Search found 945 matches

by ChuckGeb
Wed Mar 27, 2024 11:12 am
Forum: The View from Houston
Topic: Gassers moving up-Huh?
Replies: 2
Views: 114

Gassers moving up-Huh?

Any thoughts on the bump our favorite gassers are getting today?

Seems like we have a ways to go before things look up but market is popping this am.
by ChuckGeb
Sun Mar 24, 2024 9:53 am
Forum: The View from Houston
Topic: March 23 Podcast
Replies: 4
Views: 116

Re: March 23 Podcast

Are the warrants only traded on Toronto exchange or are they available on US?
by ChuckGeb
Thu Mar 21, 2024 2:50 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Mar 21
Replies: 8
Views: 373

Re: SilverBow Resources (SBOW) Update - Mar 21

I feel if it was such a sweet deal, management of SBOW would be communicating with its shareholders, not Kimmeridge soliciting direct support from SBOW shareholders. I like SBOW management and think they have made all the right moves to date. I am suspicious of a private equity promoter trying to ge...
by ChuckGeb
Thu Mar 21, 2024 12:22 pm
Forum: The View from Houston
Topic: CRK closes week, weak
Replies: 6
Views: 314

Re: CRK closes week, weak

The next thing coming is tender for minority shares at $8.25 per share.
by ChuckGeb
Thu Mar 21, 2024 12:20 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Mar 21
Replies: 8
Views: 373

Re: SilverBow Resources (SBOW) Update - Mar 21

Or worse, it’s not $34 cash it’s $34 per share of their gas assets contributed. Did you ever wonder about the price of the new car when they gave you such a nice price on your trade-in. Of course it will be supported by a friendly appraisal I’m sure.
by ChuckGeb
Thu Mar 21, 2024 5:53 am
Forum: The View from Houston
Topic: Nuttall reflects on trip to Saudi Kingdom
Replies: 0
Views: 93

Nuttall reflects on trip to Saudi Kingdom

Sentiment vs Fundamentals short Bloomberg video

https://youtu.be/dMaPlshL_Lc?si=-CS9fuxTJwE0-v59
by ChuckGeb
Thu Mar 21, 2024 5:46 am
Forum: Other topics of interest
Topic: Gold
Replies: 6
Views: 320

Re: Gold

Gold has penetrated the $2,200 and silver appears to be ready to close the gap. Look for the miners to catch fire soon. Strap in.
by ChuckGeb
Wed Mar 20, 2024 2:05 pm
Forum: Other topics of interest
Topic: SLBO vs Kimmeridge et al
Replies: 3
Views: 87

Re: SLBO vs Kimmeridge et al

It has come off to me as a hostile solicitation. It on its face does not appear to be synergetic. My view is SBOW needs to execute a cohesive business plan with their newly acquired assets before doing anything more in the M & A arena. In my view they seem to have a pretty good handle on things ...
by ChuckGeb
Wed Mar 20, 2024 6:12 am
Forum: Picks and tips from the EP community
Topic: Kolibri-Ask Marcum
Replies: 1
Views: 90

Kolibri-Ask Marcum

KOLIBRI GLOBAL ENERGY INC. ANNOUNCES ANTICIPATED LATE FILING OF FINANCIAL STATEMENTS

Annual audit now expected no later than 5/31/24 for calendar 2023. Geez! Have a nice day.
by ChuckGeb
Tue Mar 19, 2024 5:24 am
Forum: Other topics of interest
Topic: Chevron Exxon Tug of War over Hess Guyana Interests
Replies: 5
Views: 161

Re: Chevron Exxon Tug of War over Hess Guyana Interests

At CERA yesterday. In his first public remarks on Exxon Mobil's (NYSE:XOM) pursuit of an arbitration case that could block Chevron's (CVX) purchase of Hess (HES), CEO Darren Woods said on Monday that the company is trying to secure preemption rights related to its Guyana assets and is not seeking to...