Bill Barrett Corp fka BBG

[barnyarddog]

https://www.briggsandstratton.com/na/en_us/home.html

[benfrankledger]

They have done a lot to cut costs in this cycle but yeah there’s a limit.

[l_winthorpe]

Yeah, that's a good point. I supposed I should have said, that is relatively easy to make corporate operations more efficient? Though, even that has a limit

[benfrankledger]

Not always. These companies have a certain size they need to maintain.

[l_winthorpe]

Ah good point. Though if they are profitable at the project level, that is a good sign. Reducing corporate overhead should be easier than getting projects profitable? No?

[benfrankledger]

$BBG They are likely project profitable at $50 is what they mean. Not sure if it meets corporate overhead though.

[l_winthorpe]

I read a WSJ article and they referenced a $20 per barrel development cost. Though, that might be rather low as that was for the majors and across all projects. Looking at BBG's finances, I assume that they will be profitable at $50 per barrel development costs, so I guess an industry comp is moot.

[benfrankledger]

I read it as $500MM Capex. Where did you see the per barrel comp?

[l_winthorpe]

$50 per barrel for CAPEX? That sounds kind of high, no?

[benfrankledger]

BBG and Fifth Creek each will become subsidiaries of a newly formed, publicly listed holding company; BBG stockholders will exchange their shares for the new company's stock on a one-for-one basis, and Fifth Creek's current sole owner will receive 100M shares of the new stock.

BBG says initial 2018 plans include operation of three drilling rigs on the combined acreage with anticipated 2018 production of 11M-12M boe (~65% oil) and capex of $500M-$600M.

[l_winthorpe]

Ok, no worries; just wondering if you knew off hand. I am going to do some research and post what I find. I am interested to know for my own benefit.

[benfrankledger]

In their presentation or filings I’m sure. Don’t have info available at the moment.

[l_winthorpe]

Do you know if they ever disclosed their CAPEX requirements per barrel produced? It would be interesting to know how much CAPEX will be required to produce the remaining 12 million barrels.

[benfrankledger]

It’s just saying 12 million barrels of oil equivalent remaining. Rate it can produce it depends on capex.

[l_winthorpe]

That's true; I missed that nuance. By liquidating shares equivalent to his original purchase, he is essentially playing with House money.

Though, to be fair, if one could earn a higher ROR with that same investment, it would behoove him to liquidate his entire holdings. But now we are just getting into philosophy as investment decisions are nowhere near as simplistic.

[l_winthorpe]

So that implies that they have approx 14 years of reserves left?

[benfrankledger]

Divest: The assets produced 2.3K boe/day during Q3 and had estimated proved reserves of 12M boe at year-end 2016.

[benfrankledger]

It’s always a good idea to take principle off the table.

[benfrankledger]

BBG says the sale transitions it into a pure-play DJ Basin company, where it expects to generate greater than 30% growth from its northeast Wattenberg assets.

[benfrankledger]

$BBG Bill Barrett agrees to sell its remaining non-core assets located in the Uinta Basin in Utah to an unnamed buyer for ~$110M.

[l_winthorpe]

Jeez! 70% of your holdings? Why not just liquidate your holdings and take a profit?

[stock777777]

Sold 70% of my holdings. Now have "free shares" . Good Luck

[l_winthorpe]

What is your price target? If you think it's oversold, how oversold do you think?

[ClayTrader]

* * $BBG Video Chart 11-01-17 * *

Link to Video - click here to watch the technical chart video

[stock777777]

Start Buying BBG ! Oversold ! Bounce Time!

[123414]

Had to get in this one. Hello BBG looked good on the monthly chart plus lots of other stuff too.

[radar72]

Nice move. Need to get over $7 and stay there.

[radar72]

Oil up very nicely after hours. Maybe tomorrow we pop up and it sticks.

[radar72]

The robots tried to inflict maximum pain today and took it down to $6.43 at one point. Oh well. Still holding mine here.

[radar72]

Looks like the shorts are maybe running out of juice to push it lower. Still holding mine here.

[radar72]

Added a few more here at $6.73 and $6.76.

[radar72]

Not a bad close for the week!

[radar72]

Looks like we are consolidating with some shorts clearing out now.

[legalizeMJ]

Take a good look at BCEI(Oil & Gas stock).It's $1.02 per share on 8/31/2016 while BBG= $6.64 per share.
BCEI has MORE upside potentials because its pps is the smallest, ONLY $1.02 per share.

On 8/29/2016, BCEI paid interest on its senior unsecured notes due 2023.
BCEI remains in compliance with its senior unsecured notes due 2023 and BCEI remains in compliance with ALL of its senior unsecured notes.

[radar72]

Nice comeback today. Would have been nice to close green, but oh well.

