Energy Prospectus

ChuckGeb

Microsoft Long-Term Deal Reopens 3 Mile Island: North American markets awoke today to news that Microsoft and U.S. utility giant, Constellation Energy (CEG) have agreed to a long-term deal wherein Microsoft has agreed to purchase all of the power from Constellation’s 880MW Three Mile Island (TMI) re...

ChuckGeb

Don't rule out the collusion of the short hedge funds colluding with the government during election season. Something tells me there won 't be a short squeeze and they will be net long again by inauguration day.

ChuckGeb

Except from show notes Doomberg explains that the world is currently well-supplied with energy, particularly oil, natural gas, and coal, following previous shortages. He points out that a shift from oil to natural gas, as predicted earlier, is creating notable headwinds for the oil market. While geo...

ChuckGeb

US will win the “AI race on the back of natural gas”. And a lot more insights on energy markets.

https://youtu.be/pdlvgW0g5fU?si=iRc2qJ8clop9UVgA

ChuckGeb

My view is that the coming surge in demand for the rest of the decade is going to soon flip to a supply shortfall for natural gas. Downside risk is the potential election of the Communist Presidential Candidate. Doubtful but very possible imho. Afterall we elected a near-corpse in last election. Tha...

ChuckGeb

Looking forward to Sweet 16 comebacks in 2025 of Antero and Range Resources.

ChuckGeb

Sweet! Good stuff.

ChuckGeb

And the miners finally caught a tailwind flashing green today!

ChuckGeb

Breakout moves today:

Gold up 1.6%
Silver up 4 %
Copper up 1.3%
Platinum up 3%
Palladium up 4.6% (about 10% this week!)

Strap in.

ChuckGeb

Funded by an additional 10,000,000 shares. VIPER ENERGY LAUNCHES OFFERING OF CLASS A COMMON STOCK PDF Version MIDLAND, TEXAS, Sept. 11, 2024 (GLOBE NEWSWIRE) -- Viper Energy, Inc. (NASDAQ: VNOM) (“Viper”) announced today the launch of an underwritten public offering of 8,500,000 shares of its Class ...

ChuckGeb

Viper Energy, Inc., a Subsidiary of Diamondback Energy, Inc., Announces Acquisition PDF Version MIDLAND, Texas, Sept. 11, 2024 (GLOBE NEWSWIRE) -- Viper Energy, Inc. (NASDAQ:VNOM) (“Viper” or the “Company”), a subsidiary of Diamondback Energy, Inc. (NASDAQ:FANG) (“Diamondback”), today announced it a...

ChuckGeb

Uranium has bottomed and making a comeback. Excellent recap of recent London WNA conference.

https://youtu.be/_TYpITINcTg?si=h6ThXWkOvz8Y-f5j

ChuckGeb

Oracle is planning to build a gigawatt-scale data center powered by three small nuclear reactors (SMRs), according to founder Larry Ellison. CTO and chairman Ellison told investors during an earnings call this week that Oracle currently has 162 cloud data centers in operation or under construction g...

ChuckGeb

There was crusty old New York dude on Maria Bartiromo's show late last winter/early spring that made a call on crude prices going down this year. A guy looked like he was street smart and been in plenty of back rooms like Trump. When Maria quizzed him about the basis for his call he stated that we h...

ChuckGeb

Carlos Slim continues his daily accumulation of Talos and is also adding meaningful tranches of PBF Energy,a refiner. Most recent tranche was $40 million chunk. Smaller trades picked up by executives at Matador and Blackstone Minerals CeEO added 100,000 shares at $1.4 million.

ChuckGeb

Look for Kamala to take credit for bringing down the “cost” of gas for consumers thru her policies.

ChuckGeb

Okay, I did some backtracking to earlier this year on your analysisof the Endeavor acquisition by FANG and subsequent impact on Viper. How FANg will be compensated for minerals likely worth more than a couple billion dollars is well the billion dollar question.my view is it is too early to speculate...

ChuckGeb

I am trying to get my head around the massive growth you have projected for 2025. 57.5% growth in production!!! Is that because you included Endeavor's production? When the drop down from Endeavor occurs I would expect the share count to go up to reflect the value of shares issued to FANG for the mi...

ChuckGeb

Word of street from someone who knows: "A disaster. Board stupidity."

ChuckGeb

Carlos Slim is back this month picking up another $26 million in shares so far. He must like what he sees and not miss Tim terribly. Shame, I really liked Tim.

ChuckGeb

Gulfport Current price $139.18 Excerpts credit to Elephant Analytics Gulfport Energy (NYSE:GPOR) is refinancing its May 2026 notes with new September 2029 notes that carry a 1.25% lower interest rate. This pushes Gulfport's note maturity out by over three years and also end up saving it roughly $6 m...

ChuckGeb

I think he has likely entered the public company blackout period prohibiting trading by insiders prior to quarter end and earnings release.

