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Comstock Resources Inc T.CRK.DB


Primary Symbol: CRK

Comstock Resources, Inc. is an independent energy company. The Company is engaged in the acquisition, exploration, development and production of oil and natural gas in the United States. The Company operates through the exploration and production of North American oil and natural gas segment. The Company primarily operates in the Haynesville shale, a natural gas basin located in North Louisiana and East Texas, with economic and geographical proximity to the Gulf Coast markets. The Company is focused on the development of drilling opportunities in the Haynesville and Bossier shales and exploration activities in Western Haynesville play. The Company has approximately 2,959 drilling locations on its Haynesville/Bossier shale acreage, where the Company estimates to have 4.9 trillion cubic feet equivalent (TCFE) of reserve potential. The Company owns interests in approximately 2,478 producing oil and natural gas wells (1,516.7 net) and operates 1,703 of these wells.


NYSE:CRK - Post by User

Comment by ThyFishon Mar 08, 2013 10:51am
191 Views
Post# 21099740

RE: RE: RE: Q4 and 2012 results out-lookin good!

RE: RE: RE: Q4 and 2012 results out-lookin good!

I think this is going to be a great year for CRK!!  I have seen my fair share of disasters when it comes to "undervalued gold mines" that just need to pull it all together.........9 times out of 10 it never happens.  I have lost my fair share of loot with some sinking ships too, but I think CRK is that one positive turnaround story.  They have done an excellent job in turning things around, very moderate guidance numbers, over delivering, etc.  This is now the time to take advantage of the "undervaluedness" of CRK.  It won't happen over night but the price is right, I picked up 100k @ .30 this morning.  I bought 100k in early 2012 @ .58, and sold @.36 for a 22k loss but I have a feeling I will make that back and then some this year!

 

62k oz produced in Q4 and they are only giving guidance of 170 - 180k oz for 2013? I know that Stawell will be winding done but I expect the life to be extended so I think they are being very conservative.  I expect to see 200k + oz's and that's my prediction, I was only off by 10k oz last year as I estimated 166k oz in the begining of the year.  Even if we only do 180k oz @ an average of $1500 is $270mm - cost per oz of $1000 = 270mm - 180mm = 90mm / 400mm (shares) is .225 per share for the year.  I understand there will be development and other expenses but I believe they are being very conservative so we have a ton of upside. I used $1500 per oz because of hedge this should be the average unless there is a huge drop or spike in gold.........CRK is at $1.00 by Dec.

 

GLTA ThyFish

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