Search found 128 matches

by mrbill
Sat Jun 14, 2025 9:40 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 14
Replies: 5
Views: 104

Re: Sweet 16 Update - June 14

Kharg or Khark Island. Iran's Persian Gulf export terminal. No on mentions it anymore. Definitely a flaming "Achilles
Heel", easy to take out/shut down. A bomb or two or special ops and everyone will start talking.
by mrbill
Wed Jun 04, 2025 10:12 am
Forum: The View from Houston
Topic: Update on Iran
Replies: 1
Views: 136

Re: Update on Iran

Shut down Kharq Island, Iran's oil terminal. HOWEVER, it would impair Global oil supply. Better World than receiving their nukes all over the World. OK Corral time.
by mrbill
Sat May 17, 2025 10:24 am
Forum: The View from Houston
Topic: Update on Iran from Keith Kohl - May 16
Replies: 1
Views: 310

Re: Update on Iran from Keith Kohl - May 16

Kharq Island. Iran's glass jaw. Seal it off and Iran's marine loading ops stop fast. Cuts Iran's income. higher oil prices must be the fear.
by mrbill
Mon May 12, 2025 2:25 pm
Forum: Sweet 16 Portfolio
Topic: Veren Energy (VRN.TO) Update - May 12
Replies: 4
Views: 344

Re: Veren Energy (VRN.TO) Update - May 12

Thanks Dan, this one goes in the "EPG Win column" for us.
by mrbill
Mon May 12, 2025 10:03 am
Forum: Sweet 16 Portfolio
Topic: Veren Energy (VRN.TO) Update - May 12
Replies: 4
Views: 344

Re: Veren Energy (VRN.TO) Update - May 12

VRN shares in my account are "frozen" at $6.01/shr. Have a new digital # in front of them.
when will they be converted and tradable? WCP .TO is trading today.
by mrbill
Mon May 05, 2025 1:38 pm
Forum: The View from Houston
Topic: AI Electricity Demand is "Massive" - May 3
Replies: 4
Views: 963

Re: AI Electricity Demand is "Massive" - May 3

Watching Lara Trump Show Saturday night they filmed her and a host walking through an auto plant, think it was Tesla. What stood out to me was seeing all the lighting fixtures on the ceiling which naturally drink energy. Mot to mention all the robotic machinery for making the cars. And the plant was...
by mrbill
Sun May 04, 2025 8:58 am
Forum: Other topics of interest
Topic: Building Canada into Energy Superpower
Replies: 3
Views: 340

Re: Building Canada into Energy Superpower

Watch Paul Sankey's latest youtube video about his trip to Alberta. He is super bullish on Western Canada.
by mrbill
Wed Apr 16, 2025 11:06 am
Forum: Sweet 16 Portfolio
Topic: SM Energy - Share price versus Fundamentals
Replies: 4
Views: 1009

Re: SM Energy - Share price versus Fundamentals

I can't help but notice a "divergence" in enthusiasm between Dan and Harry on CRGY. Could it be Harry sees it as an oil play whereas Dan sees it as a natgas play? Does Harry think the Uinta/Ridgmar assets are lackluster. Harry, thanks for the great research on the Gulf of Mexico/America sh...
by mrbill
Fri Apr 11, 2025 11:35 am
Forum: Other topics of interest
Topic: Tough Times require Tough Leadership
Replies: 10
Views: 1752

Re: Tough Times require Tough Leadership

Great research on the MS Gulf Coast of America shrimp situation. I'm impressed by your research and how fast you did it. I said "Ecuador" not factually, just to illustrate that when my wife and I go to the market it is "labeled" as "some foreign country". Based on your ...
by mrbill
Fri Apr 11, 2025 9:30 am
Forum: Other topics of interest
Topic: Tough Times require Tough Leadership
Replies: 10
Views: 1752

Re: Tough Times require Tough Leadership

Thanks Dan, your question let the proverbial "tariff cat" out of the bag. In my own business I import industrial goods from Germany. 10% tariff is now added to the bottom line of a box coming into Houston this weeked. Less profit, I will honor the quote I made to the customer. Conversely, ...
by mrbill
Wed Apr 09, 2025 9:48 pm
Forum: Sweet 16 Portfolio
Topic: CRGY
Replies: 11
Views: 8634

Re: CRGY

Anyone care to comment on the stock transition in the news today? Is it good or bad for CRGY?
by mrbill
Fri Apr 04, 2025 6:08 pm
Forum: The View from Houston
Topic: Oil Price: Comments from HFI Research
Replies: 2
Views: 3725

