Bakken Stock Story Roundup

The Frac Facts

bakken — Thu, 02 Feb 2012 17:00:54 +0000

Article by Michael Filloon Fraccing has caused concern in recent months. Reports of possible pollution have pushed down the stock prices of oil service companies levered towards pressure pumping: Basic Energy Services (BAS) RPC (RES) C&J Energy Services (CJES) All three are down significantly since August of 2011, as uncertainty has hit the oil and [...]

2012 could be a banner year for the Bakken

MichaelFilloon — Mon, 23 Jan 2012 13:54:52 +0000

By Michael Filloon – BakkenStocks Contributor I believe 2012, could be a big year for oil. Not all commodities will do well, but the demand for oil should continue to be strong. If problems persist for the Euro, this could have a negative effect. If not, Bakken oil producers could have a great year. The [...]

Oasis Petroleum: Indian Hills acreage is a potential (black) gold mine

MichaelFilloon — Tue, 03 Jan 2012 13:51:58 +0000

It was once thought Oasis’ (OAS: 31.37 -1.45%) non-operated Sanish acreage was its most productive. Recent results by Kodiak (KOG: 8.65 -3.03%), Newfield (NFX: 37.6499 +0.88%) and Whiting (WLL: 49.56 -1.12%) have brought this assertion into question. Kodiak’s Koala results culminated in this stock appreciating from less than $4/share to almost $10/share in just three [...]

Oasis: Finally Out From Brigham’s Shadow

MichaelFilloon — Wed, 21 Dec 2011 14:01:51 +0000

The average Bakken investor is well versed on Brigham (STO). Brigham Exploration routinely outperformed the competition. It was well positioned in Alger Field, which is possibly the best middle Bakken play in the Williston Basin. When Brigham announced it was being purchased by Statoil, Bakken investors flocked to Kodiak Oil and Gas (KOG: 8.65 -3.03%) [...]

Active Drilling Rigs: December 2011

bakken — Tue, 20 Dec 2011 16:37:31 +0000

For the first time, the number of Active Drilling Rigs topped 200 earlier this month up 3% from our last report in October. The drilling activity in the region has not subsided and the mild early winter weather has allowed drilling to continue at full bore for the last 2 months. The leaders look similar [...]

Bracing for the Bakken Backlash

bakken — Wed, 14 Dec 2011 16:16:45 +0000

About a year ago I warned that O&G companies should start preparing for backlash against hydraulic fracking and the potential for public perception that it is directly correlated to groundwater contamination. In recent weeks, the EPA issued a report that supposedly found a possible link between groundwater pollution and hydraulic fracturing beneath Pavillion, Wyo. The [...]