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To: Kobido who wrote (111625)	12/4/2012 2:43:46 PM
From: Sam	Respond to of 118717

Well, he has even more incentives now to get that MLP done. It is hard to keep up with the guy's deals. He must have a lot of confidence in MHR common, given that he apparently didn't reduce his margin. He is certainly a financial juggler. He better be a good one.

To: Kobido who wrote (111625)	12/4/2012 2:54:37 PM
From: Dale Baker	Respond to of 118717

That's just a slush fund to help him pay off for the next trophy wife he has to divorce. Dallas rich guys never change. PS I grew up there so it's fair game for me to rag them. ;<)

To: Kobido who wrote (111625)	12/4/2012 5:15:20 PM
From: Schnullie	Read Replies (1) \| Respond to of 118717

Good to know that al least Gary is prospering in the midst of the carnage, as the rest of us suck air and try to earn a quarter on occasional swing trades. I can't think of a more deserving fellow. I certainly wouldn't try to swing trade around the imminent news of Mark West pipeline completion. Its been known for weeks and is almost certainly a non-event as far as short-term stock trading is concerned. Besides, MHR tends to sell on the rumor, sell on the news. I would also avoid trading on anticipation of sale of the EF property. A good promoter always has something around the next bend to entice the horses to continue. I predict that sale of the EF property won't happen for months and months if at all. I would love to be wrong here but since when has it been so easy to make money in the market by waiting 3 months for a publicized contingency to take place? In my experience, this scenario rarely unfolds. Besides, too many easy ways to play this in Gary's playbook: he could sell a small portion of it, he could sell it all but at a reduced price, he could sell it and roll the proceeds into his next idiotic non-accretive acquisition or roll the proceeds into some fuzzy non-monetized deal involving partnership with a JV. Or maybe the deal never gets executed,it just hangs out there generating rumors and pseudo-bids ad infinitum. I think he mentioned on the conf call the possibility and desirability of continuing to hold and develop the property. Never underestimate his promotional abilities. Its only important that he dangles promise of the next event in front of us. If only he were as adept at fooling prospective EF buyers.... p.s. the stock is currently trading at the price it was trading at back in March 2010. We're approaching 3 years of non-performance.

To: Kobido who wrote (111625)	12/5/2012 1:12:27 AM
From: Kobido	Read Replies (1) \| Respond to of 118717

There is a GEM (Gary Evans Moment) at 20:56 of the Capital One conference webcast where he says: "I'm trying to build something without diluting the common shareholder. Well, we have accomplished that now." Oh, I'm going to have that laminated. But if he really wants to do something in the spirit of good corporate governance, he should have a rights offering to MHR shareholders for those Eureka Hunter common units on the same terms he bought them. Otherwise he just has the unseemly air of poster boy Aubrey McClendon at Chesapeake. A great time to bring this up would be at the next Biannual Meeting.