Search found 28 matches

by llm_cfp
Tue Mar 09, 2021 7:39 pm
Forum: Picks and tips from the EP community
Topic: BlueKnight Energy Partners (BKEP) Q4 Results - Mar 9
Replies: 4
Views: 1118

Re: BlueKnight Energy Partners (BKEP) Q4 Results - Mar 9

At 1.2 times coverage ratio and what seems like flat revenue guidance seems like there isn't room for a distribution increase? Does this decrease your valuation?
by llm_cfp
Mon Mar 08, 2021 1:32 pm
Forum: Sweet 16 Portfolio
Topic: Crk
Replies: 1
Views: 865

Crk

Dan
Late last year your estimate for crk was around $18, its currently much lower. What are the major factors that caused the price estimate drop? Whats their path back to $18?
by llm_cfp
Thu Feb 11, 2021 10:53 am
Forum: Sweet 16 Portfolio
Topic: Callon Petroleum (CPE) Update - Feb 10
Replies: 4
Views: 1251

Re: Callon Petroleum (CPE) Update - Feb 10

No they are advising to buy and hold and squeeze the price up like gme
by llm_cfp
Wed Feb 10, 2021 3:58 pm
Forum: Sweet 16 Portfolio
Topic: Callon Petroleum (CPE) Update - Feb 10
Replies: 4
Views: 1251

Re: Callon Petroleum (CPE) Update - Feb 10

Cpe is on the reddit list to squeeze
by llm_cfp
Wed Feb 10, 2021 1:24 am
Forum: Picks and tips from the EP community
Topic: Bkep
Replies: 0
Views: 570

Bkep

Invesco takes a 7% stake
by llm_cfp
Thu Jan 21, 2021 3:52 pm
Forum: Picks and tips from the EP community
Topic: TGA
Replies: 4
Views: 1576

Re: TGA

Thx
by llm_cfp
Thu Jan 21, 2021 12:01 pm
Forum: Picks and tips from the EP community
Topic: TGA
Replies: 4
Views: 1576

Re: TGA

Whenever you have some free time, maybe give us your opinion. As i understand it....The concession consolidation and reworking of terms increased net-backs by $7 at $40 Brent. But your opinion would be valuable.
by llm_cfp
Wed Jan 20, 2021 8:39 pm
Forum: Picks and tips from the EP community
Topic: BKEP
Replies: 1
Views: 1049

BKEP

Dan, Recent 8-k for bkep has several amendments to their facility. Here is the amendment that strikes my curiosity: permit the Partnership to make additional equity distributions and other restricted payments in an aggregate amount of up to $20.0 million ($30.0 million in total including existing $1...
by llm_cfp
Wed Jan 20, 2021 8:33 pm
Forum: Picks and tips from the EP community
Topic: TGA
Replies: 4
Views: 1576

TGA

Dan,
Our Old friend TGA has recently done a Concession Consolidation, closed today at $1.13, and had lots in insider buying in Dec 2020. What you do you of the stock?