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#	AUTHOR DATE SUBJECT
15	member 5/23/12 4:00PM RE: RE: RE: Other lawsuits 14
Approval of the settlement was delayed until June 21. The clerk I spoke with said "the parties were not prepared for the approval." I'm not sure what exactly that means. XTO's attorney was pretty matter... login to read the rest view available tags
14	member 5/23/12 1:17PM RE: RE: Other lawsuits 13
this morning i spoke with the attorney for the plaintiffs in the roderick/chieftain case. she told me that XTO has petitioned to appeal the decision to certify the class. the parties are currently awaiting a... login to read the rest view available tags
13	member 5/22/12 3:15PM RE: Other lawsuits 12
thanks. i do not have a feel for the other suits. but yes, HGT would be on the hook for 80%. i have calls into one of the attorneys working for XTO. i will certainly... login to read the rest view available tags
11	member 5/22/12 12:41PM RE: RE: RE: intrinsic value 9
Got it, disregard my post #10. Thanks again. view available tags
10	member 5/22/12 12:40PM RE: RE: intrinsic value 8
Thanks. I guess I am unclear on the settlement terms. Is it a $30m effective payment by the trust spread out over a year or two and that is it and everthing goes back to... login to read the rest view available tags
9	member 5/22/12 12:35PM RE: RE: intrinsic value 8
Also, your excerpt brings up another good point. The effect of the settlement is not only that the trust has to payback amounts that should have been paid out previously, but it also means that... login to read the rest view available tags
8	member 5/22/12 12:22PM RE: intrinsic value 7
Hi roc, Glad you got some on. I wish I'd finished the write up sooner. I agree, this could be headed to <$4. Yes, I did use the PV-10 from the annual report as the starting point... login to read the rest view available tags
7	member 5/22/12 11:23AM intrinsic value
Thanks for the idea. You seem to use the PV-10 in the reserve report as a starting point for intrisic value. Does the reserve report reflect the reduction in net profits due to the settlement of... login to read the rest view available tags
6	member 5/22/12 9:54AM more suits
i didnt mention it in my write up because i dont know much about them (and still don't), but there are two more suits (chieftain and roderick) that appear to be much larger than the... login to read the rest view available tags
5	member 5/21/12 2:16PM RE: RE: RE: RE: Disclaimer 4
I think SJT is around a 4% yield and I believe production will start to decline later this year. I asked COP if they plan on drilling the acreage and they asked if I was... login to read the rest view available tags
3	member 5/21/12 1:50PM RE: RE: Disclaimer 2
I haven't looked at WHZ in any depth. As I mentioned, there are a lot of these trusts trading at absurd levels. I am also short SJT. However, I think the hard catalyst of... login to read the rest view available tags
1	member 5/21/12 12:01PM Disclaimer
Meant to say I have a short on Hugoton. Was in a hurry. Still short Ferrellgas, too. view available tags

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			2011	2012
Price:	55.51	EPS	$1.06	$1.27
Shares Out. (in M):	28	P/E	52.4x	43.7x
Market Cap (in $M):	1,529	P/FCF	Negative FCF	Negative FCF
Net Debt (in $M):	0	EBIT	42	51
TEV (in $M):	1,481	TEV/EBIT	35x	29x
Borrow Cost:	NA

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