Search found 107 matches

by CreativeEquity
Sun Nov 28, 2021 3:41 pm
Forum: Other topics of interest
Topic: Our fossil fuel energy predicament
Replies: 1
Views: 765

Our fossil fuel energy predicament

Our fossil fuel energy predicament, including why the correct story is rarely told

https://ourfiniteworld.com/2021/11/10/o ... rely-told/
by CreativeEquity
Sun Nov 28, 2021 9:59 am
Forum: The View from Houston
Topic: FEAR of Omicron might be a bit overdone - Nov 27
Replies: 3
Views: 969

Re: FEAR of Omicron might be a bit overdone - Nov 27

They are trying keep people in a state of fear so they can control them. Milking this for every last drop. I don't think people are going to be quite so obedient this time. Especially without the stimmie checks and "work at home" aka paid time off.
by CreativeEquity
Sat Nov 27, 2021 12:39 pm
Forum: The View from Houston
Topic: How to use EPG forecast models
Replies: 7
Views: 1344

Re: How to use EPG forecast models

thanks Dan. ajootian also had a question above mine in case you missed it.
by CreativeEquity
Fri Nov 26, 2021 8:19 pm
Forum: The View from Houston
Topic: How to use EPG forecast models
Replies: 7
Views: 1344

Re: How to use EPG forecast models

Are you going to update your pricing models to reflect the lower wti price this quarter ?
by CreativeEquity
Mon Nov 22, 2021 8:00 pm
Forum: Sweet 16 Portfolio
Topic: gas companies 2022 hedges
Replies: 4
Views: 1240

Re: gas companies 2022 hedges

I am also frequently confused by gas hedging in the financials. They usually list production as MMBtu/d but then hedging is listed in units of volume rather than energy. And I don't think the conversion is obvious since methane is not the only gas being produced... I know some transparent and shareh...
by CreativeEquity
Mon Nov 22, 2021 5:51 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy (HMENF) Q3 Results - Nov 21
Replies: 5
Views: 1277

Re: Hemisphere Energy (HMENF) Q3 Results - Nov 21

Thanks I have noticed in Canada royalties can potentially be quite high as the rate is tied to the oil/gas price. And just to be clear when a Canadian producer lists corporate production is this after the royalties are removed from the gross production or just third party interests netted out ?
by CreativeEquity
Mon Nov 22, 2021 11:42 am
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy (HMENF) Q3 Results - Nov 21
Replies: 5
Views: 1277

Re: Hemisphere Energy (HMENF) Q3 Results - Nov 21

Thanks Dan very helpful. Can you define the term "corporate production" for me. Does it exclude certain barrels of production ? I have seen the phrase used many times but I could not find the definition. thanks.
by CreativeEquity
Mon Nov 22, 2021 9:48 am
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy (HMENF) Update - Nov 13
Replies: 4
Views: 2343

Re: Hemisphere Energy (HMENF) Update - Nov 13

For me the big win was the sharp increase in production in early Nov indicating the polymer project is working as planned. I think that is why the market responded favorably.