Energy Prospectus

mrbill

Dumb question: why the sudden volume jump? Any guesses? I don't know the market like Warren Buffett and I confess that up front. I rely on Dan and the EPG board.

mrbill

Approx. 31,000 shares traded in CRGY today. Can't wait to hear your comments on this or from EPG board
members too.

mrbill

Looking forward to your comments on how this affects AR, good or bad.

mrbill

Key word in your "Blue Comments" is "Verified". Same goes for the supposed capacity and ability to really pump the oil reserves these Opec players "claim" they have. Have they ever been "vetted" by a reliable outside group. What if what they claim is less than...

mrbill

As late as yesterday, OilPrice.com was still screaming "GLUT". song is different this a.m.

mrbill

Super great post, Dan. I love blue comments and red ones too, and so many. "5 year average" seems obsolete to use as a guide. A.I. and data centers the size of New York City coupled with massive and growing LNG export makes me wonder how much the weather will direct natgas usage and levels...

mrbill

Listened to the podcast, especially the end part about CRGY. And your most recent posts. When the CRGY story gets out and this thing looks ready to lift off when will that be. CRGY story looks so good it scares me. Please have a lunch with CRGY in Houston very soon. I will gladly drive over for that...

mrbill

The Financial Sense podcast said miners do well when the price of the gold and metals they mine goes up. Located in Idaho, no foreign exposure. Small cap, maybe someone will come along and buy them out.

mrbill

A few posts back Dan said, paraphrasing, that "this is the best acquisition Dan has seen in his whole career". Plus Delek is financially strong, they are gunning for something big in the future. Maybe like KKR and CRGY. Started adding in and the monthly dividends don't hurt. I believe Cana...

mrbill

"Bottomline: Comparing gas is storage to the 5-year average is misleading because the future gas market is going to be much tighter." You said this Dan, but I still don't think the market has awakened to this. The picture has changed from the old normal.

mrbill

Paraphrasing latest Paul Sankey podcast saying something along the lines of "No Big deal if Ukes hit Russian refineries since Russians are used to War and build large expansive ones hard to knock out". Ukes will see their success and conventional wisdom thinking about this will change or i...

mrbill

Absolutely "beyond the pale". Leftists have been blowing their "dog whistles" lately for their side to punch back, etc., that includes you Gavin. "Who shot JFK?" "Lone Wolf". Here we go again as always.

mrbill

Surprised more people are not seeing this coming natgas market. What is the alternative?

mrbill

Any chance the A.I. companies start buying natgas producers in order to lock in their own private stash/supply?
And eliminate having to buy energy on the open market in competition with others?

mrbill

I keep hearing about the "5 year average". Was the coming "A.I. new construction Tsunami" even a concept 1 year ago. New demands for fuel is coming. Just saw Trump on Fox Business showing a sketch of a North Louisiana newbuild A.I. plant the size of Manhattan New York Island. Rem...

mrbill

Is the Permian Land controlled by VTLE anything "special" or just average/ordinary?

mrbill

Send all of them like Ayatolla, etc. aerial pictures of their homes on a daily basis and post them on the Net. Hoping the Ukraine thing somehow gets better, no Russia oil tricks, then close Kharg Island and Hormuz. Till they cave. Media like IEA, EIA say were are in a "Glut". Don't mind pa...

mrbill

Run out of fuel/power and it all stops. Then they fight over it and pay premium costs.

mrbill

Any chance these A.I. data plants would start buying local producers to insure their own supply of Natgas?

mrbill

No deal whatsoever, only Unconditional Surrender. Remember the 250 US Marines killed and all the other horror stories for 40+ years where he showed NO MERCY ever. He or someone in his inner circle will 86 him.

mrbill

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.

mrbill

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.

mrbill

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.

mrbill

Thanks Dan, this one goes in the "EPG Win column" for us.

mrbill

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.

mrbill

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...

mrbill

Watch Paul Sankey's latest youtube video about his trip to Alberta. He is super bullish on Western Canada.

mrbill

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...

mrbill

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 ...

mrbill

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, ...

mrbill

Anyone care to comment on the stock transition in the news today? Is it good or bad for CRGY?

mrbill

3 US Carriers in the Gulf area now. Israel has 2,000 lb. bombs. Something is coming soon.

mrbill

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...

mrbill

Thanks Harry, any comments on their hedging?

mrbill

Just keep telling us about the "mark downs" Dan.

mrbill

Hello Dan, speaking of "beaten down" lately, would you consider CRGY a "screaming takeover target"?

mrbill

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.

mrbill

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".

mrbill

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.

mrbill

Just wondering, can Elon and his crew trace payments back to "The Big Guy" and "Hunter"?

mrbill

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.

mrbill

Send Ric Grenell to see to see the Trudeau boy in person soon as he gets back from his Maduro/Venezuela visit.

mrbill

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.

mrbill

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?

mrbill

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.

mrbill

"Hell hath no fury like ....." Fill it in everyone.

mrbill

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...

mrbill

How long till positive side effects of young Castro Trudeau resigning will take place?

mrbill

Any thoughts on SD. the old Chesapeake. Lots of gas.

mrbill

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...

Search found 148 matches