Search found 476 matches

by ChuckGeb
Tue Mar 21, 2023 7:56 pm
Forum: The View from Houston
Topic: Raymond James comments on oil market - Mar 21
Replies: 2
Views: 55

Re: Raymond James comments on oil market - Mar 21

As to RJ comments from above and as a Houston CPA with over 40 years ago I have many geologists, petrol engineers , geophysicists, collection and oil svc execs as clients/and or friends. Every single one of them is now retired. Across the board they speak of the bright young grads coming in to take ...
by ChuckGeb
Mon Mar 20, 2023 2:27 pm
Forum: The View from Houston
Topic: Direction of Oil & Gas Prices?
Replies: 2
Views: 257

Re: Direction of Oil & Gas Prices?

I looked at IEA’s report. It gave me a headache. I thought in previous posts you had indicated that IEA’s reporting was so biased that it could not be relied upon. Have a nice trip. Nothing further on this required. I didn’t realize you were traveling when I made the post. Just trying to make some s...
by ChuckGeb
Mon Mar 20, 2023 9:00 am
Forum: Sweet 16 Portfolio
Topic: talos announce share repurchase program
Replies: 1
Views: 75

Re: talos announce share repurchase program

Good price. Great for shareholders that stay the course!
by ChuckGeb
Sun Mar 19, 2023 7:51 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 20
Views: 1207

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

Looks like Ray has done a lot of work including calculations not illustrated. Kudos. Do usually happen to know the rate of vanishing FCF ie the point where cash flow equals capex? I know this won’t apply to SBOW as they are in an acquire and exploit growth mode but most of S16 were FCF positive in 22.
by ChuckGeb
Sat Mar 18, 2023 11:29 am
Forum: Other topics of interest
Topic: How Banking Bail Out Works
Replies: 3
Views: 105

Re: How Banking Bail Out Works

This is an illustration of how bailout works in Texas, Florida, Ohio:

https://youtu.be/Y3AM00DH0Zo
by ChuckGeb
Sat Mar 18, 2023 8:46 am
Forum: The View from Houston
Topic: Direction of Oil & Gas Prices?
Replies: 2
Views: 257

Direction of Oil & Gas Prices?

Dan, I realize you must be preparing for an interesting presentation at your upcoming drilling fund conference. Do you have any new insights that you have gained that you can share with EPG? I realize you have your price deck but the last few weeks of economic turmoil had wreaked havoc on the energy...
by ChuckGeb
Fri Mar 17, 2023 12:26 pm
Forum: Other topics of interest
Topic: How Banking Bail Out Works
Replies: 3
Views: 105

How Banking Bail Out Works

https://youtu.be/Bcvl104tyRY

Biden Yellen decide which depositors be bailed out.

Newsome bailed out
Obama bailed out
Chinese deposits bailed out

The run on community banks is now a consolidation into the Big 4 or 5.
by ChuckGeb
Fri Mar 17, 2023 12:13 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Valuation Update - Mar 16
Replies: 4
Views: 279

Re: Kolibri Global Energy (KEI & KGEIF in US) Valuation Update - Mar 16

Kolibri on sale today! Also a few others but this is a new player in great position. Won’t have a 3 handle for very long.
by ChuckGeb
Thu Mar 16, 2023 9:37 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Valuation Update - Mar 16
Replies: 4
Views: 279

Re: Kolibri Global Energy (KEI & KGEIF in US) Valuation Update - Mar 16

Do you think they will be in a position to report results on their three well pad just undertake by the EPG luncheon? I assume it will depend on how quickly they can get completion crew mobilized.
by ChuckGeb
Thu Mar 16, 2023 9:12 pm
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Valuation Update - Mar 16
Replies: 4
Views: 279

Re: Kolibri Global Energy (KEI & KGEIF in US) Valuation Update - Mar 16

Good guys with some nice acreage. Looks like they are drilling in a sweet spot for CLR as well. Glad they are hosting luncheon. Great to get in early on this one.