chessburger’s Activity

Mon Aug 24

NL

Boards Post

chessburger replied to the Value Hounds board. 3:20 PM

Re: 3,953 people have GAS in their portfolio

Valuation numbers I used through Q1'15:

Invested Capital (IC): $12.4B
ROIC: 5.5%
WACC: 5.7%
ROIC/WACC: 0.96X (no growth multiple based only on assumed profitability)
ROIC/WACC as a proxy for EV/IC (firm based market-to-book [more]

Thu Aug 20

NL

Boards Post

chessburger replied to the Deranged Monkey Criticism board. 10:37 AM

Re: Preposterous Fact

So the industry has favorable/moaty characteristics that have been beneficial to the low volatility, stable, positive returns.

But there's a disconnect in this group (or at least AZO since that's what I looked at) that in my opinion is [more]

Fri Aug 14

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Boards Post

chessburger replied to the Value Hounds board. 11:23 AM

Re: tell the Saudis to sod off?

I don't know.

I believe it is a hypothetical based on some estimated tax rate and EOG's stated operating cost per BOE equivalent at around $30. The costs strip out some items (production taxes for instance) but keeps DD&A and interest [more]

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Boards Post

chessburger replied to the Value Hounds board. 9:53 AM

Re: tell the Saudis to sod off?

Monsterfluff,

Nah. Its baloney. This is an EBITDA number that you and I as investors should stay away from.

Anyone can grow production regardless of price. Just raise the capital to do so. That's what Whiting has done.

In [more]

Wed Aug 12

NL

Boards Post

chessburger replied to the Value Hounds board. 1:34 PM

Re: Poll: Death Cross

Rich,

If you (as in anyone) think markets trend then I see it reasonable to be aware of the various trend measuring tools such as the 200 day moving average or its 40 week and/or 10 month counterparts. When the 50 day is above the 200 day -- [more]

Mon Aug 3

NL

Boards Post

chessburger replied to the Value Hounds board. 12:37 PM

Re: is oil natural gas

Monsterfluff,

I would say no. While lots has been discussed I would simply put that fracking put us into an oversupply position which has pushed the price to the marginal cash cost to produce. I would still think $80 plus or minus is a good [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 398
Recs Received 1307
People who have rec'd these posts 230
Recs to Posts Ratio (last 30 days) N/A
Threads Started 74
Threads Started Percentage 18.59 %
Most Frequent Board Value Hounds
Very First Post A IV Value Central post. (2/2/2007)
Percentage of Posts Rec'd 91.46 %
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