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To: Dennis Roth who wrote (185122)	8/4/2014 11:32:02 AM
From: t4texas	1 Recommendation Recommended By isopatch Respond to of 206116

we heard the same message from arthur berman a few years ago. he may not have disappeared, but i don't see articles in the wsj or nyt, etc., in which he is quoted. it seems he has largely been discredited. this article seems aimed at the stopping of shale gas fracking/drilling in the uk using untrue usa information on a potentially ignorant uk audience.

To: Dennis Roth who wrote (185122)	8/4/2014 6:31:17 PM
From: Bearcatbob	Respond to of 206116

"Shale gas: 'The dotcom bubble of our times' Comment: output from shale wells declines so quickly that they will never be profitable – when investors realise this, the industry will collapse, writes Tim Morgan telegraph.co.uk " Absolute idiocy. What will actually happen is that the price of NG will increase to insure supply. As for the power of depletion - I am still waiting. As gross production continues to grow - oh well - data is a tough thing! Bob

To: Dennis Roth who wrote (185122)	8/18/2014 5:54:45 PM
From: Dennis Roth	3 Recommendations Recommended By dvdw© evestor rayrohn Read Replies (2) \| Respond to of 206116

Wall Street's Shale 'Fraud' Exposed Submitted by Tyler Durden on 08/13/2014 22:10 -0400 zerohedge.com ==== Peak Oilers just can't let go of their apocalyptic visions. Cool poster though. Suitable for Halloween.

To: Dennis Roth who wrote (185122)	8/27/2014 9:31:21 AM
From: Dennis Roth	1 Recommendation Recommended By evestor Respond to of 206116

Shale oil and gas producers’ finances lift growth hopes By Ed Crooks in New York August 26, 2014 7:26 pm ft.com The independent oil and gas companies at the forefront of the US shale revolution have substantially improved their financial position – boosting confidence that the rapid growth in production can continue. Cash earned from operations by 25 leading North American exploration and production companies is expected in aggregate to exceed their capital spending next year for the first time since 2008, according to an analysis by Factset for the Financial Times... ...Analysts’ consensus forecasts now indicate that the leading shale companies’ operating cash flows in 2015 will show an excess of about $2.4bn over their capital spending – compared with a shortfall of about $32.2bn in 2012, and $8.8bn last year... === Another blow to the Ponzi scheme/Bubble theory.