Historical McDep Analysis of San Juan Basin Royalty Trust

 

November 21, 2018 (posted Dec 9); Store of Value - CRT, DMLP, PBT, SBR, SJT

October 23, 2018 (posted Nov 4); Rising Distributions - CRT, DMLP, PBT, SBR, SJT

October 15, 2018 (posted Oct 28); Meter Reader: October Opportunity

September 19, 2018 (posted Oct 7); San Juan Basin Royalty Trust (SJT) - McDep Opportunity

August 28, 2018 (posted Sep 16); Roll Forward and Simplify - CRT, DMLP, PBT, SBR, SJT

July 23, 2018 (posted Aug 12); Energy Price Participation - CRT, DMLP, PBT, SBR, SJT

June 21, 2018 (posted Jul 8); 8% Cash in Uncertain Times - CRT, DMLP, PBT, SBR, SJT

Apr 24, 2018 (posted May 13); 8% Median Distribution Yield - CRT, DMLP, PBT, SBR, SJT

April 3, 2018 (posted Apr 22); Industry Idea: Regional Natural Gas Price Softness

February 20, 2018 (posted Mar 11); 7% Distributions Inflation Protected - CRT, DMLP, PBT, SBR, SJT

December 20, 2017 (posted Jan 7); CRT, DMLP, PBT, SBR, SJT - Top Line Premium and Bottom Line Upside

September 25, 2017 (posted Oct 15); CRT, DMLP, PBT, SBR, SJT - Cash, Fracking and Inflation

August 8, 2017 (posted Aug 27); San Juan Basin RT (SJT) - BP Tests Best San Juan Well in 14 Years

July 25, 2017 (posted Aug 13); CRT, DMLP, PBT, SBR, SJT - Control Reinvestment with Income Payers

April 24, 2017 (posted May 14); CRT, DMLP, PBT, SBR, SJT - Income Payer Distributions Beat

April 17, 2017 (posted May 7); San Juan Basin Royalty Trust (SJT) - New Operator to Enhance Value

November 22, 2016 (posted Dec 11); CRT, DMLP, PBT, SBR, SJT - Income Payers Sparkle

October 20, 2016 (posted Oct 23); San Juan Basin Royalty Trust (SJT) - Vote White Proxy for Less Conflict, More Competence

September 23, 2016 (posted Oct 9); San Juan Basin Royalty Trust (SJT) - Rising from the Dead---Again

August 17, 2016 (posted Sep 4); San Juan Basin Royalty Trust (SJT) - Preliminary Filing to Replace Trustee

July 22, 2016 (posted Jul 31); SBR, CRT, DMLP, SJT, PBT - Income Payers in Uptrend

June 21, 2016 (posted Jul 10); San Juan Basin Royalty Trust (SJT) - Record Administrative Costs

March 22, 2016 (posted Apr 17); SBR, CRT, DMLP, SJT, PBT - Appreciation Potential 55-110%

January 22, 2016 (posted Feb 14); SBR, CRT, DMLP, SJT, PBT - Income Payer Surprises

December 21, 2015 (posted Jan 10); SBR, CRT, DMLP, SJT, PBT - Income Payers at Low Price

November 23, 2015 (posted Dec 13); San Juan Basin Royalty Trust (SJT) - Steep Price Decline Triggers Buy

October 21, 2015 (posted Nov 8); San Juan Basin Royalty Trust (SJT) - Southwest Bank Potential Successor Trustee

October 1, 2015 (posted Oct 25); San Juan Basin Royalty Trust (SJT) - Trust Officer Resigns

July 22, 2015 (posted Aug 9); SBR, CRT, SJT, PBT - Use Volatility to Advantage

June 23, 2015 (posted July 12); Income Payers - Understated Reserves, June Distributions Up

May 28, 2015 (posted Jun 14); Industry Idea: DMLP CRT PBT SBR SJT - Distributions Rise on Roll Forward

April 30, 2015 (posted May 17); San Juan Basin Royalty Trust (SJT) - New Buy on Depressed Natural Gas

March 10, 2015 (posted Mar 29); Meter Reader: RTF Income Tracks Oil Price

September 30, 2014 (posted Oct 19); Meter Reader: RTF (Royalty Trust Fund) - Income and Fracking

August 26, 2014 (posted Sep 14); Meter Reader: San Juan Basin RT (SJT) - Income and Shale

