Energy Prospectus

Fraser921

Blame everybody but themselves...I almost fell out of the chair when I saw this.

Industry has to go on the attack instead of bending over. They need to educate people about impact climate change Bs to prices, pipeline shutdowns , pipeline obstructions, etc

Challenge the administration

Fraser921

https://seekingalpha.com/news/3728757-c ... king_alpha

Fraser921

They look great! Still going thru them

Fraser921

Please send oil, please!! Reopen Keystone,duh, support the industry , sir.
He also going to investigate gas prices in USA and will blame greedy oil companies for the higher prices… just watch

Fraser921

Thank you for this. Very good summary, The most important asset might be the 1.7 billion in NOL"s. If they can get the stock price up, they can use it to acquire better producing assets that could utilize the NOL's >NAV-10 calculation is... $233m >That was the Q1 number, the new Q2 release says...

Fraser921

Fresh out of Bk CHK issued new dividend policy, name is also up after hours

http://investors.chk.com/2021-08-10-Che ... er-Results

Fraser921

http://s21.q4cdn.com/174552385/files/do ... 810-v2.pdf

44 cents , no hedge losses, up'd guidance, hit 8 after hours, cash roughly 2 bucks per share, 71 m net cash, this name was 5.45 last week.

Amazing how volatile these small caps are.

Fraser921

I was scrathing my head as EOG was one of the few in the red today.

Just saw a comment that JP Morgan analyst is maintaining a hold? WTF?

Is there anything else?

Fraser921

Freedom, what's that?

Fraser921

Thank you

Fraser921

Monday 8/9 11:23 am .

Oil off lows, currently 66.40, with low of 65.15

Many names are off their lows...

CLR unchanged at 35.00 low of 33.74, Harold must be buying

Unhedged

CLR
MGY
SD >> name is soaring up 40 % since mid July they havent reported yet

No one time non cash losses

Fraser921

Do you know when they release q2?

https://www.hemisphereenergy.ca/sites/d ... 0FINAL.pdf

Fraser921

Not to nitpick: Goodrich definition >Return on Invested Capital ("ROIC"), defined as trailing twelve month Adjusted EBITDA divided by total assets less current liabilities, increased by 18% to 45% at quarter-end. The Company expects ROIC to increase through the end of the year with higher ...

Fraser921

Just reviewed your new report on Rrc

Question on calculating p1. Do they use strip pricing in the analysis or strip adjusted for hedges? Thanks
Does amortization change quarterly or just once a year?

I noticed CLR took theirs down H2 in guidance.

Fraser921

https://www.youtube.com/watch?v=bNCDcxFSyKA

Fraser921

Enbridgei s trying to upgrade a 60 year old pipe with a brand new one. This is the crap they have to go thru.

https://boereport.com/2021/08/06/line-3 ... wild-rice/

Fraser921

I dont understand his policy.
Makes no sense

Fraser921

Bloomberg News service is sounding the alarm that the world is headed for a shortage of natural gas. Bloomberg hates fossil fuels and anything to do with them. Yet they now sense an impending shortage of natural gas and it’s causing the Bloomies some existential angst. Bloomberg reports natgas price...

Fraser921

National Grid, a huge utility company that supplies natural gas to all of Long Island, including two New York City boroughs (Queens and Brooklyn), needs a way to inject more natural gas into its distribution system…or else. The radicals have somehow convinced a low-level judge to temporarily block c...

Fraser921

From AEGIS today Concerns over tensions in the middle east between Iran and Israel limited losses in price after an altercation early Thursday morning Aug 5 between Israel and Iran Israeli jets struck what its military said were rocket launch sites in Lebanon early on Thursday after rockets were fir...

Fraser921

https://seekingalpha.com/symbol/SD I'm in this one. Completely unhedged small cap. Icahn has a big position. They fired most of the staff, no cap x, no hedges and just harvesting production $ 2 bucks share in cash, no debt. Huge NOL's that they want to protect. I think they are at crossroads, Does s...

Fraser921

Dumb question of the day from an analyst: "Obviously, you increased the dividend, but I wanted to get your perspective on why you went with buybacks versus variable dividends and love to hear what kind of feedback you're getting from investors" The answer I would of given..... Um Harold sa...

Fraser921

I hope Israel hits them hard. Iran planted the IED's in Iraq thru their surrogates. They preach death to Israel & USA to 1st graders . I hit a couple of their oil terminals or pipelines I don't understand why Biden wants to play softball with a terrorist state or relax sanctions. Geopolitical Ri...

Fraser921

Can't wait!

Fraser921

Good job, Were you invited to a podcast too, I saw your name somewhere.

