Search found 18 matches

by epg3601
Fri Jan 05, 2024 10:21 am
Forum: Picks and tips from the EP community
Topic: Callon merger with APA
Replies: 1
Views: 31731

Callon merger with APA

Dan - what are your thoughts of the terms of the Callon - APA merger?
by epg3601
Fri Aug 25, 2023 5:58 am
Forum: Other topics of interest
Topic: US long bond rates
Replies: 13
Views: 25623

Re: US long bond rates

TY Well said
by epg3601
Wed Aug 23, 2023 3:54 pm
Forum: Other topics of interest
Topic: US long bond rates
Replies: 13
Views: 25623

Re: US long bond rates

His thesis is that Gold is the place to be to deal with a coming financial debacle.
Do you think oil - as a hard asset - hold up in a similar way?
by epg3601
Mon Jun 26, 2023 11:53 am
Forum: Picks and tips from the EP community
Topic: Civitas Resources (CIVI) Valuation Update - June 20
Replies: 5
Views: 618

Re: Civitas Resources (CIVI) Valuation Update - June 20

Dan,
Listened to your Weekly Update this am for June 25th.
Re Civitas the podcast stated they have an $8.00 annual dividend so the yield would be 12.3%
Looked them up on my TD acct which said the dividend yield was $2.00 or 3.08%
Why the difference?
by epg3601
Tue Feb 28, 2023 7:54 am
Forum: Picks and tips from the EP community
Topic: Kolibri Energy valuation
Replies: 1
Views: 344

Kolibri Energy valuation

Is the $15.54 valuation for Kolibri in the recent newsletter actually CA vs $11.65 US?
by epg3601
Thu Jun 30, 2022 10:34 am
Forum: Sweet 16 Portfolio
Topic: callon in the 30's
Replies: 2
Views: 842

Re: callon in the 30's

This could be a good time to pick up more shares!
by epg3601
Sun Jan 16, 2022 6:20 am
Forum: Sweet 16 Portfolio
Topic: Callon Petroleum update - Jan 14
Replies: 11
Views: 2587

Re: Callon Petroleum update - Jan 14

Thanks Dan. Didn't see the top sentence stating it was from JP Morgan.
by epg3601
Fri Jan 14, 2022 1:20 pm
Forum: Sweet 16 Portfolio
Topic: Callon Petroleum update - Jan 14
Replies: 11
Views: 2587

Re: Callon Petroleum update - Jan 14

Your Jan 8 email said:
"Callon Petroleum (CPE) was the top gainer in 2021, up 259%. I've updated my valuation to $90.00, so IMO it still has 73% upside from where it closed on Friday".
Is the valuation $71?
by epg3601
Tue Dec 21, 2021 9:22 am
Forum: Picks and tips from the EP community
Topic: Nouveau Monde Graphite (NMG) Update - Nov 23
Replies: 1
Views: 877

Re: Nouveau Monde Graphite (NMG) Update - Nov 23

Dan,
Is Nouveau Monde still on the Small Cap list? Didn't see anything lately.
Do you have a price forecast for NMGRD?
Thanks