014 9:19 AM Member since: Sep 6, 2012
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  • So the key for Caliber and the third-party business is getting their system online and running, because if you are a third-party customer, why do you want to commit to a system that isn't online yet? It's a long-winded preamble to answering your question, which is we think there's a lot of upside to the Caliber numbers now. How do you quantify that? We don't know what other people in the basin are going to do. We can tell you that if we achieve just half capacity utilization of the existing systems that's already been built, EBITDA on a [indiscernible] basis goes over $100 million, and that is not a big stretch to get there. And you would still have spare capacity in the pipeline. So the earning power of this, of the Caliber business -- of the Caliber system, is quite large. We have to get the plan online and the pipe in the ground, and Caliber has to go through what RockPile has successfully done, which is that they are a reliable third-party service provider to other operators in the business, and that's not just something that only serves only Triangle, which is not the case for either business. And we're excited. I mean, It's still early in the development. It's hard to put a value on it, but it has the most upside of any piece of our portfolio relative to current expectations. So it's something that we're getting a lot of interest in. If you guys follow the infrastructure, and then NLP markets, there's really been 3 transactions in the Williston Basin, that's Bare Tracker, Arrow and Saddle Butte all getting acquired at quite generous multiples relative to what we're used to in E&P. If we get 6x or 7x next year's EBITDA, we're pretty happy. These are businesses that trade at 15x, 20x and then you pay a growth premium, some of these transactions are 20x, 30x that quarter.

  • Reply to

    $39.7M Game Changing audit surprise

    by spdrama Apr 14, 2014 7:08 AM
    limitspecs38 limitspecs38 Apr 14, 2014 9:00 AM Flag

    yes, in TPLM's presentation, an industry average value of 5.3 x RP stand alone EBITDA is placed on RockPile resulting in $5+ per share..............

  • Reply to

    RockPile Q4 preliminary earnings released

    by spdrama Apr 7, 2014 8:07 AM
    limitspecs38 limitspecs38 Apr 7, 2014 9:06 AM Flag

    my thoughts exactly win..........the upcoming good weather quarters will show lots of growth in that RP is increasing 50% by adding the 3rd spread and the E & P is increasing 33% by adding a 4th rig............for this quarter just now reporting, average daily production increased 450 boepd vs. the 3rd quarter and the exit rate was at the upper end of TPLM's guidance which was recently increased.........this quarter is good timing to get the one time start-up cost of RP's 3rd spread outta the way........

    if stock takes a hit, should be a good buying opportunity.............

  • Reply to

    Today will likely to close positive

    by cwx256 Apr 4, 2014 9:57 AM
    limitspecs38 limitspecs38 Apr 4, 2014 6:34 PM Flag

    thartof - maybe it's not marvin - it's maydel............irregardless, throw him/her a crying towel.....

  • Reply to

    Rockpile greats great endorsement

    by winallin12 Mar 31, 2014 7:33 AM
    limitspecs38 limitspecs38 Mar 31, 2014 9:13 AM Flag

    yep win, and when RP is split off, then their true valuation will be recognized which is what normally happens.........ABT recently split into 2 companies and ABT shareholders received 1 share of the new company (ABBV) for each share of ABT.............Also, COP split and COP shareholders received 1 share of the new company for each 2 shares of COP...........

    whatever the case- being given shares in the new split off company or 1 time huge dividend as an above posted mentioned, TPLM shareholders will benefit in a big way.....

  • Reply to

    Rockpile greats great endorsement

    by winallin12 Mar 31, 2014 7:33 AM
    limitspecs38 limitspecs38 Mar 31, 2014 8:52 AM Flag

    in TPLM's latest presentation, they put a $5.32 per TPLM share valuation on RP based on industry average of 5.3 x RP stand alone EBITDA............. the addition of a 3rd RockPile spread which will soon be fully operational (24 x 7) is a 50% increase to their existing capability/existing EBITDA...............

  • limitspecs38 limitspecs38 Feb 28, 2014 1:53 PM Flag

    look at September - numerous 2 million share days - even a 5 million day............not difficult to look it up.............

  • limitspecs38 limitspecs38 Feb 20, 2014 9:20 AM Flag

    Remember when obama stated "he had the Taliban "on the run".........then Benghazi happened so obama LIED (surprise) and blamed a video.........a Taliban attack killing 4 Americans including a U. S. Diplomat would just not look good for re-election................

    Remember obama racing off to Vegas immediately after the Benghazi attack for a re-election gig............obama's re-election bid was Top Priority...........

  • Reply to

    Common Sense Jobs Bill

    by irishpresident Feb 17, 2014 9:13 AM
    limitspecs38 limitspecs38 Feb 17, 2014 9:23 AM Flag

    heavens no irish, these initiatives just may create jobs.............who needs jobs? Obama pays good $ to stay home, don't work, get high.............and what a slacker's life it is...

