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Open Discussion => Natural Gas Leasing => Pennsylvania => Topic started by: aktony on November 12, 2018, 12:19:28 PM

Title: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aktony on November 12, 2018, 12:19:28 PM
From SeekingAlpha:
https://seekingalpha.com/article/4221276-cabot-o-and-g-brainer-play-natural-gas-rally

Summary

NYMEX gas has rallied ~15% over the past couple weeks, and is currently trading over $3.70/MMBtu.

Inventories are low, coal plants keep closing, and there is always a chance we'll have a cold winter.

With the Atlantic Sunrise pipeline going in-service, Cabot has contracts for another 1 Bcf/d of production - a 40% increase over Q3.

So we have a seasonal rising price environment going into a rising production profile. That has CEO talking "special dividend".

I reiterate my STRONG BUY rating and $30 by year-end price target.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 13, 2018, 08:25:51 AM

  Love Cabot. Great wells. Great partner.
 Hopefully they can get some of that $4.00 pricing. Time to make some money.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 14, 2018, 10:00:23 PM

  I mean I don't understand Wall Street.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 15, 2018, 06:41:28 PM
   $ 4.84. I mean its all crazy. Markets and Wall Street boys. Don't get it.
  Anyway looks like its going to be a very Merry Christmas for Cabot royalty owners as we get paid for the previous month.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on November 15, 2018, 08:28:27 PM

  I mean I don't understand Wall Street.
We know.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: Wax on November 16, 2018, 01:37:00 AM
Insiders understand wall street. The rest have to use a financial adviser, and luck.It has gotten very hard for the individual investor. Up 40% in 12 months can be wiped out is a few days.
The pot stocks were( 2018) the big winners, until the last to weeks. Make the weed all legal and free up the prison systems. Huge savings for taxpayers, but prison guards are worried. :'(
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on November 17, 2018, 02:22:00 PM
Insiders understand wall street. The rest have to use a financial adviser, and luck.It has gotten very hard for the individual investor. Up 40% in 12 months can be wiped out is a few days.
The pot stocks were( 2018) the big winners, until the last to weeks. Make the weed all legal and free up the prison systems. Huge savings for taxpayers, but prison guards are worried. :'(

Two of the best mutual funds that you can invest in are the Vanguard total stock market index fund and the Vanguard S&P 500 index fund. Both are low cost to the investor and both do pretty much what the stock market does.  With investments, you have to be involved and understand Bull and Bear cycles to get the most out of it. Using Simple 5,10 and 20-period moving averages will get you started. Plot them on your price charts and use what works best for you. Also, you can draw trend lines, Both are simple to use and both work pretty well when you get used to them. Don't use money at first and just practice until you find what works best for you. You can also take a course in Elliott wave that will help you also. Beware of financial advisors it has been my experience that most of them know very little about the markets. They are salesmen out to sell you something and that does not mean they understand what they are trying to sell you.

Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: Wax on November 18, 2018, 10:45:59 PM
Insiders understand wall street. The rest have to use a financial adviser, and luck.It has gotten very hard for the individual investor. Up 40% in 12 months can be wiped out is a few days.
The pot stocks were( 2018) the big winners, until the last to weeks. Make the weed all legal and free up the prison systems. Huge savings for taxpayers, but prison guards are worried. :'(

Two of the best mutual funds that you can invest in are the Vanguard total stock market index fund and the Vanguard S&P 500 index fund. Both are low cost to the investor and both do pretty much what the stock market does.  With investments, you have to be involved and understand Bull and Bear cycles to get the most out of it. Using Simple 5,10 and 20-period moving averages will get you started. Plot them on your price charts and use what works best for you. Also, you can draw trend lines, Both are simple to use and both work pretty well when you get used to them. Don't use money at first and just practice until you find what works best for you. You can also take a course in Elliott wave that will help you also. Beware of financial advisors it has been my experience that most of them know very little about the markets. They are salesmen out to sell you something and that does not mean they understand what they are trying to sell you.
I agree with all you wrote. Good Mutual Funds, have good returns in bull markets. But when the market turns ugly, so does most mutual funds. The stock market Blue Chip Stocks are mainly gone. Kinder Morgan ,GE, GM, Exxon etc were can't lose picks. People actually took possession of the certificates and put them in a box. TSLA market value is highest in the auto industry and has nothing to show for it, earnings wise. Amazon, Netflix, Tesla are high priced stocks. Average people could maybe buy a handful of shares of one company. It would be a lot easier to buy a Mutual Fund that owns all the high priced growth stocks. 
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 19, 2018, 07:51:52 AM

