Search found 24 matches

by farrell90
Fri Jan 12, 2024 3:11 pm
Forum: Sweet 16 Portfolio
Topic: Our Sweet 16 "Gassers" could lead the pack in Q1 2024
Replies: 2
Views: 27560

Re: Our Sweet 16 "Gassers" could lead the pack in Q1 2024

Cold weather across US to last several days at least. Perhaps the coldest spell for several years. Snow pack to extend down to upper midwest.

Bloomberg natural gas prices up over 7% today to 3.33

//weather.com/forecast/national/news/2024-01-10-arctic-cold-outbreak-south-plains-midwest
by farrell90
Fri Jan 12, 2024 2:51 pm
Forum: Sweet 16 Portfolio
Topic: APA buying CPE
Replies: 23
Views: 1324320

Re: APA buying CPE

I agree .A simple way to look at the relative value of CPE's acquisition is to compare the PE ratios of the 2 companies. CPE's PE is 4.16 and APA is 6.6.....A 37% difference APA should be able to deliver a much higher rate of return; both profit and cash flow on the assets added from CPE. I used tod...
by farrell90
Sat Aug 12, 2023 10:27 pm
Forum: Picks and tips from the EP community
Topic: Watch List: SilverCrest Metals (SILV) - Aug 10
Replies: 4
Views: 829

Re: Watch List: SilverCrest Metals (SILV) - Aug 10

Dan, any explanation for the recent drop in share price? The stock chart is not encouraging.

https://www.google.com/finance/quote/SILV:NYSEAMERICAN?window=1Y
by farrell90
Fri May 26, 2023 3:17 pm
Forum: Picks and tips from the EP community
Topic: Lithium Resources Corp. (LBNKF) PEA Technical Report
Replies: 3
Views: 920

Re: Lithium Resources Corp. (LBNKF) PEA Technical Report

Volt is able to recover LiCL from the oil field brine. Lithium Resources process recovers LiOH which is the form of lithium battery manufactures require. Obviously having the Lithium recovered in the form ready to sell is an advantage. I do recall Volt mentioned the conversion would be necessary in ...
by farrell90
Fri May 26, 2023 3:08 pm
Forum: Picks and tips from the EP community
Topic: Lithium Resources Corp. (LBNKF) PEA Technical Report
Replies: 3
Views: 920

Re: Lithium Resources Corp. (LBNKF) PEA Technical Report

Volt is able to recover LiCL from the oil field brine. Lithium Resources process recovers LiOH which is the form of lithium battery manufactures require. Obviously having the Lithium recovered in the form ready to sell is an advantage. I do not recall Volt mentioned the conversion would be necessary...
by farrell90
Thu May 04, 2023 1:09 pm
Forum: Picks and tips from the EP community
Topic: Marathon.MPC
Replies: 0
Views: 612

Marathon.MPC

MPC down 0ver 25% the last few weeks .Company upbeat but concerns remain about possible recession. Crack spreads and demand falling. From WSJ By Jinjoo Lee The business of turning crude oil into fuel is still very lucrative for U.S. refiners, but recent declines in pump prices and refiner profitabil...
by farrell90
Fri Feb 24, 2023 4:42 pm
Forum: Sweet 16 Portfolio
Topic: Rumor pxd buying range
Replies: 3
Views: 759

Re: Rumor pxd buying range

News of the talks with Range may explain the spike down in PXD share price this afternoon. It may also be a factor in my gassers being up today.

Range resources up 11% today.

Farrell
by farrell90
Thu Jan 19, 2023 9:09 am
Forum: Picks and tips from the EP community
Topic: cold February projected
Replies: 1
Views: 683

cold February projected

Polar vortex projected for the next few weeks to bring cold Feb temps to North America

https://www.dtnpf.com/agriculture/web/a ... -cold-back
by farrell90
Fri Nov 18, 2022 2:56 pm
Forum: Picks and tips from the EP community
Topic: 5 year Natural Gas Usage by consumption source
Replies: 3
Views: 1380

Re: 5 year Natural Gas Usage by consumption source

NG usage graph by use/disposition. 10 year graph but you can deduce the 5 year data from the graph. 2022 should see steady demand in all areas with a sizable increase in exports. https://www.eia.gov/todayinenergy/detail.php?id=54660 2022 gas exports estimates 11/2022: https://www.reuters.com/busines...
by farrell90
Wed Nov 16, 2022 1:41 pm
Forum: Picks and tips from the EP community
Topic: Refiners MPC ans PSX report tomorrow
Replies: 5
Views: 1300

Re: Refiners MPC ans PSX report tomorrow

Diesel shortage article in WSJ today. VLO, MPC and XOM listed as major players.

https://www.wsj.com/articles/diesel-hit ... 1668549062