Kardell 4H James Lime - GoHaynesvilleShale.com2024-03-28T15:02:51Zhttps://gohaynesvilleshale.com/forum/topics/kardell-4h-james-lime?commentId=2117179%3AComment%3A2933469&feed=yes&xn_auth=noThanks ALongview.tag:gohaynesvilleshale.com,2013-05-02:2117179:Comment:29340132013-05-02T00:37:31.528ZPaul Johnsonhttps://gohaynesvilleshale.com/profile/PaulJohnson
Thanks ALongview.
Thanks ALongview. This from the merger conferen…tag:gohaynesvilleshale.com,2013-05-02:2117179:Comment:29340082013-05-02T00:08:05.807ZALongviewhttps://gohaynesvilleshale.com/profile/AZRealestate
<p>This from the merger conference call:</p>
<p>I'm noticing on Slide 7, <span class="transcript-search-span" style="background-color: yellow;">James</span> <span class="transcript-search-span" style="background-color: #f38686;">Lime</span> spending in 2014 is up significantly from 2013. Is that a function of having the wherewithal to go after that a little more? Is that a function of gas prices have gone up? Because I thought that was a pretty interesting play and Devon had gone after it but…</p>
<p>This from the merger conference call:</p>
<p>I'm noticing on Slide 7, <span class="transcript-search-span" style="background-color: yellow;">James</span> <span class="transcript-search-span" style="background-color: #f38686;">Lime</span> spending in 2014 is up significantly from 2013. Is that a function of having the wherewithal to go after that a little more? Is that a function of gas prices have gone up? Because I thought that was a pretty interesting play and Devon had gone after it but there was not a lot of infrastructure down there, so they kind of walked away, I believe, from it. So just tell me what you're thinking on the <span class="transcript-search-span" style="background-color: yellow;">James</span> <span class="transcript-search-span" style="background-color: #f38686;">Lime</span> here going forward, going from $5 million to $20 million.</p>
<p><strong><a href="http://seekingalpha.com/search/transcripts?term=Allan+D.+Keel&sasource=participant">Allan D. Keel</a></strong> - Chief Executive Officer, President and DirectorYes, Steve, it's Allan. Devon actually -- they've actually increased their activity level out there over the last several months, so they've actually drilled at least 10 or 12 wells there with increasing success with -- as they get a little bit more efficiencies out there. As we've mentioned before, we went on an infrastructure solution out there and we think that some of that is taking place now, so we are in a position now with this combination to devote some capital to that play and we really think it's a great opportunity for us to pursue. So yes, we are going to invest capital out there this year, as well as ramping that up as we go forward</p>
<p>Devon's last reported well has three month production of 19400 bbl oil/condensate and 188mmcf gas. Not too bad. I do believe that with Devon, Contango/Crimson, and Forestar all invloved that they have made some sort of deal to figure out an infrastructure solution and they will be drilling over the next 18 months in a much more significant way than they are currently. People in San Augustine and Sabine County who kept and were able to lease their shallow formations may be rewarded for doing so.</p> Thanks Paul. Looks like they…tag:gohaynesvilleshale.com,2013-05-01:2117179:Comment:29334692013-05-01T15:26:14.205ZALongviewhttps://gohaynesvilleshale.com/profile/AZRealestate
<p>Thanks Paul. Looks like they are going to drill some in the James Lime in 2013-2014.</p>
<p>Thanks Paul. Looks like they are going to drill some in the James Lime in 2013-2014.</p> http://finance.yahoo.com/news…tag:gohaynesvilleshale.com,2013-05-01:2117179:Comment:29329672013-05-01T01:49:31.322ZPaul Johnsonhttps://gohaynesvilleshale.com/profile/PaulJohnson
<a rel="nofollow" href="http://finance.yahoo.com/news/contango-oil-gas-crimson-exploration-105900600.html" target="_blank">http://finance.yahoo.com/news/contango-oil-gas-crimson-exploration-...</a>
