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Cleantech Solutions International, Inc. Message Board

rchites 477 posts  |  Last Activity: 1 hour 21 minutes ago Member since: Apr 12, 2004
  • Reply to

    Bond Prices As a Confidence Indicator

    by ronharv Sep 2, 2015 2:43 PM
    rchites rchites 1 hour 21 minutes ago Flag

    Please explain how Blackstone comes in as a knight in shining armor. Fronts the money for growth while the company pays the debt little by little off at 50 cents on the dollar. It might take a few years Blackstone to reach their target but after that LINE will return to 95% of the operational profits. Are you saying the new Bond King Blackstone don't know what they are doing?Now what: From a practical standpoint suspending the distribution makes a lot of sense because LINN can use the cash to buy back more bonds at a discount. That being said, the company has completely lost the respect of investors and analyst- The PPS has suffered and could rebound hard. DEBT reduction – Cash flow from hedges and No DIVY Blackstone could be the next bond king- Asset allocators and wealth managers are always on the lookout for new asset classes, or beta opportunities, as a way to enhance portfolio risk and return. The ideal beta opportunities are those that offer high return, low risk, and low correlation with other assets in the portfolio. ###b Grew Q2 2015 average daily production ~1.5% compared to Q1 2015 Decreased Q2 2015 lease operating expenses by ~18% compared to Q1 2015 *** Excess of net cash after total oil and natural gas capital development costs of ~$71 million for Q2 2015, exceeding guidance by ~$90 million ### Increased FY 2015 production guidance ~4% and decreased LOE guidance by ~6% @@@ Liquidity- Completed borrowing base redetermination in May  Undrawn capacity of ~$1.5 billion (as of June 30, 2015)(1)  Estimated Fall 2015 undrawn capacity of ~$1 billion(

  • Reply to

    The Debt

    by two4volleyball Aug 29, 2015 9:55 PM
    rchites rchites 1 hour 38 minutes ago Flag

    Now what: From a practical standpoint suspending the distribution makes a lot of sense because LINN can use the cash to buy back more bonds at a discount. That being said, the company has completely lost the respect of investors and analyst- The PPS has suffered and could rebound hard. The price appreciation alone could be a triple return on money...... Blackstone is no fool.... They know debt , lead in bonds, and KNOW the business. Most stocks don't even pay a dividend. YOU CANT BE serious !!!!! The debt goes much cheap on the open markets and those debt numbers are highly inflated... The markets are taking a lot less for their debt and making it easier to pay. The DIVY (((( IS ))) going a long way to retire some debt. A billion a wack !!!!! DEBT reduction – Cash flow from hedges and No DIVY Blackstone could be the next bond king- Asset allocators and wealth managers are always on the lookout for new asset classes, or beta opportunities, as a way to enhance portfolio risk and return. The ideal beta opportunities are those that offer high return, low risk, and low correlation with other assets in the portfolio. ###b Grew Q2 2015 average daily production ~1.5% compared to Q1 2015 Decreased Q2 2015 lease operating expenses by ~18% compared to Q1 2015 *** Excess of net cash after total oil and natural gas capital development costs of ~$71 million for Q2 2015, exceeding guidance by ~$90 million ### Increased FY 2015 production guidance ~4% and decreased LOE guidance by ~6% @@@ Liquidity- Completed borrowing base redetermination in May  Undrawn capacity of ~$1.5 billion (as of June 30, 2015)(1)  Estimated Fall 2015 undrawn capacity of ~$1 billion

  • Reply to

    The Debt

    by two4volleyball Aug 29, 2015 9:55 PM
    rchites rchites 2 hours 11 minutes ago Flag

    Blackstone didn't have a problem. Cautious but motivated to buy and get on board because of the cheap oil. The DOW and economy don't look good and they want to diversify into oil and markets that have been destroyed and look 5 years out. The returns could be enormous as they build on Blackstone tab. Once Blackstones target is reached there could be a huge pay day.