Fraser921

conf call 10 am est

https://investors.eogresources.com/inve ... fault.aspx

Fraser921

slide deck https://s24.q4cdn.com/589393778/files/doc_financials/2021/q2/2Q-2021-Earnings-Press-Release-with-Tables.pdf Net debt 7.8% to 5.6% Second Quarter 2021 Highlights - Earned adjusted net income of $1.0 billion, or $1.73 per share - Generated over $1.0 billion of free cash flow - Capital expen...

Fraser921

For the second quarter of 2021, the Company reported a net loss attributable to common stockholders of $132.7 million, or $10.47 per diluted share, which included a $159.3 million non-cash loss on derivatives. If you adjust all the bad stuff, yep yeah, they got a profit..Adjusted Net Income1 for the...

Fraser921

Trading like a meme stock, down 20 per cent today
Down 60 per cent from highs, wtf! Never seen anything like this

Fraser921

They are saying on call FCF for 2021 is only 200 m. They did about 50 m 1st half Im disappointed with the crap hedges, they locked in slightly better than break even. Debt is higher from year end levels and equity is down from year end with record rates. Equity has 300 m plus from "goodwill"

Fraser921

>successful Tornado Attic well, which will add solid incremental production in the third quarter.. I hope they have guidance on this If they wanted to sell Zama, whats it worth in the current state. They aren't exactly well capitalized to fight Pemex. It's going to take years to see cash from this.

Fraser921

From Platts At Transco Zone 6 New York, the December-January-February calendar-month average has climbed to more than $7/MMBtu recently, up from levels around $5.50 in early April. At Boston-area Algonquin city-gates, the peak-winter calendar-month average has climbed to the mid-$12s/MMBtu recently,...

Fraser921

This name is overlooked. They mention on call they want to buy back stock then do dividends

Fraser921

It's amazing to me how investor's react (positively) to dividends increases

PXD is up 8.3 `% on earnings and divy news leading the pack!

Fraser921

Call going on right now https://investors.clr.com/event-calendar Slide deck here https://investors.clr.com/presentations Analyst picked on same comment I had, buyback of 20 m shares and only 50 m float Hamm , "Hopefully we wont have to do it." Derrick on call : "Economics on Springboa...

Fraser921

Iran blowing up and hijacking ships in Middle East

https://www.zerohedge.com/geopolitical/ ... -uae-coast

Is this priced in to crude?

Testing Team Biden , Maybe we will hear from his wife..pitiful!

Fraser921

NG is soaring 4.04 now, up 10.7 cents

WTI back over 70.00, up 1.20 from todays low

Fraser921

I can't wait to review it... Do you think Harold Hamm wants to take the company private?

Fraser921

Up .80 cents after hours

Do you think Hamm wants to go private?

Fraser921

https://d18rn0p25nwr6d.cloudfront.net/C ... .pdf#page4

Fraser921

just reported, blow out rev 1.240 eps .91, 36 beat, 634 m free cash flow! The Company now projects generating $3.8 billion of cash flow from operations and $2.4 billion of free cash flow (non-GAAP) for full-year 2021 at current strip prices, or approximately 19% free cash flow yield (non-GAAP). Proj...

Fraser921

In February 2019, Holyoke (Massachusetts) Gas and Electric slapped a moratorium on new gas customers throughout its system (see Another New England Utility Says No New Gas Customers). There’s not enough natural gas available to sell to customers, not without more supply. Holyoke gets its gas from th...

Fraser921

The anti-fossil fuelers of Nicetown, PA (near Philadelphia) aren’t so nice. Even though a Marcellus gas-fired power plant in Nicetown has already been built by the Southeastern Pennsylvania Transportation Authority (SEPTA) and is currently in operation (has been since last November) providing cheap ...

Fraser921

Hmmm, used to call them useful idiots, useful to whom. I think they are funded by the sponsors of Nord 1 & 2

Fraser921

Those are excellent points! Thanks, Dan and welcome back.

Fraser921

From the last call >And philosophically, we approached hedging as something that we actually prefer not to do. We think our investors and then an investor base, prefer to be able to participate in the commodity >Damn right! we have zero amount of our oil hedge after May. > This is a major homerun in...

Fraser921

https://finance.yahoo.com/video/price-g ... c=fin-srch

calls for 90

Fraser921

Glad you are back and refreshed! You have been missed!

Fraser921

Announced after hours dividend increase from .11 to .15 cents quarterly

Fraser921

I was playing around with the model, Dan has q2 Oil and gas sales at 1,094. Oil sales are unhedged post May and the ones they had only covered 20 % of their volumes. NG is hedged at 2.94 for the swaps and 3.06-3.43 on the collars. Ng averaged in the mid 2.90's in Q2 Of all the names in the sweet 16 ...

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