Search found 115 matches
- Wed May 22, 2024 3:33 pm
- Forum: Picks and tips from the EP community
- Topic: Why are gas companies up so much in 2024
- Replies: 5
- Views: 219
Re: Why are gas companies up so much in 2024
Thanks for the number crunching!
- Mon Apr 22, 2024 4:44 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - April 9
- Replies: 6
- Views: 1538
Re: SilverBow Resources (SBOW) Update - April 9
I voted opposite of Kimmeridge as well.
It may be good for them, but not for Silverbow or myself.
Kevin
It may be good for them, but not for Silverbow or myself.
Kevin
- Thu Apr 18, 2024 12:53 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - April 9
- Replies: 6
- Views: 1538
Re: SilverBow Resources (SBOW) Update - April 9
Aside from gas under $2.00,
Is this fear of takeover the sole reason SBOW is down 15% since April 10th?
I for one am voting to make such a forced merger more difficult.
Kevin
Is this fear of takeover the sole reason SBOW is down 15% since April 10th?
I for one am voting to make such a forced merger more difficult.
Kevin
- Mon Apr 01, 2024 12:53 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Gassers
- Replies: 4
- Views: 372
Re: Sweet 16 Gassers
I agree their hedging stinks.
On the plus side, I see more upside as a result from the market low, be it the early February or a late April 12 month low.
On the plus side, I see more upside as a result from the market low, be it the early February or a late April 12 month low.
- Mon Apr 01, 2024 10:22 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Gassers
- Replies: 4
- Views: 372
Sweet 16 Gassers
Dan, Thanks for the weekly update! Back at the start of February there was a lot of negativity around AR and CRK due to weather and Freeport. At the time I mentioned this was a good entry point. It turned out to be the bottom. Given the likely upside once the new LNG capacity starts coming online, w...
- Fri Feb 09, 2024 4:36 pm
- Forum: Sweet 16 Portfolio
- Topic: CRK - NEW LOW
- Replies: 15
- Views: 1548
Re: CRK - NEW LOW
Thanks for the perspective Fraser.
And yes I did see the Nvidia vs Oil market cap news.
And yes I did see the Nvidia vs Oil market cap news.
- Wed Feb 07, 2024 12:04 pm
- Forum: Sweet 16 Portfolio
- Topic: CRK - NEW LOW
- Replies: 15
- Views: 1548
Re: CRK - NEW LOW
In the past 6 months SBOW down 29% CRK down 40% I'm looking at the current situation as a potential buying or rebalancing opportunity. With the forecast the next few weeks looking colder, and additional LNG capacity coming online later this year and early next, I feel waiting too long could be costl...
- Tue Jan 30, 2024 12:31 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - Jan 30
- Replies: 1
- Views: 308
Re: Oil & Gas Prices - Jan 30
Freeport down to half capacity again!
We need more LNG capacity just from a reliability perspective.
Kevin
We need more LNG capacity just from a reliability perspective.
Kevin
- Sun Jan 14, 2024 3:12 pm
- Forum: Picks and tips from the EP community
- Topic: Diamondback Energy (FANG) for Growth & Income - Jan 6
- Replies: 4
- Views: 48550
Re: Diamondback Energy (FANG) for Growth & Income - Jan 6
Thanks Dan,
In the future I will message Sabrina.
Kevin
In the future I will message Sabrina.
Kevin
- Tue Jan 09, 2024 4:19 pm
- Forum: Picks and tips from the EP community
- Topic: Diamondback Energy (FANG) for Growth & Income - Jan 6
- Replies: 4
- Views: 48550
Re: Diamondback Energy (FANG) for Growth & Income - Jan 6
I'm also looking for the ENB forecast.