Energy Prospectus

RTaber1

After Crescent Energy won the hostile takeover battle to purchase Silverbow Resources at $38 in 2024 (versus SBOW's projected CFPS of over $30), insiders at Crescent Energy were heavily buying Cresent shares at $11-12 per share. Natural gas which the former Silverbow Resources owns in spades, is rec...

RTaber1

What is the consensus earnings estimate? Dan, what is your estimate? If Vital meets the consensus or beats it, do you believe it will help the share price, or do shareholders need to wait for a major spike in oil prices which may, of course, be a long way from now? What seems to be the hole in the b...

RTaber1

Coal is still hated as a sector despite the fact that 2023 set the all time record for global coal consumption led by China and India. So Alliance Resource Partners, LP was a contrarian investment in August, 2023 at $15 per share, yielding 15.5% (40% pay-out), PE 3x. In September, 2023, their CEO an...

RTaber1

What names have earnings surprise potential in their next report?

Thank you.

Zack's has Ero Copper rated Strong Buy #1 for Earnings
Surprise Potential.

RTaber1

What keeps Vital Energy independent at 2x trailing earnings?

RTaber1

Micheal Burry (of "Big Short" fame), manager of Scion Management Fund, owned 97,000 shares of VITAL ENERGY in the Permian Basin at the end of 2023 according to the 13F filing. At year-end the shares were valued at about $45. 4.2% of the fund was invested in Vital. Vital Energy is now $57 p...

RTaber1

In March, Morningstar Research in their Monday morning podcast named TOP FIVE VALUE STOCKS which they believe have DOUBLE potential. Two energy stocks made the cut: Exxon and Apache Petroleum (the latter was then about $30, now $35). Apache Petroleum has just completed its acquisition of Callon Petr...

RTaber1

REPX's share count was diluted by the equity raise but no one yet has added any additional production for the Eddy County, Deleware leasehold. It seems to me the Eddy acquisition is positive and with rising oil prices REPX will be back in the $30s in a few months. Consensus target $50. So I bought t...

RTaber1

What is the name of the small cap oil producer that is innovating with the "horseshoe" design fracked well? Thank you.

RTaber1

As Dan has pointed out, Enbridge is Dividend Aristocrat stock having raised their dividend every year for 29 years. Currently, it is #1 Highest ranked by Zack's Equity Research, for Earnings Surprise Potential. Enbridge has spent enormous amounts to replace aged pipelines and increasing their volume...

RTaber1

Petrobras PBR. $17.70, yield 16% (pay-out ratio 35% in last quarter) PE 4.5x After the February, 2022 Russian invasion of Ukraine, BARRON's published a three page article about how emerging markets would benefit from the invasion. The focus of the article was on Brazil and state-controlled energy pr...

RTaber1

Alliance Resources is about $18.50 yielding 14% (43% pay-out ratio) PE 3.8x. November 6, 2023 price on ex-div date: $24. ARLP is the largest coal producer in the eastern United States which invested another $110 million in 2023 in their oil and gas royalties portfolio and paid down their long-term d...

RTaber1

Reuters reported at 11:30 am EST that SilverBow Resources plans a secondary stock issuance of 2.25 million shares with the intention to use a portion of the proceeds to pay down a portion of its senor, secured credit facility. Also, a large institutional shareholder in SBOW reports they are selling ...

RTaber1

What is the news driving the shares down today?

RTaber1

What might bring some attention to Vital Energy?

How much will the two acquisitions this year bring to the bottom and forward PE?

Thank you.

RTaber1

Any updated valuation on PR post acquisition?

RTaber1

There have been three important acquistions made in the Permian since the April 10 announcement that Exxon is talking with PXD. Qvintiv made $4 billion acquisition. Callon made $475 million acquisition. US Energy made $225 billion acquisition in the Mascot holdings in the Midland Coterra Energy anno...

RTaber1

Recent news is that several analysts have sharply downgraded earnings estimates for Talos Energy by as much as 40% despite the EnVen Energy deal which is projected to grow 2023 production by 40% to about 80k bod plus the April announcement $100 million share buyback from Talos Energy. EPG targets a ...

RTaber1

Earthstone made 3 acquisitions to move production up to about 100,000 bod in 2022.
But they seem so unloved by the market.
What am I missing?
In which sub-basins are their reserves?

Thank you.

RTaber1

The offer for Pioneer Natural Resources is $52 billion?
How much does that amount to per share of PXD?

Thank you.

RTaber1

Revenues in line with estimates but missed last quarters earnings by 1.9%. Star Buik Carriers owns 128 dry bulk carriers ships that transport grain, fertilizer, coal, iron ore and steel products around the world. Day rates are up since 2021 to $30,000 per day or more. Cost of daily operation: about ...

