XTO: Message Board for XTO Energy Inc. | Forum profile

  Recs: 0 Re: Breakdown Part 2 Additional notes from CC: Drilling concentrating in Barnett, Haynesville, Fayetteville, Woodford, and ? (couldn't write fast enough) As far as Bakken, good wells, but nothing to talk about at this time. Bob was asked as he looks back is this the worse volatile/hard time. He responded although this may be the most volatile in 120 days; 1998 was more volatile for XTO, and at that time they began the...

  Recs: 0 Re: What happened? Yes I’m sure many others have had my experience. Thanks for the cautions and moral support. Life goes on and success will come again. Gene thread start

  Recs: 0 Re: Breakdown Part 2-EZ Thanks for the update on the CC. I wonder if Bob doesn't want to put up with the carping when the company does well for all of us and he gets his, what some have called 'obscene' bonus. I don't blame him if that is part of the reason for the change, I don't want to imagine him leaving or backing off of taking care of XTO, especially during this type of climate. I know those...

  Recs: 0 Re: What happened? I was a deer held in a trance by the oncoming bright lights. Thump, thump. End of story. Seriously, I do believe that things will get worse and then straighten out in late '09 or early '10. The market swings are to much for me - but I will stay with the stocks I have (and they are being decimated!!!) and hope I get thru the next 3-4 years. I have decent distribution across several industries...

  Recs: 0 Re: What happened?-Gene Cry, A bit older than you and have had my butt kicked just as you and the rest on this or any other board. I would be very careful with the trusts. HGT today announced the distribution for Sept. with a substantial decrease and an outlook for lower future payments. I owned HGT and got out a few months past along with SJT who announced today also(lower). At the time I sold I tried to buy $30 Jan. puts...

  Recs: 0 Re: Breakdown Part 2 The current problem with hedges is can the other party keep their end of the contract? Hedges placed with Lehman left much to be desired for the producing company. That's the reason some oil and gas MLP's are now trading with an annual distribution of 16% or more even tho they have sold forward oil at $90/bbl. thread start

  Recs: 0 Re: Breakdown Part 2 Not sure why we got hit so hard at end of day,maybe all boats got hit too me we got the brst hedges of the large E&P's 77% of projected 2009 production at $10.77 mcfe.That oil hedge at $118.85 looks real nice today They may lay down some rigs but not to extent of others thread start

  Recs: 0 Re: Breakdown Part 2 Thanks from me also, EZ. But they and their associates desperately need to lay down a bunch of rigs. Supply is just killing them, and us!! Good luck!! thread start

  Recs: 0 Re: Breakdown Part 2 Appreciate the updates on the CC... thank you for posting them. Jim thread start

  Recs: 0 XTO valuation as royalty trust/MLP Curious how XTO would be valued as royalty trust/MLP - assume they cut back capex and invested enough cash flow to maintain production and began distributing the rest a la HGT.