Re: Oil Price: Comments from HFI Research

3 US Carriers in the Gulf area now. Israel has 2,000 lb. bombs. Something is coming soon.
by mrbill
Fri Apr 04, 2025 9:32 am
Forum: Sweet 16 Portfolio
Topic: CRGY
Replies: 11
Views: 8634

Re: CRGY

Harry, thanks for the detailed study on CRGY. It "diverges" from Dan's recent comments so I am a little puzzled. Any chance rising natgas prices will help CRGY? Is their Utah Uinta acquisition a positive now or in the future? The current share price is currently beat down but does that mak...
by mrbill
Fri Apr 04, 2025 8:28 am
Forum: Sweet 16 Portfolio
Topic: CRGY
Replies: 11
Views: 8634

Re: CRGY

Thanks Harry, any comments on their hedging?
by mrbill
Wed Mar 19, 2025 2:26 pm
Forum: Other topics of interest
Topic: Notes from Bison Energy - March 18
Replies: 1
Views: 3321

Re: Notes from Bison Energy - March 18

Just keep telling us about the "mark downs" Dan.
by mrbill
Tue Mar 11, 2025 1:22 pm
Forum: Sweet 16 Portfolio
Topic: Merger of Veren and Whitecap Resources
Replies: 4
Views: 12100

Re: Merger of Veren and Whitecap Resources

Hello Dan, speaking of "beaten down" lately, would you consider CRGY a "screaming takeover target"?
by mrbill
Wed Feb 26, 2025 10:06 am
Forum: Sweet 16 Portfolio
Topic: Permian Resource (PR) Q4 Results - Feb 26
Replies: 1
Views: 4318

Re: Permian Resource (PR) Q4 Results - Feb 26

Why the market "beat down" yesterday? PR only did what they are known for, under promising and over delivering.
Even beat Dam's forecast. Suspect CRGY is getting the same treatment.
by mrbill
Mon Feb 17, 2025 9:29 am
Forum: Other topics of interest
Topic: We must stop this CRAP
Replies: 7
Views: 21217

Re: We must stop this CRAP

On board with this. Amount of abuse is stupefying. Kill shot will be when Elon and his "big rocks" crew confirm payments going to "The Big Guy" and Hunter and any others. Even if they are "pardoned" in advance it will destroy their "religion/brand".
by mrbill
Sat Feb 15, 2025 6:53 pm
Forum: Other topics of interest
Topic: 55% of American support DOGE program
Replies: 8
Views: 25028

Re: 55% of American support DOGE program

If Elon can show the money/bribe trail Brandon and crew might be pardoned, but they need to wear this tattoo
to blunt their arrogance. They will never live it down.
by mrbill
Sat Feb 15, 2025 6:31 pm
Forum: Other topics of interest
Topic: 55% of American support DOGE program
Replies: 8
Views: 25028

Re: 55% of American support DOGE program

Just wondering, can Elon and his crew trace payments back to "The Big Guy" and "Hunter"?
by mrbill
Sun Feb 02, 2025 11:19 am
Forum: The View from Houston
Topic: Trump's Tariffs Update - Feb 2
Replies: 4
Views: 8731

Re: Trump's Tariffs Update - Feb 2

Face it, we are at War with China. If they can "destabilize" the USA by supplying drugs instead of fighting a traditional war with armies why not? The "Opium Wars". Someone likes the money. Trudeau is the Gavin Newsom of Canada.
by mrbill
Sun Feb 02, 2025 10:55 am
Forum: The View from Houston
Topic: Trump's Tariffs Update - Feb 2
Replies: 4
Views: 8731

Re: Trump's Tariffs Update - Feb 2

Send Ric Grenell to see to see the Trudeau boy in person soon as he gets back from his Maduro/Venezuela visit.
by mrbill
Wed Jan 29, 2025 1:26 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere - 2025 guidance
Replies: 7
Views: 10126

Re: Hemisphere - 2025 guidance

Thanks Harry, my main concern is any guess how high this could go. But I realize there are swirling factors such as
"Trump tariffs", etc. out there no one can predict. Was wondering how good this could be, or should I re deploy to some other EPG opportunities. Gathering food for thought.
by mrbill
Wed Jan 29, 2025 10:19 am
Forum: Picks and tips from the EP community
Topic: Hemisphere - 2025 guidance
Replies: 7
Views: 10126

Re: Hemisphere - 2025 guidance

Great analysis as always Harry. The dividends are quite nice. Any thoughts on if there will be any rise in the share
price and when?
by mrbill
Tue Jan 21, 2025 2:51 pm
Forum: The View from Houston
Topic: EIA Short Term Energy Outlook - January 2025
Replies: 1
Views: 2804

