Search found 974 matches

by ChuckGeb
Tue May 14, 2024 4:26 pm
Forum: The View from Houston
Topic: Electrical Demand Opportunities
Replies: 4
Views: 129

Re: Electrical Demand Opportunities

These are BofA Research’s top stocks and ETFs for North American power supplies to future technology: Within commodities: Direxion Auspice Broad Commodity Strategy ETF (NYSEARCA:COM) - Top rated commodities ETF BHP Group Ltd. (BHP) - World’s largest copper mine Freeport-McMoRan Inc. (FCX) - Blue chi...
by ChuckGeb
Tue May 14, 2024 9:51 am
Forum: The View from Houston
Topic: Electrical Demand Opportunities
Replies: 4
Views: 129

Re: Electrical Demand Opportunities

In fact, during CRK’s recent cc, I recall them saying they are in talks with data center developers. In my view long term bullish for gassers and uranium/nuclear. Hopefully we will see things return to Trump speed by this time next year.
by ChuckGeb
Mon May 13, 2024 9:34 pm
Forum: The View from Houston
Topic: Electrical Demand Opportunities
Replies: 4
Views: 129

Electrical Demand Opportunities

In your podcast you highlighted massive increase in electricity demand from data centers. In that most of the major gas basins are constrained by infrastructure pipeline takeaway, our electrical grids seem massively overwhelmed and outdated, and we have an inept energy department, where specifically...
by ChuckGeb
Wed May 08, 2024 3:04 pm
Forum: The View from Houston
Topic: Gold Prices
Replies: 4
Views: 213

Re: Gold Prices

Physical Platinum and Palladium are expected to increase in demand as the green energy transition and overexuberance in manufacture of electric vehicle is realized as a failed campaign and the ICE is restored to its continued prominence. Palladium is used in catalytic converters and Platinum perform...
by ChuckGeb
Sun May 05, 2024 1:50 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - May 4
Replies: 3
Views: 200

Re: SilverBow Resources (SBOW) Valuation Update - May 4

Kimmeridge has posted some direct critical points that SBOW management cannot ignore and virtually sets a new bar for them. While I voted against the Kimmeridge proxy I think they have served the shareholders well through their stick motivation for management to focus now on shareholder returns by d...
by ChuckGeb
Wed May 01, 2024 10:10 am
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 301

Re: GPOR

GPOR expects free cash flow over the next 5 years to equal or exceed 65 to 120% of current market cap. Virtually all of free cash flow is committed to stock buybacks. Some free cash flow used for opportune acreage acquisitions in their development path. A very well capitalized and managed company in...
by ChuckGeb
Wed May 01, 2024 9:47 am
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 301

Re: GPOR

CRK will obviously burn cash. Hopefully their box of chocolates in the western Haynesville didn’t melt.
by ChuckGeb
Tue Apr 30, 2024 5:31 pm
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 301

GPOR

OKLAHOMA CITY--(BUSINESS WIRE)-- Gulfport Energy Corporation (NYSE: GPOR) (“Gulfport” or the “Company”) today reported financial and operational results for the three months ended March 31, 2024 and provided an update on its 2024 development plan and financial position. First Quarter 2024 and Recent...
by ChuckGeb
Wed Apr 24, 2024 6:23 am
Forum: Sweet 16 Portfolio
Topic: EQT Q1
Replies: 0
Views: 1075

EQT Q1

First Quarter 2024 and Recent Highlights: Net cash provided by operating activities of $1,156 million; generated $402 million of free cash flow(1) and exited the quarter with approximately $650 million of cash on the balance sheet Total sales volume of 534 Bcfe, towards the high-end of guidance adju...
by ChuckGeb
Wed Apr 24, 2024 5:53 am
Forum: Picks and tips from the EP community
Topic: Hemisphere upsides and polymer injection
Replies: 3
Views: 642

Re: Hemisphere upsides and polymer injection

Do you have any info on the unsuccessful exploration well drill in Q4. Was this in the new area?