"Looking at CNX a bit deeper ... CNX had a very decent Free Cash flow qtr ...... "
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farmgas
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- Pittsburgh, PA
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Tioga County, PA
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Indiana County, PA
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238 members
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Venango County, PA
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Jefferson County, PA
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farmgas's Discussions
Is there hope for the gas industry?
Started this discussion. Last reply by Ralph cramdon 7 hours ago. 42 Replies 0 Promotions
We are halfway through 2021, and now what is the outlook for further development in PA, Ohio & WV? Are prospects looking better for this year or will 2022 be a better year for us? Everything…Continue
Gas companies on the move...
Started this discussion. Last reply by farmgas Jun 9. 2 Replies 0 Promotions
Cabot Oil & Gas was recently purchased by Climarex. Who might be next? Who are the companies looking to expand and which companies are exposed for purchase? What are the signs of a company…Continue
Drilling Plans & Activity in Central PA
Started Apr 21 0 Replies 0 Promotions
It looks like Laurel Mountain Production is currently drilling & planning future drilling in Clarion County in Perry Township. What has attracted them to this area? Is there pipeline takeaway…Continue
E&P Gas Companies Quarterly Reports
Started this discussion. Last reply by farmgas May 10. 8 Replies 0 Promotions
Is it just me or are we entering into a new phase of reporting from gas companies providing drilling activity plans, geological information with graphs & charts or any other information that we…Continue
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Latest Activity
"PS I currently own EQT and AR ... With a bias to sell EQT .... "
"CNX had a lot of production hedged , drilled some Marcellus , zippo Utica .. Unimpressed .. Differentials not too good either .....
EQT got a butt whupping today on big losses due to hedging , also provided info on 2022 hedges , markets very…"
farmgas replied to farmgas's discussion 'Is there hope for the gas industry?'"CNX delivered their 2nd quarter report today. Basically all financial information and not much information for landowners or lease holders. Very little information about their operations. Do analyst prefer this type of report over…"
"You are correct Farmgas ... in a environment of lowering gas prices hedges may be very helpful to profits , conversely ,, rising gas prices may hurt profits if the spot price goes above the hedged price ... NGL is harder to hedge , and usually…"
farmgas replied to farmgas's discussion 'Is there hope for the gas industry?'"Ralph: Is hedged gas good or bad for a gas company? Seems it locks them into a pricing which may help them during lower gas price environments but prevents them from taking advantage of surging market prices.
Looking at a CNX…"
"RRC blew it big time when they payed way too much from Memorial 's 'deep pink ' in LA .... Deep Pink turned out to be very limited in size , RRC took on huge debt .. and recently sold it of for pennies on the dollar ....…"
farmgas replied to farmgas's discussion 'Is there hope for the gas industry?'"Thanks Ralph for your insightful comments. I read the RRC 2Q report yesterday and like so many other gas company reports it was less then informative. The best one in my view is Seneca Resources which still details their drilling plans…"
"COG has encouraged power plant deals in its region ..... Gas companies I would think would be reluctant to actually own power plants , as it takes away its focus on drilling ......... NFG has been under pressure over the years to sell its…"
"CNX share price has lagged due to lack of future Marcellus well sites ... Most think CNX has less than 10 years of tier 1 Marcellus left ... NFG / Seneca has tier 2 Marcellus , therefore it is developing its Utica ..... Last I looked NFG Utica …"
william Allen. Ladd replied to farmgas's discussion 'Is there hope for the gas industry?'"That is a great question Farmgas. To do so just might be better then to just convert some company over from some other form of energy. Financing in part of some university project might be a good start. Granddad…"
farmgas replied to farmgas's discussion 'Is there hope for the gas industry?'"Do gas companies consider creating their own consumer for their gas? For example, any insights into any gas companies financing the building of an electric generation plant."
farmgas replied to farmgas's discussion 'Is there hope for the gas industry?'"Ralph: Seems like most companies favor only drilling Marcellus wells with an occasional Utica well. Both EQT & Range seem to follow this pattern. CNX Gas seems to do the opposite. Seneca Resources seems to be expanding…"
"Mariner East tracks thru southern PA ,.... Mr Ladd is located in N PA "
Corvette replied to farmgas's discussion 'Is there hope for the gas industry?'"Could be the Mariner East pipeline. Sunoco ran it from Cadiz Ohio to be loaded on ships for Europe at Marcus Hook New Jersey'"
william Allen. Ladd replied to farmgas's discussion 'Is there hope for the gas industry?'"About two years ago A large pipeline, about thirty inch I believe it was, was being laid in a west to east direction. It crossed route 249 just south of Sabinsville maybe three or four miles. I have no idea…"
Profile Information
- Introduce Yourself
- Wanting to be informed about prospects for drilling in my area.
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- Landowner
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- Pennsylvania
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- Marcellus, Utica
Farmgas's Blog
Where do we go from here??
Posted on September 25, 2018 at 5:06pm 1 Comment 0 Promotions
Has the natural gas industry peaked or is it just holding until conditions change? What are those conditions that can surge the industry again? Are we just at a point where the initial positioning for market share, core area location and infrastructure availability has stabilized the industry for a slow but steady future approach for development? There just doesn`t seem to be big news anymore! When might we see another surge or maybe not?
Where do we go from here?
Posted on September 25, 2018 at 8:57am 0 Comments 0 Promotions
Has the natural gas industry peaked or is it just holding until conditions change? What are those conditions that can surge this industry again? Are we just at a point where the initial positioning for market share, core area location and infrastructure availability has stabilized the industry for a slow but steady approach for further development? There just doesn`t seem to be big news anymore! When might we see another surge or maybe not?
Comment Wall (2 comments)
- At 7:10pm on March 6, 2014, lettijack said…
- I may have assumed wrong then?? Well we can still share information pertaining to consols operations and plans I guess.
- At 6:07pm on March 6, 2014, lettijack said…
farmgas,
I'm still in negotiations mode so i try to say the minimum on the open discussion pages incase any consol Landmen are active on GMS.
I did see they permitted some wells in Indiana county last year and i bet those wells are within a stone's throw of the TL-474 Transmission line. if you want to keep tabs on the wells around beaver run check out MAWC.com and then click on the marcellus tab.
Do you know the terms of any gas leases they have signed around you?
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