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Sabine Royalty Trust Message Board

ousaouparis 70 posts  |  Last Activity: 5 hours ago Member since: Mar 19, 2010
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  • ousaouparis by ousaouparis Apr 28, 2014 12:50 PM Flag

    We are 17 days, give or take a couple of days, from Xdate. Is the $0.86 distribution the number we all expect. The average Q1 price (January 1 through March 31) of the WTI was $92.24 the Brent was $101.49 and the LLS $103.73 NG $4.84. Although, accept NG, considering these prices as super prices, would be an exaggeration.
    Looking at Q4 2013, WHZ oil price was $84.94 and the NG was $4.77. The Q1 2014 revenues are close to calculate an $0.84 per unit.
    I would expect a rally by the end of this week or next week? My guess is from WHZ quarterly announcement to be Friday 9 May after market close?

  • Reply to

    Q1 distribution

    by ousaouparis Apr 28, 2014 12:50 PM
    ousaouparis ousaouparis Apr 29, 2014 7:24 AM Flag

    The way I calculate the Xdate is to add 90 days to the last one. Than I subtract 8 days for the corporate announcement and take the closest Friday. Announcement, more times than not are Friday after market close. Works for me, most of the time.

  • Reply to

    78% Dividend ! Sounds good to me !

    by jwaltz234 Apr 10, 2014 11:21 AM
    ousaouparis ousaouparis Apr 29, 2014 7:34 AM Flag

    The only way to make a profit with WHX, is to play the up surge before the Xdate. We know that the amount of the distribution will be subtracted from the unit price at the opening the day after Xdate. There will be a Xdate surge, is it worst the gamble? Investing in the stock market is a gamble, this one is too much of a gamble for me? Good luck, youalllllllllll!

  • Reply to

    WHY "AOS" WILL EXPLODE MV OIL REVENUES

    by dredding3 Apr 19, 2014 5:24 PM
    ousaouparis ousaouparis Apr 30, 2014 8:20 AM Flag

    Several new technologies of which Integrated Environmental Technologies (IEVM) and others, have formulated fracking water that is made with less or no fresh water, or that cleans up fracking water that can be reused. One of these reused water treatment of interest is: Integrated Environmental Technologies (IEVM) proprietary Excelyte® biocide.
    Recently tests have taken place to show that minimizing water usage is possible. “Integrated Environmental Technologies” (IEVM) proprietary Excelyte® biocide can treat used returned drilling fluids effectively. Excelyte® kills bacteria and viruses. It also neutralizes some chemicals, like hydrogen sulfide (H2S) but does not eliminate heavy metals.
    What is Excelyte®: The key active ingredient in Excelyte® is hypochlorous acid, a naturally occurring molecule specifically synthesized from an electrolyzed saline solution. It is pH neutral and considerably more effective than bleach. When Excelyte® degrades over time, it turns to salt and water which leaves no ecological footprint. It is made from natural elements and is safe to handle and transport. It is a cost effective alternative to other chemicals currently used such as glutaraldehyde and bleach.
    Excelyte’s® unique ability to disrupt viruses and bacteria cell structure while being able to fully degrade leaving no ecological footprint behind, makes it both strong but safe in many applications. The ability to disrupt the cell structure prevents organisms from mutating and becoming resistant, reduces the possibility of superbugs. It does not become resistant to microbes, as do most chemicals. It kills oil field bacteria with no harmful by-products.
    Excelyte™ carries a NSF-61 Water Treatment equipment certification and is considered non-hazardous by the US Department of Transportation. Protective equipment and site safety measures are not required for Excelyte® applications. Once Excelyte® has fully degraded; it leaves no ecological damage to well sites.

  • Reply to

    Company Updates

    by china_research2003 Apr 30, 2014 10:49 AM
    ousaouparis ousaouparis May 1, 2014 8:25 AM Flag

    Expend, where did you get this? What about ECELYTE??

