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Liquidity Services, Inc. Message Board

stuartcreekfarms 48 posts  |  Last Activity: Oct 18, 2014 6:24 AM Member since: Jan 24, 2007
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  • stuartcreekfarms by stuartcreekfarms Oct 18, 2014 6:24 AM Flag

    This is a much-beloved aircraft.
    Could it have a new role that provides for extended service?

  • Reply to

    Two more PVA wells filed in Gonzales

    by stuartcreekfarms Oct 16, 2014 6:31 AM
    stuartcreekfarms stuartcreekfarms Oct 16, 2014 12:59 PM Flag

    PVA says the two CROC wells were shallow -- so the IP is very good for that type of location.

  • Reply to

    Two more PVA wells filed in Gonzales

    by stuartcreekfarms Oct 16, 2014 6:31 AM
    stuartcreekfarms stuartcreekfarms Oct 16, 2014 12:58 PM Flag

    Go back to post of Feb. 14, 2012 and the post is titled something like "Looking up IPs on RRC Website."
    That post has the instructions for getting to the RRC site.

  • stuartcreekfarms by stuartcreekfarms Oct 16, 2014 6:31 AM Flag

    "Croc" -- close to 800 average IP for the two.

    Hey "risk," the big EOG well I mentioned the other day was a Gonzalez County filing maybe on 10/13 and was the only EOG well filed in Gonzalez that day. You should be able to get the information you want.

  • I don't have the knowledge that "risk" has but I am feeling better about PVA.
    The EagleFord has a pretty low break even point and PVA has second most productive acreage (after EOG).
    PVA has hedged well. The IP numbers are holding up.
    Also, I see articles that mis-characterize PVA as a natural gas company drilling in Mississippi.
    PVA is an EagleFord company.
    I added under 7 this am and will not get panicked out of PVA as some are.
    PVA even more attractive as takeover now as bidder could go lower than a month ago.

  • stuartcreekfarms by stuartcreekfarms Oct 15, 2014 5:09 AM Flag

    I guess they are catching up on their filings.
    Two "Lee" wells in Gonzales county -- 1,866 and 1,910 barrels of oil per day IP -- very nice
    Five new "Porter" wells in LaVaca -- average of all five is about 1,100 barrels of oil per day -- good. Also some gas flow that looks significant.
    Between these good numbers (maybe more to come) and hedging cushion, PVA has some staying power in this game. Saudis can't pull this "scorched policy" for very long.

  • stuartcreekfarms by stuartcreekfarms Oct 15, 2014 4:23 AM Flag

    The Saudis strategy now is to let oil prices drop and maintain production. This is designed to bust the US shale oil boom that has been so beneficial to gaining our energy independence and creating economic gains in Texas, the Dakotas and other states as well.
    If the Saudis think this will fly, they must think we are patsies. I will not get into the competence or lack of it of our political leadership but I would think we could make the Saudis think twice about pulling this off. Let's start with depriving the Saudis of our military protection and see if they can fight off ISIS on their own.
    I would think every US-based oil trade group would express outrage over this Saudi ploy. (Their OPEC partners are not thrilled either).
    If we have any kind of leadership at all here, we should sit the Saudis down and tell them to maintain an oil price in the $95 area. That would work for everybody.

    PS -- I don't like the recent PVA IP numbers either. Under 1,000 barrels of oil per day is not going to help the stock.

  • stuartcreekfarms by stuartcreekfarms Oct 14, 2014 3:54 PM Flag

    Porter in LaVaca -- 621 barrels of oil per day IP.

  • Reply to

    PVA files four new LaVaca wells

    by stuartcreekfarms Oct 14, 2014 8:58 AM
    stuartcreekfarms stuartcreekfarms Oct 14, 2014 3:18 PM Flag

    Hard to say.
    PVA is well hedged for 20i4 and pretty well hedged for 2015.
    I would like to see more initial production numbers over 1,000 barrels of oil per day.
    Personally, I may have been too complacent about the prospects for domestic energy. But these oil prices tend to ebb and flow.
    If we let the Saudis put our shale oil plays out of business, we deserve what we get. The Saudis are willing to let us fight ISIS and they also want to keep their domination over world oil markets. I can't believe our representatives in Congress from Texas and other oil-producing states will let the Saudis put shale out of business.