ChuckGeb

Further reflections from Paul Sankey on eve of Barcap.

https://youtu.be/AowuxPmKnt4?si=sAZWv6cghrG3Xq9N

ChuckGeb

Over the weekend Paul Sankey published a piece highlighting the current massive buildout of Middle East production capacity. There are currently close to 1,000 rigs working in the area. Saudi has a program currently moved up to 2027 to reach their goals of taking the country's power needs off oil ba...

ChuckGeb

What are the lowered process for H2? I missed out if you previously discussed.

ChuckGeb

I think he is nearing the blackout period going into the end of the quarter. With only 26% +/- public float his trades are a significant part of the daily volume. Not sure why he hasn’t tendered yet. He is competing with himself on price as he is diminishing the supply of stock available for sale. U...

ChuckGeb

Will go on until all the votes are cast.

ChuckGeb

Watch for coming tender offer at $12.25-12.50 per share.

ChuckGeb

I agree that EPG is a great value and have learned a lot over the years I have been a member. Forum has been the source of many good ideas. Appreciate Dan and all members who post frequently.

ChuckGeb

All good discussion. i understand Dan's approach which he has consistently used for a long time. I am of the belief that with the dominance of shale properties owned by most of the companies followed, that due to high rate initial production, rapid decline properties yielding 2/3 of their reserves (...

ChuckGeb

Harry, are you going to post the results of your FCF and yield analysis for all the companies you follow? It would be extremely useful info imho.

ChuckGeb

Same one who will be running it if Kamala wins:
https://youtu.be/Gnf9T_X3LfA?si=rPJbrhPTOuwnzxvy

ChuckGeb

Do I understand correctly that the H2 results reflect no new drilling in 2024? I assume the Frosbisher wells have negligible if any production in the reported results. As I understand it all of their drilling has just recently commenced so it is unlikely to show up meaningfully until late 2024/early...

ChuckGeb

Look for Kamala to straighten out the books.

ChuckGeb

China is forging ahead with real energy solutions while back home in the US we block pipelines, delay permits, and push wind and solar. we have spent billions on buildout of electric charging stations on highways and last I hear they had actually built 6 -8 working (at least some of the time) chargi...

ChuckGeb

From recent Wood Mackenzie report China’s sales of heavy-duty trucks powered by liquefied natural gas (LNG) rose from below 10% to reach as much as 30% of the market in the latter months of 2023 resulting in the displacement of over 8% of road diesel demand in the country according to a report by Wo...

ChuckGeb

A couple of follow on notes that don't necessarily impact a daily drop but will continue to put pressure on keeping oil prices low. Recent reports indicate that China has been hugely successful in converting its trucking fleets and other industrial vehicles from diesel to compressed natural gas. I g...

ChuckGeb

https://x.com/ericnuttall/status/1825522393420280203?s=61

Fully invested.

ChuckGeb

Maduro hopes Venezuela will join BRICS in 2024 He stressed that "BRICS is the future of humanity," pointing at the economic potential of the group and the capabilities of the New BRICS Development Bank CARACAS, January 2. /TASS/. Venezuelan President Nicolas Maduro expressed hope for his c...

ChuckGeb

Currently holds 73% of shares. Wonder if he will take it private like Hamm did with Continental.

ChuckGeb

https://youtu.be/U7b1ktfi_1Y?si=cFm7qmhOv9PnNTDT

https://youtu.be/W6_U743NSj8?si=252RMzOhVkih1EoZ

Worthwhile viewing for changing investment landscape.

ChuckGeb

Jones has reported purchases every day for the last 10 days of approximately 8mm shares. These purchases have clearly been the reason for the uptick in recent share prices as first shares were bought at $8.16 on 8/5 and at $10.56 on 8/15.

ChuckGeb

Jerry Jones and affiliated companies have reported significant open market buys this month. Hope this is a good sign. I would feel a lot better if it was Warren Buffet buying.

ChuckGeb

I am long Canadian natural resources, short Fidel Trudeau!

ChuckGeb

Have you performed or seen any analysis of the KKR Management Agreement to see if it is commensurate with typical executive comp packages for a similar size public company?

ChuckGeb

Did 2024 Q2 results ever get reported for SBOW’s final quarter?

ChuckGeb

You left off NATO.

ChuckGeb

David Hay has been forecasting the carry trade unwind for some time based upon BOJ support for the yen by increasing the interest rate in Japan. His work is published on Substack some of which is behind a paywall. Very reasonably priced and over several recent months he has been promoting half off. ...

ChuckGeb

I have only glimpsed at the CRK slides to date but what stood out the most is they refer to the Western Haynesville as 450,000 acre “”Western Haynesville Exploratatory Play”. Yikes! After over a year they locked up 450,000 acres for exploration. Full speed ahead.

ChuckGeb

Preliminary evidence of more than one assassin.

https://x.com/bennyjohnson/status/1814398580154872092?s=61

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