Archive for April 8th, 2008


08
Apr

Petrohawk IPAA Presentation Follow Up Commentary

(HK) Follow Up Commentary. They gave their quick pitch at the IPAA Tuesday so here's a little follow up commentary on the name. We continue to be quite long. (4/08/08 closed @ $21.82)  Haynesville Shale Update: After bumping their Haynesville Shale exposure to "more than 70,000 net acres" they also bumped their non-proved resource potential […]


08
Apr

Tuesday Morning

In Today's Post: Commodity watch Holdings watch – yesterday was pretty busy Stocks we care about today – HK and APA with news E&P sector watch – hedge update, a little talk about valuations Crack Spread update – I may actually be warming to the group   Housekeeping Watch #1: Sometimes the internet, or at […]

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