Tuesday, November 11, 2014

Halcon Will Cut Five (5) Rigs Originally Planned For 2015; Seven (7) New Permits -- North Dakota

The IPs of the wells coming off the confidential list over the weekend and Monday were posted earlier; the IPs for wells coming off confidential today will be reported tomorrow, I assume. 

This is from yesterday's daily activity report; I'm not sure when it was posted, but it was not posted last night, or if it was, I missed it (but I don't think so). There will be no daily activity report for today. Yesterday:

Seven (7) new permits:
  • Operators: Murex (4), Statoil (2), Triangle
  • Fields: Sandrocks (McKenzie), Cow Creek (Williams), Todd (Williams), Elk (McKenzie)
  • Comments:
Active rigs:

Active Rigs191182191200158

RBN Energy: something bad about to happen. Supply and demand, natural gas.

Global Warming
Early November, 2014, Polar Vortex (Unnamed)
November 12, 2014 -- 

Minnesota shatters snow record from 1898 -- predicted by warmists -- global warming will result in more snow
Arctic blasts pummels USA -- unexplained; stuff happens
Only six (6) states not expecting snow in coming week (and one of them may be Hawaii)
Winter still a month away
Twelve (12) years since Dallas has had two consecutive days so cold 
Wyoming wind chill warning: 35 below 
Central Ontario snowfall could reach 20 inches 
Cold to freeze East 
Shattering snowfall records in Minnesota, Wisconsin, Michigan -- predicted by warmists -- global warming will result in more snow
All 50 states brace for freezing temperatures -- November 13, 2014
Cold freeze moves east -- November 13, 2014
Denver cold shatters two records, including low temp record set in 1882 -- November 13, 2014
Coldest November in decades -- November 14, 2014
Michigan town receives one month's snow -- in one day --November 14, 2014
Storm dumps four (4) feet of snow on Wisconsin town -- November 14, 2014
Ice on Lake Superior -- almost a month early -- November 16, 2014
Harsh cold to set records in south, freeze northeast -- November 16, 2014

Warren Buffett

BRK-B traded at all-time highs today; closed slightly down. UNP traded at all-time highs -- look at the chart -- dividends up from 13 cents/share to $1.00/share (based on post 2-1 split). Memo to self: send another thank-you note to Minnesota, Iowa, and Nebraska for stopping the pipelines, and encouraging more and more rail.

I pointed out to my brother-in-law visiting from California all the 110-tank unit trains in the Dallas-Ft Worth area carrying Permian and Eagle Ford oil here in north Texas.

The Dow itself was flat (up slightly), continuing to trade at/near all-time highs. Fifth straight record high, according to radio news.

Remember, this is not an investment site. Do not make any investment, financial, or relationship decisions based on what you read here or what you think you may have read here. Make no travel plans based on what you read here. I post quickly and frequently; typographical and factual errors are likely. If this information is important to you, go to the source.

This is kind of cool. Comparing AAPL vs UNP over the past two years, AAPL has shown a 44% appreciation in share price vs an astounding 99% appreciation in share price of UNP (pretty much doubling) over the past two years.  

I guess this came out yesterday: Halcon resources with a big miss, 3 cents vs 6 cents forecast. Press release.  Halcon operates 8 rigs acorss its holdings; Halcon will cut five rigs originally planned for 2015. Currently operating 3 rigs in the Bakken. Snapshot here.

A Note to the Granddaughters
Veterans Day

Our local school district in Texas does not "take" the Veterans Day holiday. The students show up for school and most of the day is spent studying Veterans Day. The program at our school included a one-hour event honoring local veterans (parents and grandparents of children attending the school), followed by tea and coffee in the lunchroom. The day started out with the Pledge of Allegiance to the United States AND the pledge to HONOR the state flag of Texas.

Each of the veterans, there were about 35, were given time at the mike to introduce themselves and say where they served. It was quite touching to hear from the vets who served as rangers, or airborne, search and rescue, or forward controllers in Vietnam. A few young vets from Iraq and Afghanistan were there. I crossed paths with an SR-71 pilot; we were both stationed at Mildenhall Air Base in the late 80's. 1980's. 

Yesterday, I visited the JKF site in Dallas, Dealy Square -- the convergence (memories of Vietnam today; memories of JFK yesterday) was quite striking.

And regular readers know where we are going with this. The program ended with the students singing this song and the veterans standing when their song was sung:

Military Salute to the Troops, Gene Simmons

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