  • Reply to

    The Debt

    by two4volleyball Aug 29, 2015 9:55 PM
    rchites rchites 2 hours 15 minutes ago Flag

    It don't stop there..... The other part is the re-organizing and Deals. RE-ORGANIZE - At the end of August, LINN Energy announced that it had closed the sale of its remaining Permian Basin Wolfcamp acreage. It was the last of several transactions over the past year as it reshuffled its portfolio by selling or trading away oil and gas assets that had high production decline rates, replacing them with assets featuring lower decline production .. LINN Energy LLC still holds acreage positions in several emerging basins that could be sold or traded. Financing - - Linn inked an interesting deal with a subsidiary of Blackstone Group - Blackstone's GSO Capital Partners will provide Linn with up to $500 million over a five-year period for drilling. GSO is willing to foot 100% of the tab for Linn's drilling, but Blackstone is getting its pound of flesh -- it receives an 85% working interest in the wells drilled with its cash. So, Linn can continue to drill without increasing the capital budget, but in the end, it does all the work and gets just a 15% working interest. LONG TERM- down the road. Blackstone's take stays at 85% until it has earned a 15% internal rate of return, or IRR, on its investment. Not a bad return for a debt investment that requires Blackstone do nothing but open its wallet. Once that target is reached, though, Blackstone's working interest drops to just 5%, and Linn's jumps to 95%. --- GROWTH_ Finalized the strategic drilling alliance with GSO Capital Partners LP , Agreed to initially commit up to $500 million with 5-year availability. Finalized the strategic acquisition alliance with Quantum Energy Partners (drilling alliance) , coupled with a 1$ Billion acquisition with Quantum. Agreed to initially commit up to $1 billion of equity capital- The company has grown with Grown through 62 transactions for ~$17 billion --- With the tail end loaded Blackstone financing deal -- it could mean a sudden updraft for revenues and units once Blackstone hits its numbers. Then LINN gets 95% working interest when Blackstone makes their money target. This allows Linn to keep drilling with little to no up-front expense while oil prices are low and cash is tight. And while the near-term financial benefit to Linn is muted, it allows Linn to benefit in the future once Blackstone gets paid. Large, long-life diversified reserve base (( the beef)

  • Drillers Unleash ‘Super-Size’ Natural Gas Output

    Applying newer fracking methods to existing field offers potential for more and cheaper fuel"

    The Wall Street Journal
    By Russell Gold
    Sept. 1, 2015 1:19 p.m. The U.S. may have even more—and much cheaper to get—supplies of natural gas than anyone imagined.

    Experimental wells in Louisiana by explorers including Comstock Resources Inc. and Chesapeake Energy Inc. are proving highly profitable even at today’s bargain-basement prices because of the sheer volume of fossil fuels that can be coaxed out of the ground.

    The trick is applying supersize versions of the horizontal-drilling and fracking techniques that worked successfully elsewhere to an area that hasn’t seen this approach yet. The gains come from extending the lateral portions of wells by thousands of feet and pumping them full of enormous volumes of sand, chemicals and water to flush out more hydrocarbons.

    So far, the impressive results have been confined to a small area in a single Louisiana parish near the Texas border. But if the approach works across the giant Haynesville Shale, which spans 120 miles across both states, the era of low American gas prices could extend for decades into the future, experts say.

    “There’s a large likelihood that the United States will be enjoying very low gas prices for a very long time, maybe 20 years,” said Mark Papa, who has monitored Haynesville developments as a partner at Riverstone Holdings LLC, one of the biggest energy-focused private-equity firms in the U.S.

    The field produces 8% of the nation’s natural gas, making it the second largest after the giant Marcellus Shale in the Northeast. Because it is located in Louisiana, near several interstate pipelines, potential export facilities and industrial consumers, an increase in gas production in the Haynesville has an outsize impact on gas prices across the entire country.

  • rchites by rchites Sep 1, 2015 7:54 PM Flag

    Shorts best be covering first thing in the morning.

