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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: architect* who wrote (161907)	1/1/2012 2:34:40 PM
From: RevoltNapper6	3 Recommendations Respond to of 206135

I own both, but picked them up on the underwriting. Ward (SD's CEO) has says he wants to raise an additional $500 million. IMO there is a good chance they will do another trust. I would be more inclined to pick up a new underwriting rather than one already trading up 20% from IPO. I also prefer mississippian to permian. Last Q, PER distribution was $0.72, well ahead of street expectations. SDT reported $0.82, also ahead of $0.65 street consensus. Analyst have bumped estimates for 2012. IMO the valuations are highly dependent upon commodity price assumptions. I think optimism is priced into the shares, but given demand for income, they may not back off any time soon. I think they are pricey. 2012 estimates are all over the board probably reflecting a wide range of commodity assumptions . finance.yahoo.com. Good Luck