  Nat gas is $ 4.50 this morning. Cabot stock should be moving up. We will see.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 20, 2018, 07:46:02 PM

  Its going the wrong way.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on November 20, 2018, 09:47:35 PM
you do now the O is for oil
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 20, 2018, 09:58:27 PM
  Cabot sold all their stuff down South.
 They are 100% dry natural gas from NE PA. Susquehanna County. Spent close to a billion dollars doing it this year. Great geology, great drillers.Time to make some money. Sorry Rat.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on November 21, 2018, 10:28:15 AM
still in the oil business   sorry ma       cal
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on November 22, 2018, 10:49:50 AM
and they're looking beyond pa. afterall, they really don't have much acreage in the Marcellus, gotta plan ahead for when they run out of places to drill.

https://seekingalpha.com/article/4181014-one-cabots-new-prospects-revealed

hope they don't screw up Ohio's drinking water and get shut down there too.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 22, 2018, 11:01:00 AM

  Happy Thanksgiving Vera. ??? ???
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on November 22, 2018, 12:41:36 PM
why is it, that when liberals are faced with inconvenient facts about their heroes, they use hate speech to somehow justify their tenuous positions?

ever notice that g?

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 22, 2018, 01:11:10 PM

  Im really not a hater. I think its your side that has the haters.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on November 22, 2018, 01:18:19 PM
why is it, that when liberals are faced with inconvenient facts about their heroes, they use hate speech to somehow justify their tenuous positions?

ever notice that g?

wj
Hate speech?  Well that's one possibility.  There's also changing the subject with irrelevancies or ad hominem arguments.  One may rest assured ignorance breeds funky answers regardless.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 22, 2018, 01:21:56 PM

  Ignorance. Strong language. Tinge of hate.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on November 22, 2018, 01:37:07 PM
no hate there, just another inconvenient fact.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on November 22, 2018, 02:54:23 PM
no hate there, just another inconvenient fact.

wj
True.  All the same, I'll admit to hating willful ignorance vs. simply not knowing.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 22, 2018, 03:28:29 PM

  As in touting Cabots success in Susquehanna County. I think its there in black and white. Do the research.
  4 bcf per 1000' of lateral. Nuff said there.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on November 22, 2018, 09:14:19 PM
is Cabot's plan to live & die Susquehanna county?
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 22, 2018, 09:45:26 PM

  Prosper in Susquehanna County.
 Huge !!!!
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on November 24, 2018, 08:55:27 AM

  Prosper in Susquehanna County.
 Huge !!!!

Looks like Crude oil is headed toward $45.00 and it looks like it is pulling NG prices down with it. Only time will tell.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 24, 2018, 09:20:10 AM
  I did see that spot prices on the Tennessee were up to $4.00 there for a minute. I guess it really comes down to the hedge prices in this good environment. Cabot only got $2.47 for October so they haven't felt the bump. Maybe November.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 27, 2018, 11:40:52 AM
  Tennessee Zone 4 still at or above
  $ 4.00. :P

  $0.25  in Permian Basin in Texas. No takeaway.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 29, 2018, 12:49:08 PM

  Cabot stock is going down. Whatever.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on November 29, 2018, 01:05:12 PM

  I mean I don't understand Wall Street.
We know.

'nuff said.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 29, 2018, 01:07:36 PM

  My money is on Cabot. You can do the yo-yo thing with Chesapeake.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on November 29, 2018, 01:24:18 PM
do your thing scooter. i'll play the swings with swn and cash out every day.