  • Reply to

    great 3 day run up

    by rchites Aug 31, 2015 8:54 PM
    rchites rchites Sep 1, 2015 7:51 PM Flag

    Im at 1.4 a share. Today was very bad for me across the board. This is holding on to the gains. That's a very good sign. Many of my oil stocks were down 10 to 20%. What a day . I had to go out and mow the acreage just to get away from the screen.

  • Safe play for your winnings. Its had a Haines type bottom

  • Haines bottom

  • its oil time. Big rebound in oil as the funds want to get safe.

  • I have a list of a dozen billionaires and hedge funds buying oil. The 38 $ support is clear in the charts. The bounce was over due and real. Its like when Mark Haines from CNBC called the last market sell off.

  • The rebound of the support at 38 could be very real/ Don't get caught with out any shares.

  • rchites rchites Sep 1, 2015 7:10 AM Flag

    There is a great chance oil has made the HAINES bottom. It bounced off 38 dollar support at 38............ The charts show the almost 20% bounce. Only time will tell. IF RIGHT , this could be a great oily bottom for oil and make the hedge funds and billionaire right who played it early.............. EVERY KNIFE hits bottom. Smart bets of the bottom provide very good returns.

  • rchites by rchites Sep 1, 2015 6:59 AM Flag

    Mark Called the last greatest bottom and know it could be the great OILY BOTTOM he slope is turning up .... The downside target now is near $38, which will be along-term and sustained support level. This area, a major technical feature in the NYMEX oil chart, acted as support in 2004 and 2008 and as a resistance level in 2000 and 2003. Many down 80 and 90% ………. AUGUST 2015- Top U.S. hedge funds made bullish bets on the energy sector in the second quarter even as companies' shares began a slide toward multi-year lows on concerns about oversupply, regulatory filings showed on Friday. Hedge funds such as Baupost Group, Magnetar Capital and Jana Partners increased or took new stakes in energy shares over the second quarter The list is long of billionaire catching the knife. Carl ICON- purchased shares of Chesapeake Energy (NYSE: CHK ) Buffet’s Berkshire Hathaway Inc. (BRK.A) Reveals $4.48 Billion Stake In Phillips 66. That makes two investors ivesting in Phillips, Dan Loeb and Warren Buffett. Penn Virginia (PVA): Billionaire George Soros owns 8% of this company SandRidge Energy (SD): Billionaire Leon Cooperman owns 9% through his hedge fund Oasis Petroleum (OAS) and Cobalt International Energy (CIE): Billionaire John Paulson has been very bullish on energy stocks, and he currently owns 9.7% of Oasis and 9.9% of Cobalt. Billionaire investor Marc Lasry told CNBC , he sees opportunity in energy stocks, given the recent pullback on plunging oil prices. David EINHORN buys Anadarko Petroleum APC and BP
    He bought 1.83 million Anadarko shares, giving the company a 2% portfolio weight. Einhorn purchased 980,000 BP Plc shares Kyle Bass's Hayman Capital bnought fracking companies. Magnetar, which had over $12 billion in assets bough a stake in Tranfer Partners . Jana, an $11 billion hedge fund run by Barry Rosenstein, took a new stake of 725,000 shares in Tallgrass Energy Daniel Loeb's Third Point took new stakes in Devon Energy Corp. and Williams Companies Inc in the second quarter of 3.8 million and 1.5 million shares, respectively. Ben Willis of Princeton Securities sees a chance to buy on that weakness. He pointed to the Energy Select Sector SPDR Fund (NYSE Arca: XLE), REUTORS REPORT- indicated that some top value-hunting hedge funds remained bullish on energy stocks in the second quarter of 2015 even as the oil price slump intensified. The A-list funds include Baupost, Greenlight, Jana Partners, Third Point, Magnetar, and Hayman Capital.
    Pioneer Natural Resources - George Soros owns a $200 million stake in the firm. Other smart money operators like Stanley Druckenmiller and John Paulson are pouring money into the stock as well. DVN , AREX and EGY have wells by Pioneer, other Wolfcamp operators seem to back up Pioneer's claims and Soros. . Boone Pickens is calling for a turn and return to a normal range. Daniel Loeb bought (COG ), Plains Exploration & Gas Corp.( PXP ) Stan Druckenmiller , the chairman and CEO of Duquesne Family Office purchased equities of energy companies including Cheniere Energy, EOG Resources and Pioneer Natural Resources in the first quarter. Seth Klarman's Baupost, which managed about $32 billion at the end of last year, increased its stake in Cheniere by 1.5 million shares, The fund also raised its bet on Pioneer by about 900,000 shares to 4.1 million shares, bringing the stake's value to about $564 million at the end of the quarter.
    Druckenmiller bought 258,700 shares of Cheniere Energy worth around $20.023 million, 561,600 shares of EOG Resources worth around $51.49 million, and 224,500 shares of Pioneer Natural Resources worth approximately $36.70 million.

