Energy Prospectus

I voted opposite of Kimmeridge as well.
It may be good for them, but not for Silverbow or myself.

Kevin

Aside from gas under $2.00,

Is this fear of takeover the sole reason SBOW is down 15% since April 10th?

I for one am voting to make such a forced merger more difficult.

Kevin

I agree their hedging stinks.
On the plus side, I see more upside as a result from the market low, be it the early February or a late April 12 month low.

Dan, Thanks for the weekly update! Back at the start of February there was a lot of negativity around AR and CRK due to weather and Freeport. At the time I mentioned this was a good entry point. It turned out to be the bottom. Given the likely upside once the new LNG capacity starts coming online, w...

Thanks for the perspective Fraser.

And yes I did see the Nvidia vs Oil market cap news.

In the past 6 months SBOW down 29% CRK down 40% I'm looking at the current situation as a potential buying or rebalancing opportunity. With the forecast the next few weeks looking colder, and additional LNG capacity coming online later this year and early next, I feel waiting too long could be costl...

Freeport down to half capacity again!

We need more LNG capacity just from a reliability perspective.

Kevin

Thanks Dan,
In the future I will message Sabrina.
Kevin

I'm also looking for the ENB forecast.

Dan,
I'm looking for the most recent FANG Forecast Model under the High Yield tab.
Can someone add the link?
Thanks
Kevin