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Denbury Resources Inc. Message Board

sboltz.mag 4 posts  |  Last Activity: Jan 24, 2014 12:09 PM Member since: Nov 20, 2009
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  • Reply to

    ANOTHER Massive Share Buy

    by me2yousee Jan 24, 2014 11:50 AM
    sboltz.mag@sbcglobal.net sboltz.mag Jan 24, 2014 12:09 PM Flag

    I bought back MPO today, like some of the other cos prospects more, but the value is still compelling, even if mgt needs to communicate more effectively. Athlon release today re the Wolfcamp, first two hz wells, 2100 b/d and 1700 b/d, 80% oil, will increase prod 60%+. FANG, AREX, LPI. OIl is not off much and the sector is down a bunch, seems a buying opp if you believe in $100+ Brent. Good MPO guidance will get us a nice move. Reason for the delay will be interesting, hope it is a positive surprise. Seeing 50% growth from other cos is becoming common.

  • Reply to

    NTSB Report on Rail Safety

    by bison666666 Jan 23, 2014 12:45 PM
    sboltz.mag@sbcglobal.net sboltz.mag Jan 24, 2014 9:25 AM Flag

    Don, ATHL reported first two hz Wolfcamp wells, 2100 b/d and 1700 b/c 24 hr IPs, around 80% oil, could be a million barrels per well. Harold

  • Reply to

    NTSB Report on Rail Safety

    by bison666666 Jan 23, 2014 12:45 PM
    sboltz.mag@sbcglobal.net sboltz.mag Jan 24, 2014 9:03 AM Flag

    KSU missed eps, pre mkt showing down to $108, could be a buying opp, good position to benefit from Mexican growth, oil movements.

  • Reply to

    NTSB Report on Rail Safety

    by bison666666 Jan 23, 2014 12:45 PM
    sboltz.mag@sbcglobal.net sboltz.mag Jan 23, 2014 6:48 PM Flag

    Don, how's the weather. The railroads are enjoying this boom in oil, products. Looks like oil has reversed its slide to the $80s. I'm fairly bullish, own more e and p s now than I have in a long time. ATLS/ARP, BCEI, PDCE, AREX FANG, MPO. A big bet on the Wattenberg/Niobrara and Permian with some Miss LIme, Utica. ARP is my gas comeback bet. I'm betting they all have a 50%+ upside potential over the next year if commodity prices stay in the $90/$4 range.

    Thinking about NRP for the long term, a 8%+ yield while you wait on coal to recover and they are diversifying. Seems not much downside and a good upside over a couple of years, mid $20s. Surprised the e and p s are not acting like they believe the strength in oil. And the weather is helping the gassier cos, not sure it lasts after winter, but helping year currently.

DNR
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