  • Insiders are buying oil , for the first time shorts are covering with volume. Billionaire are trying to “catch a falling knife.” Many down 80 and 90% ………. AUGUST 2015- Top U.S. hedge funds made bullish bets on the energy sector in the second quarter even as companies' shares began a slide toward multi-year lows on concerns about oversupply, regulatory filings showed on Friday. Hedge funds such as Baupost Group, Magnetar Capital and Jana Partners increased or took new stakes in energy shares over the second quarter The list is long of billionaire catching the knife. Carl ICON- purchased shares of Chesapeake Energy (NYSE: CHK ) Buffet’s Berkshire Hathaway Inc. (BRK.A) Reveals $4.48 Billion Stake In Phillips 66. That makes two investors ivesting in Phillips, Dan Loeb and Warren Buffett. Penn Virginia (PVA): Billionaire George Soros owns 8% of this company SandRidge Energy (SD): Billionaire Leon Cooperman owns 9% through his hedge fund Oasis Petroleum (OAS) and Cobalt International Energy (CIE): Billionaire John Paulson has been very bullish on energy stocks, and he currently owns 9.7% of Oasis and 9.9% of Cobalt. Billionaire investor Marc Lasry told CNBC , he sees opportunity in energy stocks, given the recent pullback on plunging oil prices. David EINHORN buys Anadarko Petroleum APC and BP
    He bought 1.83 million Anadarko shares, giving the company a 2% portfolio weight. Einhorn purchased 980,000 BP Plc shares Kyle Bass's Hayman Capital bnought fracking companies. Magnetar, which had over $12 billion in assets bough a stake in Tranfer Partners . Jana, an $11 billion hedge fund run by Barry Rosenstein, took a new stake of 725,000 shares in Tallgrass Energy Daniel Loeb's Third Point took new stakes in Devon Energy Corp. and Williams Companies Inc in the second quarter of 3.8 million and 1.5 million shares, respectively. Ben Willis of Princeton Securities sees a chance to buy on that weakness. He pointed to the Energy Select Sector SPDR Fund (NYSE Arca: XLE), REUTORS REPORT- indicated that some top value-hunting hedge funds remained bullish on energy stocks in the second quarter of 2015 even as the oil price slump intensified. The A-list funds include Baupost, Greenlight, Jana Partners, Third Point, Magnetar, and Hayman Capital.
    Pioneer Natural Resources - George Soros owns a $200 million stake in the firm. Other smart money operators like Stanley Druckenmiller and John Paulson are pouring money into the stock as well. DVN , AREX and EGY have wells by Pioneer, other Wolfcamp operators seem to back up Pioneer's claims and Soros. . Boone Pickens is calling for a turn and return to a normal range. Daniel Loeb bought (COG ), Plains Exploration & Gas Corp.( PXP ) Stan Druckenmiller , the chairman and CEO of Duquesne Family Office purchased equities of energy companies including Cheniere Energy, EOG Resources and Pioneer Natural Resources in the first quarter. Seth Klarman's Baupost, which managed about $32 billion at the end of last year, increased its stake in Cheniere by 1.5 million shares, The fund also raised its bet on Pioneer by about 900,000 shares to 4.1 million shares, bringing the stake's value to about $564 million at the end of the quarter.
    Druckenmiller bought 258,700 shares of Cheniere Energy worth around $20.023 million, 561,600 shares of EOG Resources worth around $51.49 million, and 224,500 shares of Pioneer Natural Resources worth approximately $36.70 million.
    **** It is too late for OPEC to stop the shale revolution. The cartel faces the prospect of surging US output whenever oil prices rise If the oil futures market is correct, Saudi Arabia will start running into trouble within two years. It will be in existential crisis by the end of the decade. Insiders were buying at about 40 energy companies by my count. ** Insiders are buying when everyone else is so negative. They know. Including equipment and services insiders purchased $49 million worth of stock in the eight trading days through Aug. 10.
    The short answer is that at its current price, WTI is just slightly above its six-year low of $43.46, reached on March 17. *Barons Monday edition Aug 10th gave some strong positive points –, multi-year lows, high dividends, not over valued, true value as the dow has topped-Nasdaq nose bleed areas. Kind of surprise has been norm in the sector. Most companies in the sector surprised to the upside of guidance. People expected the worse. The sector has the highest potential for growth next year in PPS and oil. At the 6 1/2 year lows people are looking the fundamentals, Technicals and sectors viability to reward investors. The historic value may not mean any thing if the sector dies. && The demand must be there at a reasonable cost. In a nut shell I think we have been over pessimistic as usually as we over correct both directions. It comes down to risk assessment frequently used by analyst. We are in a cloud knowing the history and value of the past but not clear of the future as production and availability have changed, the evolution. This is one sector that is not over bought as the market in whole. The bottom of these cycle are very hard to see . BUY the blood in the street as Buffet has showed you…. The upside sometimes equally elusive. OIL/GAS will always be needed as tied to energy needs in general and power for whole communities/ country's.
    Not only hedge fund managers and CHK (ICON) is attracting big investors. Small caps like MXC and GTE . We’ve seen oil gluts and bear markets before and each time, it seemed that “everyone” decided it was game over for oil prices. It’s a cycle- rebound to natural level imminent
    ^ ) technical indicators show must buy range