RTaber1

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!

RTaber1

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!

RTaber1

Any comments out there about BP Prudhoe Bay Royalty Trust and the stability of its high dividend for 2023?
Are they hedged or wholly subject to oil price list?
What is their dividend coverage?
Who has the best coverage on it?
What is the range of Analysts' targets for it?

Thanks!

RTaber1

The recently passed Inflation Reduction Act allocates billions to build 500,000 electric charging stations in the United States. Major oil companies are now planning to downsize the number of gas pumps at retail stations and replace them with charging stations because of the big government subsidy a...

RTaber1

Where can investors capture the most value in this looming shortage?

Thank you.

RTaber1

Who would be the producer with the greatest number of DUCs in the CBP
with a market cap of about $1 billion?

Thank you.

RTaber1

The news reports a heat wave covering Europe now depressing natural gas prices. Recently LNG ships have been stacking up offshore Spain due to lack of onshore storage capacity. Do you imagine any of EPG natural gas stocks may retreat in value as a result? When will the Freeport LNG plant be operativ...

RTaber1

On a scale of 1 to 10, what is the likelihood Earthstone Energy will make another acquisition announcement this year before its declares its dividend and establishes the share buyback as they guided earlier this year? Is Permian Resources a possible target there in the Deleware Basin? ESTE is now 10...

RTaber1

ESTE guided they will establish dividend and stock buyback before year-end.
What is the likelihood they will do another deal before then?
Doesn't Permian Resources look pretty obvious for someone like ESTE?

RTaber1

Has Hemisphere Energy management mentioned doing a reverse split in their shares to bring the share price over $5 where Wall Street retail brokerages will allow brokers to solicit it? Or, is management more inclined to become a takeover target as a profitable, debt-free producer with a high netback,...

RTaber1

Does anyone have any comment on these companies?

Journey is trading at 2x PE?
Sandridge is trading at 5x PE?

Thanks.

RTaber1

Does anyone have any comment on these companies?

Journey is trading at 2x PE?
Sandridge is trading at 5x PE?

Thanks.

RTaber1

When do you imagine they will declare their first dividend and stock buyback which they guided about last spring before the April 14 Big Horn deal?
What is your fair market value target now?

Thank you.

RTaber1

When oil goes to $140, which is your small cap portfolio was the most unhedged to take advantage of those high prices?

On the other hand, which of your list are most hedged?

Thank you.

RTaber1

What is the new trading symbol for Falcon Minerals? Thank you.

RTaber1

What do you believe would be a reasonable buy-out multiple to cash flow for Silverbow Resources?

To what extent, and at what levels, is Silverbow hedged in oil and gas this year?

Thanks.

RTaber1

What do you believe would be a reasonable buy-out multiple to cash flow for Silverbow Resources?

To what extent, and at what levels, is Silverbow hedged in oil and gas this year?

Thanks.

RTaber1

Dan, can you refer us to sources on the relative prospects for
Exxon in the current world emergency?

Thank you. Exxon's production in Guyana seems
worthy of note.

Randy

RTaber1

Dan, is propane a credible export commodity to Europe and others from the US?
If so, who are your top picks in export production and also shipment?
Thank you.

RTaber1

Star Bulk Carriers had $23 million in rev. in 2020 for their 115 dry bulk vessel fleet. But in 2021, commodity demand globally rocketed and revenues were $719 million with $300 mil profit. The day rate is now $37,000 v $7,000 in 2020. The day rate is 6x their break-even day rate. In February, 2022, ...

RTaber1

Would it be correct that SBOW's April acquisitions are not priced in because their financials are not yet available to analyst to review for their impact on the company?

When the review and analysis is completed in the months to come, there may be upward revision in the price objective?

Thank you.

RTaber1

Any news affecting Riley's pullback today?

RTaber1

Which is these do you consider most reliable and leveraged to the potential upside of oil prices from here?

RTaber1

What is your projected Cash Flow Per share for 2022 and what is the oil/gas prices assumed?
Thank you.

RTaber1

Filed with SEC 4th quarter on Friday. How more does the market know about the firm now?
Thanks.

RTaber1

I read in the business media, or was it here, that Exxon may have an interest to buy Talos Energy for their plans to engage in carbon sequestration. Did I read that correctly? Is that a plausible idea? Do you think the Fourth Quarter reoort on February 13 will show only a restoration of prior produc...

RTaber1

Has Talos announced when they will report the Fourth quarter, 2021?

It should be a "recovery quarter" for them post IDA?

RTaber1

With 20 minutes to Friday's close, REPX has dropped 14% to about $23.

Any obvious reason? Any guess?

RTaber1

Standard and Poor's report dated January 10, 2022 has a fair value for REPX at $63 per share.
The First call consensus is $48.

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