Getting Rich in the Natural Gas, Coal & Oil Patch

[tyfighter3]

He should have bought it sooner, it's starting to go higher than 10. LOL

[Aman A.K.A. Ahamburger]

LOL.. Check this out..  Looks like all this "trouble" across the Mid East(Syria, Egypt, Lebanon, Turkey, ect) is having an effect on economic output..  Who would have thought eh?  LOL...

U.S. oil independence isn’t just a dream a.k.a. Energy's unexpected jobs boom

[tyfighter3]

That's why Oil prices will remain high for some time to come and NA will benifit for it over the long term. JMO

[Aman A.K.A. Ahamburger]

Couldn't agree more, the projections for 2014 are probably on the high side as well. Like the Mid East is going to be cleared up by next year...

Also, I was reading they "just found", like 1.5 Trillion USD worth of oil in the Gulf.... of Mexico... 

In some other energy related news, not a carbon renewable, just carbon neutral, along with a whole ton of energy related jobs for the future.

[Aman A.K.A. Ahamburger]

What's old is new..   Energy Water Solutions Recycling Produced Water in the Eagle Ford Shale .  Should help the bottom line across the board as water is a key ingredient in oil sands production.

[Aman A.K.A. Ahamburger]

In the first post of this thread back in 2011 I used Shell's floating LNG plant as an example of how much potential there still was in oil and gas production. If big companies are willing to put big dollars into big projects their proven reserves must be worth the investment. It appears that Shell's behemoth of a "ship" is on schedule which again is just further proof of the long term potential in the natural gas revolution.

[Aman A.K.A. Ahamburger]

Anyone ever heard of Aegis Oil? I received a call the other day from their sales team.. I guess they are looking for investors if anyone interested.

[bimetalaupt]

Dec 10, 2013 23:12:11 GMT -5 Aman A.K.A. Ahamburger said:

Anyone ever heard of Aegis Oil? I received a call the other day from their sales team.. I guess they are looking for investors if anyone interested.

A+++,
Would XOM be a better bet..Esp for the future of Cash flow.....?? ??
B

[Aman A.K.A. Ahamburger]

B,

What have you heard about these Aegis guys? They are down your way.

For cash flow I like XOM for sure, also, gotta luv SU. Lots of growth in the Canadian oil patch.

Later,

[Aman A.K.A. Ahamburger]

I found this interesting. Not only is this a reoccurring theme of this thread, I have been talking about US oil independence since 2009...

Unforeseen U.S. Oil Boom Upends Markets as Drilling Spreads

I don’t really think anyone saw this coming,” said Steve Sawyer, an analyst with FACTS Global Energy in London. “The U.S. shale boom happened much faster than people thought. We’re in the middle of a new game. There’s nothing in the past that predicts what the future will be.”

Sure there is Steve, it's called US oil exports mixed with renewables that work!

Best part is, with the stronger American dollar, Canadian oil producers have a healthier bottom line.

[Aman A.K.A. Ahamburger]

Some more great news for Canadian oil producers, which will translate into more oil production in the US.

India seeking long-term oil supply contract with Canada - minister
Non-thermal oilsands tech touted as ‘game changer’ ExxonMobil process would eliminate tailings ponds, reduce GHG emissions

[Aman A.K.A. Ahamburger]

The people in Norway know what it means to get rich off the oil patch. Some think that it's impossible for that to happen here, yet budgets in the US and Canada are slowly heading in the right direction. Now that the Keystone XL is all but approved, the move to end the ban on oil exports is on! Once the kinks in renewable energy are smoothed out, the final piece of the puzzle to balanced budgets and 10% capital in the banks being the new gold standard will be in place.

