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Bullboard Post History

by JackDeeValentin


V.MCR

RE:RE:RE:Building of a Company

That all makes a great deal of sense -- as equity holders we definitely want...

December 10, 2014

V.MCR

RE:Building of a Company

That is fair and good to have strong morale at the company Macro should...

December 10, 2014

V.MCR

$8m for empty office space

time to cut the nonsense get work where you can -- ensure reasonable margins...

December 8, 2014

TLM

RE:Repsol/GDF Suez combo deal possible?

GDF and/or Repsol should bring their offers to the shareholders for a vote --...

December 8, 2014

TLM

RE:SALE RUMORS

Repsol

December 8, 2014

TLM

RE:RE:RE:RE:RE:ICAHN, etc

Have spent some time in the boardrooms of large cap energy companies that are...

December 6, 2014

TLM

RE:RE:RE:ICAHN, etc

One can argue that it is worth more than $13 on a SOTP basis but need to be...

December 6, 2014

TLM

RE:ICAHN, etc

What does $9m get you in a CEO these days? Turns down $13+ per share offer...

December 6, 2014

V.MCR

RE:RE:RE:RE:RE:Petronas puts BC LNG plant on hold

agree --- these guys should get their heads out of their Petronas plenty of...

December 5, 2014

TLM

RE:WARNING: DONT BUY TALISMAN UNTIL IT GETS TO $3.50/SHARE

KKR has 76m shares as per Sep 2014 filing 62% of 3Q14 production was natural...

December 5, 2014

V.MCR

RE:RE:Petronas puts BC LNG plant on hold

sat with a CEO of one of the Canadian service companies -- evidently PETRONAS...

December 4, 2014

V.MCR

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Full year earnings will be $0.21 per share. $0.49 next year.

covering the E&P and midstream sector, there are more gas treating...

December 3, 2014

V.MCR

RE:RE:RE:RE:RE:RE:RE:RE:Full year earnings will be $0.21 per share. $0.49 next year.

Macro wouldn't attract anything but the micro cap focused institutions if...

December 2, 2014

V.MCR

RE:RE:RE:RE:RE:Full year earnings will be $0.21 per share. $0.49 next year.

Petronas does seem to be heading towards FID as well as couple smaller...

December 1, 2014

T.RMP

RE:RE:RE:Tell me why not to buy

hmmm.....WCS is trading at a $17/bbl discount to WTI; so if  WTI is $68...

November 28, 2014

TLM

RE:Trading 40% Below Book

TLM is 74% natural gas sensitivity to oil prices is overstated by recent...

November 28, 2014

T.ATH

RE:CEO Tom Buchanan

well if you can't drill an economic Viking well (Spyglass/Charger) or...

November 18, 2014

SGLRF

RE:Q3 Net Debt Increased

the manage well got pretty close to the $140m in cash flow Buchanan marketed...

November 14, 2014

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