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Hedging for Q3 was already known and was very little compared to other companies so my expectations for Q3 are to have a slightly better FFO than in Q2 (I expect around $10m) but Q4 is when we could see a significant improvement, October is already in the bag and had oil prices in the $75 range, November started well with close to $80, NG also recovered somewhat. I still hope that ENT was a bit more aggressive on hedging and has locked some Oil at $80 or above for the coming quarters and NG at $5 or $6 too (Q1 and Q2 futures went close to $6 last month). We will see what they announce but again Q3 should be better than Q2 but not by much, Q4 should be the good one ($15+m FFO).
Sentiment : Strong Buy Rating :
![]() ![]() ![]() ![]() (2 Ratings) |
50/Male |
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| Subject | Author | Rating | Time of Post (ET) | ||
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PWE reported for the third quarter this morning. While ...
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legalbark | (1 Rating) | 5-Nov-09 07:46 am | ||
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Re: PWE Earnings
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allan74z | (2 Ratings) | 5-Nov-09 12:08 pm | ||
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I thought ENT stopped hedging after 1Q 09...true?....
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relppet | Rate it | 10-Nov-09 06:33 pm | ||
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They didn't stop hedging but they hedged a lo...
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allan74z | (2 Ratings) | 11-Nov-09 12:10 am | ||
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Today is the last trading day before ear...
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allan74z | (2 Ratings) | 12-Nov-09 12:20 pm | ||
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What was interesting about today's ...
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legalbark | (1 Rating) | 12-Nov-09 06:54 pm | ||
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OK the results are in and I am slig...
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allan74z | (2 Ratings) | 13-Nov-09 11:26 am | ||
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To note also that they shut do...
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allan74z | (2 Ratings) | 13-Nov-09 11:45 am | ||
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I am surprised by the low...
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allan74z | (2 Ratings) | 13-Nov-09 12:08 pm | ||
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They just posted the...
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allan74z | (1 Rating) | 13-Nov-09 12:20 pm | ||
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OK a quick look...
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allan74z | Rate it | 13-Nov-09 01:09 pm | ||
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I think yo...
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frankcesna | Rate it | 13-Nov-09 01:21 pm | ||
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Yes I...
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allan74z | Rate it | 13-Nov-09 01:24 pm | ||
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The s...
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allan74z | (1 Rating) | 13-Nov-09 02:39 pm | ||
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I am ...
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allan74z | Rate it | 13-Nov-09 03:01 pm | ||
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Sor ry...
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allan74z | Rate it | 13-Nov-09 03:37 pm | ||
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wow .....
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frankcesna | Rate it | 13-Nov-09 03:57 pm | ||
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By th...
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allan74z | Rate it | 13-Nov-09 04:02 pm | ||
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Whe re...
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frankcesna | Rate it | 13-Nov-09 04:03 pm | ||
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My Schwab after hours quotes shows a bid of 5000 s...
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legalbark | (1 Rating) | 12-Nov-09 08:35 pm | ||
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Allan- Thanks for your analysis. It's very helpful...
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legalbark | Rate it | 13-Nov-09 12:31 pm | ||
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Even with the less than anticipated cash flow, ENT...
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legalbark | Rate it | 13-Nov-09 12:45 pm | ||
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