Search found 34798 matches
- Thu May 23, 2024 9:23 am
- Forum: The View from Houston
- Topic: Oil Price: HFI Research turning bullish on oil price
- Replies: 0
- Views: 9
Oil Price: HFI Research turning bullish on oil price
Note this morning from HFI Research, which I have a lot of respect for: It wasn't long ago that everyone was bullish on oil. Bloomberg published an article noting the possibility of triple-digit oil prices this summer and we tweeted at that time that it was not a bullish indicator. Following today's...
- Thu May 23, 2024 8:17 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY) Valuation Update - May 23
- Replies: 0
- Views: 28
Crescent Energy (CRGY) Valuation Update - May 23
Crescent Point is being added to our Sweet 16 Growth Portfolio. It replaces Talos Energy (TALO). I'm just moving TALO back to my Watchlist until after hurricane season. I spent most of the day yesterday building my valuation model for Crescent Point. It has been posted to the EPG website. My model ...
- Wed May 22, 2024 6:06 pm
- Forum: Other topics of interest
- Topic: Pom Rescue
- Replies: 3
- Views: 61
Re: Pom Rescue
Our vet thinks Ziggy is 50/50 Chihuahua and Jack Russell. He is definitely an "Alpha Dog".
- Wed May 22, 2024 4:01 pm
- Forum: Picks and tips from the EP community
- Topic: Why are gas companies up so much in 2024
- Replies: 5
- Views: 128
Re: Why are gas companies up so much in 2024
I heard at the Dallas energy conference that some analysts are forecasting that U.S. ngas prices could exceed $7.00/MMBtu by Q4 2025. Raymond James forecast is now $7.50 for 2026.
DEC25 NYMEX contract for HH ngas closed today at $4.255/MMBtu
HH ngas actually exceeded $13.00 in 2005 and 2008.
DEC25 NYMEX contract for HH ngas closed today at $4.255/MMBtu
HH ngas actually exceeded $13.00 in 2005 and 2008.
- Wed May 22, 2024 3:55 pm
- Forum: Picks and tips from the EP community
- Topic: Why are gas companies up so much in 2024
- Replies: 5
- Views: 128
Re: Why are gas companies up so much in 2024
Electricity demand growth for AI data centers will increase demand for U.S. natural gas by an estimated 8 Bcfpd over the next two years. Over 100 new natural gas fired power plants will be needed to meet that level of demand + many states are already seeing demand for electricity exceed supply. Texa...
- Wed May 22, 2024 10:03 am
- Forum: The View from Houston
- Topic: EIA - Weekly Petroleum Report - May 22
- Replies: 0
- Views: 67
EIA - Weekly Petroleum Report - May 22
Summary of Weekly Petroleum Data for the week ending May 17, 2024 U.S. crude oil refinery inputs averaged 16.5 million barrels per day during the week ending May 17, 2024, which was 227 thousand barrels per day more than the previous week’s average. Refineries operated at 91.7% of their operable cap...
- Wed May 22, 2024 9:54 am
- Forum: Other topics of interest
- Topic: Pom Rescue
- Replies: 3
- Views: 61
Pom Rescue
We financially support a wonderful organization called Pom Rescue. We have adopted two dogs (Ollie and Ziggy) from Pom Rescue. Below is a note we got this morning. It's National Rescue Dog Day. Rescuing is HARD! We see how horrible dogs can, and are, treated. We spend a lot of time in our cars, pick...
- Wed May 22, 2024 9:28 am
- Forum: Sweet 16 Portfolio
- Topic: Crescent Energy (CRGY + SBOW) drawing more attention
- Replies: 4
- Views: 230
Re: Crescent Energy (CRGY + SBOW) drawing more attention
From Crescent Energy's 10-K: Our Relationship with the KKR Group < IMO this is very important to the merger with SBOW We are a party to a Management Agreement with the Manager, that engages the Manager to provide certain management and investment advisory services to usand our subsidiaries. Our mana...
- Tue May 21, 2024 5:48 pm
- Forum: The View from Houston
- Topic: May 22 Webinar
- Replies: 1
- Views: 64
Re: May 22 Webinar
Teo Dechev, President & CEO of Mundoro Capital Teo has diverse experience in the minerals sector which is uniquely positioned to bring value to Mundoro Capital. She brings both a technical understanding of the key issues in our sector through a solid foundation of a Geological and Mineral Engine...
- Tue May 21, 2024 5:46 pm
- Forum: The View from Houston
- Topic: May 22 Webinar
- Replies: 1
- Views: 64
May 22 Webinar
The Mundoro Capital webinar starts at 1PM CT on Wednesday. Mundoro Capital Inc. is a Canadian-based public company This micro-cap has a lot of upside for us. > It generates revenues by managing exploration programs that are fully funded by large mining companies like BHP. > Current focus on copper a...