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Bakken Update: Recent Kodiak Completions Model 1000+ MBoe

By Michael Filloon: Kodiak (KOG) is one of the more interesting names in the Bakken which has built a large number of locations; these are in some of the best areas of North Dakota. This has come at a stiff price as Kodiak continues to outbid other operators, in hopes that Bakken real estate increases […]

Bakken Update: Emerald Oil Continues To Focus On Production, But Costs Are A Killer

By Michael Filloon: Emerald Oil (EOX) has been transitioning from a non-operator to an operator. Although this is no easy feat, it has done it quickly and efficiently. It sold $ 113 million worth of non-operated properties and used this to purchased operated leaseholds. (click to enlarge) (Source: Emerald) Emerald’s 4Q13 was difficult, as it […]

Bakken Update: Small Cap Bakken Operator Is Up 30% Since My Call, Has 30% To Go

By Michael Filloon: Abraxas (AXAS) continues to prove a small cap oil producer can grow market cap quickly based on quality well design. Back in August, I stated that Abraxas was turning the corner. This was based on the premise it would transition to an operator. It is up 30% since that call on August […]

Bakken Update: Frac Sand Pricing Could Go Parabolic In Q3 2014

By Michael Filloon: Demand continues for frac sand in the United States. In 2013, significant supply hit the market. This decreased average pricing. Current expectations are for a pricing rebound, as demand is increasing. Although we are seeing an overall decrease in the number of rigs drilling in the U.S., frac sand intensity continues to […]

Bakken Update: 2014 Oil And Gas Stock Pick Is Up 21% Since The First Of The Year

By Michael Filloon: Bonanza Creek (BCEI) is one of my 2014 stock picks. I made this call on January 1st and since is up 21%. Initially, I thought the stock had 30% upside, but it looks like it may be heading higher. One reason I favor Bonanza is its core acreage is in the DJ […]

Matador’s Recent Streak Should Continue

By Michael Filloon: Matador (MTDR) was one of the better plays of 2013. It has continued to baffle analysts, beating estimates for four straight quarters. It may be the best way to play the Eagle Ford through a small cap operator, as it is beginning to ramp production up. Management has done an excellent job, […]

The Bakken Update: U.S. Oil Production Is The Reason For The Tank Railcar Renaissance

By Michael Filloon: American Railcar (ARII) has had a nice run since my call back in July. This move culminated in an excellent quarter, not just for American, but also Trinity (TRN). Trinity beat both the top an bottom lines. Its EPS of $ 1.43 was $ .02 better than analyst estimates, and revenues were […]

The Bakken Update’s 2014 Stock Picks: Small Operator’s Well Design Outperforms In North Dakota

By Michael Filloon: Investing in small cap oil and gas isn’t for everyone. Understanding the oil business is difficult enough, but unconventional production is a different business. Valuation is tricky for several reasons. Acreage is the most important. Valuing leaseholds can be difficult, as multiple operators can get a wide range of results. Poor well […]

Bakken Update’s 2014 Stock Picks: Fraccing Fluid Producers

By Michael Filloon: My call on Flotek (FTK) back in August could turn out to be a big winner in 2014. I have been positive the name since March of 2011, when the stock traded for just $ 6/share. It is a great story that involves a business mostly controlled by large oil service companies […]

The Bakken Update’s 2014 Stock Picks: Rex Energy

By Michael Filloon: It hasn’t been long since my last update on Rex Energy (REXX). I believed the Q3 miss was a buying opportunity. It’s recent pullback was due to concerns on pricing in the Marcellus. This was the main reason for its Q3 miss. We expect these small cap producers to have lumpy production […]

Bakken Update’s 2014 Stock Picks: The Permian Operators

By Michael Filloon: 2014 looks to be a good year for oil and gas in the United States. There are worries too much crude will be produced, pushing prices lower. In response, we will continue to see pipelines added and rail facilities built. The start up of the southern leg of the Keystone should help. […]

Bakken Update: This Integrated Oil And Gas Producer Has Over 20% Upside

By Michael Filloon: Triangle (TPLM) has been one of my better stock picks in 2013, but had a bottom line miss in Q3. This was a big disappointment after two straight quarterly bottom line beats. Triangle’s integrated model has been the reason for that success. It is an exploration and production company but also offers […]

Bakken Update: Wattenberg/Utica Producer Has 30% Upside

By Michael Filloon: We have seen a nice pullback in many of the small cap oil and gas names since late October. Some have been punished more than others, and these names should be a focus. Stick with quality names, as acreage quality is important, as is management. PDC Energy (PDCE) has pulled back over […]

Bakken Update: This Small Cap Oil And Gas Producer Has 30% Upside In 2014

By Michael Filloon: The recent pullback in small cap oil and gas has provided an entry point. This has been a gift, as an improving world economy has increased demand for refined products. The direct beneficiaries are the refiners and especially those levered to the Bakken. PBF Energy (PBF) and Northern Tier (NTI) are both […]

Bakken Update’s 2014 Bakken Stock Picks: The Bakken Operators

By Michael Filloon: In Part 1, I covered Bakken differentials and how it could be good year for refiners using it as a feedstock. We recently saw Bakken/WTI differentials widen from $ 4/bbl to $ 11/bbl. Most are reporting estimates of $ 11 to $ 13/bbl in 2014. These differentials will cut into operator profits, […]

Bakken Update: This Small Cap Oil And Gas Producer Has 30% Upside In 2014

By Michael Filloon: The recent pullback in small cap oil and gas has provided an entry point. This has been a gift, as an improving world economy has increased demand for refined products. The direct beneficiaries are the refiners and especially those levered to the Bakken. PBF Energy (PBF) and Northern Tier (NTI) are both […]

Bakken Update’s 2014 Bakken Stock Picks

By Michael Filloon: The Bakken is a world class play. This is due to it’s operators, as it has been developed faster and better than anyone could have imagined. Not only are wells producing better, but also from multiple intervals as the Three Forks’ four benches will produce significantly more resource than the middle Bakken. […]

Bakken Update: Wattenberg/Utica Producer Has 30% Upside

By Michael Filloon: We have seen a nice pullback in many of the small cap oil and gas names since late October. Some have been punished more than others, and these names should be a focus. Stick with quality names, as acreage quality is important, as is management. PDC Energy (PDCE) has pulled back over […]

Bakken Update: This Integrated Oil And Gas Producer Has Over 20% Upside

By Michael Filloon: Triangle (TPLM) has been one of my better stock picks in 2013, but had a bottom line miss in Q3. This was a big disappointment after two straight quarterly bottom line beats. Triangle’s integrated model has been the reason for that success. It is an exploration and production company but also offers […]

Bakken Update: This Bakken Focused Microcap Had A Blow Out Q3

By Michael Filloon: The oil and gas renaissance occurring in the United States has provided a unique investment opportunity. It is less difficult to choose large-cap oil and gas names but may provide less growth and return on investment. Smaller operators can provide better returns, but it is likely and investor would shoulder more risk. […]