<a rel="nofollow" href="http://finance.yahoo.com/news/contango-oil-gas-crimson-exploration-105900600.html" target="_blank">http://finance.yahoo.com/news/contango-oil-gas-crimson-exploration-...</a> Not of the entire area. Crims…tag:gohaynesvilleshale.com,2013-04-23:2117179:Comment:29245362013-04-23T20:29:01.792ZALongviewhttps://gohaynesvilleshale.com/profile/AZRealestate
<p>Not of the entire area. Crimson posted on their latest presentation the units in San Augustine County that they believe are in the play. Forestar has more acreage leased in Sabine County and Devon has a good bit of acreage in both Counties.</p>
<p>Not of the entire area. Crimson posted on their latest presentation the units in San Augustine County that they believe are in the play. Forestar has more acreage leased in Sabine County and Devon has a good bit of acreage in both Counties.</p> Thanks for the info on Forest…tag:gohaynesvilleshale.com,2013-04-22:2117179:Comment:29236632013-04-22T22:42:15.727ZMikehttps://gohaynesvilleshale.com/profile/Mike94
<p>Thanks for the info on Forestar and Crimson. Did anyone provide an updated map of the liquids play?</p>
<p>Thanks for the info on Forestar and Crimson. Did anyone provide an updated map of the liquids play?</p> I listened to some of the IPA…tag:gohaynesvilleshale.com,2013-04-20:2117179:Comment:29212332013-04-20T18:32:00.273ZALongviewhttps://gohaynesvilleshale.com/profile/AZRealestate
<p>I listened to some of the IPAA conference calls this last week and was surprised to hear that Forestar has an agreement with Devon that covers 22,000 acres in San Augustine and Sabine County for the James Lime and they were actively leasing still. Also, in the Crimson call they stated that they were working with Devon on how best to build out the James Lime. The coming 12-18 months could get interesting.</p>
<p>I listened to some of the IPAA conference calls this last week and was surprised to hear that Forestar has an agreement with Devon that covers 22,000 acres in San Augustine and Sabine County for the James Lime and they were actively leasing still. Also, in the Crimson call they stated that they were working with Devon on how best to build out the James Lime. The coming 12-18 months could get interesting.</p> they simply flow the condensa…tag:gohaynesvilleshale.com,2013-04-20:2117179:Comment:29211312013-04-20T17:51:39.305Zadubuhttps://gohaynesvilleshale.com/profile/adubu
<p>they simply flow the condensate in storage tanks at well site then periodic truck it out to market or to nearest contracted pipeline when tanks are near full.</p>
<p>they simply flow the condensate in storage tanks at well site then periodic truck it out to market or to nearest contracted pipeline when tanks are near full.</p> I have read that Devon would…tag:gohaynesvilleshale.com,2013-04-14:2117179:Comment:29102462013-04-14T05:09:24.112ZALongviewhttps://gohaynesvilleshale.com/profile/AZRealestate
I have read that Devon would be drilling more in the James Lime but have yet to figure out a transportation/treatment situation. What would need to be in place for them to transport, treat, or whatever they need to do to maximize the sale of this condensate? Is it treatment facilities and pipelines or just pipelines? Thanks for any insight.
I have read that Devon would be drilling more in the James Lime but have yet to figure out a transportation/treatment situation. What would need to be in place for them to transport, treat, or whatever they need to do to maximize the sale of this condensate? Is it treatment facilities and pipelines or just pipelines? Thanks for any insight. GoRicky -
I tend to follow t…tag:gohaynesvilleshale.com,2013-04-14:2117179:Comment:29101512013-04-14T03:46:09.724Zdbobhttps://gohaynesvilleshale.com/profile/dbob
<p>GoRicky -</p>
<p></p>
<p>I tend to follow the completion reports, but not keep up with production on particular wells. Which company or wells are of most interest to you?</p>
<p></p>
<p>GoRicky -</p>
<p></p>
<p>I tend to follow the completion reports, but not keep up with production on particular wells. Which company or wells are of most interest to you?</p>
<p></p>