Search found 80 matches
- 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: 223
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.
- Thu Apr 11, 2024 9:08 am
- Forum: The View from Houston
- Topic: OPEC's Monthly Report
- Replies: 4
- Views: 113
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...
- Tue Apr 09, 2024 2:43 pm
- Forum: The View from Houston
- Topic: Oil Price Forecast - April 9
- Replies: 3
- Views: 114
Re: Oil Price Forecast - April 9
Draining the SPR, strategic petroleum reserve, will be the plan. However, Summer Hurricane season is coming, with predictions for an active season. Unpredictable Weather related Black Swans. Hope there are none to skew "the plan". Active wars all over the place. Hope none of them get out o...
- Wed Mar 13, 2024 11:37 am
- Forum: Sweet 16 Portfolio
- Topic: Kimmeridge Energy makes offer to buy SBOW - Mar 13
- Replies: 10
- Views: 1320
Re: Kimmeridge Energy makes offer to buy SBOW - Mar 13
Offer diverges too much from Dan's recent valuation IMHO. It was up at $43USD shr. a few months back.
SBOW does not seem desperate to sell for whatever reason. Is this just a wordy, slick, "lowball" attempt?
SBOW does not seem desperate to sell for whatever reason. Is this just a wordy, slick, "lowball" attempt?
- Mon Mar 04, 2024 4:02 pm
- Forum: Sweet 16 Portfolio
- Topic: Update on PR Offering Class A Stock
- Replies: 3
- Views: 573
Re: Update on PR Offering Class A Stock
I agree, added some PR and SBOW too.
- Mon Feb 12, 2024 11:41 am
- Forum: Sweet 16 Portfolio
- Topic: Diamondback Energy (FANG) to buy Endeavor - Feb 12
- Replies: 8
- Views: 274
Re: Diamondback Energy (FANG) to buy Endeavor - Feb 12
Thanks Dan, reinforces my thoughts on PR. Great success story, Delaware basin holdings others will want. Happy to wait, dividend ain't bad. Any other current "gems"?
- Mon Feb 12, 2024 11:22 am
- Forum: Sweet 16 Portfolio
- Topic: Diamondback Energy (FANG) to buy Endeavor - Feb 12
- Replies: 8
- Views: 274
Re: Diamondback Energy (FANG) to buy Endeavor - Feb 12
Hello Dan, now that FANG has made this move what are your thoughts for PR going forward? Seems like the Permian
"gems" are getting bought up and taken off the market.
"gems" are getting bought up and taken off the market.
- Wed Jan 31, 2024 9:00 am
- Forum: The View from Houston
- Topic: New LNG Export Facilities starting up soon - Jan 30
- Replies: 3
- Views: 486
Re: New LNG Export Facilities starting up soon - Jan 30
DITTO BINGO Senator Kennedy from LA responded for his constituents quote strongly. Should be fun.
- Tue Sep 12, 2023 6:36 pm
- Forum: Other topics of interest
- Topic: The big guy to the rescue. , sell every barrel
- Replies: 6
- Views: 15235
- Tue Sep 05, 2023 9:15 am
- Forum: The View from Houston
- Topic: PR ESTE
- Replies: 2
- Views: 359
Re: PR ESTE
Any chance the Wall Street "herd" falls deeply in live with this and makes it a junior PXD valuation? Way past 21.