21
Jan
Wrap – Week Ended 01/20/12
Comments on the table will be in the Monday post. Next week look for an updated BCEI model, a new VOC model, the gas players beat down report, and earnings reports from HAL, BTU, CRR and more. Have a great weekend.
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ZLT and ZMT positions are updated
http://zmansenergybrain.com/subscriber-data/holdings-wiki/
January 21st, 2012 at 7:15 pmIran’s softer side
http://news.yahoo.com/iran-says-u-presence-gulf-not-issue-092321057.html
January 21st, 2012 at 7:43 pmLooks like the many OAS downgrades were caused by the Jan 2012 presentation posted on their site. The irony of TPH downgrading on fewer completions but calling it their favorite Bakken stock makes me scratch my head.
Appears they exited 2011 w/ 11k – 12.5k BOEPD.
January 22nd, 2012 at 3:31 pmRe 3. That is not the exit rate, it is the full year average. The exit rate would be north of 16,000 boepd
January 22nd, 2012 at 4:03 pmAPA on the tape with a $2.85 B buy of Cordillera, private name, with 254,000 net acres in western OK / Tex Panhandle … Tonkawa, Cleveland, Granite Wash plays. Big production and proved reserves associated with the buy, signals super independents attracted back to U.S. onshore, liquids rich plays.
January 23rd, 2012 at 12:22 amBCEI model and article on SA
http://seekingalpha.com/article/321160-bonanza-creek-energy-update-2012-model-highlights-value
January 23rd, 2012 at 2:36 am