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Bakken Update: Flotek Gives A Sneak Peak At Earnings, Up Over 800% Since 2010
By Michael Filloon: Flotek (FTK) announced preliminary results on the 29th of July, that were initially interpreted badly. This was due to a decrease in Q2 consolidated gross margins when compar...
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Bakken Update: Bonanza Creek’s Q2 Horizontal Wells May Be Killing Its...
By Michael Filloon: Wattenberg Field continues to be one of the hottest investments in 2013. Low well costs, continued downspacing and improved EURs should continue to drive small oil and gas names...
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Bakken Update: Frac Sand Pricing Could Go Parabolic As EOG Resources’ Well...
By Michael Filloon: On August 2nd, I covered U.S. Silica's (SLCA)
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Bakken Update’s 2014 Bakken Stock Picks
By Michael Filloon: The Bakken is a world class play. This is due to its operators, as it has been developed faster and better than anyone could have imagined. Not only are wells producing better, but...
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Bakken Update’s 2014 Bakken Stock Picks: The Bakken Operators
By Michael Filloon: In Part 1, I covered Bakken differentials and how it could be a good year for refiners using it as a feedstock. We recently saw Bakken/WTI differentials widen fro...
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The Bakken Update’s 2014 Stock Picks: Small Operator’s Well Design...
By Michael Filloon: Investing in small cap oil and gas isn't for everyone. Understanding the oil business is difficult enough, but unconventional production is a different business. Valuation is tricky...
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