| Message | Subject | Recs | Date/Time (ET) |
| Unless they can secure exit financing there will be no POR. This is the heart of | ATPG Shareholders | | 12/14/2012 11:00:34 AM |
| Clipper is a residual for ATP and the DIP because of the over-rides, unless they | ATPG Shareholders | | 12/14/2012 10:58:21 AM |
| Drop dead day:
[table style="TEXT-ALIGN: left; WIDOWS: 2; TEXT-TRANSFORM: | ATPG Shareholders | | 12/14/2012 10:38:54 AM |
| The hail mary at this point is if the 2nd lien convince someone else to take out | ATPG Shareholders | 2 | 12/14/2012 10:36:07 AM |
| Bill....I see a lot of denial starting to creep in here...Mr $100 cost Preferred | ATPG Shareholders | 2 | 12/14/2012 10:29:54 AM |
| So what is the upside and downside of buying this firm whole? Is the UK a potent | ATPG Shareholders | | 12/08/2012 05:21:43 PM |
| Interesting story. As I have felt a 20% interest charge on a "super senior" lien | ATPG Shareholders | 1 | 12/08/2012 11:15:20 AM |
| ATP Oil & Gas Corp. (ATPAQ) won court approval of a revised deal with lenders th | ATPG Shareholders | 2 | 12/07/2012 10:39:15 AM |
| I guess at this point it doesn't matter, fraud or extreme over-estimate, what is | ATPG Shareholders | | 12/06/2012 05:38:26 PM |
| Could be MMR buy by Freeport | ATPG Shareholders | | 12/05/2012 12:20:46 PM |
| The EC put some nice work into that....Thank goodness someone is raising an obje | ATPG Shareholders | | 12/05/2012 09:37:52 AM |
| From Bloomberg:
""If the report is flawed, “there is no basis for forcing the | ATPG Shareholders | 1 | 12/04/2012 06:50:37 PM |
| From DJ:
Shareholders are calling for an independent probe of an engineer's est | ATPG Shareholders | 1 | 12/04/2012 03:24:16 PM |
| If you look at the UK and what they stated it was worth (40% of the value of the | ATPG Shareholders | | 12/03/2012 09:50:54 AM |
| Thanks for the comments. Yes, that makes sense. It appears they are relying on C | ATPG Shareholders | 1 | 12/03/2012 07:22:16 AM |
| ""rather than the super conservative NSA numbers""
I guess this is the big qu | ATPG Shareholders | 1 | 12/02/2012 05:07:08 PM |
| Sounds like they are assuming the ATP data input to the reserve report is junk. | ATPG Shareholders | | 11/30/2012 08:47:14 AM |
| Well you have to assume the DIP syndicate is waiting to bail, no Gomez 9, etc... | ATPG Shareholders | | 11/30/2012 08:23:03 AM |
| As sammie says, what are the leases worth as a sale? The over-rides are screwed | ATPG Shareholders | | 11/30/2012 08:13:13 AM |
| Well in the background, these guys need a pile of money now to even think of an | ATPG Shareholders | | 11/29/2012 10:32:52 PM |
| To me, the fact CS was committed a few months ago and pulls the plug after full | ATPG Shareholders | | 11/29/2012 02:27:09 PM |
| Soooo...what if the over-rides win? What production is left is theirs. Since the | ATPG Shareholders | | 11/29/2012 02:07:23 PM |
| Gomez 9 has been canceled. | ATPG Shareholders | | 11/29/2012 11:25:44 AM |
| ""If you or anyone else has some credible evidence of fraud""
CS is pushing f | ATPG Shareholders | 1 | 11/29/2012 10:11:00 AM |
| THe problem with the platforms is ATP capitalized the interest they paid on them | ATPG Shareholders | | 11/29/2012 09:18:26 AM |
| Well I think we have felt all along exiting as a going concern is a 100% (probab | ATPG Shareholders | | 11/29/2012 08:57:32 AM |
| Someone launches a nuke in the Middle east and oil hits $200 is why the EC is li | ATPG Shareholders | 1 | 11/27/2012 10:22:43 PM |
| I been at this 30 years and I we rarely know what we are doing but trust the num | ATPG Shareholders | 3 | 11/27/2012 08:33:58 PM |
| GHS report is saying Paul hooked us all badly. Collarini is a BS report on Paul | ATPG Shareholders | 1 | 11/27/2012 06:20:58 PM |
| I feel getting 20% on a "ultra secured over-ride" is a shame transaction. They n | ATPG Shareholders | | 11/27/2012 02:02:24 PM |
| Anyone hear a price level on the DIP?? | ATPG Shareholders | | 11/27/2012 01:59:44 PM |
| Liquidation I would expect means a loss to the DIP. I don't see in this situatio | ATPG Shareholders | | 11/27/2012 10:09:11 AM |
| hmm...I must of had a wrong day plugged in...thanks | ATPG Shareholders | | 11/26/2012 01:30:04 PM |
| Nothing traded today on the bonds. I guess they finally have quieted down. Every | ATPG Shareholders | | 11/26/2012 12:57:39 PM |
| The Obama administration has issued this year the most deep-water oil-drilling p | ATPG Shareholders | | 11/26/2012 11:46:12 AM |
| A big number out of the UK project/infrastructure seems the key to the lower cla | ATPG Shareholders | | 11/23/2012 11:07:42 AM |
| Yes, absolutely...down about to $450m now.
I am taking the long shot these g | ATPG Shareholders | | 11/22/2012 10:13:19 AM |
| Any roll-over of the DIP will encumber most of the infrastructure and RAF factor | ATPG Shareholders | | 11/21/2012 02:11:03 PM |
| Well there is one other way to get funding for the GOM....sales of anything at a | ATPG Shareholders | | 11/21/2012 01:06:33 PM |
| The DIP is $541m now. The cash flow forecast has $30m draw (January) left to put | ATPG Shareholders | 1 | 11/21/2012 11:22:40 AM |
| Seems to me the easiest way out is to massively cut the 20% interest rate but st | ATPG Shareholders | 1 | 11/21/2012 11:13:25 AM |
| Oh..ok....got it. thanks | ATPG Shareholders | | 11/21/2012 09:23:51 AM |
| ""Both pretty much agree to get nothing if equity doesn't get recovery""
Wait | ATPG Shareholders | | 11/21/2012 08:37:31 AM |
| Bill, you see it possible Isgur could reduce the % amount on those over-rides as | ATPG Shareholders | | 11/21/2012 08:36:40 AM |
| Thanks..
Pretty much in line with their most recent cash flow statement forec | ATPG Shareholders | 1 | 11/21/2012 08:33:14 AM |
| The odd thing about the over-rides and security.....since when does "ultra secur | ATPG Shareholders | | 11/20/2012 10:42:05 AM |
| I like the idea of a 100% bounce instead.. ;-) | ATPG Shareholders | | 11/19/2012 11:31:27 AM |
| The bonds seem to be settling out, although at the low to date. I assume this fi | ATPG Shareholders | | 11/19/2012 08:33:57 AM |
| Bill, MANY thanks again for your incredible work you share here. | ATPG Shareholders | 1 | 11/18/2012 08:59:25 PM |
| In many ways it seems like an easy thing to figure out...if the collateral is ba | ATPG Shareholders | | 11/17/2012 10:11:05 AM |
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