Ralph cramdon
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Cabot in Ohio ????

Started this discussion. Last reply by Ralph cramdon Oct 31, 2018. 5 Replies

Shell to build Petrochemical Plant in PA .

Started this discussion. Last reply by Thomas Betlyn Jun 17, 2016. 31 Replies

Oil gas rights vs mineral rights

Started this discussion. Last reply by Dott Apr 25, 2015. 23 Replies

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Latest Activity

Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Your post had no 'reply' button ..   Watching for growth in reports is important ,, cost reduction is another spot to watch ... AR had over paid for pipeline capacity and that hurt the stock in the past , those issues are quickly…"
Jan 13
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Great question Farmgas .. Quarterly / Annual reports are hugely important ... Personally I am a big on Balance Sheets ,,,, its really simple math Assets minus Liabilities .... Owners Equity should be increasing on a regular basis…"
Jan 11
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"As I have mentioned earlier ,, I thought I was smart by investing in Acreage in NY before the Ban of Fracking in NY .... I have land in Lindley , and NW of Corning and to the East as well ..... Most Industry insiders were surprised when the…"
Jan 4
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Farmgas you are an intelligent guy ,, you seek answers to questions many Investors also have ....   All interested Energy Investors have our opinions ,its what makes markets ,, buyers and sellers who have different ideas on what the future…"
Jan 1
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"CHK was roughly 75% hedged in 2021... EQT was higher if memory serves me ...."
Dec 31, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Good point Paleface ,,, "
Dec 30, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Most need in the lower $2 range to breakeven .... Takeaway is no longer much of an issue in the SW PA region , but continues to plague the NE PA region .........  "
Dec 28, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"NFG is a fine but uninspiring outfit for most energy Investors ....NFG Utica could be called tier 2 ,,, NFG Fee Lands helps that tier 2 land somewhat competitive .. NFG legacy pipeline systems also help keep costs lower ....  CNX will either be…"
Dec 28, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"CNX could be  the most stagnant ....... Heavily hedged for a few years  forward ... Market yawns when CNX is mentioned ... Good Financial metrics but Investors are not inspired ...... NFG at this point is also a contender ... Decent outfit…"
Dec 27, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"EQT , CNX have hedges that do not inspire for 2022 ...At last report CHK was 50% hedged , AR about the same ...... "
Dec 27, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Forward curve for 2022 is roughly in the $3.80 range , pretty darn good ........   Costly to get out of current hedges , most do not , they write off the loss , in reality its a paper loss ......"
Dec 27, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Farmgas , what is a 'stagnant ' gas company ? Is that one whose price has failed to move ? "
Dec 27, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Nat GAs at $3.60 today . a fall from $6 just two months ago ......... Caution is the word for Investors "
Dec 27, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Europe is terribly short on N gas ... BUT the LNG sector is constrained by how much it can ship , currently in the 12 B  /day range .. it takes years to build new docks for shipment ... Domestic consumption is weather dependent which has been…"
Dec 23, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"Farmgas wrote The increased production factor is somewhat confusing to me to understand.  I believe this increase is due to turning in line (TIL) previously drilled wells or completing unfinished wells (DUC).  At some point new wells will…"
Dec 22, 2021
Ralph cramdon replied to farmgas's discussion 'Surging Natural Gas Prices'
"CNX does have a SW PA presence ,,,... Its my understanding that central region is more likely to be Utica vs Marcellus ... Utica has plenty of promise , but to date it seems to be much more expensive to drill .... Marcellus is currently the name of…"
Dec 16, 2021

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At 6:25am on November 11, 2019, OhHenree said…
Maybe I mistook Granddad as you. I am still trying to re-read to understand who is who. The father reigned NY for decades, now we are under the diaper. I could not allow myself to use the word “served”, as we were not served; but rather reigned.
At 1:30am on November 10, 2019, OhHenree said…
So, how is Norton? Just learning my way around this site.
At 4:14pm on June 29, 2009, Keith Mauck (Site Publisher) said…
Welcome to the site! I hope this is a place for you to learn and participate. Look forward to hearing more about how things are doing in your neck of the woods.
 
 
 

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