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КОрпорация Кодиак Ойл & Газ Message Board

winallin12 115 posts  |  Last Activity: 5 hours ago Member since: Mar 30, 2012
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  • Google the title of this post for a nice article on YPF and the vaca muerta shale

  • Reply to

    Chevon/Y

    by wfp52 Jul 14, 2015 10:13 PM
    winallin12 winallin12 Jul 15, 2015 7:48 AM Flag

    Wfp

    Maybe you do get it. The more the majors such as Chevron, Total, Exxon and the rest of the big boys prove up the area the more certain it becomes that Madalena and their huge land holdings are grossly under valued.

  • winallin12 winallin12 Jul 13, 2015 12:44 PM Flag

    Runner, I added 10K last week to push over 100,000 K shares. A little reluctant to go much higher right now

  • winallin12 winallin12 Jul 13, 2015 10:55 AM Flag

    Some of the comments follow. All of these have research reports available to click on

    "Success in any one of MVN’s six high-impact plays could have substantial impact … and regulated oil prices in the USD $76 to $77 per barrel in Argentina provide stability for MVN."
    - Michael Charlton, Industrial Alliance Securities (12/15/14)

    "The only junior with acreage in the sweet spot of the oil window of one of the world's hottest unconventional shale plays."
    - Darrel Bishop, Haywood Securities (2/12/15)

    "With Argentina regulators setting January 2015 oil prices at US$77/bbl (Medanito crude), Madalena Energy Inc. continues to receive a much higher price for its production relative to the rest of our coverage universe."
    - Geoff Ready, Mackie Research (1/8/15)

  • Everyone needs to google this article. Not really new stuff but it puts it all in one place. Nice links to several research reports

    "Word is getting out. Bloomberg reported that, "George Soros is making big bets on Argentina and the Vaca Muerta shale."

    Savvy hedge fund managers Richard Perry of Perry Capital, Dan Loeb's Third Point LLC and Lazard Ltd have also been reported to have begun entering positions.

    Haywood Securities calls Madalena the "best way to play Argentina".

  • Reply to

    Oil price drop has no effect on Madalena

    by winallin12 Jul 7, 2015 3:19 PM
    winallin12 winallin12 Jul 10, 2015 4:12 PM Flag

    Justice, on point 3 I personally think a change in pricing is unlikely. Argentina is unique in that they are desperate for foreign capital and in this case saving foreign funds buy keeping money at home. The vaca muerta as in all shales is not cheap to produce and the government needs to/wants to encourage all the production growth possible

  • Reply to

    RBC

    by rfritz10 Jul 9, 2015 11:06 AM
    winallin12 winallin12 Jul 10, 2015 8:30 AM Flag

    The recommendation gave the shares a nice bump. Hoping for a follow thru today with strong market

  • That tell you share price drop is herd mentality

  • winallin12 by winallin12 Jul 2, 2015 9:38 AM Flag

    Perhaps they are not dead yet??

  • Reply to

    bottom ripped open....

    by alsteele_99 Jul 1, 2015 12:00 PM
    winallin12 winallin12 Jul 1, 2015 2:59 PM Flag

    Much of this is concern with Iran coming back to the market. Personally I don't think its that big of an issue.

    Also oil inventories up today by 2 million barrel. expected to be down 2 million barrel. Key component was an increase in imports of 750,000 bbl.

    Refineries are running flat out at 95% of capacity and and still gasoline inventories dropped by 2 million bbl last week

  • Refineries operated at 95.0% of their operable capacity last week. Gasoline production
    increased last week, averaging over 10.0 million barrels per day.

    Even while running flat out Gasoline inventories fell by 1.8 million bbl last week

  • Todays inventory report states refineries running at 95% of capacity. They can't run much more

  • A very large increase in imports, 750,000 per day, accounted for all of the increase in inventory

