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Linn Energy, LLC (LINE) Message Board

norrishappy 616 posts  |  Last Activity: Aug 20, 2014 10:07 PM Member since: Apr 24, 2002
  • Reply to

    Whew, getting complicated

    by coochy.cooty Aug 4, 2014 4:23 PM
    norrishappy norrishappy Aug 4, 2014 10:24 PM Flag

    rrb pure delusion.

    Very few of the most informed professionals can beat the market over a sustained period. Fewer still by enough to exceed lush compensation.

    Individual investors can do pretty well with common sense. But you clearly have no humility and therefore no common sense.

    ;):) and ;0

    Two Cavutos and one Jon Stewart rating.

  • Reply to

    Whew, getting complicated

    by coochy.cooty Aug 4, 2014 4:23 PM
    norrishappy norrishappy Aug 4, 2014 10:18 PM Flag

    "When Linn issues equity and debt, they are capturing that spread. It's very simple,"

    Actually the problem is the short attack has left LINEs cost of equity inefficiently high. ;)

    Which is exactly why it is necessary for capital efficiency to implement the INTERNAL BACK strategy.

    ;) ;) :) :) :)

    You receive the maximum award of five Cavuto's for entertainment. But of course the O'halfling gets his facts and concepts correct.

  • Reply to

    Whew, getting complicated

    by coochy.cooty Aug 4, 2014 4:23 PM
    norrishappy norrishappy Aug 4, 2014 8:58 PM Flag

    It would be wise to wait for the call before running off all the way to Willie's New South African dark side of the moon crater.

    There is market theory going on here about the implicit value of assets held as not producing assets verse the value of the new acquired assets. A strong form efficient market person would say there has been no real change in value as the markets properly valued both. Markets are segmented rather than continuous but remain efficient enough that aware people have respect for its determinations.

    rrb Caliban is very amusing in its anger and tantrum. The market would like an oil EOR play more than loading up on irrational prices rich gas assets.

  • Reply to

    Whew, getting complicated

    by coochy.cooty Aug 4, 2014 4:23 PM
    norrishappy norrishappy Aug 4, 2014 8:49 PM Flag

    sciolistic prolixed Poltroon rrb the unrepentant Caliban!

    ar·bi·trage noun \ˈär-bə-ˌträzh\
    business : the practice of buying something (such as foreign money, gold, etc.) in one place and selling it almost immediately in another place where it is worth more

    The financial definition is a riskless exploitation of a market inefficiency. Something being worth more in another place with the ability to simultaneously execute the trade.

    Now what you believe you are saying is something very different than what you are saying.

    Nor will you learn even from this. It is why you are such a poor self creation.

    Silly fool.

  • norrishappy by norrishappy Aug 4, 2014 6:27 PM Flag

    It will be interesting to see what comes across with the deal. Pioneer uses three way collars and only goes out about a year.

    Looking at only about $4mcf in the near years futures. All depends what the FD cost is on the transaction.

    The Marcellus plans to mix ethane as natural gas gets all the more interesting.

  • Reply to

    Whew, getting complicated

    by coochy.cooty Aug 4, 2014 4:23 PM
    norrishappy norrishappy Aug 4, 2014 6:08 PM Flag

    HUm $340 million in and $90k out is the whole deal. Very amusing.

    Yes Hugoton again and it is a nice transaction.

    Again Hugoton is an ethane and propane play as well. 60% natural gas. Plus the helium Caliban has not figured out the math on. Even now years later.

    PLus even more processing capacity. Which is very interesting. There is more to this than simply buying up the HUgoton.

    ANyways 'arbitrage' play or machine? Try explaining that one Caliban. What is riskless in all this? ;)

    Oh goodness. THe really scary part is this is olb persona multiplication again. As if there were not enough already.

  • Reply to

    Ah back to the disappearing posts.

    by norrishappy Aug 4, 2014 11:21 AM
    norrishappy norrishappy Aug 4, 2014 4:53 PM Flag

    finally the world seems to be taking no notice of Kurdish men; those who face death, extending their protection to the ancient Christian peoples of the land.

    I am impressed again by the Kurdish Muslims. But they do not have the resources to care for the Christians.

    So Obama as our President should make some provision. At least enable religious groups in America to deliver aid.

    Worlds apart but they do remind me of the Poles.

    I do pray for them.

  • Reply to

    Ah back to the disappearing posts.

    by norrishappy Aug 4, 2014 11:21 AM
    norrishappy norrishappy Aug 4, 2014 4:27 PM Flag

    What what a great day for partnerships.

    Anyways now that OLB voting is complete, time to explore the persona of the lackey Willie or rather the latest delusional episode

    Willie is the corn monster lackey. It is fully aware that American corn going from $2 a bushel to over $8 is a causal factor in the major corn consuming countries of the Middle East. that the food insecurity and deprivation riots turned into revolutions. Revolutions which now we do have nothing to do with 'democracy'. Collectivist voting is in fact the mechanism by which democracy was extinguished by majority voting.

