Search found 107 matches

by CreativeEquity
Sat Jan 22, 2022 2:02 pm
Forum: Picks and tips from the EP community
Topic: Talos Energy (TALO) Update - Jan 21
Replies: 2
Views: 746

Re: Talos Energy (TALO) Update - Jan 21

Just my opinion but I strongly believe they are going to have to start returning capital to shareholders if they want a decent multiple otherwise the debt holders essentially own the company.
by CreativeEquity
Wed Jan 19, 2022 6:12 pm
Forum: The View from Houston
Topic: Truck Driver Shortage setting up surge in demand for diesel
Replies: 2
Views: 556

Re: Truck Driver Shortage setting up surge in demand for die

Given this, the higher decline rates of shale, and the tighter WCS spread, don't Canadian producers present a better value right now vs US operators ?
by CreativeEquity
Wed Jan 19, 2022 6:09 pm
Forum: The View from Houston
Topic: Friday's Live Webinar on January 21st
Replies: 5
Views: 939

Re: Friday's Live Webinar on January 21st

I am very interested in the massive offshore discoveries in Guyana. If you have any insight on the exploration companies like CGX or the service companies in this area please include this.
by CreativeEquity
Fri Jan 14, 2022 7:43 pm
Forum: Sweet 16 Portfolio
Topic: Callon Petroleum update - Jan 14
Replies: 11
Views: 2600

Re: Callon Petroleum update - Jan 14

EOG is enormous compared to the other producers you mentioned. Larger will always be assigned a higher multiple because G&A will be lower /boe. And they can attract fund capital that the small companies will never have access to due to poor market liquidity (daily shares traded).
by CreativeEquity
Wed Jan 12, 2022 3:21 pm
Forum: Picks and tips from the EP community
Topic: IPOOF to the Moon Alice!
Replies: 2
Views: 735

Re: IPOOF to the Moon Alice!

https://www.globenewswire.com/news-release/2022/01/12/2365631/0/en/InPlay-Oil-Corp-Announces-2022-Capital-Budget-Highlighting-Record-Financial-and-Operational-Guidance.html CALGARY, Alberta , Jan. 12, 2022 (GLOBE NEWSWIRE) -- InPlay Oil Corp. (TSX: IPO) (OTCQX: IPOOF) (“InPlay” or the “Company”) is ...
by CreativeEquity
Mon Jan 10, 2022 4:49 pm
Forum: Other topics of interest
Topic: Tax and spend
Replies: 1
Views: 675

Re: Tax and spend

typical timeline progression
EU -> Canada -> US :oops:
by CreativeEquity
Wed Jan 05, 2022 6:51 pm
Forum: Other topics of interest
Topic: The big guy is happy
Replies: 2
Views: 741

Re: The big guy is happy

Full steam ahead to the "oh shit" moment we are all waiting for
by CreativeEquity
Sun Jan 02, 2022 7:59 am
Forum: The View from Houston
Topic: Yergin interview
Replies: 2
Views: 733

Re: Yergin interview

thanks !