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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (42526)	5/10/2011 9:28:45 AM
From: E_K_S	Respond to of 78708

Re: Voyager Oil & Gas, Inc. (VOG) Voyager Oil & Gas, Inc. Reports Record Oil and Gas Production and Revenue Growth for First Quarter 2011 Oil Production for the First Quarter Ended March 31, 2011 was 10,165 Barrels up 3,211% From 307 Barrels for the First Quarter Ended March 31, 2010 finance.yahoo.com --------------------------------------------------------------------- The key for this company is how successful they are with their future drilling programs. Within six months we should have some preliminary results from their new well development. 2011 Drilling and Production Guidance Voyager has spud 27 gross wells in 2011 bringing the total well count to 45 wells targeting the Bakken/Three Forks formations. Voyager has also spud 3 gross Niobrara wells in 2011 targeting the Niobrara formation. Currently, 1.72 net Bakken/Three Forks wells are drilling, completing or producing and 2.5 net Niobrara wells are producing or waiting on completion. Voyager expects to participate in 70 gross wells and 6.0 net wells in 2011 targeting the Bakken/Three Forks. Based on our current and forecasted drilling activity, Voyager expects to average 700 barrels of oil equivalent "BOE" per day by the end of 2011. This drilling and production guidance is in line with previous estimates. EKS

To: Paul Senior who wrote (42526)	6/14/2011 11:51:37 AM
From: E_K_S	Respond to of 78708

I placed a small starter position for TTT for the IRA account. I like their core holdings of assets especially their iron ore interests. The dividend is a plus (and required) for the IRA. ---------------------------------------------------------------------- Re: Voyager Oil & Gas, Inc. (VOG) Stepped up with another buy of Voyager Oil & Gas, Inc. (VOG) which brings my average cost down quite a bit. I made the mistake of starting my initial buys at too high a price but I like that the company still has several new wells to drill and sufficient cash to finish their scheduled drilling program. At least one analysts agrees with me. streetinsider.com Canaccord Genuity Maintains a 'Buy' on Voyager Oil & Gas (VOG); Compelling Bakken Valuation June 10, 2011 8:48 AM EDT Canaccord Genuity maintains a 'Buy' on Voyager Oil & Gas (NYSE: VOG), PT $5.50. Canaccord analyst, John Gerdes, said, "Our conviction is strengthened based on insights from our recent marketing event and improving capital productivity in 2011/2012. At present, we believe the market is undervaluing Voyager’s Bakken position and we believe the stock is too cheap for a company with its liquidity position and relative growth potential. In our view, the company’s acreage and development strategy should drive material NAV accretion in 2011. The most important upcoming catalysts include a potential Niobrara divestiture and continued organic leasing activity." ----------------------------------------------------------------------- The market continues to sell this name but so far it has been on pretty low volume. EKS