shareholdersunite.com

7 responses so far ↓

• 1 kencooksam // Oct 6, 2009 at 7:12 pm

  very conservtive numbers but a good report

• 2 Bruce // Oct 6, 2009 at 8:36 pm

  I think this answers someones question on the Yahoo Board. Looks like Horizontal Drilling Equipment on site is not a rig. However, it is another indication they know they are close to the big O!

• 3 bob // Oct 7, 2009 at 3:41 am

  monday’s uptick was probably MS brokers touting the upcoming ( and now released )report instead of the speculation of a news leak from the well head; would have preferred the latter but all is good for those that wait. IOC and CVX /Chevron are the only holdings in the integrated oil category that MS rates as an “overweight” per the last page of the report; good luck to all.

• 4 bob // Oct 7, 2009 at 3:44 am

  Janine???

• 5 Roger // Oct 8, 2009 at 10:44 pm

  Janine,

  Have you heard anything?

  I got laughed off the Yahoo board and I’m hoping to get more support here.

  Thank you in advance.

• 6 John // Oct 11, 2009 at 3:48 am

  On the yahoo message board, there is mention of breakeven LNG prices in $/mmbtu. Does anybody know where these came from? Also, the Morgan Stanley paper mentions an S curve with 14%. Does anybody know what this means in terms of formula pricing? What is LNG base price and at what oil price? then it increases at 14% of oil price increase? I assume 45% slope is for every 10% move on oil price, LNG price moves 10%. So is 14% only 1/3 of increase in % in oil?

• 7 John // Oct 11, 2009 at 8:06 am

  disregard above, I worked it out. It is simply 0.14 times oil price to give a number in $/mmbtu