Search found 71 matches

by marc.wolin@yahoo.com
Fri Sep 06, 2024 11:30 am
Forum: Other topics of interest
Topic: Trump's "America First Policy"
Replies: 2
Views: 920

Re: Trump's "America First Policy"

Tariff Policy

How does a 10 percent tariff work for us? Builds tariff revenue, reduces imports, clobbers Canada and Mexico. Says he will reduce income taxes. It hurts our allies also.

MBW
by marc.wolin@yahoo.com
Thu Aug 08, 2024 1:27 pm
Forum: Picks and tips from the EP community
Topic: Riley Exploration Permian (REPX) Q2 Results - Aug 7
Replies: 2
Views: 1606

Re: Riley Exploration Permian (REPX) Q2 Results - Aug 7

REPX 2nd QTR Update

Did they comment on how their CO2 flood is doing?
by marc.wolin@yahoo.com
Fri Jul 19, 2024 3:00 pm
Forum: Other topics of interest
Topic: These O@G Cos are Frustrating
Replies: 0
Views: 2041

These O@G Cos are Frustrating

Frustrating: We are in the middle of the transportation season, people are traveling in the US and Europe, the airlines are booked, the oil companies are holding off drilling, the Permian is peaking; oh well, it was a mild winter offset by a hot, hot summer, and the Greenies hate O@G! What a conundr...
by marc.wolin@yahoo.com
Fri Jul 19, 2024 3:00 pm
Forum: Other topics of interest
Topic: These O@G Cos are Frustrating
Replies: 0
Views: 2081

These O@G Cos are Frustrating

Frustrating: We are in the middle of the transportation season, people are traveling in the US and Europe, the airlines are booked, the oil companies are holding off drilling, the Permian is peaking; oh well, it was a mild winter offset by a hot, hot summer, and the Greenies hate O@G! What a conundr...
by marc.wolin@yahoo.com
Fri Jul 19, 2024 3:00 pm
Forum: Other topics of interest
Topic: These O@G Cos are Frustrating
Replies: 1
Views: 1760

These O@G Cos are Frustrating

Frustrating: We are in the middle of the transportation season, people are traveling in the US and Europe, the airlines are booked, the oil companies are holding off drilling, the Permian is peaking; oh well, it was a mild winter offset by a hot, hot summer, and the Greenies hate O@G! What a conundr...
by marc.wolin@yahoo.com
Sun Jun 09, 2024 5:42 pm
Forum: Sweet 16 Portfolio
Topic: Matador Update
Replies: 9
Views: 1427

Re: Matador Update

I am finished wasting energy on this. Dan can analyze whatever he wants to and it is none of my business. I just want to hear about a couple I am in, and sometimes that is difficult to get information on outside of the statstics.

Marc Wolin
by marc.wolin@yahoo.com
Sun Jun 09, 2024 1:20 pm
Forum: Sweet 16 Portfolio
Topic: Matador Update
Replies: 9
Views: 1427

Re: Matador Update

Fools show their lack of mental acuity, speak in haste, meddle in the business of others, snd rage when they should be silent.

Marc Wolin
by marc.wolin@yahoo.com
Sat Jun 08, 2024 4:34 pm
Forum: Sweet 16 Portfolio
Topic: Matador Update
Replies: 9
Views: 1427

Re: Matador Update

Allen, calling someone an “Asshole”on a public forum sounds not only immature and ignorant, but libelous. Perhaps an apology is in order.

Marc Wolin
by marc.wolin@yahoo.com
Fri Jun 07, 2024 7:21 pm
Forum: Sweet 16 Portfolio
Topic: Matador Update
Replies: 9
Views: 1427

Re: Matador Update

Thank you, I know that. MTD is having their annual meeting June 13. Perhaps you can listen in or attend and give us your insights. Please Stick to the knitting and stop going off on so many tangents.

Marc Wolin
by marc.wolin@yahoo.com
Thu Jun 06, 2024 4:19 pm
Forum: Sweet 16 Portfolio
Topic: Matador Update
Replies: 9
Views: 1427

Matador Update

MTD Update

When is a good time to update MTD? Do they communicate, or are they difficult to get info from? They have good price targets on Tip Ranks. How do they get there?