    Would help to actually read Washington's Farewell Address. America is only the most stable self represented society in the world.

    Forces have now risen across the Middle East with blood lust not just for Jewish folks but Christians as well.
    Of course the next step in this never ending saga of collectivism is then deciding which muslims are correct thinking.

    But back to the corn lackey. It now truly holds the delusion that it has the moral authority or perhaps just standing to proclaim the Palestinians prisoners. Not prisoners of the nasty fruits of collectivism. No the Israelis.

    Of course Israelis are just human beings therefore imperfect. But certainly they have fashioned a state where the rule of law and protection extends to individuals regardless belief or physical attributes.

    BUt there is moral equivalency not based on reason or objective observation of the fruits of different reasoning. Which is the same as morals. Not the primitive religion of collectivism and the hard or terrible will.

    NOt what is the outcome? .

  • Reply to

    Ah back to the disappearing posts.

    by norrishappy Aug 4, 2014 11:21 AM
    norrishappy norrishappy Aug 4, 2014 12:15 PM Flag

    Ah thank you for demonstrating my point on the unsentient nature of the collective will.

    It does not Wonder, as people do.

    So no ghost in the machine. Just the machine. Like God's creation of not sentient natural process.

    A personal rejection of the potential to embrace the full Wonder of the human condition. So, sadly no human condition.

  • Reply to

    Conference Call

    by john2webster Aug 3, 2014 5:18 PM
    norrishappy norrishappy Aug 4, 2014 12:10 PM Flag

    Wow rrb the unrepentant caliban still worshipping man.

    Tired old and completely boring.

  • Interest how racists and collectivist post remain.

    The intolerant nature of primitive collectives.

    I actually thought it was a very good discussion post as well Which is of course why it would be eliminated.

    The halflying dislikes what ever this is. ;),

  • Reply to

    Conference Call

    by john2webster Aug 3, 2014 5:18 PM
    norrishappy norrishappy Aug 4, 2014 11:14 AM Flag

    The saddest part of your chosen condition unrepentant racists rrb?

    Your math is wrong. It remains wrong no matter how much you chatter.

    You are ignorant of the subject at hand. Thanks to your personal choice no hope of escaping your poverty.

  • norrishappy norrishappy Aug 4, 2014 10:10 AM Flag

    Why yes starve human beings for stag's completely defective corn ethanol with no benefit Opie,

    Even the real portion of the OLB is delusional and angry with no thought of repentance towards intellectual honesty.

    Why should there be concern for such a creature?

  • As they refuse to think only voting makes it so. O'cromag Halfling.

  • Reply to

    This quarter

    by norrishappy Aug 3, 2014 3:38 PM
    norrishappy norrishappy Aug 3, 2014 7:33 PM Flag

    Now now John,
    The generation markets are still in surplus. Although there has been firming given all the irresponsible abandonment of perfectly good coal capacity.
    Things is as long as our economy stay punk with Obama, the merchants markets are served by switching.
    So mandating more natural gas while increasing the cost by dishonestly blending in the cost of crony capitalist alternatives is not going to result in increased natural gas demand.
    Obama is imposing all this EPA insanity. So hopefully it will be undone with our next President.
    After all, leaving the world with current coal technology and politically depressed coal prices only insure mores co2 not less. More cola burned where the government will not or can not control emissions.
    I bet the next President will actually wish to solve issues rather than stoke them for personal power.
    Supply and demand. If gas prices spike there is no shortage of coal to displace it. It is actually a stabilizing positive for our economy.
    All natural gas needs is a normal American economy
    Obama is worst in class at 2% despite long term and extremely dangerous emergency stimulation.
    Bad economic recovery is a sustained 4% until we are truly at full employment and wages begin to increase - rather than fall as Obama has 'achieved'
    Even over just six years the difference is stunning
    12% larger economy when poor recovery growth of 4% would be 26% larger.
    That phantom grow is where the real price changing energy demand will come from.
    The really sad part is the discounted American natural gas should have sustained at least 6% recovery growth to full employment. Our economy would now be 36% larger.
    The fuel cell technology holds so much promise that in six years ICE might really be a fading story.
    Then we will need our coal to keep price spikes from our electrical grid. Critical to capital investment in high value added manufacturing.
    There is no price support in switching a few more points from coal to gas.

  • norrishappy by norrishappy Aug 3, 2014 3:38 PM Flag

    What the analysts are looking for is high dependability and visibility into future 'DCF' guidance.

    No high drama either way. Just dependable re-occurring cash flow.

    The one lose string in the LINE story now is the coming decline in the ng swaps. They will likely need external or additional capital to grow production enough to offset it. Oil is ideal but the market is still backward rather than the normal up sloping contango.

    Remember the big disappointment after the BRY merger was the dcf guidance around one. The quarter was actually surprisingly good.

    A stable rather than spectacular progressive in cash generation is more than enough to start working off the massive risk premium. A stable line will not yield over 9%. Movement towards $36 without any huge surprises.

