Search found 5 matches

by isiem
Mon Nov 01, 2021 7:03 am
Forum: Other topics of interest
Topic: Stagflation
Replies: 1
Views: 962

Stagflation

It appears that there is wide agreement that stagflation is upon us and that both inflation and stagnation will accelerate over the next several month.
My question is if you have seen any estimates of demand destruction resulting from the stagnation?
by isiem
Tue Aug 11, 2020 4:37 am
Forum: Sweet 16 Portfolio
Topic: Comstock Resources (CRK) Q2 Results - Aug 5
Replies: 3
Views: 1501

Re: Comstock Resources (CRK) Q2 Results - Aug 5

Dan - do you know anything about the Senior Notes, who holds them and are there plans to refinance these?
Ivar
by isiem
Sun Dec 10, 2017 4:57 pm
Forum: Picks and tips from the EP community
Topic: PED, Pedevco Corp.
Replies: 1
Views: 1225

PED, Pedevco Corp.

Dan, Have you looked at PED's acreage position in the DJ basin, if so is it any good? It is abt 16,000 ac and may be available on very favorable terms. Ivar
by isiem
Sun Apr 23, 2017 2:27 pm
Forum: Picks and tips from the EP community
Topic: PetroQuest Energy (PQ)
Replies: 5
Views: 1767

Re: PetroQuest Energy (PQ)

Thanks. It may be a reasonable bet if you trust the management.
by isiem
Fri Apr 21, 2017 12:51 pm
Forum: Picks and tips from the EP community
Topic: PetroQuest Energy (PQ)
Replies: 5
Views: 1767

Re: PetroQuest Energy (PQ)

Do you know the terms on the preferred. The dividends are suspended, do they have to start paying dividends at some time?