Energy Prospectus

k1f

According to Benzinga, EQT is also pondering whether to add variable dividends.

k1f

Isn't the experienced management of SBOW largely former (bk) Swift?

k1f

What does it mean to say that the market for crude is "global'?

k1f

<< MY TAKE (Dan): It is time for Texas to say NO to anymore wind and solar until we have enough gas fired power plants built to insure we NEVER let this happen again. I have nothing against renewable energy but it is unreliable. We must have a power supply that can handle bad weather.>> Green energy...

k1f

<<we believe cooler heads will prevail.>> --Stifel

<<Do we have "cooler heads" in Washington anymore?>> --Dan

Politics not energy analysis.

k1f

Phil Flynn seems confused: <<The war on oil and gas is heating up and under President Joe Biden, we will be entering an era of sharply higher prices.>>

Good.

k1f

Dec. 21, 2020 7:54 AM ETBlueknight Energy Partners, L.P. (BKEP)By: Carl Surran, SA News Editor9 Comments Blueknight Energy Partners (NASDAQ:BKEP) +18.9% pre-market after agreeing to sell its crude oil terminalling, pipeline and trucking business segments via multiple agreements for ~$162M. The compa...

k1f

If she does follow through on the rhetoric, any shortages fossil fuels would raise prices and improve the market.

k1f

Wiki-Ivermectin (last paragraph esp relevant): <<SARS-CoV-2 Ivermectin has antiviral effects against several distinct positive-sense single-strand RNA viruses, including SARS-CoV-2.[88] Ivermectin inhibits replication of SARS-CoV-2 in monkey kidney cell culture with an IC50 of 2.2 - 2.8 µM, making i...

k1f

Jim Jubak news (Dec 10th); <<You probably don’t include Denmark in your list of oil producing countries, but the country is the largest oil producer in the European Union thanks to the reserves under the North Sea. So the vote by a majority in the country’s parliament on Thursday is actually a very ...

k1f

The trillions that Mark Mills warns about are naïve. He seems to imagine everything in today’s terms, whereas the costs of new energy will be amortized. The transition will necessarily create new jobs. Who would have predicted computer-power or electronic communication only a few decades ago?

k1f

From SA (Dan, is this Navy contract you mentioned?): <<MIND Technology (NASDAQ:MIND) has received a Letter of Award (LOA) from an unnamed party for the supply of products and services for a Seamap GunLink 4000 source controller upgrade. The LOA also includes an option for the upgrade of a GunLink 40...

k1f

<<“You’re talking about a couple of million barrels a day of less production>> (Aegis)

You're also talking about significant rise in pricing power--desperately needed.

k1f

Thanks for inquiring. No wonder the company is shy about stating what happens to common shares, brushing us off with a URL. It looks as if common investors are wiped out and used to pay down only half all the company’s debt. So much for the superficial health of the company. No dates suggested. Belo...

k1f

What happens to GPOR common shares? Everybody knows these bankruptcies are caused by surges in production and lack of pricing power—the boom/bust cycle. The Industry wants the surge in production and pricing power too. But they’re incompatible, and the industry seems unable to control the cycle. As ...

k1f

Dan, have you seen this analysis?

https://seekingalpha.com/article/437934 ... uring-risk

https://seekingalpha.com/article/438115 ... tructuring

k1f

Dan, weeks ago I raised alarm about GPOR and bk. As recently as October 13th you quoted the company’s 10Q about being in compliance: From the last 10Q: "As of June 30, 2020, $123.0 million was outstanding under the revolving credit facility and the total availability for future borrowings under...

k1f

Dan, months ago I raised the alarm about bk here. Can you explain? As recently as October 13th, when you quoted the last 10Q, GPOR was in compliance with its financial covenants : <<From the last 10Q: "As of June 30, 2020, $123.0 million was outstanding under the revolving credit facility and t...

k1f

News from SA: <<Firefly Value Partners reported via Form-4 filing that as of October 13, 2020, they ceased to collectively beneficially own 10% or more of Gulfport Energy’s (NASDAQ:GPOR) outstanding shares of common stock. Fund sold 68M shares at $0.4064 on Oct. 13, thereby reducing its stake to 14....

k1f

Today (Thurs) GPOR is down .05 to @.30--about its 52week low. Something's going on.

k1f

The only news is (S Alpha):

Shah Capital Management has filed an SC 13D/A form with SEC disclosing ownership of 12,266,335 shares of Gulfport Energy (NASDAQ:GPOR).

This represents 7.66% ownership of the company.

Shares +10% premarket.