I might buy chk when it bottoms, but the market has a long way to go down before I'm comfortable holding anything more than a couple of hours. we're on the verge of the great recession...2.0.

for me, cog isn't a buy until it's under $10. it's peers have all taken the painful march to the bottom, and it will get there too.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on November 30, 2018, 08:39:09 AM

  I think Cabot is going to make some good money going forward. Not sure what their debt situation is.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 01, 2018, 01:41:33 PM

  Some of their newer wells could pay out 100 million dollars each
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on December 02, 2018, 11:02:45 AM
do your thing scooter. i'll play the swings with swn and cash out every day.

I might buy chk when it bottoms, but the market has a long way to go down before I'm comfortable holding anything more than a couple of hours. we're on the verge of the great recession...2.0.

for me, cog isn't a buy until it's under $10. it's peers have all taken the painful march to the bottom, and it will get there too.

wj

CHK should be getting pretty close to a buy. Since the Feb low of $1.50 the lowest, it's been since was in Feb 2018 at $2.53. Looks like it should bottom out soon if not it should in Feb. Crude Oil is the one I prefer to trade and that looks like it should be a buy soon but it needs to trade above $52.50 to confirm that.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 02, 2018, 12:00:48 PM
  Yea especially after Putin and MBS were so happy to see each other.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on December 02, 2018, 02:20:26 PM
  Yea especially after Putin and MBS were so happy to see each other.
Anyone with a minimum of functional brain cells will laugh his ass off at making stock buy/sell decisions on that sort of thing.  Where do you come up with this level of thought (or lack thereof.)?
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 02, 2018, 02:34:38 PM

  Im not buying. Just observing the 2 biggest oil producers on the planet.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 03, 2018, 09:14:24 AM
Crude Oil is the one I prefer to trade and that looks like it should be a buy soon but it needs to trade above $52.50 to confirm that.

wti is 53.45, go get ya a bunch!

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on December 03, 2018, 10:42:34 AM
Crude Oil is the one I prefer to trade and that looks like it should be a buy soon but it needs to trade above $52.50 to confirm that.

wti is 53.45, go get ya a bunch!

wj

Yep, I am going to WJ if WTI closes above $52.56 today. That will confirm that a weekly low should have been made. If it does then I will reverse from short to long WTI. A long trade should last 3 to 5 weeks. But as you know only time will tell. Good luck with your trading.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 03, 2018, 11:57:32 AM
it's just a bit of fun for me jeb. got things to do today, so I cashed out of swn. this is a tricky market, lots of downside potential, and so I'm a lot less optimistic about chk than you seem to be. swn is a safer swing play for me.

regarding oil, I'm looking at it as a leading indicator of economic activity. following the drop to $50, we learned that things are slowing. could be a very bad sign of what's ahead, and I'm more inclined to bet on $40 oil vs. $60.

natural gas is a whole other deal though. going in to winter with an almost 20 percent deficit in storage, means a limited downside for pricing, and an almost certain upside for drilling. chk is going like crazy over here. rigs jumping around and frac crews following. gonna be some happy royalty owners come cold weather I think.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on December 03, 2018, 05:47:30 PM
it's just a bit of fun for me jeb. got things to do today, so I cashed out of swn. this is a tricky market, lots of downside potential, and so I'm a lot less optimistic about chk than you seem to be. swn is a safer swing play for me.

regarding oil, I'm looking at it as a leading indicator of economic activity. following the drop to $50, we learned that things are slowing. could be a very bad sign of what's ahead, and I'm more inclined to bet on $40 oil vs. $60.

natural gas is a whole other deal though. going in to winter with an almost 20 percent deficit in storage, means a limited downside for pricing, and an almost certain upside for drilling. chk is going like crazy over here. rigs jumping around and frac crews following. gonna be some happy royalty owners come cold weather I think.

wj
I could be wrong on my Oil trade of course. But in trading, you have to take the signals that the market gives you and always use stops. Yes, I think it is going to be a good winter for royalty owners.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 04, 2018, 08:20:04 AM