Re: EIA Short Term Energy Outlook - January 2025

Don't forget Landfills for natgas. High school buddy owns one near New Orleans and is in the press showing
how his company is drllling down like a gas well and getting natgas back very economically. Water too, but that's a story for another day.
by mrbill
Sun Jan 19, 2025 10:19 am
Forum: Other topics of interest
Topic: Biden puts more drug pushers back on the streets
Replies: 1
Views: 4816

Re: Biden puts more drug pushers back on the streets

"Hell hath no fury like ....." Fill it in everyone.
by mrbill
Wed Jan 15, 2025 12:59 pm
Forum: Sweet 16 Portfolio
Topic: Top Picks in the Sweet 16 for natural gas
Replies: 4
Views: 7074

Re: Top Picks in the Sweet 16 for natural gas

Saw this in the a.m. and it seemed on the low end of the others out there. People don't know the good story on SBOW and now CRGY. Natgas and oil in Central Energy friendly Texas. The "Herd" will wake up and tell their brokers "get me in natgas" if they have not already. Thanks fo...
by mrbill
Sat Jan 11, 2025 11:15 am
Forum: Other topics of interest
Topic: Trudeau's Resignation is GOOD NEWS for our Canadian companies
Replies: 2
Views: 5413

Re: Trudeau's Resignation is GOOD NEWS for our Canadian companies

How long till positive side effects of young Castro Trudeau resigning will take place?
by mrbill
Tue Dec 31, 2024 10:46 am
Forum: The View from Houston
Topic: CRK Stock
Replies: 5
Views: 3963

Re: CRK Stock

Any thoughts on SD. the old Chesapeake. Lots of gas.
by mrbill
Wed Dec 25, 2024 10:17 am
Forum: Other topics of interest
Topic: Tank Dell Injury Update - Dec 23
Replies: 1
Views: 2252

Re: Tank Dell Injury Update - Dec 23

Too similar here, my flash TCU football career ended in 72 freshman Spring conditioning stand up wrestling event. Tore ACL and cartilage. Orthopedic technology was "Stone Age" compared to even 10 years later. Told my current Ortho doc about the repair in 72 and he said they don't even stud...
by mrbill
Thu Nov 07, 2024 10:55 am
Forum: The View from Houston
Topic: Why Oil & Gas stocks moved higher yesterday
Replies: 2
Views: 2774

Re: Why Oil & Gas stocks moved higher yesterday

Will these "Trudeau actions" negatively affect HMENF or IPOOF>
by mrbill
Mon Oct 28, 2024 6:26 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Oct 28
Replies: 7
Views: 6720

Re: Oil & Gas Prices - Oct 28

Millions of illegal aliens flood into the country registering to vote and receive government benefits, Dominion voting machines still in place, challenges to election results "have no standing", "lawfare", blah, blah, blah. I am afraid the most colossal "steal" of all t...
by mrbill
Fri Oct 25, 2024 11:06 am
Forum: The View from Houston
Topic: Stuck at Sea - Oct 25
Replies: 3
Views: 2889

Re: Stuck at Sea - Oct 25

Just in time for the Taylor Swift concert at the Superdome.
by mrbill
Mon Oct 14, 2024 11:24 am
Forum: The View from Houston
Topic: The View from London: Natural Gas
Replies: 2
Views: 1351

Re: The View from London: Natural Gas

Where can we buy TTFW? Could not find anything other than London.
by mrbill
Sun Oct 13, 2024 2:01 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - Oct 13
Replies: 6
Views: 5368

Re: Sweet 16 Update - Oct 13

"Israel is expected to make airstrikes within Iran soon." No big deal?
by mrbill
Sat Oct 12, 2024 6:17 pm
Forum: The View from Houston
Topic: Increased sanctions against Iran
Replies: 6
Views: 5854

Re: Increased sanctions against Iran

Instead of missiles and bombs perhaps Israel "cyber attacks" Iran, overtly or quietly.
by mrbill
Mon Oct 07, 2024 9:03 am
Forum: The View from Houston
Topic: Iran Update
Replies: 6
Views: 5698

Re: Iran Update

Thanks to Jimmy Carter for empowering this murderous regime for 40 years. Topple it and the World will be a better place.
by mrbill
Tue Oct 01, 2024 4:49 pm
Forum: The View from Houston
Topic: Real Geopolitical Risk to Oil Supply in Middle East - Oct 1
Replies: 2
Views: 2431

