SandRidge Mississippian Trust II (SDR)

[swanlinbar]

Does the Obama Administration Want You to Buy the Bakken and the Marcellus Shale Stocks? Regulation Encourages Generation of Electricity by Natural Gas Fired Plants
Wall Street TranscriptWall Street Transcript – Mon, Aug 26, 2013 12:49 PM EDT

SDR 13.31 +0.2400
67 WALL STREET, New York - August 26, 2013 - The Wall Street Transcript has just published its Alternative Energy Report. The full issue is available by calling [phone] or via The Wall Street Transcript Online.
Topics covered: Grid Parity Timelines for Alternative Energy -Government Subsidies and Regulation - Regulatory Headwinds for U.S. Utilities
Companies include: Duke Energy Corp. (DUK), ITC Holdings Corp. (ITC), Nicor Inc. (GAS), Energen Corp. (EGN), EQT Corporation (EQT), National Fuel Gas Co. (NFG), New Jersey Resources Corp. (NJR), ONEOK Inc. (OKE), South Jersey Industries, Inc. (SJI), Questar Corp. (STR), and many others.
In the following excerpt from the Alternative Energy Report, an expert analyst discusses the outlook for natural gas generated electricity in the United States and the repercussions for investors:
TWST: What are the most important outstanding regulatory issues that you are monitoring for your group right now?
Mr. Muir: Environmental considerations are always something I keep track of. There have been a lot of actions by the EPA over the past few years that have led to many announcements of coal plant retirements and what not to occur over the next couple of years, and as that happens, it is going to put a shift in generation more toward natural gas fired plants. So that being said, the development should benefit gas utilities, both those that just deliver gas, in that they are going to see higher volumes going through their pipelines, and also those natural gas utilities that produce natural gas either in the Marcellus or out in the Rockies or Texas or in the Bakken.
And I do see a lot more EPS growth in the companies that are exposed to natural gas and oil exploration and production. I continue to see a lot of investment in that area with rising volumes helping to produce profits from those divisions, despite recent weakness in natural gas pricing.
Another issue on the regulatory front would be renewable credits and renewable portfolio standards. We haven't seen really any changes in the renewable portfolio standards in the past year or so. But if there is a shift toward a more conservative federal government, then that could obviously delay solar and wind projects...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling [phone] or via The Wall Street Transcript Online.

[lifter]

wow got hit hard after hrs

[dav1234]

agreed..ex-divi date is monday..maybe peeps think its today? or just profit taking on assumption ex-divi drop will be substantially bigger than divi?

[lifter]

didnt think there would be selling today

[dav1234]

probably some sept..some december

[lifter]

thank you selling $15s this month or further out?

[dav1234]

I have 3/4 hedged and will sell covered calls on the rest today after today's Nat gas report @10:30..I figure with Nat gas weakness recently that the sell off post ex-divi will be sizable.. So I would want covered call protection

[lifter]

Dave I would like your thoughts please.

I am thinking about buying 2k shares today or tommorrow and either sell monday(assuring I receive dividend) or sell $15 calls in august or beyond. I am not against holding just would like your thoughts

[swanlinbar]

SDR got to love the chart,slow but steady Rise!

[lifter]

awesome I bought on a decline can not remember what month off hand but its paid nicely

[swanlinbar]

I bought back in march & April

[lifter]

ahh yes thanks man, i got more than enough I think

[Flobewan]

The ex divy date is 12 Aug so you have to own the stock BEFORE that date to get the divy so that would mean you would have to buy between now and the 9th of Aug to get the divy.

[lifter]

so does everyone buy aug 13 sell aug 14th?

[swanlinbar]

SandRidge Mississippian Trust II Announces Quarterly Distribution
Print
Alert
Sandridge Mississippian TR II Com USD0.01 (NYSE:SDR)
Intraday Stock Chart
Today : Friday 26 July 2013

Click Here for more Sandridge Mississippian TR II Com USD0.01 Charts.
SANDRIDGE MISSISSIPPIAN TRUST II (NYSE: SDR) today announced a quarterly distribution for the three-month period ended June 30, 2013 (which primarily relates to production attributable to the Trust’s interests from March 1, 2013 through May 31, 2013) of $34.0 million, or $0.683 per unit. The Trust makes distributions on a quarterly basis approximately 60 days after the end of each quarter. The distribution is expected to occur on or before August 29, 2013 to holders of record as of the close of business on August 14, 2013. SandRidge Energy, Inc., the sponsor of SandRidge Mississippian Trust II, will no longer be hosting conference calls for the Trust. Future material operational updates will be provided in the distribution announcements and SEC filings.

