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Permalink Reply by E & E on October 22, 2009 at 16:49

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Permalink Reply by JHH on October 23, 2009 at 1:24

sesport... thank you very much. A lot is being stated on both sides in order to confuse and cause fear among mineral owners. i tend to believe we have a lot to offer and they know it. jhh

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Permalink Reply by BirdDawg, plain ole' idiot on October 23, 2009 at 1:50

sesport,
Great info. Thanks.
I wondered when (or if) responsible analysts would respond to Berman.

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Permalink Reply by Les Bamburg on October 23, 2009 at 3:29

Sesport, I would recommend people listen to Steve Dixon's presentation at Chesapeake's Analyst Day Conference. He does an excellent job of explaining decline curves and rebutting the Berman position.

I read the TPH rebuttal on Monday and thought Dave Pursell et al did a great job of debunking Berman. The more I read Berman's comments, the more I am convinced he knows little about reservoir engineering and petroleum economics.

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Permalink Reply by Bacon on October 23, 2009 at 4:24

Hey Les, Do you have a link for Steve Dixon's presentation? A check of Google and CHK's presentation page came up empty. Thanks.

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Permalink Reply by Les Bamburg on October 23, 2009 at 6:53

Bacon, try the following link. It is the 10/14/09 meeting.

http://www.chk.com/Investors/Events/Pages/default.aspx

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Permalink Reply by sesport on October 23, 2009 at 17:26

Thanks, all. I won't debate the caliber of TPH's services & opinions, but I am wondering about the tone & "youthful" language in the TPH rebuttal. That's one of the reasons I questioned it's authenticity.

I'm taking a look at the link to Dixon's presentation, thanks Les B. (boy, just leave the library card out in the open now ... you could just "add" me to your card. ha, ha, ha)

again, thanks, sincerely :0)

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Permalink Reply by Les Bamburg on October 23, 2009 at 19:10

Sesport, that is the tone and nature of all of TPH's daily briefings which makes them the highlight of my morning reading. But I can tell you those guys have way more on the ball than almost any other consultant or analyst.

I have read some recent papers from Bernstein that analysed the Barnett Shale and can tell the author lacked the experience required to evaluate such a challenging.

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Permalink Reply by sesport on October 23, 2009 at 19:21

'K. I'm down with that. lol :0)

BTW, the pdf in the link won't open. Is it me or has it disappeared? I prefer reading as opposed to listening, but will if I have to. :-P

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Permalink Reply by Les Bamburg on October 23, 2009 at 19:32

Sesport, try to download the Supporting Materials at the following link. It may take some time as the file is over 30 MB.

http://phx.corporate-ir.net/phoenix.zhtml?p=irol-eventDetails&c...

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