Search found 135 matches

by allen46
Sun Apr 21, 2024 8:48 pm
Forum: Picks and tips from the EP community
Topic: On my watch list
Replies: 1
Views: 128

Re: On my watch list

I agree on MEG, I own a full position,
by allen46
Thu Apr 04, 2024 6:45 pm
Forum: Picks and tips from the EP community
Topic: Riley Exploration Permian (REPX) Valuation Update - Apr 4
Replies: 6
Views: 339

Re: Riley Exploration Permian (REPX) Valuation Update - Apr 4

I loaded up at $27.50. I doubt you will get much better as they have already sold more than half of the shares.
by allen46
Wed Apr 03, 2024 8:55 am
Forum: The View from Houston
Topic: Nuttall on Bloomberg 4/2
Replies: 2
Views: 239

Re: Nuttall on Bloomberg 4/2

Always valuable to hear him! He likes CPG and BTE but not Surge.
by allen46
Tue Apr 02, 2024 9:01 pm
Forum: Other topics of interest
Topic: KGEI Underperformance
Replies: 4
Views: 210

Re: KGEI Underperformance

Dan, in your profile dated December 13, 2023 you showed 2024 production at 6500boepd. In your latest spreadsheet you show 2024 production at 3750 boepd which is a 42% reduction. What happened? I know they had some completion delays that they announced in December, but this reduction is production is...
by allen46
Mon Apr 01, 2024 7:45 pm
Forum: Other topics of interest
Topic: KGEI Underperformance
Replies: 4
Views: 210

KGEI Underperformance

Dan, in the past month or so almost all of your stocks are up 10% or more but KGEI is down about 20%. Do you have any explanation? Is this a buying opportunity or is something wrong?

Thanks!!
by allen46
Sat Mar 30, 2024 9:03 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - Mar 30
Replies: 2
Views: 278

Re: Sweet 16 Update - Mar 30

Unfortunately, Biden thinks Easter is all about honoring transgender people.
by allen46
Tue Mar 26, 2024 10:45 am
Forum: Sweet 16 Portfolio
Topic: matador news- selling stock
Replies: 9
Views: 306

Re: matador news- selling stock

So according to Fraser a company a should never issue new stock if they pay a dividend. As my grandfather would say Horse feathers! And it is always the case that when stock is issued, the stock price goes down somewhat but often recovers after the selling is over so the small drop in MTDR share pri...
by allen46
Mon Mar 25, 2024 10:16 pm
Forum: Sweet 16 Portfolio
Topic: matador news- selling stock
Replies: 9
Views: 306

Re: matador news- selling stock

Dan, I agree with you. Their timing for the secondary is good them and I may add more on the pull back.
by allen46
Mon Mar 25, 2024 8:08 pm
Forum: Sweet 16 Portfolio
Topic: matador news- selling stock
Replies: 9
Views: 306

Re: matador news- selling stock

Their stock is right at an all time high so i guess they figure its a good time.