Search found 34834 matches

by dan_s
Sat Jun 01, 2024 11:59 am
Forum: Picks and tips from the EP community
Topic: Watch List: Chord Energy (CHRD)
Replies: 0
Views: 20

Watch List: Chord Energy (CHRD)

Possible addition to the Sweet 16 or the High Yield Income Portfolio HOUSTON, May 31, 2024 /PRNewswire/ -- Chord Energy Corporation (NASDAQ: CHRD) ("Chord", "Chord Energy" or the "Company") and Enerplus Corporation (TSX: ERF) (NYSE: ERF) ("Enerplus") announce...
by dan_s
Sat Jun 01, 2024 11:45 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 1
Replies: 2
Views: 22

Re: Sweet 16 Update - June 1

OPEC+ Expected to Extend Oil Production Cuts By Tsvetana Paraskova - May 31, 2024, 6:00 AM CDT https://oilprice.com/Latest-Energy-News/World-News/OPEC-Expected-to-Extend-Oil-Production-Cuts.html While a full rollover of the cuts would be important for sentiment and for keeping prices from falling in...
by dan_s
Sat Jun 01, 2024 11:42 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 1
Replies: 2
Views: 22

Re: Sweet 16 Update - June 1

HFI Research note: Greetings from Tokyo! I apologize for the timing of some of these updates as the time of this writing is already the end of day in New York, but I wanted to collect my thoughts better and deliver you a summary of everything I'm seeing (including the EIA oil storage report). Concer...
by dan_s
Sat Jun 01, 2024 11:35 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 1
Replies: 2
Views: 22

Sweet 16 Update - June 1

Despite oil and gas prices moving lower during the week ending May 31, all 16 stocks moved higher.

Investors realize we are now in the high demand period for transportation fuels.

I will be flying back to Houston on June 2, so I will update the Sweet 16 summary spreadsheet by Monday morning.
by dan_s
Sat Jun 01, 2024 11:30 am
Forum: Sweet 16 Portfolio
Topic: Crescent Energy (CRGY) has been added to the Sweet 16
Replies: 5
Views: 308

Re: Crescent Energy (CRGY) has been added to the Sweet 16

Answer is Yes.

Just remember that selling SBOW is a taxable event. Stock-for-stock is income tax free.
by dan_s
Sat Jun 01, 2024 8:36 am
Forum: Monthly Webinars and Luncheons
Topic: June 4 webinar
Replies: 0
Views: 10

June 4 webinar

Our next webinar is this Tuesday, June 4th, with Source Rock Royalties. Registration is open so please go to our website to register. Tuesday, June 4th, 11:00am CT, via Zoom: EPG Webinar hosted by Source Rock Royalties Brad Docherty, President & CEO of Source Rock Royalties, will be speaking. Cu...
by dan_s
Fri May 31, 2024 5:16 pm
Forum: Picks and tips from the EP community
Topic: Riley Exploration (REPX) had a good day - May 29
Replies: 3
Views: 122

Re: Riley Exploration (REPX) had a good day - May 29

My current valuation is $52 per share.
by dan_s
Fri May 31, 2024 5:13 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROK.V) Q1 Results - May 21
Replies: 1
Views: 71

Re: ROK Resources (ROK.V) Q1 Results - May 21

My valuation of ROK.V is $0.95Cdn per share. It closed today at $0.275Cdn.
by dan_s
Fri May 31, 2024 9:55 am
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROK.V) Q1 Results - May 21
Replies: 1
Views: 71

ROK Resources (ROK.V) Q1 Results - May 21

REGINA, SK / ACCESSWIRE / May 21, 2024 / ROK Resources Inc. ("ROK" or the "Company") (TSXV:ROK)(OTCQB:ROKRF) has filed its interim Financial Results and Management Discussion & Analysis for the three months ended March 31, 2024. The Company remained on strategy and budget for...
by dan_s
Fri May 31, 2024 9:46 am
Forum: Picks and tips from the EP community
Topic: Surge Energy, Hope Valley, and oh…. its oil price sensitivity
Replies: 1
Views: 65

Re: Surge Energy, Hope Valley, and oh…. its oil price sensitivity

IMO Surge should be getting more credit for using the non-core asset sale proceeds for debt payoff. Using more FCF for stock buybacks should also increase value of this stock. Surge's realized oil prices should be 10% higher in Q2 thanks to lower differentials. 6/30 balance sheet should be in much b...