Energy Prospectus

ChuckGeb

GEVernova the supplier of the gas turbines is another way to play this. Up 5%today after a couple of unexplained down days. Strap in.

ChuckGeb

Time to load up the EPG Sweet 16 with more gassers Oil names are out and gas names are in among energy investors, as traders increasingly bet on gains in gas to fuel their portfolios more than crude, Bloomberg reports. The First Trust Natural Gas ETF (FCG) has enjoyed nine straight weeks of fund inf...

ChuckGeb

I think the institutions got in today, the Smart money. So the only way to get in cheap now is sell some puts which I did previously and now I am keeping the premium and no additional stock. Worse things could happen but I wanted the stock. So I'll raise the bar and do it again after I get comfortab...

ChuckGeb

My view is that it is very early innings on this one. A significant capital raise after a nice run up in stock based upon a good story is no problem with me. There is potential for significant appreciation on this one and they will need more capital than they can generate. Also, getting more float a...

ChuckGeb

https://www.opportunitylouisiana.gov/news/meta-selects-northeast-louisiana-as-site-of-10-billion-artificial-intelligence-optimized-data-center-governor-jeff-landry-calls-investment-a-new-chapter-for-state

Huge announcement for Haynesville

ChuckGeb

With all the brain power hanging out a Mar A Lago,could Drill Baby Drill turn out to be an all in energy that includes oil, gas, and nuclear. Wouldn’t seem too much of a stretch that some economic incentives could be put in place to harness the utilization of natural gas until the price of a mmbtu i...

ChuckGeb

If you listen to CRK’s conference call you find that management even calls the Western Haynesville an exploration play. In other words they have not proved the play to be economic at foreseeable prices. Will JJ be a sucker or a wizard? He certainly has put down his chips. In my view $6 gas might pro...

ChuckGeb

VNOM is my largest holding and I view it as significantly overvalued right now. Afterall it owns a depleting resource and its payout intuitively does not cover both the mineral depletion and return to shareholders. Of the two companies I view Daimondback as realatively the better holding and I also ...

ChuckGeb

The Ukrainian young men have been sacrificed as war fodder already or soon to be. Reports of over a half million lives lost in battle. The citizens have left already or already making arrangements to do so as a result of destruction of infrastructure necessary to survive the winter. Biden and appare...

ChuckGeb

In Musk's spare time: Latest from the Green Chicken: For a quintessential example of an exception that proves our proposed rule, we turn to Elon Musk, who reportedly built a supercomputer consisting of 100,000 Nvidia H100 graphics processing units (GPUs) in Memphis, Tennessee, in just 122 days. Acco...

ChuckGeb

I have my eye on Solaris and am looking forward to their coming investor presentations. Looking to see what the scaleability is of their new acquisition. In my view it’s the Wild West in this area. Looking for more companies like Bloom Energy and their fuel cell deal with AEC. Separate the winners f...

ChuckGeb

My bullish view on gas is based upon the expectation that by the mid term of Trump Presidency we will see buildout of in-basin gas powered data centers that will compete with LNG terminals for mmbtus driving the price to $6 or higher. I think we will see something in the Permian before end of 2025. ...

ChuckGeb

Compliments of Doomberg Like others, we have watched with curiosity as President-elect Donald Trump has rolled out his nominees for the various leadership positions of his administration. Whatever your views on any particular candidate, an undeniable pattern has emerged. First, Trump is selecting pe...

ChuckGeb

https://substack.com/@doomberg/note/c-77369162?r=2coukw&utm_medium=ios&utm_source=notes-share-action

Drill baby drill unfolds into all in energy policy starting with appointment of Doug Burghum. Chris Wright expected to soon to be named head of Dept of Energy.

Strap in.

ChuckGeb

From ZeroHedge

"They Just Got Handed Fraudulent Books" - Ed Dowd Confirms Our Warning That Trump Is 'Inheriting A Turd Of An Economy'

"I have never seen such blatant manipulation of government statistics..."

ChuckGeb

October Monthly Report Operational Highlights In September, Peyto safely completed the second (and final) phase of the Edson Gas Plant turnaround. We were able to mitigate some of the associated downtime by redirecting gas to other interconnected facilities; however, with low gas prices during the m...

ChuckGeb

Excerpts The Western Haynesville is not so much a new play as it is a deeper, more technically challenging, more expensive, lower return version of the old Haynesville. Market participants old enough to remember XTO or ECA’s drilling in East Texas know the “Western Haynesville” by other names. We we...

ChuckGeb

According to recent company reports the following should be considered amongst the two largest natural gas producers Expand Energy Corp and EQT. EXE currently has 1 BCFpd of deferred turn in line wells and 600-800 MCFpd of DUC's that will be completed when the market appears receptive to these volum...

ChuckGeb

You won’t hear this on CNN.

https://youtu.be/VTVTwBLsmw8?si=RspmozySLrfW4v6u

ChuckGeb

Larry McDonald speaks

https://youtu.be/RmQsFJCrLAY?si=ZsODZXeqVFR7sl9Q

ChuckGeb

Larry McDonald speaks

https://youtu.be/RmQsFJCrLAY?si=ZsODZXeqVFR7sl9Q

ChuckGeb

https://matthey.com/documents/161599/509428/PGM-Market-Report-24.pdf

Further analysis for those interested

ChuckGeb

Agree with both comments. Costco is now selling one ounce platinum though I have yet to see them. David Hay has made several recon for platinum and palladium because of their use in catalytic converters and hybrid vehicles. I like all of the precious metals, uranium, and getting bullish on natural g...