  • Reply to

    WHY "AOS" WILL EXPLODE MV OIL REVENUES

    by dredding3 Apr 19, 2014 5:24 PM
    ousaouparis ousaouparis May 1, 2014 8:32 AM Flag

    Not really if you understand the cost of drilling in a fracking situation. The cost of water recycling is a major account. Anything that may reduce this cost is relevant. These are 2 possible costs reducing technologies, therefore cost saving means more distribution. I am for more distribution!

  • Reply to

    NO SALES AND LARGE EXECUTIVE COMPENSATION

    by nohopeforadope May 1, 2014 1:56 PM
    ousaouparis ousaouparis May 2, 2014 6:56 AM Flag

    These comments make senses! Excelyte is what I am banking on. It will take sometimes to find a market and to manufacture enough to satisfy the found market. Sound like IEVM is the front for wholly-owned operating subsidiary, I.E.T., Than Benchmark Performance Group is connected through the CEO of IEVM and is manufacturing Excelyte. A little convulated, but I am still interested. Drilling water return is a major expense account in fracking. It is a gamble but could pay off.

  • ousaouparis ousaouparis May 5, 2014 7:45 AM Flag

    What is so special about this governance! All trusts have an end date, since all O&G producing play will run out of oil or gas or both. WHX has 4 more distributions than good by.
    BPT is set when the calculated distribution is 10% of the revenue of the production. WHZ is set with an end date or production volume. MOV is still in mid life, you have to keep an eye on it!

  • Reply to

    “AOS” Will Explode Whiting Revenues

    by oracletrades May 5, 2014 6:53 PM
    ousaouparis ousaouparis May 5, 2014 7:44 PM Flag

    Looks like we have the same idea? You bank on AOS and I bank on IEVM. Excelyte has already been tested in several fracking situations. The tests are positives, now the marketing effort is underway. Good luck!

  • ousaouparis ousaouparis May 6, 2014 8:39 AM Flag

    ALDW is in the process of modifying the refinery process to take advantage of the refinery location. WTI and WTS are the 2 main crudes sources around the Midland area. ALDW wants to be able to buy the most discounted crude available. Once the modifications are completed ALDW will be back to the $0.90/$1.25 distributions. This distribution is OK at best but really not up to part!

  • ousaouparis ousaouparis May 7, 2014 9:01 AM Flag

    My feeling is that the crack is back and will get bigger if all stay the same. The backup was moved from Cushing to the GOM, but it is starting to back up to Cushing again. The game changer is export. I cannot see export until 2017 and a new administration. Export would mean more benefit for the O&G companies; this administration wants cheap oil to keep energy cheap and highly regulated.

  • ousaouparis ousaouparis May 7, 2014 7:08 PM Flag

    I posted my thinking early this year that oil producer in the US will be hurt by having to discount to get to GOM market. This is happening and WHZ is not the only one. The GOM storage is just about full and the GOM refineries are at 90% production. I may add that this time of year the refineries are in turn around mode for summer gasoline grade. So is $0.670762 a good distribution. My belief is that under the conditions it is. The game changer is export, and I cannot see it that happening until 2017 and if a Republican administration is elected?

  • ousaouparis by ousaouparis May 9, 2014 8:34 AM Flag

    The marketing effort of Integrated Environmental Technologies, Ltd. (OTCBB: IEVM) continues in using Excelyte™ for down-hole well maintenance of natural gas wells. Uinta Basin in Utah is the target because the Gas play has H2S. Excelyte acts as a hydrogen sulfide scavenger and as a biocide that kills sulfur-reducing bacteria, which are known to produce hydrogen sulfide. The company has successfully treated two wells, reducing the amount of hydrogen sulfide in each of the producing wells to a level significantly better than accepted industry standards for safe well operations. My experience in drilling wells with potential H2S is that 3 PPM is at most acceptable. IEVM is expected to continue treating those two wells, as well as commencing treatment on approximately 150 other gas producing wells that the customer operates in the Uinta Basin.
    Using Texas drilling water usage, in the Eagle Ford Shale formation, an estimated average of about 4.5 million gallons of water usage per fracking well. For every one million gallons of water used in fracking drilling operations, we only need to add about 5,000 gallons of Excelyte™ to treat at 2.5ppm. Adding Excelyte™ represents 22,500 USG per Uinta Basin well, potentially 2,250,000 USG for 150 Uinta Basin wells. 1 gallon Excelyte™ retails at $20. Using a wholesale price of $5.00, (Just guessing) the potential gross market is for the Uinta Basin $16,875,000. I am bullish on IEVM.

