Wrap – Week Ended 05/17/13

A new pie exposure graph will be included in the ZEB Positions tab later this evening

The ZLT C and broader ZLT and ZMT positions pages will be updated this evening. 

This piece on MCEP was published on Seeking Alpha late last week, updating numbers for their new acquisition. 



wrap 051713 

10 Responses to “Wrap – Week Ended 05/17/13”

  1. 1
    tomdavis12 Says:

    Barron's – Leon Coop on cover recommending RIG, C & S

  2. 2
    crysball Says:

    Did you  know :

     There  are  more miles of  oil pipeline   in  the  USA  [ 200,000]than than  there are  miles  of  highgway [160,000]  in  the 13 cents

    $4.11 is  the highest average retail price for a gallon of gasoline in the U.S., recorded on July 7, 2008.(excluding  CA).

    13 cents  is   theLowest-ever price per gallon in the U.S., recorded during a pricing war in Missouri in 1951.

    5,000 Years oil has been used by people. Its original use: Treating frostbite and gout.

    2,500Years ago that crude oil was first pumped from the ground in Sichuan, China.

    90 million  BOPD is The world's total daily demand for oil in barrels, on average so far in 2013 (including projections).

    3.5 million is Africa's total daily demand for oil in barrels, on average so far in 2013

    Source  EIA




  3. 3
    nrgyman Says:

    More color, from a global perspective, on Friday's US LNG export decision and global players' appetite to participate:



  4. 4
    zman Says:

    Some notes added to the top of the post

    RMD – saw your request for strip pricing look vs my flat $100 deck on NFX on the Friday post and its a good idea and will be included in the Monday post. 

  5. 5
    Dillon Says:

    re 101 on Fridays post (RMD) – Just to give you what I have been hearing on WFT…rumor they have been backing out on real estate leases here in the Houston area. I think people have long been saying GE has been looking at them as a possible buyout. I also have a friend who works in LWD out in the field for them and they have been letting people go left and right lately. Drilling division has been isolated as a profitable division and could be sold separately when the co needs cash pretty bad is also floating around out there. I dont follow the name and havent looked into it really either just thought I'd see if you knew of any of this and if it could help you out. (Maybe connect some dots or put puzzle pieces together)

  6. 6
    zman Says:

    re 5 – thanks for the color Dillon, I'll send RMD a note to make sure he sees that. 

  7. 7
    Dillon Says:

    no problem – love this board.

  8. 8
    zman Says:

    Thanks again Dillon, good input from you this past week. 

    The Blotter is updated


  9. 9
    nrgyman Says:

    RE 3:  Noticed that the link requires a paid subsription.  I read it from Google News, which shows the article free.  So if you cannot read it, just google the title below and you should be able to read it without a subscription.  This also works for Wall Street Journal articles.  Apparently Google has a deal with these publishers to let their viewers read it without a subsription.   Sorry for the inconvenience.


    US energy revolution gathers pace

  10. 10
    Zorgnak Says:

    >10% Short Float..Setting at breakout levels





    REXX  (17.33  52 wk high)


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