[radar72]

Grabbed some more at $6.63.

[radar72]

Wow, talk about volatile. Over $7 this morning now back down to flat at $6.69. Wonder where we'll end the day?

[radar72]

Good close! Looking for more gains tomorrow.

[radar72]

Looking good today so far! I'm hoping for a CWEI type run here. Very low float, good fundamentals here. BBG has a Schwab equity rating of "A" right now. We'll see...

[radar72]

Bought some BBG today. Seems to be slowly coming back to life here.

[stocktrademan]

$BBG recent news/filings

bullish 6.45
inverted head and shoulders bottom

## source: finance.yahoo.com

Fri, 13 Nov 2015 18:04:18 GMT ~ BILL BARRETT CORP Financials


read full: http://finance.yahoo.com/q/is?s=bbg
*********************************************************

Fri, 06 Nov 2015 21:25:40 GMT ~ Edited Transcript of BBG earnings conference call or presentation 6-Nov-15 3:00pm GMT


read full: http://finance.yahoo.com/news/edited-transcript-bbg-earnings-conference-212540556.html
*********************************************************

Fri, 06 Nov 2015 15:00:00 GMT ~ Bill Barrett Corp Earnings Call scheduled for 10:00 am ET today


read full: http://biz.yahoo.com/cc/1/147711.html
*********************************************************

Fri, 06 Nov 2015 08:14:08 GMT ~ Bill Barrett Corporation Reports Third Quarter 2015 Results - Production Volume of 1.7 MMBoe Exceeds Guidance, 72% Production Growth from DJ Basin, Continued Cost Discipline with LOE of $5.67 per Boe; Expect Non-Core Asset Sales of $79 Mill

[at noodls] - DENVER, Nov. 5, 2015 /PRNewswire/ -- Bill Barrett Corporation (the 'Company') (NYSE: BBG) reports third quarter of 2015 results, including these highlights: Production sales volumes of 1.7 MMBoe, exceeding ...

read full: http://www.noodls.com/view/30233DA1E96B20C198D803DF765F240E368573EA
*********************************************************

Thu, 05 Nov 2015 21:47:50 GMT ~ Bill Barrett reports 3Q loss


read full: http://sg.finance.yahoo.com/news/bill-barrett-reports-3q-loss-214750927.html
*********************************************************

$BBG charts

basic chart ## source: stockcharts.com



basic chart ## source: stockscores.com



big daily chart ## source: stockcharts.com



big weekly chart ## source: stockcharts.com



$BBG company information

## source: otcmarkets.com

Link: http://www.otcmarkets.com/stock/BBG/company-info
Ticker: $BBG
OTC Market Place: Not Available
CIK code: 0001172139
Company name: Bill Barrett Corp.
Incorporated In: DE, USA

$BBG share structure

## source: otcmarkets.com

Market Value: $313,748,775 a/o Nov 13, 2015
Shares Outstanding: 49,959,996 a/o Oct 23, 2015
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.001

$BBG extra dd links

Company name: Bill Barrett Corp.
## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/BBG/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/BBG/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=BBG+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=BBG+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=BBG+Industry

## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/news - http://finance.yahoo.com/q/h?s=BBG+Headlines

## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/BBG/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/BBG/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/BBG/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/BBG/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=BBG+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/BBG
DTCC (dtcc.com): http://search2.dtcc.com/?q=Bill+Barrett+Corp.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Bill+Barrett+Corp.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Bill+Barrett+Corp.&x=0&y=0

## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/BBG/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/BBG
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/BBG/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/BBG/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/BBG/sec-filings
Edgar filings (sec.gov): http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001172139&owner=exclude&count=40
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/BBG/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/BBG/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=BBG&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=BBG
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=BBG+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=BBG+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=BBG
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=BBG
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=BBG+Cash+Flow&annual

## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/BBG/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=BBG+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/BBG.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=BBG
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/BBG/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/BBG/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/BBG/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/insider-transactions

## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/BBG
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/BBG
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/BBG:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=BBG
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=BBG



$BBG DD Notes ~ http://www.ddnotesmaker.com/BBG

[Kylef]

Possible bottom bounce and Has a great Rising Bottom support...one to keep on watch

[Timothy Smith]

Bill Barrett (NYSE:BBG) says its semi-annual borrowing base review has been completed, with its bank group reaffirming the $375M borrowing base related to its revolving credit facility maturing in April 2020.

BBG also lowers its 2015 capex guidance to $315M-$325M from its earlier outlook for $320M-$350M, due to lower XRL well costs and increased drilling and completion efficiencies.

BBG also says it has agreed to sell certain non-core Uinta Basin properties for ~$27M.