  • Reply to

    dEAR Shorts

    by nomorepop Aug 27, 2015 2:05 PM
    rchites rchites Sep 1, 2015 5:35 AM Flag

    Know when to walk and when to run. I think its time to run for them. The DOW will have a bad day today . Futures are down 380 points. I hope some of that money flows into oil. I am sure they have seen it rise several times on bad DOW days. Today could be a great day for oil as the WTI INDEX is up a little a again.

  • Reply to

    Acumulation?

    by gktrading2000 Aug 31, 2015 9:36 PM
    rchites rchites Aug 31, 2015 10:08 PM Flag

    The stock will play catch up pretty soon. I am watching the oil stocks that don't run finally run a couple days later. MHR will run eventually. Its time to load.

  • Reply to

    The Debt

    by two4volleyball Aug 29, 2015 9:55 PM
    rchites rchites Aug 31, 2015 9:50 PM Flag

    They saved 500 million from the Divvy and the oil is hedged at around 75 dollars. The Braindead bashers don't understand how much the company spent of acquisitions , infrastructure and growing the business. The company added all those cost to the company . The bashers feel their cost for bringing the oil from the ground is much larger then the true cost. The company has a true cash flow.

  • Reply to

    The Debt

    by two4volleyball Aug 29, 2015 9:55 PM
    rchites rchites Aug 31, 2015 9:45 PM Flag

    I am glad people are understanding the great deal they are getting to retire debt. They are saving more then 35% on the dollar. The company will be in a stronger position and the stock PPS will appreciate from these devastating over sold lows.

CLNT
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