February 11, 2014 (posted Mar 2); Meter Reader: San Juan Basin RT (SJT) - Strategic Resources in a Cold Winter

January 28, 2014 (posted Feb 16); Meter Reader: Arctic Cold Strengthens Natural Gas Price

July 19, 2013 (posted Aug 11); ISCW: San Juan Basin RT (SJT) - 75% Liquids-Rich Shale Acreage

June 14, 2013 (posted Jul 7); ISCW: San Juan Basin Royalty Trust (SJT) - First Mancos Frac Flows 30% Oil

April 1, 2013 (posted Apr 28); San Juan Basin Royalty Trust (SJT) - Drilling Discipline

March 22, 2013 (posted Apr 7); ISCW: San Juan Basin Royalty Trust (SJT) - Drill and It Shale Set You Free

February 1, 2013 (posted Feb 24); ISCW: San Juan Basin RT (SJT) - Horizontal Mancos Well Apparently Successful

January 17, 2013 (posted Feb 17); San Juan Basin RT (SJT) - 7.7% Holder Disclosed

November 30, 2012 (posted Dec 23); ISCW: San Juan Basin RT (SJT): Unlocking the Mancos Shale

September 14, 2012 (posted Oct 7); ISCW: SJT and Royalty Trusts - Estimated Distributions Jump

June 8, 2012 (posted Jul 1); ISCW: San Juan Basin RT (SJT) - Price Decline Action in Royalty Trusts

April 6, 2012 (posted Apr 29); ISCW: Enduring Energy in Bottom-Line Royalty Trusts (SJT, HGT, NDRO, MTR)

March 23, 2012 (posted Apr 15); Income and Small Cap Weekly: Gut Check on Natural Gas

September 23, 2011 (posted Oct 16); ISCW: Transfer Buy to SJT from HGT

June 24, 2011 (posted Jul 17); ISCW: Income Enhancers HGT, SJT, MTR

April 1, 2011 (posted Apr 24); ISCW: San Juan Basin Royalty Trust (SJT) - Remove Buy at McDep Ratio of 1.10

November 22, 2010 (posted Dec 19); San Juan Basin Royalty Trust (SJT) - Distribution Yield 5.8%, Not 4.6%

October 29, 2010 (posted Nov 25); Income and Small Cap Weekly: (Qualified) Natural Gas Income Competitive at Low Price

July 16, 2010 (posted Aug 8); ISCW : San Juan Basin Royalty Trust - Raise NPV to $25 from $23

June 11, 2010 (posted Jul 4); ISCW : Bright Outlook for Pure Play Oil and Gas

March 5, 2010 (posted Mar 28); ISCW : San Juan Basin RT - Raise NPV to $23 from $21

January 8, 2010 (posted Jan 31); ISCW: Income Accelerating for Unhedged Natural Gas Trusts

December 11, 2009 (posted Jan 3); ISCW: San Juan Basin Royalty Trust - Natural Gas Income with Upside

September 4, 2009 (posted Sep 27); ISCW: Upgrade San Juan Basin RT (SJT) to Buy from Hold

July 10, 2009 (posted Aug 2); ISCW: Rounding the Bend at HGT and SJT

April 17, 2009 (posted May 10); Income and Small Cap: Lower NPV to $26 a Unit from $34 for Volume Trend

January 9, 2009 (posted Feb 1); Income and Small Cap: SJT - A Clean Fuel Pure Play

September 5, 2008 (posted Sep 28); Meter Reader Flash: Suspend Buy Recommendations

August 15, 2008 (posted Sep 7); Income Stocks: San Juan Basin Royalty Trust - Long-Term Natural Gas Income

April 25, 2008 (posted May 11); Income Stocks: San Juan Basin Royalty Trust - Better News Ahead

March 21, 2008 (posted Apr 6); Income Stocks: COSWF and SJT Timely

January 7, 2008 (posted Feb 3); San Juan Basin Royalty Trust (SJT) - $18 a Million Btu for LNG

September 6, 2007 (posted Oct 7); San Juan Basin Royalty Trust - Mountains and Valleys

June 1, 2007 (posted Jun 17); Natural Gas and Oil Royalty Trusts: Stable Present Value

March 23, 2007 (posted Apr 8); Natural Gas and Oil Royalty Trusts: Planetary Emergency

