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 'Is there hope for the gas industry?'
"Looking at CNX a bit deeper ... CNX had a very decent Free Cash flow qtr ...... "
Jul 29
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"PS I currently own EQT and AR ... With a bias to sell EQT .... "
Jul 29
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"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…"
Jul 29
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"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…"
Jul 28
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"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 ....…"
Jul 28
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"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…"
Jul 28
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"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 …"
Jul 28
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"Mariner East tracks thru southern PA ,.... Mr Ladd is located in N PA "
Jul 26
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"Wet gas is valuable if it has a decent amount of propane or butane , ethane not as attractive ......   Ohio Utica and Utica in general is fairly more expensive to drill , the Pittsburgh region look to be the Utica hotspot , with some…"
Jul 25
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"AR possibly the biggest producer in WV has 'sworn ' to keep production flat ...... Same can be said for SWN in WV .........  Ohio Utica is expensive , mostly cannot compete with lower cost Marcellus "
Jul 25
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"CHK also has to hold back production in NE PA ... Lack of pipes .... They compete with others for available capacity and the end result is LOWER prices for their gas along with Cabot and others .... This situation hurts the shareholders , the…"
Jul 25
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"The lack of pipelines has crushed investors in  Cabot ... COG has the lowest cost gas in the Nation yet its share price is down in the dumps .... The Market likes growth , dislikes status quo ... COG cannot grow due to politicians fighting any…"
Jul 25
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"Cabot is merging with a Permian player XEC ... Although Cabot has the lowest cost of production in the US , Cabot has gotten Zero 'love' from Investors ..... Lack of future growth due to lack of pipeline availability and limited tier 1 […"
Jul 23
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"Farmgas , talk about 'frustration ' ?? I own 4 parcels that might never get a look thanks to our Gov in NY .... Closest to  Tioga is a parcel in Lindley , 1/2 mile away from a big gas transmission line .... Another parcel is a mile…"
Jul 23
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"The mandate in the Energy sector is  Free Cash Flow ..... The age of ten to twenty percent production growth while taking on additional debt is over ....  Most producers will show restraint and take their current windfall  profits to…"
Jul 23
Ralph cramdon replied to farmgas's discussion 'Is there hope for the gas industry?'
"Well results get better all the time resulting in fewer wells needed to keep production stable .... he producers get a little smarter as time goes by ......"
Jul 22

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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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