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CARBO Ceramics Inc. Message Board

youngwolf_98 11 posts  |  Last Activity: Aug 11, 2014 1:42 PM Member since: Dec 7, 2007
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  • Reply to

    Earnings

    by youngwolf_98 Aug 8, 2014 2:06 PM
    youngwolf_98 youngwolf_98 Aug 11, 2014 1:42 PM Flag

    Really like the new opportunity with LNG fuel (vs. propane) which should certainly help margins with all their expansion growth. DJ looks good and making inroads in East, TX and WY. Also expanding well service maintenance to help in the warmer months. Not bad at all.

  • youngwolf_98 by youngwolf_98 Aug 8, 2014 2:06 PM Flag

    They already prepped for the loss in their press statement. Will be interesting to see how guidance, financing and expansion plays weigh in. Will hold and add on dips (although maybe we are getting the dips now). Stock moves fast due to low float. Even though they have had some tough luck (propane and well issue), they certainly seem to doing the right things (especially if they have made progress on the counter-seasonal market expansion).

    Sentiment: Buy

  • Reply to

    Another solid quarter if you ask me

    by cbd0012003 Aug 7, 2014 4:40 PM
    youngwolf_98 youngwolf_98 Aug 8, 2014 1:29 PM Flag

    Bad = 2Q production miss, higher production tax and DD&A and oil differentials.
    Good = NAV upside due to downspacing tests, extended laterals, preliminary Codell step-outs.

  • Reply to

    Another solid quarter if you ask me

    by cbd0012003 Aug 7, 2014 4:40 PM
    youngwolf_98 youngwolf_98 Aug 8, 2014 11:42 AM Flag

    Guess right now I am more a buyer of SYRG and PDCE (CRZO as well) for upside but looks like BCEI gives a nice opportunity to add with these earnings. They have come a long way in a relatively short period of time but I think some of its peers may have more growth in the near-term. Can imagine consolidation in DJ over the next few years as companies improve their Niobrara/Codell completions and more importantly, the region gets takeaway capacity. With the ballot issue relatively contained, there is a good fairway ahead for these producers.

  • youngwolf_98 by youngwolf_98 Aug 8, 2014 10:18 AM Flag

    Have been using the dip to add to RSPP and buying FANG in 70s. Saw that ATHL also issued equity. PE also looks rather undervalued relative to peers but waiting on earnings to decide. Like the RSPP horizontal program and latest ops update. These companies are growing production fast.

  • Reply to

    Best part about ENSV

    by michaellipka Jul 21, 2014 4:22 PM
    youngwolf_98 youngwolf_98 Jul 26, 2014 2:21 PM Flag

    Yes is now 'cost plus' which means they can pass along price increase to consumer. This was not in previous contract so increased revenues did not yield increased profit. Live and learn. Next two quarters probably very weak but fleet expansion and build out of less seasonal well services should prepare them well for this coming winter.

    Sentiment: Buy

  • Reply to

    Down right cheap at these levels

    by tobypharma Jul 25, 2014 5:11 PM
    youngwolf_98 youngwolf_98 Jul 26, 2014 12:31 PM Flag

    Seems to get punished for beating earnings of late. Like the strength in products and upside for Rovs in 2h. Guess need to watch margins and mix as it evolves but this company seems to be growing and diversifying in a sectoral downdraft. Very good sign to me as this is a niche player that is growing its competitive advantage in both traditional and new areas - umbilical awards are case in point. Keep on roving...

    Sentiment: Buy

  • Reply to

    Best part about ENSV

    by michaellipka Jul 21, 2014 4:22 PM
    youngwolf_98 youngwolf_98 Jul 23, 2014 5:02 PM Flag

    I bet companies like BAS are following. This year should be interesting and I like their positioning - especially in the dj.

  • youngwolf_98 by youngwolf_98 Jul 13, 2014 9:10 PM Flag

    News should make things interesting in the deal chatter. Surprised by the price (around 13.90) but KOG has had a pretty nice run-up over the year. Puts OAS a bit higher on my add list but expectations need to be tempered as per pricing of KOG-WLL deal.

  • Reply to

    ANYONE ALIVE ON THIS BOARD???

    by esteejp Jun 30, 2014 7:09 PM
    youngwolf_98 youngwolf_98 Jul 10, 2014 12:56 PM Flag

    Interesting to see RSPP operated properties included in the new Viper IPO (Diamondback). Watching these producers carefully and earnings over the next few quarters should be telling (if not lumpy) as the horizontal movement grows in this play. EIA has a nice update on the Permian in their Today in Energy section (July 9). Was hoping to add RSPP to my Permian portfolio (

  • youngwolf_98 by youngwolf_98 Jun 24, 2014 6:42 PM Flag

    That's a good start. Now will need some for light tight oil.

CRR
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