Rosehill Resources Inc fka ROSEQ

[sjgolf1967]

Loading the train until were back over $25…. Easy Double!!!! Long and Strong

[Fibanotch]

we r on our way !

[Timothy Smith]

Looking forward to the beginning of the next cycle.

[Fibanotch]

just marked u now! almost forgot

[Fibanotch]

Hey, whats up guy? ... 50 % long term w/ great divvy's...25% penny's... 25% speculative... [Rose] will trade up ONLY when oil stabilizes @ 75 in 10 months from now , I think oil short term makes it to 55 to 53 a barrel o monkey's...lol....board mark for u , hit me back.

[Timothy Smith]

Crazy markets. How are you making out?

[Fibanotch]

nice move

[Fibanotch]

dang , I knew this would hit 40

[Fibanotch]

yeah me too

[Fibanotch]

that's good news

[Timothy Smith]

Rosetta announced it increased its borrowing base to US$950m from US$800m but chose to keep it at US$800m for the time being.

[Timothy Smith]

$ROSE - Any success in the near term in the Permian would be viewed positively.

De-risking of horizontal development or better than expected production results could result in upside for the Permian assets.

However, with the program still in the early stages, results may be volatile until a firm and repeatable understanding is developed.

[Timothy Smith]

$ROSE is a mid-size exploration and production company with a $1.3 billion market capitalization.

Rosetta has one of the most efficient drilling programs in the region with the second highest daily well production rates.

A concentration of assets in a small geographical area also results in major cost savings. The company is expected to grow oil production 40% in 2013.

And while Rosetta use to be a pure play, management recently spent $800 million to pick up promising acreage in the nearby Permian Basin.

However, Eagle Ford still accounts for 70% of production.

[Timothy Smith]

Drilling focus: The company has ~65,000 net acres prospective in the moderately over-pressured (~0.6 psi/ft) Cretaceous-age Eagle Ford Shale, including ~50,000 net acres in the oil/condensate window. Rosetta’s Eagle Ford prospective leasehold includes ~26,500 net acres (~55% liquids) in the Gates Ranch field in Webb County, ~11,600 net acres (~60% liquids) in Dimmit County (includes Briscoe Ranch), ~8,900 net acres (~80% liquids) in LaSalle/DeWitt/Gonzales Counties (Karnes Trough), ~3,000 net acres in western Webb and ~15,000 net acres in the gas-prone Encinal field in LaSalle/Webb Counties.

[Timothy Smith]

Operating Profit Margin 50.67%
Return on Assets 15.09%
1-Year Projected Earnings Per Share Growth Rate 48.35%
Short Interest 9.26%

Rosetta Resources Inc., an independent exploration and production company, engages in the acquisition, exploration, development, and production of onshore oil and gas resources in the United States.

It owns producing and non-producing oil and gas properties located primarily in South Texas, including the Eagle Ford, and in the Southern Alberta Basin in Northwest Montana.

Rosetta Resources Inc. was incorporated in 2005 and is headquartered in Houston, Texas.

[Timothy Smith]

Rosetta Resources (ROSE) is an independent exploration and production company that owns producing and non-producing oil and gas properties located primarily in South Texas, including the Eagle Ford, and in the Southern Alberta Basin in Northwest Montana.(Business description from Yahoo Finance)

4 reasons I believe $ROSE a good growth play at under $47 a share:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=79762490

[Timothy Smith]

Right the non wet part of the window is hurting and lacking popularity for obvious reasons. I see blue sky above here let's see what they do next but with a 100% hit rate I'm resting confidently.

[ChitForBrains]

Olmos field is wet gas so that was probably an easy sell. The demand for dry natural gas is very low. That's great news for ROSE since oil is so much more than NG.

[Timothy Smith]

Most large cap oil & gas were. I like $ROSE for the long term here.

[Penny Roger$]

Agreed.. One of the great crash plays here.

[Timothy Smith]

Wish I'd been buying 3 years ago...

1,500% rise in stock price from 2009

[Penny Roger$]

Great volume on ROSE as well.

[Timothy Smith]

Planned Eagle Ford activity: Another 16 wells are planned to be completed in the third quarter. Rosetta estimates that an additional 356 wells can be completed on its existing Eagle Ford acreage.

Liquids production now accounts for 59% of total company production, up from 46% one year ago and 52% last quarter, and contributes 83% of revenue, up from 60% one year ago.