[cowboyinvestor69]

ok bbg im lookin

[SealTheDeal]

On watch for support.

[Timothy Smith]

Bill Barrett (NYSE:BBG): Q1 EPS of -$0.12 misses by $0.05.

Revenue of $49.04M (-61.6% Y/Y) misses by $34.57M.

[stocktrademan]

$BBG recent news/filings

bullish
macd crossup

## source: finance.yahoo.com

Mon, 13 Apr 2015 22:00:19 GMT ~ NYSE stocks posting largest percentage increases

[AP] - A look at the 10 biggest percentage gainers on New York Stock Exchange at 1 p.m.: Herbalife Ltd. rose 9.7 percent to $36.46. Travel Centers of America LLC rose 8.3 percent to $14.51. Pandora Media Inc. ...

read full: http://sg.finance.yahoo.com/news/nyse-stocks-posting-largest-percentage-175507059--finance.html
*********************************************************

Thu, 09 Apr 2015 20:41:55 GMT ~ BILL BARRETT CORP Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Financial Obli


read full: http://biz.yahoo.com/e/150409/bbg8-k.html
*********************************************************

Tue, 07 Apr 2015 15:46:03 GMT ~ Noble Energy to cut jobs in U.S., Colorado in 'organizational realignment'


read full: http://www.bizjournals.com/denver/blog/earth_to_power/2015/04/noble-energy-to-cut-jobs-in-u-s-colorado-in.html?ana=yahoo
*********************************************************

Fri, 20 Mar 2015 21:01:08 GMT ~ BILL BARRETT CORP Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits


read full: http://biz.yahoo.com/e/150320/bbg8-k.html
*********************************************************

Fri, 20 Mar 2015 20:36:26 GMT ~ Bill Barrett Corporation Announces Results of Purchase Offer for its 5% Convertible Senior Notes Due 2028

[at noodls] - DENVER, March 20, 2015 /PRNewswire/ -- Bill Barrett Corporation (the "Company") (NYSE: BBG) announced today the final results of its previously announced offer to purchase its 5% Convertible ...

read full: http://www.noodls.com/view/0C80762372517C2F03ADED151F1ADF5CBF6C6C8E
*********************************************************

$BBG charts

basic chart ## source: stockcharts.com



basic chart ## source: stockscores.com



big daily chart ## source: stockcharts.com



big weekly chart ## source: stockcharts.com



$BBG company information

## source: otcmarkets.com

Link: http://www.otcmarkets.com/stock/BBG/company-info
Ticker: $BBG
OTC Market Place: Not Available
CIK code: 0001172139
Company name: Bill Barrett Corp.
Incorporated In: DE, USA

$BBG share structure

## source: otcmarkets.com

Market Value: $481,639,579 a/o Apr 13, 2015
Shares Outstanding: 49,551,397 a/o Jan 27, 2015
Float: Not Available
Authorized Shares: Not Available
Par Value: 0.001

$BBG extra dd links

Company name: Bill Barrett Corp.
## STOCK DETAILS ##
After Hours Quote (nasdaq.com): http://www.nasdaq.com/symbol/BBG/after-hours
Option Chain (nasdaq.com): http://www.nasdaq.com/symbol/BBG/option-chain
Historical Prices (yahoo.com): http://finance.yahoo.com/q/hp?s=BBG+Historical+Prices
Company Profile (yahoo.com): http://finance.yahoo.com/q/pr?s=BBG+Profile
Industry (yahoo.com): http://finance.yahoo.com/q/in?s=BBG+Industry

## COMPANY NEWS ##
Market Stream (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stream
Latest news (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/news - http://finance.yahoo.com/q/h?s=BBG+Headlines

## STOCK ANALYSIS ##
Analyst Research (nasdaq.com): http://www.nasdaq.com/symbol/BBG/analyst-research
Guru Analysis (nasdaq.com): http://www.nasdaq.com/symbol/BBG/guru-analysis
Stock Report (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stock-report
Competitors (nasdaq.com): http://www.nasdaq.com/symbol/BBG/competitors
Stock Consultant (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stock-consultant
Stock Comparison (nasdaq.com): http://www.nasdaq.com/symbol/BBG/stock-comparison
Investopedia (investopedia.com): http://www.investopedia.com/markets/stocks/BBG/?wa=0
Research Reports (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/research
Basic Tech. Analysis (yahoo.com): http://finance.yahoo.com/q/ta?s=BBG+Basic+Tech.+Analysis
Barchart (barchart.com): http://www.barchart.com/quotes/stocks/BBG
DTCC (dtcc.com): http://search2.dtcc.com/?q=Bill+Barrett+Corp.&x=10&y=8&sp_p=all&sp_f=ISO-8859-1
Spoke company information (spoke.com): http://www.spoke.com/search?utf8=%E2%9C%93&q=Bill+Barrett+Corp.
Corporation WIKI (corporationwiki.com): http://www.corporationwiki.com/search/results?term=Bill+Barrett+Corp.&x=0&y=0