  • Reply to

    PVA files four new LaVaca wells

    by stuartcreekfarms Oct 14, 2014 8:58 AM
    stuartcreekfarms stuartcreekfarms Oct 14, 2014 11:06 AM Flag

    I have had some winners as well -- REGN for oee.
    I still have faith in ARAY.
    Take a look at AGTC.

  • stuartcreekfarms by stuartcreekfarms Oct 14, 2014 8:58 AM Flag

    Finally, some new well filings.
    Four "Kosmo" wells in LaVaca County.
    Average IP about 800 barrels of oil per day.
    (They are using a new form but I believe these numbers are correct).
    Meanwhile, EOG files a monster well with 4,100 barrels of oil per day IP.

  • stuartcreekfarms by stuartcreekfarms Oct 6, 2014 11:11 AM Flag

    More than 20 PVA completions in the last month or so but have not reported them on the RR commission site yet.
    They will be reported in the near future.
    I don't believe they are holding back because of low IP numbers. At least I hope not.

  • stuartcreekfarms by stuartcreekfarms Oct 3, 2014 8:40 AM Flag

    I don't think Millenium holdings changed very much since June despite new filing.
    Also, I have no idea why PVA hasn't been filing new well data for about a month.
    They may want to do this in batches but there is already a worry about completions that the company should put to rest.

  • stuartcreekfarms by stuartcreekfarms Oct 2, 2014 9:17 AM Flag

    If they don't buy in the open market at market price it doesn't really count as an insider buy.
    The Millenium filing is interesting but it doesn't seem to be a new position.

    I looked through the 10/1 presentation but I don't see any new wells mentioned.
    Good numbers but I believe all the wells were previously reported.

  • Reply to

    Could today, be THE day?

    by ca11ingdrhowarddrfinedrhoward Sep 29, 2014 5:49 AM
    stuartcreekfarms stuartcreekfarms Sep 29, 2014 7:16 AM Flag

    Close but no cigar.
    The winner is Athlon (ATHL)
    Very nice premium being paid gor Permian oil production.
    Maybe next obe is PVA.

  • Reply to

    Interesting comp

    by riskonriskoff Sep 25, 2014 2:49 PM
    stuartcreekfarms stuartcreekfarms Sep 26, 2014 6:53 AM Flag

    Total daily production of 1,900 boepd per day.
    That's like the production of two nice PVA wells.
    I see Devon is showing some hefty IP numbers in the EagleFord -- similar to PVA but less than EOG.

  • Many things all coming together now to indicate that gene replacement is the wave of the future in eye diseases.
    Head of Genentech ophthalmology just left to take big job with Avalanche (AAVL)
    Genzyme has had good results in phase 1 gene study.
    Do your own research. If you have any insight you will see AGTC is wave of the future -- they could get a major partner. Many good possibilities ahead.

  • stuartcreekfarms by stuartcreekfarms Sep 24, 2014 7:41 AM Flag

    The article, which came out on 9/19, was on the Charles Schwab website (I guess you need to have an account with Schwab). The article mentioned a lot of the same positives that "riskonriskoff" alluded to.but failed to halt the selloff in the stock that took place that day.
    I think PVA is saving up a batch of well completions to report (at least I hope that is the case.)
    They must have a lot of wells ready to report with eight rigs now going.

  • stuartcreekfarms by stuartcreekfarms Sep 22, 2014 4:32 PM Flag

    PVA hasn't filed a new well in weeks.
    They will probably file a batch all at once

    They do have a chart now that shows PVA is second of about 30 companies drilling in the EagleFord in terms of highest IP per well. EOG has to be first.

    End of quarter selloffs are common in stocks that are down.

    I tend to not mind a panic selloff -- as they create bargains.

    Oh well, tomorrow is another day.

  • stuartcreekfarms by stuartcreekfarms Sep 17, 2014 11:33 AM Flag

    Ophthalmology is my field.
    Gene therapy will be the CURE for retinal diseases of all kinds -- and other diseases late.
    There is a reason REGN invested in Avalanche -- REGN believe is gene therapy.
    AGTC has as good (or better) science than Avalanche.
    AGTC will get a major partnership and this stock will fly, I believe.,
    Just a little patience is necessary.

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