Energy Prospectus

Updated profile on Hemisphere Energy was due to be published week of October 14.
Will we see it soon or are you waiting for Q3 results?

Where do we find it? Latest post on Sweet 16 that I see is Carrizo dated August 29.

Today we received an EP email referencing J.P. Morgan video explaining the impact of the IMO 2020 regulation on the global energy market. Since we are six months from full impact it would be good to explore companies where there would be a positive earnings impact. Vertex is obviously one of those c...

This update shows common shares of 89.8M whereas prior profiles listed fully diluted shares of 112.0M.
Earnings and cash flow should decrease from those listed, however HME still a very promising situation.

Just received new profile on Carrizo with fair value estimate of $30.00.
On May 8 you advised on forum that post Q1 earnings announcement you were raising fair value estimate to $37.50.
What has changed your mind on valuation in only nine calendar days??
Tom

Dan, you previously mentioned that HME was a candidate for Small Cap port. Is it time for an update on company prospects??

LINN ordered to shut several California wells. Some 2,000 injection wells under review, half of the permits owned by Freeport and Linn Energy. Any thoughts on impact on Linn's business?? LNCO now has yield of 13%... http://www.bloomberg.com/news/articles/2015-03-03/chevron-linn-ordered-to-shut-calif...

I am unable to find Dan's weekly update of Sweet 16 valuation by company compared to First Call's forecast. When I click on Sweet 16 at Home Page there is a button that supposedly takes me to the tables but all I get is a listing of % of Production Hedged. Confusing What am i missing??

Sorry, I was looking at the wrong list in my files. However, I do note that Issue 98 listed CXO and not CRZO. Was CXO replaced??

Two companies in the original Elite Eight have been demoted to Small Cap Portfolio
Will we see a new Elite Eight for 2015??