  Price of NatGas Doubles in NEPA
   Thanks to Atlantic Sunrise Pipe

   Thanks to Cabot. Williams. Ferc and last but not least, the state of Pennsylvania with the governor deserving credit for their part.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on December 04, 2018, 01:22:34 PM

  Price of NatGas Doubles in NEPA
   Thanks to Atlantic Sunrise Pipe

   Thanks to Cabot. Williams. Ferc and last but not least, the state of Pennsylvania with the governor deserving credit for their part.
You forgot to thank Trump.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 04, 2018, 01:40:15 PM

   Thats true. Hes a coal guy.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: duffy on December 04, 2018, 01:52:54 PM
Yep,,,, Wolf had alot to do with setting the price ???
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 04, 2018, 01:54:22 PM
  No. The credit goes mostly to the Atlantic Sunrise and the weather.

  Now if Trump can get Cuomo to let the Constitution Pipeline approved and built that would be different.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 04, 2018, 02:19:55 PM
this is what happens when the mentally challenged try to engage in intelligent discussion.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 04, 2018, 02:28:58 PM

  Read what the experts are saying. The Atlantic Sunrise and the weather.
 Spot prices in NE PA have been over
 $4.00 for weeks now.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 04, 2018, 03:16:52 PM
he's talking to himself again rat.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on December 04, 2018, 04:14:12 PM
he's talking to himself again rat.

wj
Does that a lot, it seems.  Most of it is non-sequiters and unrelated gibberish.  Ever notice how some people talk just to hear themselves spout?

His enthusiasm in support and praise for wolf is beyond comprehension.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 04, 2018, 04:52:20 PM

  Gibberish. Here's some. First double check the topic. Then check out production on Cabots new wells. We just got a couple 30 million per on line. On top of that its going right into the Atlantic Sunrise to try and fetch some higher pricing. That new takeaway is lifting all boats because it has changed the dynamic of an oversupply to an undersupply in NE PA just as I predicted it would months ago.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on December 04, 2018, 06:49:46 PM

  Gibberish. Here's some.
Yup.  Then we have to take note of the reading comprehension problem.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 04, 2018, 07:30:50 PM
this is what happens when the mentally challenged try to engage in intelligent discussion.

wj

  Jim. Sorry we are not all day traders.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: JEB on December 07, 2018, 01:57:34 PM
this is what happens when the mentally challenged try to engage in intelligent discussion.

wj

  Jim. Sorry we are not all day traders.
If you are a long-term investor keep your eyes on the S&P 500. A close below 2532.00 is going to be very bad news. The S&P 500 is trading at 2645.00 at the present time.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on December 07, 2018, 06:16:58 PM
this is what happens when the mentally challenged try to engage in intelligent discussion.

wj

  Jim. Sorry we are not all day traders.
boy did zing you
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 07, 2018, 07:14:59 PM
  Dang. Cabot just put a couple of good ones on line. 30 million per day. ??? ???
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on December 07, 2018, 08:46:34 PM
  Dang. Cabot just put a couple of good ones on line. 30 million per day. ??? ???
That will help keep the price down.  Supply and demand, ya see ----
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 07, 2018, 11:20:33 PM

  Takeaway Takeaway Takeaway  :)
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 08, 2018, 01:55:51 PM
  Dang. Cabot just put a couple of good ones on line. 30 million per day. ??? ???
That will help keep the price down.  Supply and demand, ya see ----

this is making me laugh as hard as hearing that cortez girl who just got elected to something, speak.

I've heard her saying similar half witted things.

and I know that you're chuckling to yourself as you jerk his chain too. some day this'll all end g! what are we gonna do for fun then?

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on December 09, 2018, 08:47:53 AM
  Dang. Cabot just put a couple of good ones on line. 30 million per day. ??? ???
That will help keep the price down.  Supply and demand, ya see ----

this is making me laugh as hard as hearing that cortez girl who just got elected to something, speak.

