Search found 34719 matches
- Mon May 06, 2024 6:52 pm
- Forum: Sweet 16 Portfolio
- Topic: Talos Energy (TALO) Q1 Results - May 6
- Replies: 1
- Views: 113
Talos Energy (TALO) Q1 Results - May 6
Key Highlights Production of 79.6 thousand barrels of oil equivalent per day ("MBoe/d") (71% oil, 80% liquids) is at the high end of Talos's first quarter 2024 guidance range. < Beat my forecast of 79,000 Boepd for Q1. NGL production higher than my forecast. Closed QuarterNorth Energy Inc....
- Mon May 06, 2024 2:54 pm
- Forum: Other topics of interest
- Topic: BP: New CEO sticking with oil & gas
- Replies: 0
- Views: 37
BP: New CEO sticking with oil & gas
As predicted, the "Green New Deal" has turned into the "Bad New Deal". This is what happens when idiots set energy policy. OilPrice.com "BP, responding to industry shifts and shareholder priorities, is set to reverse its commitment to reducing oil and gas production by 2030....
- Mon May 06, 2024 1:38 pm
- Forum: Picks and tips from the EP community
- Topic: Civitas Resources (CIVI) Valuation Update - May 6
- Replies: 0
- Views: 57
Civitas Resources (CIVI) Valuation Update - May 6
I have updated my forecast/valuation model for Civitas for their strong Q1 results and updated guidance for 2024. This is a relatively new company for me, so I'm gaining more confidence in my model each quarter. My valuation increases by $2 to $114/share. My valuation is based on a low multiple of j...
- Mon May 06, 2024 11:20 am
- Forum: The View from Houston
- Topic: Gold Prices
- Replies: 4
- Views: 183
Gold Prices
Take a look at this price chart for gold: https://tradingeconomics.com/commodity/gold Our next live webinar on May 15 will focus on gold. You must register on the EPG website if you want to attend the live event. Gold prices have a historical relationship with oil prices. WTI should trade at 1/20th ...
- Mon May 06, 2024 10:50 am
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 that will announce Q1 results this week - May 6
- Replies: 0
- Views: 105
Sweet 16 that will announce Q1 results this week - May 6
May 6
Talos Energy (TALO)
May 7
Ovintiv (OVV)
Permian Resources (PR)
May 8
Magnolia Oil & Gas (MGY)
Vital Energy (VTLE)
May 9
Baytex Energy (BTE)
May 10
Crescent Point Energy (CPG)
Talos Energy (TALO)
May 7
Ovintiv (OVV)
Permian Resources (PR)
May 8
Magnolia Oil & Gas (MGY)
Vital Energy (VTLE)
May 9
Baytex Energy (BTE)
May 10
Crescent Point Energy (CPG)
- Mon May 06, 2024 9:50 am
- Forum: Picks and tips from the EP community
- Topic: Viper Energy (VNOM) Valuation Update - May
- Replies: 0
- Views: 55
Viper Energy (VNOM) Valuation Update - May
I have updated my forecast/valuation model for Viper (a C-Corp.) for their solid Q1 results and updated guidance on April 30. My valuation increases by $2 to $44/share. Viper is one of four minerals/royalties companies in our High Yield Income Portfolio. Of the four, it is the most heavily weighted ...
- Mon May 06, 2024 8:06 am
- Forum: The View from Houston
- Topic: AI is going to require A LOT MORE ELECTRICITY - May 6
- Replies: 0
- Views: 77
AI is going to require A LOT MORE ELECTRICITY - May 6
Below is a note form the Raymond James energy sector research team based in Houston. To get a copy of the full report send an email to: Pavel Molchanov pavel.molchanov@raymondjames.com or call him at (713) 278-5270 Tell Pavel that you are an EPG member. ---------------------------- Energy Stat: Mode...
- Sun May 05, 2024 3:55 pm
- Forum: Sweet 16 Portfolio
- Topic: SM Energy (SM) Valuation Update - May 5
- Replies: 0
- Views: 55
SM Energy (SM) Valuation Update - May 5
I have updated my forecast/valuation model for SM Energy. They reported solid Q1 results and raised their 2024 production guidance. The balance sheet is in good shape and they continue to report strong well results in the Permian Basin and South Texas. Based on my forecast, free cash flow should be ...
- Sun May 05, 2024 1:50 pm
- Forum: Sweet 16 Portfolio
- Topic: Northern Oil & Gas (NOG) Valuation Update - May 5
- Replies: 0
- Views: 60
Northern Oil & Gas (NOG) Valuation Update - May 5
NOG is the only "Non-Op" company in the Sweet 16, which just means that they don't operate any of their upstream assets. NOG was in a Delaware Basin joint venture with Earthstone Energy, which recently merged with Permian Resources (PR). PR is an aggressive growth company, so I believe tha...
- Sun May 05, 2024 1:15 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Valuation Update - May 4
- Replies: 3
- Views: 161
Re: SilverBow Resources (SBOW) Valuation Update - May 4
IMO it is highly unlikely that Kimmerridge will be able to take control of SilverBow, but even if they do it does not change the fact that SilverBow is a very profitable company that has a lot of high-quality "Running Room".
These situations just need to play out.
These situations just need to play out.