    "Summary of Weekly Petroleum Data for the Week Ending June 26, 2015
    U.S. crude oil refinery inputs averaged over 16.5 million barrels per day during the week
    ending June 26, 2015, 1,000 barrels per day less than the previous week’s average.
    Refineries operated at 95.0% of their operable capacity last week. Gasoline production
    increased last week, averaging over 10.0 million barrels per day. Distillate fuel
    production increased last week, averaging over 5.0 million barrels per day.
    U.S. crude oil imports averaged over 7.5 million barrels per day last week, up by 748,000
    barrels per day from the previous week. Over the last four weeks, crude oil imports
    averaged 7.0 million barrels per day, 3.5% below the same four-week period last year.
    Total motor gasoline imports (including both finished gasoline and gasoline blending
    components) last week averaged 760,000 barrels per day. Distillate fuel imports averaged
    173,000 barrels per day last week.
    U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum
    Reserve) increased by 2.4 million barrels from the previous week. At 465.4 million
    barrels, U.S. crude oil inventories remain near levels not seen for this time of year in at
    least the last 80 years. Total motor gasoline inventories decreased by 1.8 million barrels
    last week, and are in the upper half of the average range. Both finished gasoline
    inventories and blending components inventories decreased last week. Distillate fuel
    inventories increased by 0.4 million barrels last week and are in the middle of the average
    range for this time of year. Propane/propylene inventories rose 1.6 million barrels last
    week and are well above the upper limit of the average range. Total commercial
    petroleum inventories increased by 10.3 million barrels last week.
    Total products supplied over the last four-week period averaged over 20.0 million barrels
    per day, up by

  • Good article on bad government data on OIL production in the US. Google it

    Below is from the article.

    "Comparing these figures with Texas RRC figures off their website, the differences are startling. First, the chart below clearly shows the trend through 4/1/15 as being flat to down, as production nosedived in April by nearly 15 percent, compared with the previous month, and 15 percent from end of 2014.

    Yes, these numbers bounce around but, plotting the monthly data below, the trend is clearly down, not up. So the first question is: what prompted the EIA to boost expectations recently, starting in March, when the data is clearly flat in the largest region of EIA growth expectations?

    Second, why, based on EIA’s own projections, should one expect production in 2015 to grow at all let alone by 400,000B/D in Texas? To me, it was an attempt to offset the positive price impacts of the recent large inventory draws. Honestly, I don’t know what else to conclude as the data does not warrant a ratcheting up of expectations for higher production. Larger E&P company managements who can have some sway better start initiating inquiries into all of this in my view. Especially if the EIA doesn’t revise its revisions, and soon."

  • Reply to

    2q distribution

    by avecennui2000 Jun 27, 2015 6:03 AM
    winallin12 winallin12 Jun 29, 2015 7:23 PM Flag

    Could be $1.08 again

  • Very interesting article on Yahoo finance. The article is linked from Oilpricedotcom. If you also link to "U.S. Oil Glut Story Grossly Exaggerated" also on this site there is an interesting case that the US Numbers are mostly a US government reporting mistake.

    A very interesting read

  • Reply to

    External dilution

    by sewells831 Jun 25, 2015 4:38 AM
    winallin12 winallin12 Jun 26, 2015 1:24 PM Flag

    I think if they have really good news they will be jumping to get it out. Just my opinion

  • Reply to

    External dilution

    by sewells831 Jun 25, 2015 4:38 AM
    winallin12 winallin12 Jun 26, 2015 12:42 PM Flag

    Sewells.

    My guess is we are no more than 60 days from some definitive results on the grade. Does that meet your assumptions as well?

  • Very positive development for oil investors in Argentina

    "Buenos Aires, 24 June (Argus) — For more than a decade, one executive was the visible face of opposition to the state-oriented energy policies spearheaded by late former president Néstor Kirchner and his wife and successor President Cristina Fernández de Kirchner: Juan Jose Aranguren, chief executive of Shell Argentina. Now Aranguren could become the country's next energy secretary.

    When the outspoken Aranguren steps down from his role as head of Shell's Argentinian affiliate on 30 June, he will take the energy helm at Fundación Pensar, a think tank run by Buenos Aires city mayor and presidential hopeful Mauricio Macri's right-of-center PRO party. That would position him to be the country´s next energy secretary if Macri prevails in this October´s election."

  • "Trading in the year to date has been in line with management expectations with Group daily production increasing to 1,950 bpd in Argentina and 1,400 bpd in Colombia taking total current production levels to 3,350 bpd. Oil prices in Argentina remain at US$75 per barrel, with Andes receiving a small discount to this, and in Colombia prices are directly linked to Brent.

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