Energy Prospectus

In your podcast you highlighted massive increase in electricity demand from data centers. In that most of the major gas basins are constrained by infrastructure pipeline takeaway, our electrical grids seem massively overwhelmed and outdated, and we have an inept energy department, where specifically...

Physical Platinum and Palladium are expected to increase in demand as the green energy transition and overexuberance in manufacture of electric vehicle is realized as a failed campaign and the ICE is restored to its continued prominence. Palladium is used in catalytic converters and Platinum perform...

Kimmeridge has posted some direct critical points that SBOW management cannot ignore and virtually sets a new bar for them. While I voted against the Kimmeridge proxy I think they have served the shareholders well through their stick motivation for management to focus now on shareholder returns by d...

GPOR expects free cash flow over the next 5 years to equal or exceed 65 to 120% of current market cap. Virtually all of free cash flow is committed to stock buybacks. Some free cash flow used for opportune acreage acquisitions in their development path. A very well capitalized and managed company in...

CRK will obviously burn cash. Hopefully their box of chocolates in the western Haynesville didn’t melt.

OKLAHOMA CITY--(BUSINESS WIRE)-- Gulfport Energy Corporation (NYSE: GPOR) (“Gulfport” or the “Company”) today reported financial and operational results for the three months ended March 31, 2024 and provided an update on its 2024 development plan and financial position. First Quarter 2024 and Recent...

First Quarter 2024 and Recent Highlights: Net cash provided by operating activities of $1,156 million; generated $402 million of free cash flow(1) and exited the quarter with approximately $650 million of cash on the balance sheet Total sales volume of 534 Bcfe, towards the high-end of guidance adju...

Do you have any info on the unsuccessful exploration well drill in Q4. Was this in the new area?

Sprott Physical Platinum Ann Palladium fund available. See Sprott website


Sprott Physical Platinum and Palladium Trust

An excerpt from last Monday’s edition of Haymaker on the topic: If the world is, as I believe, waking up to the near impossibility of EVs becoming the main source of automotive transportation, the implications might be extremely bullish for what are often called Platinum Group Metals or PGMs. There ...