Search found 27 matches

by Hawker99
Mon Mar 25, 2024 9:51 am
Forum: Sweet 16 Portfolio
Topic: HFI like PR
Replies: 1
Views: 272

Re: HFI like PR

Like comparisons like this. Thanks.
What's also interesting, their 6 month charts are almost identical.
Both up about 31%
by Hawker99
Wed Jan 24, 2024 1:39 pm
Forum: Sweet 16 Portfolio
Topic: Diamondback Energy (FANG) Update - Jan 24
Replies: 2
Views: 558

Re: Diamondback Energy (FANG) Update - Jan 24

Raymond James was out today on APA and they had this to say in summation: RECOMMENDATION APA possesses one of the best 2024 FCF yields, substantial commodity exposure (unhedged on oil), and significant resource potential in Suriname. With at least ~60% of yearly FCF going to shareholders, APA also b...
by Hawker99
Thu Mar 02, 2023 2:07 pm
Forum: Sweet 16 Portfolio
Topic: Ranger Oil (ROCC) being acquired by Baytex - Feb 28
Replies: 17
Views: 2566

Re: Ranger Oil (ROCC) being acquired by Baytex - Feb 28

Here is a video interview from today on BNN TV with a top Canadian oil fund manager. He likes BTE and the deal of them merging with ROCC. Those who currently own ROCC may want to hang on to BTE shares when the deal closes https://www.bnnbloomberg.ca/video/very-meaningful-upside-ahead-for-the-energy-...
by Hawker99
Wed Mar 01, 2023 10:54 am
Forum: Sweet 16 Portfolio
Topic: Ranger Oil (ROCC) being acquired by Baytex - Feb 28
Replies: 17
Views: 2566

Re: Ranger Oil (ROCC) being acquired by Baytex - Feb 28

I currently have a position in BTE and they are a good operator who has a lot of free cash flow and are paying down debt quickly. Their Canadian clearwater assets are some of the most profitable wells in NA. Combining ROCC with the current BTE Eagleford assets will lead to improved synergies. Here i...
by Hawker99
Thu Jan 12, 2023 7:47 pm
Forum: Sweet 16 Portfolio
Topic: Sweet 16 Price Targets - Jan 10
Replies: 2
Views: 684

Re: Sweet 16 Price Targets - Jan 10

TOP WELL REPORT – November volumes – Ovintiv has a clean sweep of all of the top 15 natural gas wells January 9, 20231:34 PM The November data is out for the overall best oil and gas wells in Canada. As always, we use calendar day production metrics so these are real volumes produced in the month. F...
by Hawker99
Fri Nov 18, 2022 3:30 pm
Forum: The View from Houston
Topic: Freeport LNG
Replies: 1
Views: 412

Re: Freeport LNG

Freeport LNG targets mid-December restart for Texas export plant Nov 18 (Reuters) - U.S. liquefied natural gas company Freeport LNG said it was targeting a mid-December restart for its Texas export plant, which has been shut for six months after a fire. Freeport, the second-biggest U.S. LNG export f...
by Hawker99
Thu Nov 03, 2022 4:00 pm
Forum: The View from Houston
Topic: The 'Real Cost" of renewable energy
Replies: 3
Views: 562

Re: The 'Real Cost" of renewable energy

Actually, Wendy is even a worse deal. She lives 30 miles away and has no "transmission" in her car. You say, "why not fix it." She says she has no money to fix it. "Loan me some" You say , "OK, How much" Wendy, "$6 billion" You say, "What" ...
by Hawker99
Tue Apr 23, 2019 12:08 pm
Forum: The View from Houston
Topic: More buyouts coming.
Replies: 0
Views: 719

More buyouts coming.

Analyst: Chevron-Anadarko deal is beginning of upstream wheeling and dealing By Mella McEwen, MRT.com/Midland Reporter-Telegram Published 3:39 pm CDT, Sunday, April 21, 2019 Analysts who study the oil and gas industry had been in suspense for months. They watched as crude prices sank 40 percent in t...
by Hawker99
Tue Apr 16, 2019 12:38 pm
Forum: The View from Houston
Topic: Forbes - Next Permian Basin Acquisition Target?
Replies: 1
Views: 1031

Forbes - Next Permian Basin Acquisition Target?

Robert Rapier - Contributor Energy Following the news that Chevron had agreed to pay a nearly 40% premium to acquire Anadarko Petroleum, investors quickly bid up the shares of other potential acquisition targets. As I argued in the previous article, I believe the Permian was the key to the Anadarko ...
by Hawker99
Sat Apr 13, 2019 12:25 am
Forum: The View from Houston
Topic: BIG DEAL: Chevron to acquire Anadarko
Replies: 4
Views: 1690

Re: BIG DEAL: Chevron to acquire Anadarko

Per CNBC: Occidental bid more than $70 a share for Anadarko and is now considering options: Sources Key Points Occidental Petroleum bid more than $70 a share for Anadarko Petroleum in cash and stock, people familiar with the matter say. The bid was higher in price and contained more cash than the Ch...