  • ousaouparis ousaouparis May 13, 2014 8:02 AM Flag

    The alternative to “AOS” is EXCELYTE™. The marketing effort of Integrated Environmental Technologies, Ltd. (OTCBB: IEVM) continues in using Excelyte™ for down-hole well maintenance of natural gas wells. Uinta Basin in Utah is the target because the Gas play has H2S. Excelyte acts as a hydrogen sulfide scavenger and as a biocide that kills sulfur-reducing bacteria, which are known to produce hydrogen sulfide. The company has successfully treated two wells, reducing the amount of hydrogen sulfide in each of the producing wells to a level significantly better than accepted industry standards for safe well operations. My experience in drilling wells with potential H2S is that 3 PPM is at most acceptable. IEVM is expected to continue treating those two wells, as well as commencing treatment on approximately 150 other gas producing wells that the customer operates in the Uinta Basin.
    Using Texas drilling water usage, in the Eagle Ford Shale formation, an estimated average of about 4.5 million gallons of water usage per fracking well. For every one million gallons of water used in fracking drilling operations, we only need to add about 5,000 gallons of Excelyte™ to treat at 2.5ppm. Adding Excelyte™ represents 22,500 USG per Uinta Basin well, potentially 2,250,000 USG for 150 Uinta Basin wells. 1 gallon Excelyte™ retails at $20. Using a wholesale price of $5.00, (Just guessing) the potential gross market is for the Uinta Basin $16,875,000. I am bullish on IEVM.
    What is Excelyte®: The key active ingredient in Excelyte® is hypochlorous acid, a naturally occurring molecule specifically synthesized from an electrolyzed saline solution. It is pH neutral and considerably more effective than bleach. When Excelyte® degrades over time, it turns to salt and water which leaves no ecological footprint. It is made from natural elements and is safe to handle and transport. It is a cost effective alternative to other chemicals currently used such as glutaraldehyde and bleach.
    Excelyt

  • Reply to

    PPS Drop

    by weblvr May 9, 2014 4:54 PM
    ousaouparis ousaouparis May 14, 2014 3:58 PM Flag

    Arbitrarily on Xdate the stock will lose the amount of the distribution. Add to this those that play the Xdate surge and the stock lose even more. Unless you are long, meaning years long, it takes 45 days of the 90 to get back to a price worth trading with. Stocks like CVRR, ALDW, NTI and a few more are in my view not to be own long. They depend on Crack and Crack is based on politics. Should export be allowed, its good by to crack. The GOM refineries are saturated with crude and are at 90% production. The mid land refineries are the beneficiary of this systemic problem. Than new built refineries are out of the question. No one knows what the O&G industry will be in 30 years. It does take 30 years to amortize a refinery. The GOM refineries turnaround means high Crack, time to buy, more unwanted crude on the GOM. Turnaround time is past, we are in summer production.

  • Reply to

    Improved website

    by gajervis Feb 24, 2014 12:41 PM
    ousaouparis ousaouparis May 18, 2014 8:38 PM Flag

    Agreed, will see the situation of IEVM Tuesday 20th.

  • ousaouparis by ousaouparis May 19, 2014 8:23 AM Flag

    No buzz on Tuesday conference call ? The 10-K was straight forward!

