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AUTHOR
DATE
SUBJECT
8
member
5/19/21 5:54PM
Re: Author Exit Recommendation
7
surf, just wanted to flag this since it may be worth revisiting. Seems like decline rates have been severe the last couple of years (9-10%) but this seems to have a strong ask at ~0.5
Yes, that'd be fair. Doing so would still be higher than current market price (and include 10% for time value of money). I'd say the nav will come in between $3.50 and $4.50 when... login to read the rest
Thanks for the idea Surf. Wouldn't the year-end NAV estimate be a good estimate of value vs. the different decline rates you are trying to project as theoretically their reserve engineers have more data on... login to read the rest
Hi Sugar, if you buy into the regular e&p business model and commodities go south then you can get wiped. With this you just get a lower distribution - not the end of the world. ... login to read the rest
Hi Nails,
The number looks really stable. Going back the last few years it has never been above .77/mcf. When production was double what it is now it was higher.
Here are the last several quarters
Are you sure you want to close this position ECA MARCELLUS TRUST I?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag ECA MARCELLUS TRUST I for Removal
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