Search found 79 matches
- Mon May 20, 2024 12:34 pm
- Forum: Picks and tips from the EP community
- Topic: Vital Energy
- Replies: 1
- Views: 86
Vital Energy
What keeps Vital Energy independent at 2x trailing earnings?
- Fri Apr 12, 2024 10:03 am
- Forum: Picks and tips from the EP community
- Topic: Micheal Burry held 97k shs of Vital Energy at year-end
- Replies: 1
- Views: 565
Micheal Burry held 97k shs of Vital Energy at year-end
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...
- Wed Apr 10, 2024 6:31 pm
- Forum: The View from Houston
- Topic: Apache Petroleum could DOUBLE says Morningstar
- Replies: 0
- Views: 246
Apache Petroleum could DOUBLE says Morningstar
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...
- Mon Apr 08, 2024 11:04 am
- Forum: Picks and tips from the EP community
- Topic: Riley Exploration Permian 6/21/24 $35 call options
- Replies: 2
- Views: 297
Riley Exploration Permian 6/21/24 $35 call options
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...
- Tue Mar 19, 2024 3:03 pm
- Forum: Picks and tips from the EP community
- Topic: Horseshoe well drilling
- Replies: 2
- Views: 708
Horseshoe well drilling
What is the name of the small cap oil producer that is innovating with the "horseshoe" design fracked well? Thank you.
- Wed Feb 21, 2024 1:25 pm
- Forum: Picks and tips from the EP community
- Topic: Enbridge
- Replies: 0
- Views: 178
Enbridge
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...
- Wed Feb 21, 2024 4:15 am
- Forum: Picks and tips from the EP community
- Topic: Alliance Resources Partners ARLP
- Replies: 1
- Views: 178
Petrobras
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...
- Tue Feb 20, 2024 5:17 pm
- Forum: Picks and tips from the EP community
- Topic: Alliance Resources Partners ARLP
- Replies: 1
- Views: 178
Alliance Resources Partners ARLP
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...
- Wed Sep 13, 2023 1:51 pm
- Forum: Picks and tips from the EP community
- Topic: SilverBow plans 2.25 million secondary equity issuance
- Replies: 0
- Views: 170
SilverBow plans 2.25 million secondary equity issuance
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 ...
- Wed Sep 13, 2023 10:15 am
- Forum: Picks and tips from the EP community
- Topic: SilverBow
- Replies: 1
- Views: 167
SilverBow
What is the news driving the shares down today?