Search found 221 matches
- Thu Jul 09, 2020 4:21 pm
- Forum: Other topics of interest
- Topic: pipeline flow way down??
- Replies: 3
- Views: 1898
Re: pipeline flow way down??
But if they gather, move and process less and store more which perhaps somewhat offsets the first 3 earnings niches wouldn' t the hit be bigger or does it show up in Q3 earnings? Are the drillers locked in to pay the pipelines at flat fee whether they pump more or less oil and gas and we know they h...
- Thu Jul 09, 2020 3:05 pm
- Forum: Other topics of interest
- Topic: pipeline flow way down??
- Replies: 3
- Views: 1898
pipeline flow way down??
I assume the flow between January and the present is wasy down since oil and gas usage is lower as the economy has contracted.
How are the pipelines paid and won't the earnings be severally hurt with the lower flow?
How are the pipelines paid and won't the earnings be severally hurt with the lower flow?
- Mon Jun 08, 2020 11:29 am
- Forum: Sweet 16 Portfolio
- Topic: CPE.......short covering?
- Replies: 3
- Views: 1721
CPE.......short covering?
This seems like the only logic for the huge move up.
- Mon Jun 01, 2020 1:27 pm
- Forum: Picks and tips from the EP community
- Topic: SM bond deal?
- Replies: 1
- Views: 1077
SM bond deal?
Is SM doing the same thing that CPE tried only with more success since it is up 17% today
- Tue May 26, 2020 8:43 pm
- Forum: Sweet 16 Portfolio
- Topic: Callon Petroleum CPE Potential Case
- Replies: 2
- Views: 1576
Re: Callon Petroleum CPE Potential Case
The bond deal apparently didnt work out for CPE.
That would probably be viewed as a negative.
How does that impact your views?
That would probably be viewed as a negative.
How does that impact your views?
- Wed May 13, 2020 5:26 pm
- Forum: Sweet 16 Portfolio
- Topic: CPE note exchange
- Replies: 7
- Views: 3254
Re: CPE note exchange
Perhaps some will take the deal since the 2023 bonds are only trading in the 200s.
I didnt realize they had tanked to that level.
I didnt realize they had tanked to that level.
- Wed May 13, 2020 4:33 pm
- Forum: Sweet 16 Portfolio
- Topic: CPE note exchange
- Replies: 7
- Views: 3254
Re: CPE note exchange
If the terms described below are the deaI I cant see the 2023 bond holders agreeing to the exchange.
However there are lots of positives in the Q1 report but without a complete CC to clarify some issues that isnt good.
However there are lots of positives in the Q1 report but without a complete CC to clarify some issues that isnt good.
- Mon May 11, 2020 10:33 am
- Forum: Sweet 16 Portfolio
- Topic: CPE note exchange
- Replies: 7
- Views: 3254
CPE note exchange
It seems like a novel approach to shorter maturities????
- Wed May 06, 2020 5:29 pm
- Forum: Picks and tips from the EP community
- Topic: Any thoughts on AM with the yield above 30%
- Replies: 1
- Views: 1500
Any thoughts on AM with the yield above 30%
Apparently insiders sold a bunch of shares?
- Thu Apr 02, 2020 8:37 pm
- Forum: Other topics of interest
- Topic: hedges.....how do they work again and how liquid are they
- Replies: 4
- Views: 2154
Re: hedges.....how do they work again and how liquid are the
Do you have any idea on how one might evaluate counter party risk for CPE?
With the big price drop many of them (whoever they are) might be in trouble.
With the big price drop many of them (whoever they are) might be in trouble.