  • liberals hate corporations; why do liberals hate entrepreneurs; why do liberals hate business? How do liberals make ends meet? Are their lives centered on what freebies they can get their hands on? Just curious............thoughts?

  • Reply to

    Maria Bartiromo Starts on Fox next week

    by irishpresident Feb 17, 2014 8:58 AM
    limitspecs38 limitspecs38 Feb 17, 2014 9:14 AM Flag

    irish, why do liberal slackers hate success?

  • Reply to

    TPLM Wells end of Q4

    by jdbaker4272 Feb 7, 2014 9:57 AM
    limitspecs38 limitspecs38 Feb 12, 2014 10:09 AM Flag

    older wells not drilled by TPLM............acquired these already producing wells thru land acquisition..............

  • Reply to

    4 Rigs Drilling

    by jdbaker4272 Feb 10, 2014 11:10 AM
    limitspecs38 limitspecs38 Feb 11, 2014 8:48 AM Flag

    isisish - there is oil in Montana.........Oasis Pet. has done considerable successful drilling in Roosevelt County which is exactly where TPLM has acreage..................I have posted numerous Oasis well results in the past..............scroll back and check out the results..............

  • limitspecs38 limitspecs38 Feb 10, 2014 5:16 PM Flag

    Urban Dictionary: sponge
    www.urbandictionary.com/define.php?term=sponge Cached
    a lazy, workshy #$%$ who would rather let his friends pay for everything than put his hand in his own pocket

  • limitspecs38 limitspecs38 Feb 8, 2014 10:30 PM Flag

    "No Jobs obama" belongs in the Hall of Shame...............

    Today there is 15% Poverty....a 50 year record

    Today there are 88 million working age Americans that are not employed and that are not looking for employment. That is an all-time record high.

    When Barack Obama was elected, the percentage of unemployed Americans that had been out of work for more than 52 weeks was less than 15%. Today, it is above 30%.

    There are 1.2 million fewer jobs in America today than there were when Barack Obama was inaugurated.

    When Barack Obama first took office, the number of “long-term unemployed workers” in the United States was approximately 2.6 million. Today, that number is sitting at 5.6 million. Less

    Record 5 years of unemployment over 7%

    37 year low Labor Workforce Participation rate.

  • Reply to

    Q4 results are a long way off...

    by markschildwachter Feb 3, 2014 7:09 PM
    limitspecs38 limitspecs38 Feb 3, 2014 8:54 PM Flag

    I don't expect fabulous 4th Q results...........as qq stated, there will probably be some slowdown due to weather - not much but some. Also, I would think there will be some expenses in getting the 3rd RockPile spread up and running........a 1 time expense that will hit the quarter but will boost RockPile business by 50% in subsequent quarters.........

  • Reply to

    Selling just seems relentless

    by jbkenser Jan 22, 2014 11:49 AM
    limitspecs38 limitspecs38 Jan 22, 2014 12:02 PM Flag

    yep jb, the "shorts have kept the stock price at bay here"............up 10% the last day and a half........nervous, are you?

  • more than double the 2013 average................

  • now he blames race for his low polling numbers............oh, it's not his lie, after lie, after lie......and it's not his many failures...............gotta be race................what an idiot..........

  • limitspecs38 limitspecs38 Jan 16, 2014 8:58 PM Flag

    kcf - for the past 4-5 years (and I heard it again today on 2 different TV channels) CEO's of large companies and owners of small business have been frozen in their tracks from hiring because of (1) uncertainty/cost of obamacare (2) - higher taxes and (3) cost of regulation/over-regulation...

    Bernanke has been saying for years in most all his speeches - this country needs fiscal policies (from obama) that are pro-growth and Obama does not have any......If you know of any please advise.....Bernanke's easy monetary policy elevated the stock market but not the job market so the "haves" (people with assets) got richer....the "have nots" stayed stuck in poverty...............so, in essence, Obama created more inequality - thing very thing he detests.........Obama believes in re-distribution to help the poor but does nothing for economic growth to help the poor.....

    Obama's stand on Keystone pipeline (job killer)....Obama's curtailing of drilling on federal land/water (job killer)....Obama's tight regulations on the coal industry (job killer) - Obama was blasted by the coal industry union chief for killing jobs in the coal industry.............

    Obama pays people good $ to stay home and not work...............yesterday on TV, the N. Carolina (I believe) governor was on TV and they severely cut back unemployment benefits this past July and in November their unemployment rate dropped 17%.............their freebies were taken away so unemployed had no choice but to go out and get a job.......imagine that..............rocket science - right?

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