Search found 138 matches

by sl6886
Fri Jan 19, 2024 10:44 am
Forum: Sweet 16 Portfolio
Topic: Sankey Research in Time Square yesterday Calls APA and CPE deal expensive for APA
Replies: 7
Views: 1034

Re: Sankey Research in Time Square yesterday Calls APA and CPE deal expensive for APA

Damn, there's just no relief in this sector.

Remind me again what tanker companies you like and why?
by sl6886
Wed Nov 15, 2023 4:10 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3064641

Re: Ng glut!!

Hey Allen46 How about you take a breath and ease up with the attacks? A few months back I told you that your tone was a bit out of place for a forum like this when Frazer and I were lamenting the fact that Dan was saying VITAL was worth $120 and we were getting killed. Now, you're back to cracking a...
by sl6886
Fri Sep 15, 2023 8:46 am
Forum: Sweet 16 Portfolio
Topic: Vital Energy (VTLE) Update - Sept 14
Replies: 15
Views: 36188

Re: Vital Energy (VTLE) Update - Sept 14

Early on with Earthstone, Dan touted the Mgmt. team as part of the valuation. In the Earthstone merger deal, the market sent ESTE (the seller) up and Permian Resources (PR - The buyer) sideways, so the market obviously thought highly of the deal. Here, good Mgmt. produced, in part, a good deal. For ...
by sl6886
Thu Sep 14, 2023 8:21 am
Forum: Sweet 16 Portfolio
Topic: Major Vtle acquisition
Replies: 4
Views: 11102

Re: Major Vtle acquisition

Based on what your showing here, the Private Equity people cashed out at a good price to a somewhat motivated buyer. Vital seems like their more interested in trading equity for FCF to help them pay their debt, and they didn't get a great price. On the surface, this does not appear to be a great dea...
by sl6886
Tue Sep 12, 2023 2:41 pm
Forum: Other topics of interest
Topic: The big guy to the rescue. , sell every barrel
Replies: 6
Views: 13394

Re: The big guy to the rescue. , sell every barrel

The Saudi Prince should announce that he's considering another cut in production in response to "market manipulation" detrimental to the balance of supply/demand. This amount should be equal to the proposed amount from the SPR. Also, I thought there was some type of law that negated all sa...
by sl6886
Wed Sep 06, 2023 9:16 am
Forum: Other topics of interest
Topic: SPR
Replies: 1
Views: 8565

SPR

Dan, Wondering if you have anyone who is an expert on the structural aspects of the SPR. I could only find this article from 2016, and would be highly interested an updated status on the salt domes from structural and go-forward basis. https://www.aapg.org/publications/news/spheresofinfluence/detail...
by sl6886
Wed Aug 23, 2023 10:28 am
Forum: Other topics of interest
Topic: US long bond rates
Replies: 13
Views: 22647

Re: US long bond rates

All If you want a GREAT history lesson on Fed tightening and the corresponding fall-out, I'm providing a link here for a website that I ran across. The author is similar is depth to G&R, but hyper-focused on the role of money supply, interest rates, and credit. I know I just lost some of you wit...
by sl6886
Mon Aug 21, 2023 2:49 pm
Forum: Picks and tips from the EP community
Topic: Hmenf near a 1 year low
Replies: 10
Views: 22576

Re: Hmenf near a 1 year low

I've held my peace on this company as long as I can. Hemisphere was a 15 bagger from nearly $.10 to $1.50, but then has come all the way back to $.90 and has been stuck in a range for about 18 months. Yes, you're correct that with the current assets they hold they're capped. While they have two prop...
by sl6886
Mon Aug 21, 2023 9:06 am
Forum: Sweet 16 Portfolio
Topic: Alert alert ESTE merger with PR
Replies: 9
Views: 27984

Re: Alert alert ESTE merger with PR

The market value is reflected at the open and like Frazer said, the insiders who have knowledge of the value of the company have agreed to essentially a 15%-20% premium at $18.5 + per share. This premium is the "market" at this time.
by sl6886
Wed Aug 02, 2023 10:02 am
Forum: Picks and tips from the EP community
Topic: High yield for an IRA
Replies: 1
Views: 8636

High yield for an IRA

Dan,

What high yield companies do not belong in an IRA. I know about Blackstone, but I'm wondering if there are any others? I believe you said VNOM is C-Corp status even though its a partnership?

Thanks