ChuckGeb

For those looking to get into these metals (Palladium up 9% today!): Platinum Group Metals (PGMs) Perhaps even more so than gold mining, PGM mining is a difficult business. Large new deposits are very difficult to find. Many mines are in regions with significant geopolitical risk—90% of the known wo...

ChuckGeb

BofA Securities listed 23 U.S. companies that are exposed to nuclear energy and could benefit from the bipartisan support to investments and policy measures. Although Asia is leading investments in clean energy technologies with about 90% of mass-manufacturing capacity, other developed markets, such...

ChuckGeb

Nice quarter considering the prevailing price of gas. To me the hidden value of Range is their vast prime acreage in the sweet spots of Marcellus and Utica. Once the coming paradigm shift occurs and we have a favorable government, improving prices and takeaway will make it possible to realize the be...

ChuckGeb

They do well at $80+ oil, not so much at 60 and 70. They need 80 to sustain their shareholder returns in form of buy backs and dividends. I am looking forward to Surge’s coming quarterly conference call. While they have paid down debt nicely their ability to continue their dividends needs to be conf...

ChuckGeb

Great post and a lot to think about. My view is that hopefully the next Make America Great again President is fully woke and aware of the vast resources needed to power this Great country forward. I believe harnessing the cheap energy available in the form of natural gas, much of which is currently ...

ChuckGeb

Interesting short conversation

https://x.com/ed_fin/status/1846653492620152881?s=61

ChuckGeb

Evergy to build natural gas power plants in Kansas amid booming demand Reuters 1:09 PM ET Oct-21-2024 Oct 21 (Reuters) - Evergy (EVRG.NaE) will build two 705 megawatt natural gas power plants in Kansas to meet an expected spike in electricity demand, the U.S. utility firm said on Monday. Utilities a...

ChuckGeb

I think that is why Antero Midstream is up so much this year without a dividend increase. Just a hunch. Paul Rady plays his cards pretty close to the vest. I think the midstream companies will be the big winners in the next 12 months to 4 years as we hoepfully experience a fossil fuesl renaissance i...

ChuckGeb

GE Vernova might be one to check out. Also check out Argan, Inc. Will try to post more over weekend. Rapid fire info coming out faster than I can review and digest. I definitely see a paradigm shift happening and if our guy gets elected maybe he will get the memo that we have an abundant resource in...

ChuckGeb

https://youtu.be/jls5zmUdsv8?si=HueE9P_n2oIVuBTo

Speaking of nuclear for data centers. Sankey weekly on point.

ChuckGeb

Silver has definitely broken resistance on its way to $38+ imho. Rotation also big time into uranium as a result of the nuclear power alliances with data center developers. As per Doomberg in the previous post, lots of opportunity for gas plants in proximity to Permian, Appalachia, Haynesville for f...

ChuckGeb

On energy markets 10/16/24

https://youtu.be/WJEAxADZA8s?si=rRuahlvW_kVhZ7kp

ChuckGeb

Fresh from the Chicken Coop

https://youtu.be/deAwwu5gwHk?si=ytjT1j5jijYL0m5D

ChuckGeb

Consider what has happened to APA’s stock price might shed some light on the aversion to Vital. There seems to be a quality attribute that is absent to observance by a regular investor. I don’t believe the market can be wrong for so long on this one.

ChuckGeb

Waiting for Scottie to bring another good one to town. I like Heloistar as well. The producers are going to report some stellar numbers over the next few weeks. I am sorry Silvercrest bailed out. It was a good one with a good business model. Silver is just beginning to shine. Look for platinum and p...

ChuckGeb

What's the point? The upside has been capped. They sold to a mediocre metals producer at a small premium considering the potential upside in silver prices. I sold my shares soon after the deal was announced. Plenty of better opportunities in the precious metals space.

ChuckGeb

Three weeks before the election the Obiden-Kamala admin is going to get tough and enforce sanctions on Iran? Right.

ChuckGeb

I wonder if the well equipped troops are required to get approval to fire from Obama before responding to an attack?

ChuckGeb

"The idea of Israel now attacking Iran's oil assets is something we see as a zero probability. The ill will it would engender by turning something into a... really, a global problem, we think, is the reason it's got such an infinitesimally small, or what I would say is a zero-probability occurr...

ChuckGeb

His Green New De al also made China the number one car manufacturer in the world with an emphasis on electric cars.

ChuckGeb

https://youtu.be/marJsgBP4AI?si=VoPsS_ka_G2dmxox

Interesting interview. I am not convinced to take a stake in China but interesting that so much hut money including David Tepper are taking a stake there. Interview is definitely worth a listen.

ChuckGeb

https://youtu.be/oS8K6SPkhAU?si=HFalKGX2lbzhYfBL

ChuckGeb

This makes a lot of sense. Strap in.

ChuckGeb

https://www.foxbusiness.com/economy/prolonged-port-strike-could-shake-up-oil-gas-industry-experts-say

ChuckGeb

Significant milestone. I was just about to post but thanks for handling it. Ching-Ching

ChuckGeb

https://youtu.be/R_Qfff0Hb8E?si=6Q6T47vKDbsDnIIy

See above

ChuckGeb

https://youtu.be/RmEQh-N3Gts?si=kmynR99o7kQQl1hI

Search found 1110 matches