Marc Wolin
by marc.wolin@yahoo.com
Thu Jun 06, 2024 12:22 pm
Forum: Picks and tips from the EP community
Topic: Question for Petroleum Economist
Replies: 6
Views: 1467

Re: Question for Petroleum Economist

Thank you,

Marc Wolin
by marc.wolin@yahoo.com
Wed Jun 05, 2024 10:16 am
Forum: Picks and tips from the EP community
Topic: Question for Petroleum Economist
Replies: 6
Views: 1467

Re: Question for Petroleum Economist

Please Give Me Your Thoughts on REPX

What comprises your #1 rating? Pros and Cons?.

Thank you.

Marc Wolin
by marc.wolin@yahoo.com
Mon Jun 03, 2024 11:43 am
Forum: Other topics of interest
Topic: Why Have Oil Stocks Come Down So Heavily
Replies: 1
Views: 600

Why Have Oil Stocks Come Down So Heavily

Oil Stocks Down

What has caused oil stocks to drop so severely? Driving season has started, OPEC is continuing cuts, is it a good time to buy?

Marc Wolin
by marc.wolin@yahoo.com
Sat May 25, 2024 2:46 pm
Forum: Other topics of interest
Topic: Driving Season Coming Up
Replies: 0
Views: 518

Driving Season Coming Up

Driving Season

How will the left ruin it? Releasing reserves? What else?

Marc Wolin
by marc.wolin@yahoo.com
Sat May 11, 2024 2:24 pm
Forum: Other topics of interest
Topic: Biden’s Affect on Mergers and Acquisitions in the Oil Patch
Replies: 0
Views: 443

Biden’s Affect on Mergers and Acquisitions in the Oil Patch

Biden’s Affect on M@A Are we pretty well screwed on M@A unless Biden gets out of the Presidency? I heard on Fox News that the Democrats would announce a new candidate around Memorial Day. Who knows? Who would that be? I want 2024 to be the year these small oil companies boom and merge. It is always ...
by marc.wolin@yahoo.com
Mon Apr 22, 2024 2:40 pm
Forum: The View from Houston
Topic: Feds losing the War on Inflation
Replies: 3
Views: 1154

Re: Feds losing the War on Inflation

War On Inflation

Driving up the national debt beyond reason without concern for the consequences is what will kill the goose that lays the golden eggs! We will be printing more and more money to pay on our national debt as we spend money like water!

Marc Wolin
by marc.wolin@yahoo.com
Sat Apr 20, 2024 3:06 pm
Forum: Picks and tips from the EP community
Topic: ROK Resources (ROKRF) Valuation Update - Apr 19
Replies: 7
Views: 1927

Re: ROK Resources (ROKRF) Valuation Update - Apr 19

ROK Resources Valuation

Penny stock, pink sheets, reminds me of “The Wolf Of Wall Street” with Leo Decaprio.

Marc Wolin
by marc.wolin@yahoo.com
Thu Apr 18, 2024 4:14 pm
Forum: Other topics of interest
Topic: Who really runs this country?
Replies: 2
Views: 1193

Re: Who really runs this country?

Who Runs the White House

Biden’s sycophant incompetent agency heads run the government, while degenerate Biden tries to remember what day it is. He and his syndicate crime family should be exposed for what they are. No honesty or integrity here.

Marc Wolin
by marc.wolin@yahoo.com
Tue Apr 16, 2024 4:30 pm
Forum: Picks and tips from the EP community
Topic: Top Picks for Copper: Solaris Resources (SLSR)
Replies: 6
Views: 2131

Re: Top Picks for Copper: Solaris Resources (SLSR)

Solaris

Ecuador is not a stable country. How do you handle the instability of a banana republic?

Marc Wolin
by marc.wolin@yahoo.com
Wed Apr 10, 2024 7:52 pm
Forum: The View from Houston
Topic: Will Iran attack Israel???
Replies: 1
Views: 560

Re: Will Iran attack Israel???

