Search found 3026 matches

by Fraser921
Wed May 01, 2024 3:39 pm
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 81

Re: GPOR

Crk fcf Negative- 143m. Pissed away jj cash of 100 in q1

Wrote new hedges and underwater on them
Watch Ng take off now…added more land, can’t get enough.
by Fraser921
Wed May 01, 2024 1:20 pm
Forum: Other topics of interest
Topic: Dan sent me a note
Replies: 0
Views: 24

Dan sent me a note

Ship hit an iceburg, taking on water.
Moving to lifeboats. everything is fine. Just a little noise.
How is your day?
by Fraser921
Wed May 01, 2024 10:45 am
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 81

Re: GPOR

GPOR & CHK both have better cash flow than CRK and better hedges and both are down 4 % Crappy CRK is only down 2.8 % pre earnings. If we get 4 % down on this one , you are at 9.40. I bet they pissed away the 100 m they got from JJ in Q1. The loss per share is helped by more shares outstanding :l...
by Fraser921
Wed May 01, 2024 10:39 am
Forum: The View from Houston
Topic: EIA shows a big Build, almost 2X of API yesterday
Replies: 2
Views: 82

Re: EIA shows a big Build, almost 2X of API yesterday

Crude is now imploding, down 2.50 as I write this, down 4.50 for the week
by Fraser921
Wed May 01, 2024 6:41 am
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 81

Re: GPOR

Gpor made cash
CHk made cash

What will CRK do?
by Fraser921
Tue Apr 30, 2024 4:46 pm
Forum: Sweet 16 Portfolio
Topic: chk earnings out
Replies: 0
Views: 77

chk earnings out

Lots of hedges, made cash flow = stock down 6 %

CRK out tomorrow night. Double digit price is toast

New article on the name

https://seekingalpha.com/article/4687511-comstock-resources-reduced-liquidity-risks-but-serious-cash-flow-headwinds-remain
by Fraser921
Tue Apr 30, 2024 11:34 am
Forum: Other topics of interest
Topic: Developing country - climate change
Replies: 0
Views: 39

Developing country - climate change

https://open.substack.com/pub/stephenheins/p/developing-nations-reject-western?r=nh748&utm_medium=ios
by Fraser921
Sat Apr 27, 2024 12:48 pm
Forum: Picks and tips from the EP community
Topic: Whitecap Q1 results
Replies: 4
Views: 198

Re: Whitecap Q1 results

Thanks for the info. I've owned all 5 at one time or the other.
by Fraser921
Sat Apr 27, 2024 7:36 am
Forum: Picks and tips from the EP community
Topic: Whitecap Q1 results
Replies: 4
Views: 198

Re: Whitecap Q1 results

https://seekingalpha.com/article/4686932?gt=d595ea7132f2a963