zman’s Energy Brain

oil, gas, stocks, etc…

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  • Hello and Welcome - I’ve created this blog for the purpose of discussing energy related topics - primarily but not limited to oil and natural gas - and their potential impact on stocks, options, and futures. I am an amateur investor/trader and make no assurances about the opinions expressed on this blog. Please consult your financial advisor before buying, selling, borrowing, or otherwise risking capital based upon ideas taken from this site. Any advice construed from this website is worth what you paid me for it.
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2 Responses to “Weather”

  1. matt bob said

    Why the slide in End from 5$ to now $2? Management is first class, I guess my question is unit cost/Bbl.

  2. zmann said

    Matt –

    They paid a lot for the Talisman UK package. Debt and dilution from the deal pushed them beyond the tolerance of many. Then they had some insider selling to pay taxes. I’m thinking it’s bottomed out but it could leg lower. Thinking a multi year hold here sees you through any further slide. They start to cash flow pretty well this year and next and have some attractive hedges on. The exploration is a nice idea but I never put that wedge into the model until they show me a test rate (at least on a little guy like this).

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