Search found 18 matches
- Thu Apr 04, 2024 8:41 am
- Forum: Other topics of interest
- Topic: Paradigm Shift: Guyana edition
- Replies: 1
- Views: 202
Re: Paradigm Shift: Guyana edition
Thank you for posting this!
- Tue Mar 26, 2024 10:50 am
- Forum: Sweet 16 Portfolio
- Topic: matador news- selling stock
- Replies: 9
- Views: 1002
Re: matador news- selling stock
I actually tried to update the most recent MTDR model to see what the impact was but agree that we don't have enough information (yet) on what the cash will be used for. In the model itself, I update the share counts for 2024 and 2025 (cells M46:P46 and S46) to 125,000 (I'm assuming all shares will ...
- Tue Mar 26, 2024 9:00 am
- Forum: The View from Houston
- Topic: TMX pipeline about ready to come online
- Replies: 2
- Views: 692
Re: TMX pipeline about ready to come online
Thank you Fraser for the update(s).
- Thu Feb 08, 2024 2:50 pm
- Forum: The View from Houston
- Topic: storage forecast Celsius
- Replies: 7
- Views: 414
Re: storage forecast Celsius
Thanks Fraser. I was able to see the projections at the top of the page of the URL that you provided.
- Fri Dec 29, 2023 12:55 pm
- Forum: The View from Houston
- Topic: EIA - Natural Gas Storage Report - Dec 28
- Replies: 7
- Views: 109888
Re: EIA - Natural Gas Storage Report - Dec 28
The forum provides you with the ability to block/mute or highlight posts for specific users by adding them to either a 'friend' or 'foe' group. The description of the foe group is: Foes are users which will be ignored by default. Posts by these users will not be fully visible. Private messages from ...
- Fri Oct 13, 2023 8:00 am
- Forum: Other topics of interest
- Topic: Anyone
- Replies: 2
- Views: 1020
Re: Anyone
Hi Fraser. If you mean access to this forum, it's been working ok for me all week.
Ray
Ray
- Thu Oct 05, 2023 1:37 pm
- Forum: Picks and tips from the EP community
- Topic: Top Picks
- Replies: 2
- Views: 1316
Re: Top Picks
Thank you Dan. By any chance, do you know if the radio station broadcasts over the internet?
- Fri Sep 29, 2023 2:54 pm
- Forum: The View from Houston
- Topic: Crude Storage
- Replies: 4
- Views: 1350
Re: Crude Storage
From Barrons (original Sept 27, updated yesterday) https://www.barrons.com/articles/oil-trading-is-going-haywire-as-storage-tanks-run-dry-87cb7ce8?mod=Searchresults Oil Trading Is Going Haywire as Storage Tanks Run Dry ... The main reason for the lack of oil is that refiners are using nearly all the...
- Thu Sep 21, 2023 2:01 pm
- Forum: Sweet 16 Portfolio
- Topic: Permian Resources (PR) Price Target Increase - Sept 21
- Replies: 7
- Views: 3743
Re: Permian Resources (PR) Price Target Increase - Sept 21
This may be a very basic question--- when an analyst gives a price target, I interpret that target as the expected future price assuming all underlying assumptions turn out to be correct. The price target should not be interpreted as the value that someone or some company would expect to pay today. ...
- Tue Sep 19, 2023 8:16 pm
- Forum: The View from Houston
- Topic: Question: Top Producing areas for Oil
- Replies: 4
- Views: 2298
Re: Question: Top Producing areas for Oil
Dan and Roadster,
Thank you for the feedback and information!
The Permian Resources / Earthstone Merger Slides are really helpful explaining the valuation approach companies use for M&A, and I learned a great deal reading through them.
Ray
Thank you for the feedback and information!
The Permian Resources / Earthstone Merger Slides are really helpful explaining the valuation approach companies use for M&A, and I learned a great deal reading through them.
Ray