  • ousaouparis by ousaouparis May 21, 2014 5:20 PM Flag

    I lessened the 45 minutes conference call, and the reasons I bought Integrated Environmental Technologies (IEVM) was for its proprietary Excelyte® biocide. It can treat used returned drilling fluids effectively. Excelyte® kills bacteria and viruses. It also neutralizes some chemicals, like hydrogen sulfide (H2S) but does not eliminate heavy metals. What is Excelyte®: The key active ingredient in Excelyte® is hypochlorous acid, a naturally occurring molecule specifically synthesized from an electrolyzed saline solution. It is pH neutral and considerably more effective than bleach. When Excelyte® degrades over time; it turns to salt and water which leaves no ecological footprint. It is made from natural elements and is safe to handle and transport. It is a cost effective alternative to other chemicals currently used such as glutaraldehyde and bleach.
    There are 3 potential markets for Excelyte®:
    1. The drilling using Fracking technology but particularly in field with H2S.
    2. The medical and veterinarian hospital.
    3. Food and meat processing.
    The fracking business is by far the most promising; the entire US drilling water cleaning business potential has a value of 2.5 billion dollars. What makes Excelyte competitive is its ecological residues nontoxic. It can be used to clean the drilling fracking water return but also neutralize the H2S in the hole and while fracking the geological formation where H2S is present. My drilling experience made me, right away, interested in the H2S inhibition quality of Excelyte®. Drilling where H2S is present is an expensive proposition, 5 PPM is already too much, and so when I heard that Excelyte® can bring the H2S down to less than 2.5 PPM, I knew Excelyte had a future.
    IEVM Excelyte® is presently been used in the Utah oil production field, the potential is for cleaning and keeping free of H2S 6000 wells. It takes at minimum 10 barrels of Excelyte per month to keep a well clean of H2S and 10 barrels a week to start with. The E&P companies are willing to pay the price to keep producing. O&G companies are competitive and H2S is a real problem, not only with the corrosion of the equipment but with the EPA and the safety aspect of having a H2S wells. Nationwide there are many more wells with H2S, the Permian play one of them, Excelyte® is here to stay.
    The Medical angle is also a good potential, Excelyte® kills bacteria and viruses, but more difficult to penetrate according to IEVM spokesman.
    The food and meat processing business are a better candidate and easier to penetrate. It delivers the same quality, Excelyte® kills bacteria and viruses, always present in a meat processing plant.
    I am long on IEVM.

  • Reply to

    Splits...?

    by audi200227 May 22, 2014 11:03 AM
    ousaouparis ousaouparis May 24, 2014 7:47 AM Flag

    What a split doe is to make the unit more affordable. This brings more interest and buyers. Not really complicated!

  • ousaouparis ousaouparis May 24, 2014 11:08 AM Flag

    The alternative to BioLargo is Integrated Environmental Technologies (IEVM).I lessened the 45 minutes conference call, and the reasons I bought Integrated Environmental Technologies (IEVM) was for its proprietary Excelyte® biocide. It can treat used returned drilling fluids effectively. Excelyte® kills bacteria and viruses. It also neutralizes some chemicals, like hydrogen sulfide (H2S) but does not eliminate heavy metals. What is Excelyte®: The key active ingredient in Excelyte® is hypochlorous acid, a naturally occurring molecule specifically synthesized from an electrolyzed saline solution. It is pH neutral and considerably more effective than bleach. When Excelyte® degrades over time; it turns to salt and water which leaves no ecological footprint. It is made from natural elements and is safe to handle and transport. It is a cost effective alternative to other chemicals currently used such as glutaraldehyde and bleach.
    There are 3 potential markets for Excelyte®:
    1. The drilling using Fracking technology but particularly in field with H2S.
    2. The medical and veterinarian hospital.
    3. Food and meat processing.
    The fracking business is by far the most promising; the entire US drilling water cleaning business potential has a value of 2.5 billion dollars. What makes Excelyte competitive is its ecological residues nontoxic. It can be used to clean the drilling fracking water return but also neutralize the H2S in the hole and while fracking the geological formation where H2S is present. My drilling experience made me, right away, interested in the H2S inhibition quality of Excelyte®. Drilling where H2S is present is an expensive proposition, 5 PPM is already too much, and so when I heard that Excelyte® can bring the H2S down to less than 2.5 PPM, I knew Excelyte had a future.
    IEVM Excelyte® is presently been used in the Utah oil production field, the potential is for cleaning and keeping free of H2S 6000 wells. It takes at minimum 10 barrels of Excelyte per month t

SBR
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