Comments on: Contango Oil & Gas (MCF) Insane Value? by Aaron Edelheit http://blog.stinformation.com/2009/03/12/contango-oil-gas-mcf-insane-value-by-aaron-edelheit/ Value Investing Congress Blog Fri, 18 Dec 2009 18:01:59 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: xchangetube http://blog.stinformation.com/2009/03/12/contango-oil-gas-mcf-insane-value-by-aaron-edelheit/comment-page-1/#comment-33 xchangetube Fri, 18 Dec 2009 18:01:59 +0000 http://blog.valueinvestingcongress.com/?p=174#comment-33 Kudos! a very informative post. Surely gas and oil investment had played a major role in global investments. This business research had been a very effective route for us in understanding how gas and oil affects our global state. A <a href='http://xchangetube.com/' title='online marketing, energy investment, Company Report, Public Company, Video Advertising, business research, video marketing, marketing video, web marketing, Public Companies, stocks research reports, stock market investment, Global Investment, investment research, oil & gas investments' rel="nofollow">video marketing</a> in XchangeTube will give us a detailed roadshow to the importance of oil and gas. Kudos! a very informative post. Surely gas and oil investment had played a major role in global investments. This business research had been a very effective route for us in understanding how gas and oil affects our global state. A video marketing in XchangeTube will give us a detailed roadshow to the importance of oil and gas.

]]> By: mike kruger http://blog.stinformation.com/2009/03/12/contango-oil-gas-mcf-insane-value-by-aaron-edelheit/comment-page-1/#comment-29 mike kruger Fri, 13 Mar 2009 16:34:29 +0000 http://blog.valueinvestingcongress.com/?p=174#comment-29 Aaron - Couldn't have said it better myself. Contango will do fine regardless, but I agree a jump in gas prices is more likely than not. The futures market apparently disagrees with us. I checked the DOE's forecast in an attempt to understand what folks are thinking: http://www.eia.doe.gov/emeu/steo/pub/5atab.pdf Adding up all U.S. and Canadian (aka pipeline) production, they forecast a 1.3% drop in production for 2009, and another 1.3% for 2010. These are the same folks who are telling us drilling is down 40-50% y-o-y! Does not compute. Aaron – Couldn’t have said it better myself.

Contango will do fine regardless, but I agree a jump in gas prices is more likely than not. The futures market apparently disagrees with us. I checked the DOE’s forecast in an attempt to understand what folks are thinking: http://www.eia.doe.gov/emeu/steo/pub/5atab.pdf

Adding up all U.S. and Canadian (aka pipeline) production, they forecast a 1.3% drop in production for 2009, and another 1.3% for 2010. These are the same folks who are telling us drilling is down 40-50% y-o-y! Does not compute.

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