[tyfighter3]

I like it when the Fundalmentals are looking good for one of my faverates.
www.marketwatch.com/story/kodiak-oil-gas-corp-announces-year-end-2013-proved-reserves-and-provides-quarterly-and-annual-sales-volumes-2014-02-11

[bimetalaupt]

Feb 13, 2014 12:51:54 GMT -5 tyfighter3 said:

I like it when the Fundalmentals are looking good for one of my faverates.
www.marketwatch.com/story/kodiak-oil-gas-corp-announces-year-end-2013-proved-reserves-and-provides-quarterly-and-annual-sales-volumes-2014-02-11

Ty.

Try this again...Very leveraged...NEGITIVE Levered Free Cash Flow (ttm): -1.29B ..LOOK AT THE LAST MILE OF A HUGE DISTROBUTION...SE ..PIPELING TO NEW YORK COUNTY..TAXI FLEET..HEATING AND POWER..FORMER DUK DIVISION.....LITTLE RISK OF MARKET..THEY OWN  NEW YORK

    Just a thought,

BRUCE

[bimetalaupt]

Big Companies Are Buying Into Biofuels

With size comes money
After spending over $100 million on the development of algae-based biofuels, ExxonMobil is refocusing its efforts on developing new, more productive strains of algae with the help of Synthetic Genomics.

The collaborative effort, which may result in ExxonMobil investing more than the massive $600 million originally expected for the development of algae-based fuels, is just one example of why the next great advances in biofuels may not originate from the younger start-up companies in the industry. The ability to wager and lose $100 million on higher-risk ventures like algae-based fuels would spell the end for a newer company, but can be easily written off by the world's largest oil company.

DuPont's research into cellulosic ethanol and BP's investments in biobutanol both further increase the likelihood of big developments in bio-based fuels arising from the ranks of established larger companies. Through the combined expertise of recently acquired subsidiaries Danisco and Genencor and itsown strong history of industrial bioscience, DuPont is a major producer of enzymes for traditional corn-based ethanol production and has set the necessary groundwork for large-scale production of cellulosic ethanol.

After the success of a demonstration-scale facility in Tennessee, DuPont is now nearing completion of a commercial-scale cellulosic ethanol production facility in Iowa. By the end of the year, the facility should be operational with expectations to produce 30 million gallons of fuel ethanol from corn stover feedstock.

DuPont's interest in advanced biofuels spreads beyond just cellulosic ethanol into less traditional bio-based fuels like propanediol and biobutanol. The company's Butamax endeavor into biobutanol production is in collaboration with BP, with plans to use the fuel in place of ethanol for gasoline blending.

The major advantage of biobutanol over ethanol is its higher blending percentage given current regulations. It is not clear how detrimental the proposed changes to the Renewable Fuel Standard (RFS) would be to biobutanol, but it remains an intriguing opportunity given the ability to produce the fuel at already existing ethanol production facilities.

Retrofitting existing ethanol facilities and providing the complete set of resources to transition at least in part to biobutanol production and subsequent commercialization allows BP and DuPont to invest in advanced biofuels without the complete expense of building entirely new facilities. The required investments into research and development for the venture are still substantial, but BP's established infrastructure and the combined technology from both companies increase the likelihood for commercial success of the joint venture.

[tyfighter3]

Bruce, the last time we talked about SE was last year when I called 37 would be the TOP for the Year 2013. Now that it has regained a price over 37, look for a possible Breakout over 37.37 and going to 38.95. It's overbought right now, fundalmentals look allright, yeild 3.75 but the price is going up. Breckouts are not the norm and can be Bearish. Nice when they happen. JMO

[bimetalaupt]

Feb 18, 2014 17:28:05 GMT -5 tyfighter3 said:

Bruce, the last time we talked about SE was last year when I called 37 would be the TOP for the Year 2013. Now that it has regained a price over 37, look for a possible Breakout over 37.37 and going to 38.95. It's overbought right now, fundalmentals look allright, yeild 3.75 but the price is going up. Breckouts are not the norm and can be Bearish. Nice when they happen. JMO

Ty+,

Yes, We are looking for roe to move to 15%...Going to make more money with better market for gas in New York. The action in the area will make a market for the new gas fields of  XOM and Marcellus shale. Well at PE of 24 this has become a gold mine for long time DUK owners ( or CIN owners).    Call it 2.8 Trillion Cubic feet of NG unlimited future energy. 

