Search found 28 matches
- Wed Mar 10, 2021 8:08 am
- 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
Meant to say flat Ebita not revenue.
- 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?
- 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?
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?
- 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
- 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
- Wed Feb 10, 2021 1:24 am
- Forum: Picks and tips from the EP community
- Topic: Bkep
- Replies: 0
- Views: 571
Bkep
Invesco takes a 7% stake
- Thu Jan 21, 2021 3:52 pm
- Forum: Picks and tips from the EP community
- Topic: TGA
- Replies: 4
- Views: 1579
Re: TGA
Thx
- Thu Jan 21, 2021 12:01 pm
- Forum: Picks and tips from the EP community
- Topic: TGA
- Replies: 4
- Views: 1579
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.
- 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...
- Wed Jan 20, 2021 8:33 pm
- Forum: Picks and tips from the EP community
- Topic: TGA
- Replies: 4
- Views: 1579
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?
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?