Comments on: Thursday – Natural Gas Preview and Oil Inventory Review

By: Wyoming

Wyoming — Fri, 20 Mar 2009 04:56:57 +0000

Capability Destruction, more commonly known as a VERP (Voluntary Early Retirement Program)

http://www.epmag.com/WebOnly2009/item32723.php

Finally, someone makes sense south of the border, err except those tequila making dudes:

http://www.epmag.com/WebOnly2009/item32828.php

For the Techno Geeks:

http://blogs.epmag.com/kevin/2009/03/15/why-are-cyber-criminals-targeting-energy-and-oil/

By: Jay Reynolds

Jay Reynolds — Fri, 20 Mar 2009 01:54:14 +0000

Z & BOP & anyone else,

Kindly requesting a little help w/ this. Normally I have a pretty easy time with Matt Simmons but these slides were geared towards a different audience I think.

Slides 20 – 23 re USO ETF vs Glencore’s Credit Default Swaps.

http://www.simmonsco-intl.com/files/SCI%20Las%20Vegas%20Conference%20BW.pdf

Also, slides 24 – 28 have a pretty good perspective on the Shale Gas “Miracle”.

Regards,

By: zman

zman — Fri, 20 Mar 2009 00:59:54 +0000

BOP – re the list, just got back in the office after a post close break. I’m not ready to say all of those names “make it”, the tier 1 are more important as plays to me as that’s I do, options and some stock, while the tier 2 are more like dice rolls with pennies. I’ll end up owning KOG yet!

PQ should have been on the list obviously, and in Tier 1.

Mim- EOG isn’t on the list because there is no doubt they will survive. GDP I don’t have much concern either. KWK I could not say, am looking at it in that light, will be out with the list Monday or Tuesday.

By: mimster90

mimster90 — Thu, 19 Mar 2009 23:37:48 +0000

Where does kwk, eog and gdp fit in the list? I was thinking of playing some covered calls on kwk, Do you think they are in danger of going a lot below $5?