Energy Prospectus

allen46

What happened today??? Riley down almost 14% on heavy volume. I can't find any news. It's one of my 3 largest holdings so I'd like to know what is going on.

allen46

Good information!! thanks Harry.

allen46

4 hours later WTI = $87.90 and Brent = $91.78

allen46

This has been a fantastic stock to own. I'm up 236% on a purchase made on April 3, 2025. Just wish I had bought more!

allen46

Dan, this stock has been a dog for the last 4 years. Time to replace it.

allen46

Stroud is playing horrible. Houston defense can only do so much

allen46

So why oh why does the stock continue to decline? I hold a full position and am getting killed!

allen46

Dan, you are in Sugar Land, correct? Please comment on this: The Islamization of Texas Is No Longer Creeping - It’s Marching City to City What began in Houston as a red-carpet spectacle for a foreign religious leader has now become a full-scale political pilgrimage across Texas. Just days ago, Texas...

allen46

Harry, thanks for all the info. Looks to me that the MEG Board may be on the take.

allen46

Uber brings up a point that I have been concerned with for quite awhile. Basically, Dan you keep saying that prices will rise quite a bit in the next year or two as demand for exports increases but that implies that it will be difficult to increase production. I don't understand why it will be that ...

allen46

Roadster, first please accept my apology for saying you were pumping this stock. Obviously it has moved up a lot in the past month or so and today it was very erratic - skyrocketing to $2.70 in the middle of the day and then dropping back down to $1.80. Do you have any recent news and what is your p...

allen46

I repeat - please stop posting this obvious pumping of a stock.

allen46

You have been pumping this stock for over 5 years and during that time the stock has basically done nothing. PLEASE STOP.

allen46

Thanks Harry, SM is one of my biggest holdings.

allen46

I agree but go much further. Some departments are not needed and most of the others should reduce headcount by at least 50%. I have seen first hand the deadbeats who work for the government.

allen46

Unfortunately, Trump will not listen to this. I support a lot of the things he is trying to do, but not the way he does them. His ignorance and arrogance are on display.

allen46

An alternative opinion: Paul Sankey is one of the best, if not the best, oil analysts out there. He was one of the only analysts to call for negative WTI prices in 2020 and now thinks we are going into the $40's. His view is what Wall Street is listening to. I tend to think he will end up being corr...

allen46

Ray, you make some excellent points. I believe Trump's endgame is a world with free trade everywhere - no barriers whatsoever. Europe, Japan, etc. have existing barriers to US goods.

allen46

Harry, I'm losing respect for you. Your rants against Trump need to stop. You are supposedly a petroleum Economist, nothing else. We don't need your political comments on this board. FYI, the Congress is one of the most ineffective organizations in the USA. We can't rely upon them. The USA is $36 tr...

allen46

I generally support Trump, but his energy policy is downright stupid.

allen46

Harry, your analysis ignores the tariff of 10%

allen46

I disagree with a lot of what Dr. Hames Scott says. I think he has an agenda and it is not one that supports the USA. From the Kings College website "Dr James Scott is a Reader in International Politics in the Department of Political Economy. He works primarily on trade governance, particularly...

allen46

Knusser brought up a great point that I've been thinking about all day. Why don't all the companies you follow stop all dividends and a lot of their oil drilling (especially with the drop in WTI) and put all the money toward buying back their shares - at least until the share prices improve to reaso...

allen46

https://finance.yahoo.com/news/eqts-nyse-eqt-shareholders-more-114253191.html

Dan, please comment.

allen46

Dan, can you please comment on CIVI? They are reducing their dividend down to the fixed level of $2.00 and using the rest of cash flow to reduce debt. The market obviously does not like it - down 17% as I type this.

allen46

Dan, my sister is the same. She refuses to listen to FOX News and primarily gets her news from ABC. She thinks government can do no wrong.

allen46

Thanks Harry. Appreciate the detail.

allen46

Dan, agree with you on Bloomberg. No way will there be tariffs on Canada energy. Trump wants lower energy prices and what he may have to do with Iran means there is no way he makes Canada energy more expensive to USA. I do believe that there is basically nothing he can do to significantly lower ener...

allen46

Dan, do you have access to Bastardi's forecast for winter weather? I'm seeing forecasts for a much milder winter than normal for most of the country.

allen46

The lifting of sanctions by the Biden administration is a direct result of Obama's love for Iran and Muslims in general. He should be tried and convicted of treason.

allen46

Kamala is definitely ignorant and the worst Presidential candidate in history. How anyone with a brain can vote for her is impossible to explain.

allen46

VTLE up over 10% in the past two days. Maybe Fraser is taking a position?

allen46

Fraser, I'm not a whiner, but I don't like your immature posts that insult Dan and Harry. What you want to say can be said in a much more professional and courteous manner. You need to apologize to both of them.

allen46

Thank You, Harry!

allen46

Frasier, since you seem to be such an expert, what price do you think should be used for oil in 2024, 2025 and 2026?

allen46

Priceless!!

allen46

Very alarming. Thanks for posting.

allen46

I agree that the glut will be worked off but it is very difficult to know when and when the "market" will start bidding up the NG stocks. I'm out of the NG stocks for now but just bought some BOIL at $10.90. Will buy more if it drops below $10. We shall see if I'm way too early but it is i...

allen46

Thanks for the link.. I always find Nuttall very knowlegable

allen46

Fraser, thanks for alerting us to this. There is some hope that this restart will be well managed - “We are in the process now,” Rice told NGI Tuesday after presenting at the LDC Gas Forums Northeast in Boston. He described it as an incremental undertaking without a specific timeline. He said EQT co...

allen46

Naturally I started a position in CRK today.

allen46

Dan, I'd love to attend these luncheons but living in western NY makes it a little difficult!

allen46

Marc you should be apologizing to Dan for your remarks. I stand behind my statement about you and the verbal abuse you directed at him.

allen46

Marc, you are acting like an asshole.

allen46

I had a nice position in Riley based on Dan's analysis. Petroleum Economist analysis made me much more comfortable and I doubled down and then tripled down in the last 48 hours as the market gave me a gift in the $26 range. Now REPX, FANG, HMENF and PR are my biggest 4 positions. Also own IPOOF and ...

allen46

Are Inplay, Vital, Hemisphere and Ovintiv still in your top 10? Thanks so much for sharing your knowledge.

allen46

Thank you!!

allen46

I agree on MEG, I own a full position,

allen46

Top pick by Nuttall

allen46

I loaded up at $27.50. I doubt you will get much better as they have already sold more than half of the shares.

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