Iran vs Israel The Bible prophecies reflect a war with the Islamic nations surrounding Israel. Israel will be victorious and will take over the land that God has promised Israel in the covenant with Abraham. This will be the last attack by these Islamic nations to destroy the Jews. The attack by Rus...
by marc.wolin@yahoo.com
Thu Apr 04, 2024 2:25 pm
Forum: Other topics of interest
Topic: Transportation Fuel Season
Replies: 1
Views: 660

Re: Transportation Fuel Season

Transportation Fuel Season

Memorial Day thru Labor Day.

Marc Wolin
by marc.wolin@yahoo.com
Wed Apr 03, 2024 12:56 pm
Forum: Other topics of interest
Topic: Transportation Fuel Season
Replies: 1
Views: 660

Transportation Fuel Season

Transportation Fuel Season

Does it begin the end of April and run thru August?

Marc Wolin
by marc.wolin@yahoo.com
Tue Mar 26, 2024 10:31 am
Forum: Sweet 16 Portfolio
Topic: matador news- selling stock
Replies: 9
Views: 2700

Re: matador news- selling stock

MTD Selling Stock Raising equity, increasing bank line etc gives them more cash to maneuver in the field of play. My question is what are they planning to use the cash for? Is it just general room to maneuver for additional good opportunities? What are they looking at? A call to Fraser’s friend migh...
by marc.wolin@yahoo.com
Sun Mar 24, 2024 4:01 pm
Forum: Other topics of interest
Topic: Matador Is Going Up Consistently
Replies: 5
Views: 1945

Re: Matador Is Going Up Consistently

MTD Info

I emailed PR Mr Schmitz, and asked him to please consider a luncheon with EPG - Dan Steffens. We are interested in knowing more about the company.

Marc Wolin
by marc.wolin@yahoo.com
Thu Mar 21, 2024 3:35 pm
Forum: Other topics of interest
Topic: Matador Is Going Up Consistently
Replies: 5
Views: 1945

Matador Is Going Up Consistently

Matador

Is going up gradually almost everyday; but it is hard to get much news out of them? They seem to be closed mouthed about what they are doing? Is MTD the company that will not answer phone calls? Does anyone know how to get information from them?

Marc Wolin
by marc.wolin@yahoo.com
Thu Mar 21, 2024 12:29 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Mar 21
Replies: 8
Views: 2468

Re: SilverBow Resources (SBOW) Update - Mar 21

SLBO Update

Kimmeridge and Riposte are in this together as the et al. Will a viable acquirer be able to take them out also? What kind of deal would they have to strike? Are these two combined big enough to hold up the deal and use their ownership leverage to blackmail SLBO?

Marc Wolin
by marc.wolin@yahoo.com
Wed Mar 20, 2024 12:34 pm
Forum: Other topics of interest
Topic: SLBO vs Kimmeridge et al
Replies: 3
Views: 1512

SLBO vs Kimmeridge et al

SLBO vs Kimmeridge

How difficult will it be to get rid of the Kimmeridge interests? What will SLBO have to do to get them out of the way? How long can Kimmeridge et al delay SLBO moving forward into a deal they want?

Marc Wolin
by marc.wolin@yahoo.com
Tue Mar 19, 2024 5:24 pm
Forum: Other topics of interest
Topic: Chevron Exxon Tug of War over Hess Guyana Interests
Replies: 5
Views: 1955

Re: Chevron Exxon Tug of War over Hess Guyana Interests

CVX vs XOM Even the big boys have trouble with these acquisitions. You would think that CVX would have analyzed the hell out of the transaction before they made their move? XOM may regret going for the Permian rather than more of Gyuana. If CVX loses this they deserve to have their butt kicked! I ow...
by marc.wolin@yahoo.com
Fri Mar 01, 2024 11:27 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - Feb 28
Replies: 4
Views: 1171

Re: SilverBow Resources (SBOW) Valuation Update - Feb 28

Kimbridge and SLBO I had read this article but what bothered me was the royalty interests, warrants, etc. they have against SLBO and what they amount to? How badly will this hurt SLBO to remove them? Did we know this in the beginning or did it come to light along the way? Is it a major obstacle or n...
by marc.wolin@yahoo.com
Fri Mar 01, 2024 3:57 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - Feb 28
Replies: 4
Views: 1171

Re: SilverBow Resources (SBOW) Valuation Update - Feb 28

Kimmeridge -Silverbow

Thank you.