    American natural gas only needs a mature and rational administration to assure the market they are indeed only interested in development cleanliness and safety. That these elements are no longer dishonest excuses to damage the industry to favour the crony capitalist Progressive feeding on the scraps falling from the political elites table.

  • Reply to

    What are we expecting this qtr?

    by wall.street13 Aug 2, 2014 2:46 PM
    norrishappy norrishappy Aug 3, 2014 2:59 PM Flag

    Poor Ron^3.

    Recent quarterly guidance has been on the mark.

    The reason to buy BRY at the huge Obama regime premium turned out to be the Permian and other shale assets. Converting them into current low activity/decline cash flow.

    Natural gas prices are down again. Once again we find our economy struggling under the passive aggressive childishness and dishonesty of the Obama regime.

    Associated production from oil is the marginal supply of ng gas again. BUt the supply is not deep and as we have seen weather is enough to change the balance.

    Blending stock ngls have held up. Oil has generally been above the puts. Ethane continues to be a waste product. BUt there are ng puts with the first Hugoton acquisition which are 'in the money'.

    Plus capital is going increase the mix of higher margin oil production.

    Management is doing all the right things. It is not unreasonable that LINE is down with natural gas prices. Obama is playing impeach me games rather than attending to sound policy. Not to mention using the innocents on our border for his nasty political games.

    America's free ethane under responsible administration would be driving a world changing eruption of high value added processing all over America.

    So hang tight. Management is making all the right moves in the economic conditions of a irrational negative emotion based administration. This will change.

    We all know what our LINEs ngls are worth in the rational world markets. Real recovery economic growth will make it our reality. LINe management only needs play ground game. Which they are doing.

  • There is no moral equivalency between collectivist Progressive Hamas and 'Democratic' Israel. In reality Israel is the worlds only other true Republic. The basis of law is God and God's Liberty.
    It is not possible to negotiate with Hamas simply because it is a collectivist power structure. One hiding behind a completely intolerant and irrational veneer of religion. For over thousand years and many wars the Islamic world was able to leave Christian and Jewish minorities more or less in peace. During their bursts of cultural advancement they had elements of meritocracy under ideals of tolerance.
    But this has no connection to the nasty post ww11 strains of Islam being yoked to serve fascist political power structures. To be great and terrible rather than Noble and Just.
    Israel is of course an imperfect self questioning Democracy. Therefore even if a leader's word can not be trusted, the humbled before God people can. Perhaps it will take more time than it should be it will come to be.
    Moslems and Israelis will one day have to negotiate. If there is ever to be peace and prosperity.
    But to understand history is to understand a simple fact. Every democracy which has deluded itself into believing good faith negotiation are possible with a collectivist structure has unleashed negative outcome.
    As all collectivist structures are based primarily on a cold natural or evolutionary will, it only respects power. Such is Hamas. Why they force families to become by design and strategy 'collateral damage' of Israel's most restrained application of power.
    It is not the necessity of asymmetrical resistance. Non-violence is also asymmetrical resistance. Moslems have done so under the leadership of Gandhi.
    Who would the honourable Dr. Jassar recommend to truly negotiate for the Palestinians?
    Moderate is a function of a persons theological belief. You'll get nothing but empty promises and dead children from a person who believes God took back no compulsion in faith.

  • Reply to

    oilis going down

    by thegreatone561 Aug 2, 2014 8:30 PM
    norrishappy norrishappy Aug 3, 2014 1:48 PM Flag

    Spare LNG capacity renders Europe equipped for Russian gas abatement

    Europe’s vastly unused LNG capacity could buffer the effect of any decision by Russia to curb its gas supplies to the continent, an article from The Telegraph suggests.

    As political tensions between the West and Russia continue to escalate, fears that Russia could check gas supplies to Europe as the result of US and EU sanctions are mounting.

    However, any decision by Russia to restrict gas supplies would have a profound effect on the Russian economy, and analysts say that a move like this is unlikely.

    Gas Infrastructure Europe has published figures that suggest that LNG terminals across the continent are operating at a mere 20% of capacity, leaving approximately 160 billion m3 of available space.

    At a time when global LNG supplies abound after supply outstripped demand in Asia following a mild winter, there is an increasing amount of LNG available for export – the UK is expecting 8 cargoes from Qatar in July alone. What is more, the price of LNG has hit a three-year low in Asia at US$ 11/Btu, and in the UK the cost of LNG at US$ 6.50/Btu represents a significantly cheaper deal than piped gas from Russia.

    The question is not the docks. The question is modifications to the extensive natural gas pipe system to distribute the new supply. Europe is a tiny place.

    In fact, EPD is close to the vest where their ethane exports are going. But Europe and Asia are already set up to take delivery from the Middle East. Plus there is unused LNG/PNG dock capacity.

  • Reply to

    oilis going down

    by thegreatone561 Aug 2, 2014 8:30 PM
    norrishappy norrishappy Aug 3, 2014 1:36 PM Flag

    All wrong of course.

    Queue stag and the lackey.

LINE
31.08-0.16(-0.51%)Aug 21 4:00 PMEDT

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