Search found 902 matches

by ChuckGeb
Thu Feb 22, 2024 4:08 pm
Forum: Picks and tips from the EP community
Topic: Enterprise Products buys Western Midstream's Texas assets
Replies: 0
Views: 38

Enterprise Products buys Western Midstream's Texas assets

HOUSTON--(BUSINESS WIRE)--Feb. 21, 2024-- Enterprise Products Partners L.P. (NYSE: EPD) today announced that certain of its affiliates have acquired interests in Whitethorn Pipeline Company LLC (“Whitethorn”) and Enterprise EF78 LLC (“EF78”) from affiliates of Western Midstream Partners, LP (“Wester...
by ChuckGeb
Thu Feb 22, 2024 4:00 pm
Forum: Other topics of interest
Topic: Refinery Winners and Losers from TMX-WSJ this week
Replies: 0
Views: 34

Refinery Winners and Losers from TMX-WSJ this week

WSJ: "For West Coast refiners, Canadian crude involves cheaper shipping costs than those from Alaska. Oil from Canada can be shipped in using internationally flagged tankers, which involve cheaper transportation costs than Jones Act—domestically built, owned and crewed—tankers that must be used...
by ChuckGeb
Thu Feb 22, 2024 3:10 pm
Forum: The View from Houston
Topic: EIA Natural Gas Storage Report - Feb 22
Replies: 2
Views: 94

Re: EIA Natural Gas Storage Report - Feb 22

CRK taking 2 or 3 more rigs out of Hayneville and delaying completions until September would give gas prices a boost. They are losing money on drilling at current prices. A substantive pause would help everybody.
by ChuckGeb
Thu Feb 22, 2024 3:03 pm
Forum: Sweet 16 Portfolio
Topic: Devon Energy (DVN) Update - Feb 22
Replies: 1
Views: 71

Re: Devon Energy (DVN) Update - Feb 22

Only sensible option is to sell its Bakken and other non-Permian basins and merge with PR.
by ChuckGeb
Tue Feb 20, 2024 7:55 pm
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Re: Interesting coal and mining company

Thanks for posting these insights. Makes sense. Sounds like dividends will continue to flow which was a concern. Will take a deeper dive. Again, thanks for taking the time to share the ideas.
by ChuckGeb
Mon Feb 19, 2024 3:05 pm
Forum: Other topics of interest
Topic: Interesting coal and mining company
Replies: 6
Views: 193

Re: Interesting coal and mining company

I looked at it because I think there is an opportunity in coal. Looks like they must have had a miss on earnings or negative forecast because it was down on high volume last week and analysts are pretty neutral. Accordingly I will await someone giving it a thumbs up. there may be a really good reaso...
by ChuckGeb
Fri Feb 16, 2024 7:46 am
Forum: Picks and tips from the EP community
Topic: Peyto Well Managed Canadian gasser
Replies: 1
Views: 50

Peyto Well Managed Canadian gasser

06:35 AM EST, 02/16/2024 (MT Newswires) -- Peyto Exploration & Development Corp. ( PEYUF ) , which rose 3% yesterday, overnight Thursday said its board of directors has approved a 2024 capital budget of $450-$500 million. The capital program is expected to add 40,000-45,000 barrels of oil equiva...
by ChuckGeb
Thu Feb 15, 2024 3:16 pm
Forum: Picks and tips from the EP community
Topic: Antero Midstream (AM) Q4 Results - Feb 15
Replies: 2
Views: 62

Re: Antero Midstream (AM) Q4 Results - Feb 15

I think this is their plans in lieu of increased dividend: DENVER, Feb. 14, 2024 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") today announced its fourth quarter 2023 financial and operating results and 2024 guidance. In addition, A...
by ChuckGeb
Wed Feb 14, 2024 5:27 pm
Forum: Sweet 16 Portfolio
Topic: AR Prudent Gasser Strategy for 24
Replies: 0
Views: 92

AR Prudent Gasser Strategy for 24

2024 Guidance Highlights: Net production is expected to average 3.3 to 3.4 Bcfe/d, including 192 to 204 MBbl/d of liquids Natural gas production is expected to decline 3% from the prior year] Liquids production is expected to increase 2% from the prior year Drilling and Completion capital budget is ...
by ChuckGeb
Wed Feb 14, 2024 9:13 am
Forum: Picks and tips from the EP community
Topic: scorpio tankers 52.35
Replies: 7
Views: 442

Re: scorpio tankers 52.35

Sweet. Thanks for the good news. A silver lining in every dark cloud. Keep on chugglin.