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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (46481)2/6/2012 8:56:56 AM
From: CommanderCricket  Read Replies (2) of 79066
 
Good discussion on ATPG.

Went over their latest filing and presentations over the weekend and discovered a surprise (to me at least). I have always thought of ATPG as an oily company but they are actually 50%/50% crude and NG.

Makes you wonder what's really under the hood for those reserve numbers when they are reported as BOE. NG is no where near the 6:1 anymore.

I'm short ATPG Mar 8 calls.

CC
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