Energy Prospectus

People in some places are getting a taste of energy poverty, and for some that is motivating a bit more critical thinking and asking of questions and some policy adjustments. Apparently it is happening more in Europe and Canada than in the U.S. so far. Wrote Don Simmons asking his take on effect of ...

Would be interested to know whether and if so how this might affect WCS differentials going forward.

What is Truist's price target for AR? The 7/28 clip you posted says "$24.53, Buy." I'm guessing that report was written when the last price was $24.53, which had to be before July 27 close ($25.40). Did they give a price target?

Thanks.

It is best not to own the Canadian dividend payers in an IRA because they still withhold 15% and you don't get it back. This is another reason I prefer companies hold on to the cash. They deduct 15 % and you pay taxes on the whole amount. I think these statements may be incorrect. 1. I hold both HM...

Thanks, Dan, for keeping us updated on analysts’ price targets. To the extent they represent what others (whose jobs are to know these companies and to whom some investors may look) are thinking, they are a good-to-know datapoint.

If ESTE has adhered to the presentation schedule you posted, in May they presented to TPH, GS, and WF. Do you happen to know whether any of those companies have issued any reports with price targets (or adjustments to PTs)? The trend since mid April has been (overall) down, with lower highs. So far,...

Dan, Did you see any surprises in Ring's Q4 report (highlights below)? How do you think the market will assess their current leverage and the likely length of time it will take them to reduce their debt meaningfully? Ring Energy Announces Record Fourth Quarter and Full Year 2022 Results, Nearly 80% ...

THE WOODLANDS, Texas, March 08, 2023 (GLOBE NEWSWIRE) -- Earthstone Energy, Inc. (NYSE: ESTE) (“Earthstone”, the “Company”, “we” or “us”), today announced financial and operating results for the quarter and year ended December 31, 2022. Fourth Quarter 2022 Highlights Repurchased 3 million shares of ...

S.O.S for the U.S. Electric Grid PJM Interconnection sounds the latest alarm that fossil-fuel plants are shutting down without adequate replacement power. The political class yawns. By The Editorial Board Feb. 26, 2023 4:47 pm ET The warnings keep coming that the force-fed energy transition to renew...

This WSJ Opinion article is noteworthy, especially for investors in Vanguard funds. Vanguard’s CEO Bucks the ESG Orthodoxy Tim Buckley pulls out of the Net Zero Managers initiative and affirms his fiduciary duty to clients. https://www.wsj.com/articles/vanguards-ceo-bucks-the-esg-orthodoxy-tim-buckl...