Re: Real Geopolitical Risk to Oil Supply in Middle East - Oct 1

I've been saying this. Kharg Island is their oil export facility. One rocket goes in lighting off fire and the whole World will notice. You can shut down Iran's oil money from the terminal, but what about the rest of the World's supply?
by mrbill
Sun Sep 29, 2024 11:00 am
Forum: Other topics of interest
Topic: The U.S. is in a shooting war
Replies: 4
Views: 6359

Re: The U.S. is in a shooting war

IDF jets hit a Yemen refinery and port Sunday. Things already "sporty".
by mrbill
Fri Sep 27, 2024 4:59 pm
Forum: Other topics of interest
Topic: The U.S. is in a shooting war
Replies: 4
Views: 6359

Re: The U.S. is in a shooting war

Like being a "little bit pregnant. This geopolitical risk is pretty much on the edge of the cliff. One missile goes into Iran's Kharq Island oil terminal and real oil panic hits the fan.
by mrbill
Sun Sep 08, 2024 8:02 am
Forum: Other topics of interest
Topic: Rogue judges will help prices
Replies: 4
Views: 5998

Re: Rogue judges will help prices

Death by a thousand government bureaucrat cuts.
by mrbill
Tue Aug 20, 2024 3:56 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy (HMENF) Q2 Results - August 20
Replies: 6
Views: 3753

Re: Hemisphere Energy (HMENF) Q2 Results - August 20

"Shooting fish in a small barrel" and not issuing surprise excuses. Admittedly small, just wish that share price would rise.
by mrbill
Tue Aug 20, 2024 1:33 pm
Forum: Other topics of interest
Topic: Inflation: The real numbers
Replies: 1
Views: 2177

Re: Inflation: The real numbers

My wife bought a gallon of olive oil at SAM"S Sunday for $32.00USD. Couple of months ago it was $18.00USD
Must be the rapture of Biden/Kamalanomics. Old enough to remember the Carter years inflation and those prices never cooled down. My concern is where is the price of oil going, not olive?
by mrbill
Sat Aug 03, 2024 9:16 am
Forum: The View from Houston
Topic: Phil Flynn's take on the Oil Market - Aug 2
Replies: 1
Views: 2022

Re: Phil Flynn's take on the Oil Market - Aug 2

Start every day with Dan/EPG first, then Phil Flynn Energy Report, Monday thru Friday, and it's free.
by mrbill
Tue Jul 23, 2024 9:21 am
Forum: Other topics of interest
Topic: Other Shooter(s)?
Replies: 4
Views: 4573

Re: Other Shooter(s)?

She did her assignment masterfully, pure "stonewalling". Biden World wanted to not have SS protection a while back because DJT is a "supposed felon". So, was protection clownlike and lax on purpose? Who shot JFK?
by mrbill
Mon Jul 15, 2024 9:51 am
Forum: The View from Houston
Topic: Who shot the Sheriff?
Replies: 8
Views: 7148

Re: Who shot the Sheriff?

Soft set up? Went off too smooth. Who shot JFK? Can't wait to hear all the bloviation.
by mrbill
Mon Jun 03, 2024 10:47 am
Forum: The View from Houston
Topic: windmills not the answer
Replies: 2
Views: 1998

Re: windmills not the answer

In "real life" I sell quick closing/fuel tank shut off valves. My supplier says they regularly sell these to wind mills because they have a 1,000 gallon tank of diesel fuel inside them to run a generator for start up in idle time.
Probably what's burning in the picture.
by mrbill
Wed May 08, 2024 1:03 pm
Forum: Other topics of interest
Topic: Some Good Advice (from one of my wife's close friends)
Replies: 1
Views: 1781

Re: Some Good Advice (from one of my wife's close friends)

Thanks Dan for this post. Wife and I are a slight step ahead of you and Susan in this. We had a conversation in the car just now that seemed taken direct from this post. Might have a poster made of this, frame it, and put it where I can easily see it all the time. mrbill
by mrbill
Tue Apr 16, 2024 10:02 am
Forum: The View from Houston
Topic: Joe Biden said "Don't", but Iran "Did". Now what?
Replies: 6
Views: 5184

Re: Joe Biden said "Don't", but Iran "Did". Now what?

Too many invested in Iran's welfare in DC for decades. In everyone's face. US CIA can "destabilize" anything. Stop all this war.
by mrbill
Thu Apr 11, 2024 9:08 am
Forum: The View from Houston
Topic: OPEC's Monthly Report
Replies: 4
Views: 2649

Re: OPEC's Monthly Report

Hello Dan, talk going around that Biden will tap the SPR, Strategic Political Reserve, ahead of the upcoming 2024 election to keep fuel costs down. If so, will that necessarily "tank/drive down" share prices of energy stocks? Combination of all the "bat crazy jokers" like Iran, H...