Search found 80 matches

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: 210

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: 110

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...
by mrbill
Tue Apr 09, 2024 2:43 pm
Forum: The View from Houston
Topic: Oil Price Forecast - April 9
Replies: 3
Views: 110

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...
by mrbill
Wed Mar 13, 2024 11:37 am
Forum: Sweet 16 Portfolio
Topic: Kimmeridge Energy makes offer to buy SBOW - Mar 13
Replies: 10
Views: 626

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?
by mrbill
Mon Mar 04, 2024 4:02 pm
Forum: Sweet 16 Portfolio
Topic: Update on PR Offering Class A Stock
Replies: 3
Views: 481

Re: Update on PR Offering Class A Stock

I agree, added some PR and SBOW too.
by mrbill
Mon Feb 12, 2024 11:41 am
Forum: Sweet 16 Portfolio
Topic: Diamondback Energy (FANG) to buy Endeavor - Feb 12
Replies: 8
Views: 255

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"?
by mrbill
Mon Feb 12, 2024 11:22 am
Forum: Sweet 16 Portfolio
Topic: Diamondback Energy (FANG) to buy Endeavor - Feb 12
Replies: 8
Views: 255

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.
by mrbill
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: 477

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.
by mrbill
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.