November 17, 2006 (posted Dec 3); Natural Gas and Oil Royalty Trusts: Dip/Rebound and New Shale Potential

June 23, 2006 (posted Jul 16); San Juan Basin Royalty Trust - Buy - Irrefutable Logic

March 20, 2006 (posted Apr 16); San Juan Basin Royalty Trust - Upgrade to Buy

February 6, 2006 (posted Mar 5); San Juan Basin Royalty Trust - New Operator

November 11, 2005 (posted Jan 1); San Juan Basin Royalty Trust - Record Distributions Ahead

August 18, 2005 (posted Sep 18); San Juan Basin Royalty Trust - Sharp Stock Price Drop

August 2, 2005 (posted Aug 28); San Juan Basin Royalty Trust - Raise NPV to $40

April 28, 2005 (posted May 22); San Juan Basin Royalty Trust - Ten Bagger

February 3, 2005 (posted Mar 6); Stock Idea: San Juan Basin Royalty Trust - Real Value with Income

November 5, 2004 (posted Nov 28); Stock Idea: San Juan Basin Royalty Trust - Hold - High Winter Distributions Ahead

October 11, 2004 (posted Nov 14); Stock Idea: San Juan Basin Royalty Trust - Hold - Raise Present Value to $27 a Unit

Aug 2, 2004 (posted Aug 29); Stock Idea: San Juan Basin Royalty Trust - Change Buy to Hold on Price

April 2, 2003 (posted Apr 27); Independent Stock Idea: San Juan Basin Royalty Trust - Continue Buy on Natural Gas Reserve Disclosures

February 13, 2003 (posted Feb 16); Natural Gas Royalty Trusts: Large Holder in SJT

January 30, 2003 (posted Feb 2); Presentation: Energy Trusts and Partnerships

October 28, 2002; SJT Upside Volume Surprise

October 21, 2002 (posted October 28); Independent Stock Idea: San Juan Basin Royalty Trust - Monthly Distribution Exceeds Estimate by 45%

October 15, 2002; Kurt Wulff Quoted on Royalty Trusts by Paul Sturm in SmartMoney

October 7, 2002; New SJT Trustee

September 9, 2002; Vote Your Proxy

August 19, 2002; San Juan Basin Royalty Trust Seeks Vote on Our Nomination of Successor Trustee

August 19, 2002; SJT Proxy Proposes New Trustee

July 8, 2002; SJT Successor Trustee Nominated

July 1, 2002; SJT Trustee Preference

June 17, 2002; Historic Change of SJT Trustee

June 3, 2002; San Juan Shenanigans

February 18, 2002; SJT Distributions Resume

February 11, 2002; Thar's Gold in Them Royalty Trusts

January 21, 2002; San Juan Basin Royalty Trust Development Outlays Prevent Cash Distribution

January 14, 2002; Natural Gas Resource Value Declines Less Than Daily Commodity Price

January 14, 2002; McDep Ratios Imply Appreciation Potential in Natural Gas

January 13, 2002; Why is Analyst Kurt Wulff Smiling?

December 21, 2001; Unusual Opportunity in San Juan Basin Royalty Trust (SJT)

December 10, 2001; Project Monthly Distributions for San Juan Basin Royalty Trust

December 3, 2001; Western Natural Gas Exceed Benchmark for December

November 26, 2001; San Juan Basin Royalty Trust in Low Payout Period

October 15, 2001; Excerpt from Meter Reader: Distribution Estimate Turns Up for San Juan Basin Royalty Trust

October 1, 2001; Excerpt from Meter Reader: San Juan Basin Royalty Trust is a Smart Choice

September 24, 2001; Stock Idea: San Juan Basin Royalty Trust - Buy - Three C's of Natural Gas 

Analysis of Stock Idea sent to clients and Notice of Stock Idea posted on website by September 24.  Analysis posted on September 30.

January 30, 2001; Valuation Ranking Special Update - San Juan Basin Royalty Trust at  New High

October 23, 2000; San Juan Basin Royalty Trust - October Distribution Low

June 20, 2000; San Juan Basin Royalty Trust - Three Quarters of Consecutive Volume Gain

May 23, 2000; San Juan Basin Royalty Trust (SJT - 9 3/16) - Operator's Shortchanging Disclosed

January 31, 2000; San Juan Basin Royalty Trust - Outperforming Operating Companies (5 page basic analysis)