Bruce

[grits]

Did someone find a way to tap into the digestive systems of teenagers, and those over 50?

[bimetalaupt]

Feb 18, 2014 19:04:30 GMT -5 grits said:

Did someone find a way to tap into the digestive systems of teenagers, and those over 50?

grits

No but they did find a way to tap into the cow. Put the stuff from  the end into a bio digester and pipe the gas.

cost about the same as gas sells for in Paris, FR.  15 EURS per 1,000 btu.   Yes they capture gas from the treatment plant!!! 

Just a thought,

Bruce

[Aman A.K.A. Ahamburger]

Feb 18, 2014 17:28:05 GMT -5 tyfighter3 said:

Bruce, the last time we talked about SE was last year when I called 37 would be the TOP for the Year 2013. Now that it has regained a price over 37, look for a possible Breakout over 37.37 and going to 38.95. It's overbought right now, fundalmentals look allright, yeild 3.75 but the price is going up. Breckouts are not the norm and can be Bearish. Nice when they happen. JMO

I remember that now that you say it Ty. I knew I had heard SE before..  

Bruce, XOM has been a buy on this thread since in started..    Upset environmentalist, lawsuits, increasing tensions in the Mideast, all make bio fuels part of the future too. 

[Aman A.K.A. Ahamburger]

Feb 18, 2014 1:41:25 GMT -5 bimetalaupt said:

Big Companies Are Buying Into Biofuels

With size comes money
After spending over $100 million on the development of algae-based biofuels, ExxonMobil is refocusing its efforts on developing new, more productive strains of algae with the help of Synthetic Genomics.

The collaborative effort, which may result in ExxonMobil investing more than the massive $600 million originally expected for the development of algae-based fuels, is just one example of why the next great advances in biofuels may not originate from the younger start-up companies in the industry. The ability to wager and lose $100 million on higher-risk ventures like algae-based fuels would spell the end for a newer company, but can be easily written off by the world's largest oil company.

DuPont's research into cellulosic ethanol and BP's investments in biobutanol both further increase the likelihood of big developments in bio-based fuels arising from the ranks of established larger companies. Through the combined expertise of recently acquired subsidiaries Danisco and Genencor and itsown strong history of industrial bioscience, DuPont is a major producer of enzymes for traditional corn-based ethanol production and has set the necessary groundwork for large-scale production of cellulosic ethanol.

After the success of a demonstration-scale facility in Tennessee, DuPont is now nearing completion of a commercial-scale cellulosic ethanol production facility in Iowa. By the end of the year, the facility should be operational with expectations to produce 30 million gallons of fuel ethanol from corn stover feedstock.

DuPont's interest in advanced biofuels spreads beyond just cellulosic ethanol into less traditional bio-based fuels like propanediol and biobutanol. The company's Butamax endeavor into biobutanol production is in collaboration with BP, with plans to use the fuel in place of ethanol for gasoline blending.

The major advantage of biobutanol over ethanol is its higher blending percentage given current regulations. It is not clear how detrimental the proposed changes to the Renewable Fuel Standard (RFS) would be to biobutanol, but it remains an intriguing opportunity given the ability to produce the fuel at already existing ethanol production facilities.

Retrofitting existing ethanol facilities and providing the complete set of resources to transition at least in part to biobutanol production and subsequent commercialization allows BP and DuPont to invest in advanced biofuels without the complete expense of building entirely new facilities. The required investments into research and development for the venture are still substantial, but BP's established infrastructure and the combined technology from both companies increase the likelihood for commercial success of the joint venture.

B,

Sorry I missed what you were saying last night, it was late. Thanks, we will add the ABE to the mix for sure.