(Hard to see how this would account for collapse.)

k1f

Dan, Gulfport closes @ .35. Any idea why the collapse?

k1f

Hard to believe that the oil price editors are so naïve. Maybe it's also, to use your term, "Clickbait" (?)

k1f

<<Despite the global overhang in oil inventories and reduced production levels from OPEC+ members, American oil production is on the upswing. Falling from a high of 13.1 million bpd in March prior to the pandemic to an average of 12.7 million bpd for the whole first quarter and then to 10 million bp...

k1f

How does this (Saudi) explanation relate to the 7.19% drop in natural gas?

k1f

Since last year overproduced natural gas, and since the weather has been cooler, doesn’t this downward production blunt the bullishness of the natural gas forecasts? Or is it a trend?

k1f

Thanks. After a Q such as 2Q, It's hard to believe your eyes.

k1f

12:44 pm ET
*Gulfport Energy shares are trading lower [.58] after Morgan Stanley maintained an Underweight rating on the stock and lowered its price target from $0.75 to $0.25.
==Benzinga

Bk? Opinions?

k1f

https://www.wsj.com/articles/chaparral- ... 1597668639

k1f

https://www.streetinsider.com/Globe+New ... 43931.html

k1f

Hi-Crush founders, execs made fortunes as company failed - Reuters Aug. 13, 2020 12:59 PM ET|About: HI-CRUSH INC (HCRSQ)|By: Carl Surran, SA News Editor Five days before declaring bankruptcy, the Hi-Crush (OTCPK:HCRSQ) board granted nearly $3M in bonuses to top executives, one of a series of decisio...

k1f

<<That is VERY GOOD NEWS for all of our gassers.>>

Agreed. What do you make of Gulfport's punishment Fri?

k1f

Black Stone Minerals EPS misses by $0.24, misses on revenue Aug. 3, 2020 5:10 PM ET|About: Black Stone Minerals, L.P. (BSM)|By: Vandana Singh, SA News Editor Black Stone Minerals (NYSE:BSM): Q2 GAAP EPS of -$0.07 misses by $0.24. Revenue of $38.53M (-76.5% Y/Y) misses by $45.04M. Distributable cash ...

k1f

Lonestar Resources extends forbearance agreement Aug. 3, 2020 5:55 PM ET|About: Lonestar Resources US Inc. (LONE)|By: Carl Surran, SA News Editor Lonestar Resources (NASDAQ:LONE) discloses entering into an amendment to extend its forbearance agreement with noteholders to Aug. 21, according to an 8-K...

k1f

Common shares virtually worthless:
Seekingalpha.com/article/-denbury-resources-common-shares-are-worth-close-to-zero

k1f

Common stock also erased?

k1f

Denbury Resources to file Chapter 11 this week Jul. 29, 2020 8:15 AM ET|About: Denbury Resources Inc. (DNR)|By: Carl Surran, SA News Editor Denbury Resources (NYSE:DNR) says it expects to file for Chapter 11 bankruptcy protection on or before July 30. The company says it entered into a restructuring...

k1f

<<Denbury Resources (NYSE:DNR) +5.6% pre-market despite electing not to make a ~$3M interest payment due today on its 4.625% senior notes due 2023 "in order to evaluate strategic alternatives," according to an 8-K filing. The company has a 30-day grace period before non-payment constitutes...

k1f

Hi-Crush files BK.

k1f

Please, no more naive Trump propaganda on this board. <<Dr. Zervos also pointed out, as does the paper, that the study results should be interpreted with some caution, should not be applied to patients treated outside of hospital settings and require further confirmation in prospective, randomized c...

k1f

In "The greatest nation on earth" (which sounds like the circus), Lonestar
announces today that it's teetering on the edge of bankruptcy.

https://seekingalpha.com/news/3588515-l ... st-payment

k1f

What's your opinion of the darkening natural gas situation? Baker Hughes rig tally seems to be unchanged.

k1f

Ambiguous threat: << Regardless of whether the terms and conditions of a prearranged filing can be agreed upon with the debt holders, the Company expects to file for protection from its creditors under the United States Bankruptcy Code.>> https://www.globenewswire.com/news-release/2020/06/25/2053773

k1f

https://seekingalpha.com/news/3586485-h ... chapter-11

k1f

<<DNR rated a SELL with a price target of $0.30 (because DNR needs 2021 oil price of at least $40/bbl to survive)>>

Does Stifel disagree with your prediction that the price of crude will be over $40 by 2021?

k1f

The letter doesn't say the doctor has actually prescribed the stuff, or that Mr. Trump Is actually taking it. Without some evidence, this is just propaganda.

k1f

To nobody's surprise, like CHAP, DNR has hired advisers for help with going concern Issues.

k1f

From Oilprice.com: <<it appears that some producers are ready to start drilling again the moment WTI reaches a certain level. Interestingly enough, this level is below most companies' breakeven price. Bloomberg reported this week that companies, including Parsley Energy, Centennial Resource Developm...

k1f

Where is the current profile of AR on the EPG website?

k1f

Add IPOOF(In Play).

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