[Timothy Smith]

Eagle Ford activity: The sale of the company's Lobo and Olmos properties in South Texas contributed $95 million. This helped Rosetta drill an additional 20 oil wells in the second quarter with a 100% success rate, bringing the total to 91 completed wells in the Eagle Ford.

[Timothy Smith]

The growth strategy I described previously involves Rosetta selling lower-return natural gas assets, and investing the money in expanding higher-return oil production activities in the Eagle Ford shale.

^^ Many companies are doing this now and it is a proven strategy.

[Timothy Smith]

Rosetta's second-quarter report boasted a 25% year-over-year increase in total production, led by a 61% increase in liquids production.

This was a 6% increase over the prior quarter's production in the Eagle Ford shale, which drives 96% of Rosetta's total production; however, it was a 1% decrease from the prior quarter's total production due to a sale of natural gas assets (part of Rosetta's long-term strategy).

Net income per share was triple that of the second quarter of 2011, although a large portion was a gain from hedging, which doesn't count towards adjusted net income. Revenues were 77% higher than in the second quarter of 2011.

[Ichauway]

Funny, your on every stock I look at.

[Penny Roger$]

~ Friday! $ROSE ~ Earnings posted, pending or coming soon! In Charts and Links Below!

~ $ROSE ~ Earnings expected on Friday *
Want more like this? Search Keyword: MACMONEY >>> http://tinyurl.com/MACMONEY <<<
One or more of many earnings sites has alerted this security has or will be posting earnings on or around the day of this message.








http://stockcharts.com/h-sc/ui?s=ROSE&p=D&b=3&g=0&id=p88783918276&a=237480049




http://stockcharts.com/h-sc/ui?s=ROSE&p=W&b=3&g=0&id=p54550695994



~ Google Finance: http://www.google.com/finance?q=ROSE
~ Google Fin Options: hhttp://www.google.com/finance/option_chain?q=ROSE#
~ Yahoo! Finance ~ Stats: http://finance.yahoo.com/q/ks?s=ROSE+Key+Statistics
~ Yahoo! Finance ~ Profile: http://finance.yahoo.com/q/pr?s=ROSE
Finviz: http://finviz.com/quote.ashx?t=ROSE
~ BusyStock: http://busystock.com/i.php?s=ROSE&v=2


<<<<<< http://www.earningswhispers.com/stocks.asp?symbol=ROSE >>>>>>



http://investorshub.advfn.com/boards/post_prvt.aspx?user=251916

*If the earnings date is in error please ignore error. I do my best.

[ChitForBrains]

Bakken play, ND Governor today on CNBC said they (Bakken drillers) have a 98% success rate, go down about two miles (horizontal), and produce about 2,000 bbls per day after the frac.
http://seekingalpha.com/article/269666-steve-palmer-small-companies-poised-for-big-growth?source=yahoo

Well, I think one I mentioned in my last interview was Primary Petroleum. That company is continuing to evolve and progress towards a discovery. Over the last couple months it has raised funds so now it can drill on its own rather than seeking a finance partner. It is continuing to acquire more land in Montana where it's targeting the Bakken oil formation. Several big companies, including Newfield Exploration Co. and Rosetta Resources Inc. are operating in the area and getting good results. They've been fairly quiet about what they've been doing, but if you connect all the dots you'll find that they've been having great success. Newfield, for example, just put a second horizontal well into production not too far from Primary's property. That is why I'm optimistic Primary will find something once it starts drilling later this year.

[OilStockReport]

Great info, as usual.

[ChitForBrains]

If the land owners didn't get a good lawyer a lot of companies are drilling a more shallow well to lock-in the lease (since they didn't put depth restrictions in the lease - or FYI never use the company form).

The wet Eagle Ford are about 8000 ft deep so those wells are much more to go to the EF shale but I just looked one up in Frio county were they actually Horz. an Austin Chalk (right about the Eagle Ford) instead and only got 637bbl/day start. (Talking abuot a thin line company on capital). Back in the early 90's there was a big boom there for oil in Austin Chalk but they typically don't last more than a year for the drillers get greedy and increase pump pressure and collapse closing the....

The dryer Southern part (even though it is lower, right?) is about 11K+ and costs a lot more. Yet the lower Olmos is (5K & 7K) is cheaper to lock in a lease but who knows when they'll ever drill an Eagle Ford well? I think some shelf keeps the oil in shallower North EF. http://www.energyindustryphotos.com/eagle_ford_shale__formation_of_s.htm

[OilStockReport]

Update on Rosetta's acreage in the Eagle Ford.