## FUNDAMENTALS ##
Call Transcripts (nasdaq.com): http://www.nasdaq.com/symbol/BBG/call-transcripts
Annual Report (companyspotlight.com): http://www.companyspotlight.com/library/companies/keyword/BBG
Income Statement (nasdaq.com): http://www.nasdaq.com/symbol/BBG/financials?query=income-statement
Revenue/EPS (nasdaq.com): http://www.nasdaq.com/symbol/BBG/revenue-eps
SEC Filings (nasdaq.com): http://www.nasdaq.com/symbol/BBG/sec-filings
Edgar filings (sec.gov): http://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001172139&owner=exclude&count=40
Latest filings (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/filings
Latest financials (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/financials
Short Interest (nasdaq.com): http://www.nasdaq.com/symbol/BBG/short-interest
Dividend History (nasdaq.com): http://www.nasdaq.com/symbol/BBG/dividend-history
RegSho (regsho.com): http://www.regsho.com/tools/symbol_stats.php?sym=BBG&search=search
OTC Short Report (otcshortreport.com): http://otcshortreport.com/index.php?index=BBG
Short Sales (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/short-sales
Key Statistics (yahoo.com): http://finance.yahoo.com/q/ks?s=BBG+Key+Statistics
Insider Roster (yahoo.com): http://finance.yahoo.com/q/ir?s=BBG+Insider+Roster
Income Statement (yahoo.com): http://finance.yahoo.com/q/is?s=BBG
Balance Sheet (yahoo.com): http://finance.yahoo.com/q/bs?s=BBG
Cash Flow (yahoo.com): http://finance.yahoo.com/q/cf?s=BBG+Cash+Flow&annual

## HOLDINGS ##
Major holdings (cnbc.com): http://data.cnbc.com/quotes/BBG/tab/8.1
Insider transactions (yahoo.com): http://finance.yahoo.com/q/it?s=BBG+Insider+Transactions
Insider transactions (secform4.com): http://www.secform4.com/insider-trading/BBG.htm
Insider transactions (insidercrow.com): http://www.insidercow.com/history/company.jsp?company=BBG
Ownership Summary (nasdaq.com): http://www.nasdaq.com/symbol/BBG/ownership-summary
Institutional Holdings (nasdaq.com): http://www.nasdaq.com/symbol/BBG/institutional-holdings
Insiders (SEC Form 4) (nasdaq.com): http://www.nasdaq.com/symbol/BBG/insider-trades
Insider Disclosure (otcmarkets.com): http://www.otcmarkets.com/stock/BBG/insider-transactions

## SOCIAL MEDIA AND OTHER VARIOUS SOURCES ##
PST (pennystocktweets.com): http://www.pennystocktweets.com/stocks/profile/BBG
Market Watch (marketwatch.com): http://www.marketwatch.com/investing/stock/BBG
Bloomberg (bloomberg.com): http://www.bloomberg.com/quote/BBG:US
Morningstar (morningstar.com): http://quotes.morningstar.com/stock/s?t=BBG
Bussinessweek (businessweek.com): http://investing.businessweek.com/research/stocks/snapshot/snapshot_article.asp?ticker=BBG



$BBG DD Notes ~ http://www.ddnotesmaker.com/BBG

[Timothy Smith]

$BBG's 1Q14 EPS and CFPS fell short of expectations driven by a combination of lower than expected production and higher costs almost across the board

[Timothy Smith]

The sale of West Tavaputs (which essentially removes 26% of BBG’s 2013 full year production) will cause BBG’s absolute production volumes to decline YoY.

In addition, natural declines and a 3% step-down in the company’s working interest in the Piceance will also make it difficult for the company to generate pro-forma production growth from continuing operations despite possibly putting up oil growth of 35+% YoY.

While BBG reiterated its 30-35% 2013 YoY growth guidance and could generate similar amounts of oil growth in 2014, legacy assets continue to weigh down overall production and cashflow growth, and any balance sheet relief from the pending West Tavaputs sale could be short lived. As such, 2014 could be another transition year.

[Timothy Smith]

$BBG - The company plans to complete an asset sale by YE13 to fund the gap between its capex budget and operating cashflow, and while a formal data room is open for its West Tavaputs dry gas assets, there is still some question about which assets the company will ultimately sell.

Management has mentioned trying to sell its Powder River Basin acreage instead of its West Tavaputs assets, although we think either transaction faces its own unique set of headwinds.