The Trust owns royalty interests created from interests held by SandRidge Energy, Inc. (“SandRidge”) and its subsidiaries in oil and natural gas properties in the Mississippian formation in Alfalfa, Grant, Kay, Noble, and Woods counties in northern Oklahoma and Barber, Comanche, Harper and Sumner counties in southern Kansas and is entitled to receive proceeds from the sale of production attributable to the royalty interests. As described in the Trust’s filings with the Securities and Exchange Commission (the “SEC”), the amount of the quarterly distributions is expected to fluctuate from quarter to quarter, depending on the proceeds received by the Trust as a result of actual production volumes, oil and natural gas prices and the amount and timing of the Trust’s administrative expenses, among other factors. Although there is no assurance of any minimum distribution in any quarterly period, during the subordination period (as described in the Trust’s filings), holders of Common Units will be entitled to receive an amount up to the “Subordination Threshold” (which varies from quarter to quarter) prior to any distribution being made for that quarter in respect of the Subordinated Units, all of which are held by SandRidge. If the amount available for distribution in any quarterly period is sufficient to distribute an amount equal to the Subordination Threshold to the holders of all units (including the Subordinated Units), any additional balance is distributed to holders of all units pro rata, up to the amount of the Incentive Threshold for the quarter. Trust units are entitled to receive 50% of any cash available for distribution in excess of the Incentive Threshold for the quarter. The announced distribution exceeded the Subordination Threshold, but not the Incentive Threshold, for the quarter.

Volumes, price and distributable income available to unitholders for the period were (dollars in thousands, except per unit):

[dav1234]

lol..if it ain't broken..dont fix it

[lifter]

yeah and I am not smart, my trades are usually poorly timed but still cant help but to make $$$$$$$$.

[dav1234]

Lol..college by ETF 101

[lifter]

vacation was awesome but came back to carnage right up the way in moore oklahoma

Dust in particular seems like it will pay for my daughters college tuition.

I play both at same time but dont trust nugt(gdx) enough to let it ride on occasion

[dav1234]

Hope vacation was good..nugt/dust are just insane..lol

[lifter]

i am milking her ha

I have been playing nugt and dust hard last few months just got back from Kauai monday and back in saddle

[dav1234]

Nice..milk the high divi cow...still holding a bunch of freebies long...adding AINV ..CVRR..slowly at these levels to swing

[dav1234]

Nice..milk the high divi cow...still holding a bunch of freebies long...adding AINV ..CVRR..slowly at these levels to swing

[lifter]

selling some calls out of money today SDR

[dav1234]

Added September 10 calls 1.20..will buy more near a buck..insane cheapies..IMO. Nat gas futures down today..but most trusts hedge

[lifter]

sold market order got 16.91

.07 below bid when i hit lol

[dav1234]

Nice grab

[lifter]

i got 1600 nugt at 16.67

selling here

[dav1234]

Wow..DUST on fire..NUGt doghouse

[lifter]

yeah i sold calls at 57 from 53

[dav1234]

Lmao..just sold DUST 70 from 56s..been trading it..it is a beast..now small NUGT high 18s just day trade..will be trading both..

UGAZ/DGAZ also lots of fun

Loaded here big..next divi announcement last week of April or first week of may

[lifter]

Dave I am loaded on DUST in my day trading acct Check the board Let me know what you think,

want to add more SDR in roth do you know when the next divi is?

[dav1234]

adding today..11.91/2 so far

[dav1234]

i am loaded on cheapies..the ride up will be majestic

[lifter]

http://www.fool.com/investing/general/2013/03/21/maybe-the-mississippi-lime-isnt-so-bad-after-all.aspx

[lifter]

opps havnt checked this in a while

i have 600 here guess I need more

[swanlinbar]

SDR-Was very temped to add more today,will watch friday

[dav1234]

12.60s ...more please

[dav1234]

12.52 nice..SDT,SDR,PER recovering today

[dav1234]

http://www.dailypolitical.com/finance/stock-market/sandridge-mississippian-trust-ii-pt-lowered-to-13-00-sdr.htm

[dav1234]

12.10 fugly...added 12.17

[dav1234]

i a holding back too..but have bunch already

[lawtell]

I want to add some more but we need a bottom

[dav1234]

been adding down here 12.70's/12.80's..way oversold imo

[dav1234]

nice..back in 13.60

[swanlinbar]

SD interesting -http://www.siliconinvestor.com/readmsg.aspx?msgid=28745453&srchtxt=sdr

[dav1234]

CHK sold some acreage cheap and SD also hit on lower valuation

[lawtell]

Dav
I'm back in with 7500 shares at an avg of $14.23

I don't like the way SDR has been melting down.

Any idea as to why the price drop

[dav1234]

13.60 low today,wowsa..oversold..eager to get buying soon..maybe i will use divi cash due in account on friday,lol

[swanlinbar]

SDR 14.51 another d grade jes