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The Blackstone Group L.P. Message Board

naga00 16 posts  |  Last Activity: Jan 15, 2015 3:04 PM Member since: Mar 21, 1998
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  • margin increasing from 25-30+%
    up to 500 million in rev
    Verizon largest customer
    new customer to be announced
    aggressive management now in place

  • capex reduced- well production exit rate very good - cash flow funds capex - good --problem
    their 35% margins takes into account $60 oil and $3.75 Natgas-- Mr SN oil now @ $48 and gas $2.85
    this means Houston we have a problem with the numbers

  • Reply to

    this may be a huge problem for ccni

    by naga00 Dec 23, 2014 9:52 PM
    naga00 naga00 Dec 24, 2014 10:41 PM Flag

    according to map of offices located in tx they have at least 6-7 not sure about the 1 in the Permian
    basin go to their website and see the locations.
    not worried to much about Nevada - the casino business is dead so many temps are all the rage.

  • they have around 13+ offices in heavy Oil and Gas related states ND and TX and if you look at the map you
    will see that their offices are located in the heart of Oil and Gas business. They have around 55 offices nation
    wide. This is very concerning. Forget the temps for dangerous work on the oil and gas rigs. They might
    hire truck drivers, laborers , clerical, lifting and other grunt work, but if there is a slow down, which is happening they will need less and less of the temps. If they start closing offices that is a write down and the
    revenue stream from lack of workers could be dramatic.
    It looks like almost 20-25% of their business comes from these area.
    Any thoughts on the theory

  • visit nasdaqstocksrus on the web and review the email alert for dec 12th for complete email alert
    and recommendation from noted editor .

    Sentiment: Strong Buy

  • Reply to

    Tripled down today!

    by lordigeorge Dec 1, 2014 5:21 PM
    naga00 naga00 Dec 1, 2014 10:56 PM Flag

    monkey get real the bank just increased their line by $50,000,000.00 they did not decrease or call in the old line They increased by $50,000,000.00 - they must
    have complete all the DD and decided that the line increase was positive for the bank and positive for the company.. Your reasoning is just plain stupid!

  • naga00 naga00 Nov 13, 2014 8:09 PM Flag

    game over you say! Who's team are you on? You want us to continue to feed the Arabs and the terrorist?
    Oh maybe you are an electric car geek! shame on you! Most OPEC countries cannot exist with this crude price-- check it out if you can read and think!

  • their hedges are extremely attractive - mid 90's for 2000 boepd thru mid 2015
    down from 9 dollars the risk has been rung out
    winter is coming very soon
    don't need any money until 2016
    presentation for nov paints a very compelling investment that has been slaughtered too much
    the masses hate oils now is the time to get in for a cyclical move
    the oil market has primarily been slaughtered by the unwinding of long positions and this will come to an
    end
    the middle east is a mess and recently Libya has reduced production again from fighting from 800k to 500k
    cheap stock

    Sentiment: Strong Buy

  • Reply to

    $10.00 next year at this time.

    by lordigeorge Nov 3, 2014 5:38 PM
    naga00 naga00 Nov 4, 2014 12:37 AM Flag

    reality is the only thing that counts. only way at this point in time that we get back to $100 is Winter stays for 9 months and or ISIS attacks the Oil field in the south of Iraq then we will see $100+ other than that OPEC reins in production during their next meeting we could see a serious firming otherwise well be controlled by the speculators shorting the wti.
    Truly amazing how these report organizations cannot read the financial document properly- we have 5 different report all saying something different. in my opinion they beat the earnings est and rev est. This did not even include the excellent hedging. The best is their hedges for 2015 as well as the great hedge for the past 6 months up to Dec 2014.
    Only downside was the roads closures - number would have been even better. This is the oil and gas business and this is nature.
    I think down here at current levels offers attractive upside potential. Sorry for the investors that are buried up the a whopping $9.00
    tomorrow lots of earnings for the oil axas, cpe, sn bxe jus to name a few
    oil down in over night trading .52 - I guess they are going to take the barrel to zero.
    The majority of OPEC is freaking out!

    Sentiment: Strong Buy

  • Reply to

    $10.00 next year at this time.

    by lordigeorge Nov 3, 2014 5:38 PM
    naga00 naga00 Nov 3, 2014 5:45 PM Flag

    I think $10 is way too aggressive - even 6 would be nice I will even take a green day in the stock on Tuesday
    when you consider that eox has gone straight down for weeks any relief would be a gift at this point

  • looks like a very strong report-- only "punk' is the oil dropped huge today

  • most should be very happy with the report. Looks like no debt issues and business as usual
    great hedge cash payment as well

    Sentiment: Strong Buy

  • the brokerage firms have sells Cramer who is useless with his publication say sell zack's hates it
    it is down 67% off its recent 52 week high
    the shorts have 25% of float
    yet their hedge position for 2014 and 2015 is beyond excellent
    they just bought additional acreage
    winter is coming look @ gas today up .14
    I think the herd is wrong and I guess I will see soon.
    Their earnings should be very good , the key is their guidance, future hedges, production upgrades and lowering of expense would send the share soaring
    I think we will get a relief rally regardless---At this rate of decline we don't have very long to ZERO!
    bullish for a trade @ 3.02 level

    Sentiment: Strong Buy

  • we all know that oil is tilting below 80 wti today - of course the stronger dollar continue to hurts as well as the over supply spin. Winter is coming unless the Dems have convinced that the gobal warming scenario is the reason for no winter. We could and may have a serious disruption because of ISIS invading the Southern Oil fields of Iraq-- Iraq's military is useless in the fight and continue to run away and just last night more and more fighting in Bagdad. The US under our useless Commander in Chief wasted all that treasure and now is bombing the enemy, but little success is seen. WE have the possibility that OPEC will do something because they need higher prices in order to keep the servants from over throwing the kingdoms. We should not forget that Libya, Yemen, Nigeria are not the most stable places in the world either. It is also possible that China may be bottoming out and new "green shoots " may surface because the USA is doing better regardless that the creature is the white house has done his best to destroy the American Dream! 100 million not working and 45 on food stamps.. He crows about 5.9 % un employment ! Shame on him! Hopefully the R's will take the Senate and with send a message to this empty suit in the WH.
    We remain very investing in OIL! favorite axas, sn, tplm, cazff, mauxf, cpe, bxe, mlqxf,

    Sentiment: Strong Buy

  • Scott Black is pretty good- Barron's liberal slant business iconic newspaper that I have read for 30 years.
    It is funny that they almost never have stories on the Oil and Gas Industry. They have never had a piece
    on the Bakken or Eagleford, Utica, Permian Basin-- and the list goes on. It is the only lonely low priced oil
    in the bunch of other Industries. Very Bullish I would say! Out of all the Oil in the carnage he uses our favorite AXAS-- ( leading factors of course is production growth and low debt! We al know that debt is the killer ( hk, mhr eox) just to name a few.
    Other oils I like favorites axas, bxe, cazff, tplm, cpe, sn, mauxf, mqlxf oas, tplm
    favorite penny oil cazff .26
    favorite penny oil service espi .015
    We should get a nice bounce out of axas next week very pleasant surprise I must say for trick or treat!

    Sentiment: Strong Buy

  • sure their net dropped - the stock has cratered from 92 to 60 - strong showing- other bakken stocks will take the reins on the movement of wll in my humble opinion.

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