Search found 8 matches

by KCHenry8
Mon Apr 27, 2020 12:43 pm
Forum: Other topics of interest
Topic: Question on Oil Price Hedging
Replies: 1
Views: 1606

Question on Oil Price Hedging

Dan, How does oil hedging work, if the oil company can not produce, if the pipeline company can not take the oil if the pipeline is full and the company does not have any storage capacity? Could this happen to Callon, or at least their production can be significantly reduced. Will their revenue be d...
by KCHenry8
Thu Apr 23, 2020 9:16 am
Forum: Other topics of interest
Topic: Ranking of the Sweet 16 and Callon Oil Price Hedge
Replies: 1
Views: 1552

Ranking of the Sweet 16 and Callon Oil Price Hedge

Dan, How long does the Oil Price hedge on Callon last? Do you know if they have an option to renew at the same price? I think it would be helpful to rank the Sweet 16 in order by their financial stability and ability to avoid bankruptcy. You posted that EOG and PXD were the strongest and there for t...
by KCHenry8
Fri Mar 20, 2020 4:23 pm
Forum: Sweet 16 Portfolio
Topic: Callon Petroleum (CPE) Update - March 17
Replies: 3
Views: 2165

Re: Callon Petroleum (CPE) Update - March 17

Dan, Moody's Downgraded Callon as follows. Can you explain in layman's terms what these rating mean. Thanks Moody's Investors Service ("Moody's") downgraded Callon Petroleum Company's (Callon) Corporate Family Rating (CFR) to B3 from B1, Probability of Default Rating (PDR) to B3-PD from B1...
by KCHenry8
Tue Mar 17, 2020 8:42 am
Forum: Sweet 16 Portfolio
Topic: Callon Fire Sale
Replies: 8
Views: 3782

Re: Callon Fire Sale

Thanks for the update on Callon in the March news letter. If oil goes to $20 per barrel which would be a worst case senerio, how long do you think Callon could last at that price? Any comments for others regarding Callon would be appreciated.
by KCHenry8
Sat Mar 25, 2017 8:20 am
Forum: Other topics of interest
Topic: Will History Repeat it self with this recovery?
Replies: 1
Views: 2298

Will History Repeat it self with this recovery?

The following is a link to the last 10 years of oil prices: http://www.macrotrends.net/2516/wti-crude-oil-prices-10-year-daily-chart You can see the drop in oil prices in 2008 and the recovery. Look at 2010 which is two years after the drop, there was a significant drop in oil prices in May 2010! I ...
by KCHenry8
Tue Dec 20, 2016 10:34 am
Forum: Picks and tips from the EP community
Topic: Why is BCEI Stock up 13% yesterday and 20% today?
Replies: 3
Views: 1290

Why is BCEI Stock up 13% yesterday and 20% today?

Anyone know why BCEI is up 13% yesterday and 20% today?
by KCHenry8
Tue May 24, 2016 11:03 am
Forum: Picks and tips from the EP community
Topic: What happened to BCEI
Replies: 7
Views: 1935

What happened to BCEI

BCEI is down 28% today - would appreciate comments and suggestions to hold or sell
by KCHenry8
Sun May 08, 2016 8:26 am
Forum: Picks and tips from the EP community
Topic: Gastar: Updated Forecast
Replies: 10
Views: 2737

Re: Gastar: Updated Forecast

Dan - my concern is that the rig was released after the second well - seems that if it was a a good sucess they would have found a way to continue drilling. I found this on the Yahoo message board - would appreciate any comments and recommendations on weather to sell or hold. The posters who have co...