w.r. frank
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w.r. frank's Discussions

US Gas on a Path to 'Crazy Prices" With No Relief in Sight
3 Replies

Started this discussion. Last reply by Mira Endura Apr 23.

Arlington approves gas royalty settlement with Chesapeake
15 Replies

Started this discussion. Last reply by John L Aug 29, 2014.

Blackstone in Discussion to Buy Shell's Haynesville JV Position
41 Replies

Started this discussion. Last reply by huston Nov 11, 2014.

 

w.r. frank's Page

Latest Activity

Mister Sunday replied to w.r. frank's discussion US Gas on a Path to 'Crazy Prices" With No Relief in Sight
"But I see the futures price for April 2023 the bottom falls out of it."
Apr 22
w.r. frank posted a discussion

US Gas on a Path to 'Crazy Prices" With No Relief in Sight

Subject: (BN) U.S. Gas on a Path to `Crazy Prices' With No Relief in SightBy Gerson Freitas Jr(Bloomberg) -- U.S. natural gas is on a tear. Prices have almost doubled this year to the highest since the shale revolution more than a decade ago, driving up energy costs and helping fuel the fastest inflation in 40 years.Yet the gas market, once considered a yawn among traders because of its predictability, could be setting the stage for a even wilder rally over the next few months, triggering bets…See More
Apr 19
w.r. frank replied to Bill's discussion Lease offer 11n-r10w-section-20 Natchitoches Parish
"Way too low! They were higher when NG was under $2.50."
Apr 4
w.r. frank replied to Skip Peel - Mineral Consultant's discussion U.S. NATURAL GAS MONTHLY SETTLEMENT PRICE TRACKER
"I thought it would be $5.90 based on yesterday's close."
Jan 28
w.r. frank replied to SL's discussion Section 23-12-13
"I would hazard a guess that the IP of Alt. 3 is a typo  and really 34,570 Mcf.. The elimination of choke size is typical CHK intentional. CP of 8,000 psi is impressive, but would be nice to know choke."
Jan 5
w.r. frank replied to Skip Peel - Mineral Consultant's discussion The Shales: Haynesville and Bossier
"Two well in same § SE DeSoto  699' difference between HA and BOS. Both good wells for vintage. Consistent with your 722'"
Nov 18, 2021
w.r. frank replied to John Smith's discussion Chesapeake Drilling Program
"§§ and Township & Range?"
Nov 16, 2021
w.r. frank replied to Skip Peel - Mineral Consultant's discussion Jerry looks to sell Bakken Assets
"Brix is all rolled into the Vine/CHK deal. It was really just a financing vehicle for Vine operation."
Aug 19, 2021
w.r. frank replied to Skip Peel - Mineral Consultant's discussion Vine: The First Shale IPO Since 2017 Is Failing to Impress Wall Street
"Price was reduced to $14. S-1 indicated a pricing range of $16 to $19. Would not work at those prices.. Plus, Blackstone had to invest $60M new cash in deal to get it done. Good people, good assets, but horrible market to get anything done other…"
Mar 19, 2021
w.r. frank replied to Skip Peel - Mineral Consultant's discussion Vine: The First Shale IPO Since 2017 Is Failing to Impress Wall Street
"They tried it once before and failed two years ago, but did not pull the Registration statement from SEC, but let it sit there for months. Problem is leverage and bank determination and risks of PV-10 as impacted by price of NG. and continued spread…"
Mar 19, 2021
w.r. frank replied to Skip Peel - Mineral Consultant's discussion HAYNESVILLE RIG COUNT BY PARISH/COUNTY AND OPERATOR (3/12/2021)
"Skip, you have BPX listed twice in Red River. If BPX had two rigs in RR, you would normally have indicated BPX (2), rather than two listings. Is it correct at 2? The week before Vine had (3) in Sabine, but a rig could be in transit on the 20th."
Mar 13, 2021
w.r. frank replied to Skip Peel - Mineral Consultant's discussion Chesapeake Energy expects to rise from Chapter 11 as low-cost gas producer
"Anybody know what CHK did with the transportation costs and MVC with the Acadian Pipeline (Intrasrate I think)."
Feb 3, 2021
w.r. frank replied to Skip Peel - Mineral Consultant's discussion HAYNESVILLE RIG COUNT BY PARISH/COUNTY AND OPERATOR (2/14/20)
"Skip, Where is the one CHK rig running? Well#?"
Feb 28, 2020
w.r. frank replied to Skip Peel - Mineral Consultant's discussion Comnstock Q4 2019 Financial and Operating Results
"You got it Skip! CHK has no options. Bad current price, bad curve, no money to drill and only ONE potential buyer with a very low operating costs and few legacy GP&T contracts (which CHK monetized for cash and screwed royalty owners with years…"
Feb 27, 2020
w.r. frank replied to Steve's discussion Sabine 246771
"#246,771 is an expired permit in Caddo Parish."
Oct 24, 2019

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W.r. frank's Blog

Chesapeake Totally Naked on NG Hedges!!!

Latest financial and operation report released today by CHK reports ZERO NG hedges for 2012 and 2013. Typical AM "bet the farm" speculation. CHK is a giant land speculation /commodity speculation hedge fund with so much leverage it will now mortgage (VPP) or sell assets at <$3/mmbtu NG to cover a negative cash flow of $8 to $12B this year.

Over mid-term, AM is probably right, but near term cash market will be a disaster this fall if storage is full. This will only affect the cash…

Continue

Posted on February 21, 2012 at 19:41

Comment Wall (15 comments)

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At 7:14 on May 29, 2018, Skip Peel - Mineral Consultant said…
WR, can you share what is up between Matador and BHP/CHK?

As soon as Matador (a working interest) gets through with you, the royalty owners will be lined up to sue you (and CHK) for Floyd and Aubrey's grand speculation on NG in 2009-2011.
At 8:53 on May 15, 2018, Skip Peel - Mineral Consultant said…

WR, I'm actively looking for mineral lessors who would consider being a lead plaintiff in an effort to certify a class for the purpose of litigation against Haynesville operators that entered into MVC's that inflated the sales price at the expense of their mineral lessors.  If you are interested, you have my contact information below.

At 8:35 on November 20, 2011, Skip Peel - Mineral Consultant said…

w.r., you may contact me at skippeel@gmail.com or 318-861-3633.

At 6:20 on June 12, 2011, JHH said…

Mr. Frank,

I'm headed out of town today.  Will be back tuesday evening. jhh

 

At 23:44 on June 23, 2010, Bobi Carr ("parker") said…
I've been missing your input on GHS. Glad to see you posting again.
At 0:06 on January 14, 2010, Bobi Carr ("parker") said…
HAPPY BIRTHDAY!
At 14:59 on September 19, 2009, sesport said…
w.r. - Thanks for chiming in on my Carbon Caps topic. I don't claim to be an expert in any of these areas, just a consumer looking to better understand what's going on in the world around me. Just want you to know that I appreciate your willingness to share your understanding & thoughts.

best :0)
At 23:40 on August 19, 2009, darryl s. jenkins said…
hello frank just checkng in ,have not heard anything from you
At 15:24 on May 5, 2009, Bobi Carr ("parker") said…
Thanks.

You and buddy must be talking about different wells. He is a friend and knows his stuff.
At 19:40 on May 4, 2009, Skip Peel - Mineral Consultant said…
wr. It works best with Internet Explorer. I use Mozilla Firefox for most of my work but the SONRIS databse other than Lite and parish clerk of court remote accounts work best with IE.

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