Marc Wolin
by marc.wolin@yahoo.com
Fri Mar 01, 2024 2:31 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Valuation Update - Feb 28
Replies: 4
Views: 1171

Re: SilverBow Resources (SBOW) Valuation Update - Feb 28

Kimmeridge Energy and SLBO

Who is this entity trying to buy SLBO? They apparently have been after SLBO for sometime, but do not present a good buying opportunity for shareholders.

Marc Wolin
by marc.wolin@yahoo.com
Mon Feb 26, 2024 8:37 pm
Forum: Other topics of interest
Topic: NG and Oil Prices
Replies: 0
Views: 533

NG and Oil Prices

NG and Oil Prices

Looks like NG is in the crapper, oil is in the wind, the new key word is surplus. The walking Mummy just wants to get re-elected and will do whatever it takes! Let’s go to Mexico and lay by the pool and just forget it all!
by marc.wolin@yahoo.com
Mon Feb 12, 2024 2:27 pm
Forum: Other topics of interest
Topic: Some Good Advice
Replies: 6
Views: 1236

Re: Some Good Advice

Good Advise I think this will work out in the long run. The situation got much too convoluted and problematic with the buyout prices so low and a lack of wiggle room and leverage. Eventually oil prices will go up and give an opportunity to get out. I made the decisions and I can afford to wait. Dan ...
by marc.wolin@yahoo.com
Sun Feb 11, 2024 9:27 pm
Forum: Other topics of interest
Topic: Some Good Advice
Replies: 6
Views: 1236

Re: Some Good Advice

Good Advise Perhaps the lion should have some fiduciary responsibility for the investors? After all- He is the Master with all the knowledge. Your riddle is false from the beginning. The Master is ultimately responsible for everything he touts. I cannot understand what is happening does not cut it. ...
by marc.wolin@yahoo.com
Tue Feb 06, 2024 4:19 pm
Forum: Picks and tips from the EP community
Topic: APA Corp. (APA)
Replies: 3
Views: 729

Re: APA Corp. (APA)

APA

I hope Neal Dingbat is right! I guess we need to wait for the second quarter unless the war erupts. It is hard to wrk against the administration!

Marc Wolin
by marc.wolin@yahoo.com
Tue Feb 06, 2024 4:09 pm
Forum: The View from Houston
Topic: Other forecasters are now coming to Joe Bastardi's forecast
Replies: 1
Views: 490

Re: Other forecasters are now coming to Joe Bastardi's forecast

Forecast

I hope you are right! If not drop the (i) on Bastardi.

Marc Wolin
by marc.wolin@yahoo.com
Thu Feb 01, 2024 12:57 pm
Forum: Other topics of interest
Topic: Alone in the foxhole
Replies: 3
Views: 1020

Re: Alone in the foxhole

Foxhole

Marc.wolin@yahoo.com

Thanks
Marc Wolin
by marc.wolin@yahoo.com
Wed Jan 31, 2024 7:47 pm
Forum: Other topics of interest
Topic: Alone in the foxhole
Replies: 3
Views: 1020

Re: Alone in the foxhole

Foxwhole

What was mentioned? I cannot get into Doomberg.

