w.r. frank's Discussions (394)

Discussions Replied To (363) Replies Latest Activity

"Plus, the biggest driller-CHK-has a $1.65B drilling carry and lots of acres to get t…"

w.r. frank replied Mar 27, 2009 to N. LA. Haynesville Activity Slows to a Crawl

40 Mar 27, 2009
Reply by Skip Peel - Mineral Consultant

"Back in the early fall, Deutsche Bank estimated breakeven at $4.73/mmbtu, with a 10%…"

w.r. frank replied Mar 27, 2009 to N. LA. Haynesville Activity Slows to a Crawl

40 Mar 27, 2009
Reply by Skip Peel - Mineral Consultant

"Here is a link to a lengthy interview with Michael Hall, analyst with Stifel Nicolau…"

w.r. frank replied Mar 27, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

"I do too! It is the most data driven assessment that I have discovered. The analysis…"

w.r. frank replied Mar 25, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

"Jay, I just posted a link on Parker's NG discussion to Credit Suisse's report dated…"

w.r. frank replied Mar 25, 2009 to N. LA. Haynesville Activity Slows to a Crawl

40 Mar 27, 2009
Reply by Skip Peel - Mineral Consultant

"On the subject of NG prices, here is a link where you can download the March 13, 200…"

w.r. frank replied Mar 25, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

"Hey Subsequent Posters, Don't shoot the messenger!! I will be delighted with $6.84…"

w.r. frank replied Mar 25, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

"Bearish article on NG prices: http://www.star-telegram.com/business/story/1277322.h…"

w.r. frank replied Mar 25, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

"If you drink the CHK "cool aid", prices will reverse in Q4 09 or 1Q 10. IMO, the onl…"

w.r. frank replied Mar 24, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

"Nasty, nasty protectionism!! But, if the states do not get severance, why not an "eq…"

w.r. frank replied Mar 24, 2009 to Natural Gas Price Could Soar as Number of Idle Rigs Grows

50 Mar 27, 2009
Reply by Dion Warr, CPL

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