Rosetta Resources (ROSE) has 65000 net acres in the Eagle Ford with 50000 net acres in the liquids-rich area. It has an inventory of 450 potential locations. Its Gates Ranch acreage has an estimated 12.6 Tcfe of hydrocarbons in place. Rosetta estimates it will have 58 total completed wells by the end of this year. In five quarters, it has gone from startup to 120 Mmcfepd. Cost savings are being realized, as three well pad drilling decreases costs by $500,000/well. Its Gates Ranch location is 26500 net acres in the condensate window, leaving an additional liquids rich acreage of 23500. The non-Gates Ranch acres will be tested this year and is located in Dimmit, Gonzales, LaSalle and Webb Counties.

Rosetta has divided its Gates Ranch acreage into two parts.

Gates North-5.0 Mmcfpd and 450 Bopd (6.7 Bcfe EUR)

Gates South-7.0 Mmcfpd and 350 Bopd (8.1 Bcfe EUR)

Gates Ranch has well costs of $8.25 million on 100 acre spacing. Rosetta is an interesting play as it is spending almost all of 2011 cap ex on the Eagle Ford. I am watching Rosetta closely, but it is currently not one of my favorites.

[OilStockReport]

If ROSE really commits to working in the Bakken, they could do well for themselves.

[antisubmarinewarfare]

ROSE 3 Year Chart:

[antisubmarinewarfare]

Bought in on 27JAN10 at $20.99. Today she's $36.64. ROSE has provided a GREAT ROI in less than a year for me. Boardmark! :)

[OilStockReport]

Market cap of $1.27B. SMA50 at $22.44 vs. SMA200 at $22.38 (current price at $24.12). Institutional investors currently own 50,260,693 shares vs. 49,059,121 shares held three months ago (+2.45% change). Short float at 6.11%, which implies a short ratio of 5.83 days. The stock has gained 84.83% over the last year.

[OilStockReport]

In the wake of the Gulf oil disaster, it’s just about the last place that many investors want to be. And the numbers bear it out…
Since BP’s big blowout, shares of Transocean Ltd. (NYSE: RIG) have crumbled by nearly 30%. Atwood Oceanics, Inc. (NYSE: ATW) shares have sunk nearly 20% since the disaster. And share prices of other deepwater drillers are also down.

Rosetta Resources, Inc. (Nasdaq: ROSE) is an independent oil and gas exploration, development and acquisition company.

Unlike many of its larger competitors, Rosetta is perfectly happy drilling in the ground. Most of its current operations are located in south Texas, the Rocky Mountains and the Sacramento Basin in California.

And its ground-drilling strategy has laid a strong foundation: low-cost reserves, a solid balance sheet, ample cash flows and a crackerjack management team led by CEO Randy Limbacher.

When energy prices dropped a few years ago, Limbacher’s strategy looked like it might fail. But he combated the upheaval by overseeing a 60% cut in the company’s spending – a decision that maintained its solid foundation.

Case in point: During 2008, Rosetta drilled 184 wells. But in 2009, that number dropped to just 43 wells. However, 83% of them were successful and the company used the cash it saved to purchase additional promising oil and gas acreage on the cheap.

And despite the huge spending cuts, Rosetta’s production only declined 6% in 2009 – due in large part to the exploration successes that resulted from its more selective drilling process.

Like a retailer who sells goods that people always need, Rosetta is also able to enjoy repeat revenue from “legacy wells” – wells that churn out continued production and, in turn, generate a steady, predictable income stream for the company.

As a result of those legacy wells, new production from Rosetta’s Eagle Ford Rosetta’s Eagle Ford acreage, plus a successful drilling program in the Rocky Mountains, Rosetta now forecasts a 5% to 12% production increase in 2010.

The Eagle Ford basin is particularly promising. Rosetta has six wells in production there, with a further five awaiting completion and another 30 or so planned.

It’s highly impressive execution, given that Rosetta has taken Eagle Ford from the concept stage to full-scale production in less than a year. And it’s the driving force behind a four-fold increase in the company’s proven reserves.

The company only debuted on the stock market in 2006 and it already boasts a $1.3 billion market cap. And a year from now, there’s an excellent chance you could be sitting on some excellent gains.