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In Today’s Post Holdings Watch Commodity Watch Oil Inventory Preview Stuff We Care About Today – HGT thoughts, drybulk multiple update, deal watch, EOG, SWN CEO swapout Odds & Ends Holdings Watch: No changes yesterday. Commodity Watch The July contract, which takes over as the front month contract today, rose $0.51 to [...]
Hugoton Royalty Trust Thoughts: I went back and looked at the production, operating costs, capital spending, and distribution pattern from January 2008 to the most recent distribution in April 2009. Basically this one will trade with natural gas as 95% of their production comes from long-lived reserves in Wyoming, Oklahoma and Kansas. Forget the [...]
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