Search found 1004 matches

by ChuckGeb
Fri Jul 12, 2024 6:25 pm
Forum: Picks and tips from the EP community
Topic: Eric Nuttall Bloomberg
Replies: 1
Views: 495

Eric Nuttall Bloomberg

Update on Canadian stocks

https://www.bnnbloomberg.ca/video/shows/market-call/2024/07/10/full-episode-market-call-for-wednesday-july-10-2024/
by ChuckGeb
Thu Jul 11, 2024 10:28 am
Forum: The View from Houston
Topic: The View from Alaska
Replies: 5
Views: 813

Re: The View from Alaska

You couldn’t have picked a better week to leave Houston for Alaska. May be the best trade you ever made!
by ChuckGeb
Wed Jul 10, 2024 10:08 am
Forum: Picks and tips from the EP community
Topic: Skeena Resources
Replies: 1
Views: 495

Re: Skeena Resources

This is one of Fred Hickey’s favorites. I’m in it and I like it. Best is still ahead as development progresses nicely with new financing package of $750 million for redevelopment of its Eskay project in BC expected to be producing 2027 H2. Fully funded project funding secured on favorable terms for ...
by ChuckGeb
Thu Jul 04, 2024 9:38 am
Forum: Picks and tips from the EP community
Topic: Surge Energy-Colborne Interview
Replies: 1
Views: 452

Surge Energy-Colborne Interview

This is a recent interview of Paul Colborne- getting into his head a bit and understanding his game plan. https://youtu.be/HeTXOQ_I_D4?si=RUX5TILxePIN18Xw Listening to Eric Nuttall recently regarding the Canadian stocks on sale with lots of running room for decades to come, confirms my view that thi...
by ChuckGeb
Tue Jul 02, 2024 3:20 pm
Forum: Picks and tips from the EP community
Topic: Kelt Exploration – Reserves and RRR through the roof…
Replies: 6
Views: 693

Re: Kelt Exploration – Reserves and RRR through the roof…

Have you determined how significant the gas handling constraints are on future growth? Is this limited to their field or is some significant processing/takeaway investment required?
by ChuckGeb
Tue Jul 02, 2024 9:07 am
Forum: The View from Houston
Topic: Biden's War on American Energy
Replies: 1
Views: 386

Biden's War on American Energy

Score one for the good guys: U.S. district judge on Monday blocked the Biden administration's ban on approving applications to export liquefied natural gas, ordering the LNG export ban "be stayed in its entirety, effective immediately." A coalition of 16 Republican-led states, including Te...
by ChuckGeb
Sun Jun 30, 2024 5:02 pm
Forum: Other topics of interest
Topic: What happens if Old Joe Biden drops out?
Replies: 5
Views: 427

Re: What happens if Old Joe Biden drops out?

Extremely bullish for election lawyers. Mark Elias will think the 20 election interference was penny anty if the above action progresses as stated. Strap in.
by ChuckGeb
Sun Jun 23, 2024 8:24 am
Forum: Picks and tips from the EP community
Topic: Talos-insider Buys
Replies: 3
Views: 500

Re: Talos-insider Buys

https://s201.q4cdn.com/120347489/files/doc_presentations/2024/Jun/17/2024-06-18-talos-energy-jp-morgan-energy-conference-investor-presentation-v7final.pdf See slide 35 for brief profile on the Zama play in deep water Mexico. Talos made the discovery like 8-9 years ago but because of Mexico politics ...
by ChuckGeb
Sat Jun 22, 2024 8:54 am
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Update - June 22
Replies: 5
Views: 709

Re: Sweet 16 Update - June 22

Kimmeridge has virtually exited their 13% stake in SBOW. They picked up their marbles and went home.
by ChuckGeb
Sat Jun 22, 2024 8:36 am
Forum: Picks and tips from the EP community
Topic: Talos-insider Buys
Replies: 3
Views: 500

Talos-insider Buys

Carlos Slim bought 300,000 more shares this week in addition to the 1,750,000 shares a week or so ago. I noticed on the recent presentation for MorganStanley conference that they featured the deal with his company in the Mexican Zama project. I think we should expect to see this discovery to move to...