Energy Prospectus

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...

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...

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...

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

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...

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...

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...

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 ...

What is the news driving the shares down today?

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.