I've heard her saying similar half witted things.

and I know that you're chuckling to yourself as you jerk his chain too. some day this'll all end g! what are we gonna do for fun then?

wj
It can't end before we expire, he's younger than we are.  But happenstance different, we can take up rattling Donny's cage.

Lexy Occasionally-Conscious is a whole laugh unto herself.  I heard she has a degree in economics, a very hard to believe factoid.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 09, 2018, 01:05:16 PM
  Dang. Cabot just put a couple of good ones on line. 30 million per day. ??? ???
That will help keep the price down.  Supply and demand, ya see ----


   Spot price in NE PA still over $4.00.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on December 09, 2018, 02:12:01 PM
has Cabot  been paid $4 ?
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 09, 2018, 02:26:29 PM
has Cabot  been paid $4 ?

the more important question is, if cabot has received $4 for their gas, will they pass along that price in their royalty payments?

time will tell.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: ghrit on December 09, 2018, 02:51:32 PM
has Cabot  been paid $4 ?

the more important question is, if cabot has received $4 for their gas, will they pass along that price in their royalty payments?

wj

Not a chance.  They'll keep some for the stockholders.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 09, 2018, 03:29:20 PM

  Im sure all these guys have a certain percentage under hedges and contracts.

  Cabot paid $2.47 for October. See what kind of bump they get for November production.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 09, 2018, 04:32:21 PM
has Cabot  been paid $4 ?

the more important question is, if cabot has received $4 for their gas, will they pass along that price in their royalty payments?

wj

Not a chance.  They'll keep some for the stockholders.

I was gonna dispute that, but cabot does pay a dividend, currently a 1.11%yield. so they gotta get that money somewhere, might as well be the royalty owners.

I was thinking about years past, and wondering if chk is gonna hit $10 again this year if the weather cooperates. I don't recall other companies paying near that much.

of all the companies I have exposure to currently, shell (swepi) has the highest price for royalties. cog and chk are currently tied. but they are all moving up as we go forward.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 09, 2018, 04:48:41 PM

  Chk does pay bigger than most when there is big demand.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: Wax on December 12, 2018, 10:09:12 PM
Short memory.

"I was thinking about years past, and wondering if chk is gonna hit $10 again this year if the weather cooperates. I don't recall other companies paying near that much".

The stock was $64.00 in 2008 and $2.57 today.  Wonderful for retirement accounts. No doubt about it. The Market advance is due to switching the DOW stocks. Unfortunately today's winners may run into a similar situation. GE was a can"t loose stock along with Ford, GM and to many to mention.
The market is no longer a buy and hold strategy. IMO

And after re-reading your post, you may be talking about the price of the gas. :'( 
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on December 13, 2018, 08:03:01 AM
WJ  your saying Cabot may be fibbing about what there getting for there gas so they can pay a dividend   or maybe taking a hidden deduct to pay a dividend
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: aubrey on December 13, 2018, 08:54:28 AM
I'm not saying either rat.

g suggested that cabot may be playing games to reward investors. if they didn't pay a dividend, that wouldn't be likely, but whether they actually do or not, I don't know or care.

what I do know is that chk has based royalty payments on sales prices in excess of $10 in the past. they claim that their higher transportation costs enable them to reach more lucrative markets. if true, with low storage numbers this could be a real interesting winter.

the storage deficit began to emerge in the 3rd week of june. we're currently at a 700 bcf deficit, and prices are hovering above $4 with warm weather in the near future. if/when it gets cold, those prices could spike quickly, and it'll be interesting to see how all of the companies pay us.

the next checks will be for October, and that's when prices started climbing. statoil pays based on the basin average, so their prices should climb to, after being the worst payer for years.

wj
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: macal on December 13, 2018, 12:50:01 PM

  Cabot pays for the previous month. So I will know November pricing here next week.
Title: Re: Cabot O&G: A No-Brainer Play On The Natural Gas Rally
Post by: riverrat on December 13, 2018, 04:04:05 PM
just doing some chain yanking