Marc Wolin
by marc.wolin@yahoo.com
Sat Jan 27, 2024 1:02 pm
Forum: Other topics of interest
Topic: MTDR
Replies: 2
Views: 827

Re: MTDR

MTDr

Thanks,

Marc Wolin
by marc.wolin@yahoo.com
Fri Jan 26, 2024 4:37 pm
Forum: Other topics of interest
Topic: MTDR
Replies: 2
Views: 827

MTDR

MTDR

This is a respectable size company. Would you say this is an acquirer or a seller, or either? It looks like it has various operations to sustain it. What does management say?
Thanks,
Marc Wolin
by marc.wolin@yahoo.com
Sun Jan 21, 2024 1:03 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Jan 19
Replies: 10
Views: 3471

Re: SilverBow Resources (SBOW) Update - Jan 19

SBOW This is a tiny company with a lot of debt. Do you compare debt using EV or Market Cap. I am used to comparing debt to total assets. They have a small amount of cash. Do they have the overall resources to be sustainable, or will they be pushed into a corner where they have to sell. Stop drilling...
by marc.wolin@yahoo.com
Fri Jan 19, 2024 7:57 pm
Forum: The View from Houston
Topic: Oil & Gas Prices - Jan 19
Replies: 5
Views: 1416

Re: Oil & Gas Prices - Jan 19

Oil and Gas Prices Seems the world thinks there is an oversupply of O@G. I cannot believe the public has not caught on to EVs. They do not work in cold weather. It seems the demand for EVs is tumbling. In the world’s view we are oversupplied and doing just fine. This does not bode well for prices. A...
by marc.wolin@yahoo.com
Fri Jan 19, 2024 7:39 pm
Forum: Sweet 16 Portfolio
Topic: SilverBow Resources (SBOW) Update - Jan 19
Replies: 10
Views: 3471

Re: SilverBow Resources (SBOW) Update - Jan 19

Silver Bow

The target price seems good! What kind of transformational events need to take place to get the actual stock price there ? Is that 60 to 80 million dollars in net free cash flow for the whole of 2024?

Marc Wolin
by marc.wolin@yahoo.com
Thu Jan 18, 2024 2:25 pm
Forum: Other topics of interest
Topic: Middle East problems thanks to weak leadership
Replies: 3
Views: 1292

Re: Middle East problems thanks to weak leadership

ME Problems

I agree, Biden and the left hate oil and gas! They will do their best to keep it down along with the leftist media. The administration’s weak response to Iran encourages the the whole evil axis!

Marc Wolin
by marc.wolin@yahoo.com
Wed Jan 17, 2024 5:23 pm
Forum: Sweet 16 Portfolio
Topic: TipRanks' Top Picks for 2024
Replies: 1
Views: 724

Re: TipRanks' Top Picks for 2024

Top picks

I see these are larger quality companies. No mention was made of the small insider oil companies with no leverage that we stand to facilitate their deal and take a low premium for in return. Where are they? I never have understood the motivation here?

Marc Wolin
by marc.wolin@yahoo.com
Thu Jan 11, 2024 1:54 pm
Forum: Other topics of interest
Topic: Pharmaceutical Acquisitions are Going Gangbusters
Replies: 2
Views: 14472

Pharmaceutical Acquisitions are Going Gangbusters

Pharmaceutical companies are making acquisitions right and left! I was hoping these oil companies would do the same; however, this sector seems always to be out of favor with the Biden Administration trying to kill it. They especially want it down in an election year. Now we have the Sec of Defence ...
by marc.wolin@yahoo.com
Sat Jan 06, 2024 3:36 pm
Forum: The View from Houston
Topic: Chesapeake + SWN Merger
Replies: 4
Views: 73020

Re: Chesapeake + SWN Merger

SW - Cheasepeak Aquisition

Why don’t you concentrate on these better quality companies rather than these small companies where the insiders make millions and we take it in the shorts to facilitate their deal? You are trying to cover way too many small stocks all over the board.
Marc Wolin
by marc.wolin@yahoo.com
Thu Jan 04, 2024 1:02 pm
Forum: Sweet 16 Portfolio
Topic: APA buying CPE
Replies: 23
Views: 1492011

Re: APA buying CPE

APA Buying CPE If a good quality company were to purchase one of these smaller companies it would be a better deal. But how do you attract a FANG? You cannot pick your acquieror. Would a quality company be attracted to one of these smaller strained companies with no leverage? Better pray for the pri...