God Bless,

[tyfighter3]

Where can you make 6 figures and still be Homeless? LOLL

[bimetalaupt]

Mar 19, 2014 21:45:58 GMT -5 tyfighter3 said:

Where can you make 6 figures and still be Homeless? LOLL

Ty3

Midland,TX They use there Car/truck plate numbers as their home address. Lucky ones have a camper on the pickup.

BiMetalAuPt

[tyfighter3]

Try ND Bruce but Midland, Tx is a little warmer. LOL Here is what I mean.
finance.yahoo.com/news/north-dakota-wants-campaign-seeks-182400975.html

[Aman A.K.A. Ahamburger]

Mar 19, 2014 21:45:58 GMT -5 tyfighter3 said:

Where can you make 6 figures and still be Homeless? LOLL

Ft. Mac!! Lol.. 

[tyfighter3]

This is a pretty good list.
investorplace.com/2014/04/oil-stocks-nbl-eog-pxd-mpc-kog/3/

[bimetalaupt]

Apr 9, 2014 12:19:05 GMT -5 tyfighter3 said:

This is a pretty good list.
investorplace.com/2014/04/oil-stocks-nbl-eog-pxd-mpc-kog/3/

TY,

Great Post

I LIKE #4 (Pioneer Natural Resources (PXD)). OF THE PRODUCERS.  I KNOW Pioneer Natural Resources (PXD) AND WOLFCAMP.  I HAVE INVESTED IN BOTH OF THESE FOR YEARS.  WOLFCAMP IS THE GOLDEN CALF WITH PIPELINES IN PLACE.

TALKING ABOUT PIPELINES, SE IS LIKE THE PICKAX OF THE GOLD RUSH.  LOW RISK THAT WILL BE NEEDED TO MOVE  NOW FLARED WASTED GAS TO THE EU!!! 

Just a thought,

BiMetalAuPt

[tyfighter3]

Bruce, EOG #1 but I still like KOG. EOG has been on my list for years now, still love it but don't talk about it much. When I did talk about it nobody listened to me. LOL Did you see my post on Super-Fed?

[bimetalaupt]

Apr 9, 2014 21:48:23 GMT -5 tyfighter3 said:

Bruce, EOG #1 but I still like KOG. EOG has been on my list for years now, still love it but don't talk about it much. When I did talk about it nobody listened to me. LOL Did you see my post on Super-Fed?

ty,

Cramer also likes EOG.  I turned down a deal for the 1/8 interest  Eagle-Ford well that was drilled and pumping but not FRACKED. Problem is they have to Truck the oil out and burn the NG: not hooked to a pipe line: YET.

I know Spraberry and Pioneer Natural Resources (PXD).  PEG of 2.21 vs. 3.4 for EOG. 

Just a thought,

Bruce

PS I still like XOM with ISV of 227.39.  at 2.7% 10 Y T-Note and WACC 5.01%

PSS:Last year, Pioneer Natural Resources (NYSE: PXD ) predicted that there were 50 billion barrels of recoverable resources located underneath the Permian Basin, making it the second largest oilfield in the world if that's true. Now Pioneer Natural Resources sees 75 billion barrels of recoverable resources in the basin, with its acreage situated on what could yield 10 BBoe.

Untold potential
Pioneer Natural Resources had 432 MMBoe of proven reserves in the Spraberry/Wolfcamp part of the Permian Basin, which is only a fraction of what Pioneer could possibly uncover. With 20,500 potential drilling locations in the Permian, there are still many stones left unturned. To get a better idea of just how much treasure Pioneer Natural Resources is sitting on, Pioneer is going to spend $3.3 billion this year.

Of that amount, $3 billion is going to be directed toward Pioneer Natural Resources' drilling program, which is the most important thing for shareholders to watch. Breaking it down further, $2.165 billion is being deployed on its northern Spraberry/Wolfcamp acreage, and $205 million is going toward its southern Wolfcamp joint venture with Sinochem Petroleum USA. That's a lot of cash moving around, but just what does Pioneer plan to do with it?

[tyfighter3]

If your into oil, XOM is on your list.