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by Fraser921
Thu May 02, 2024 3:19 pm
Forum: Other topics of interest
Topic: Almost to the day...
Replies: 0
Views: 12

Almost to the day...

see the parallels with Sheffield: 10 bucks they indict him.. Actually this happened in March On May 1, 2016, the Justice Department charged former Chesapeake Energy CEO Aubrey McClendon with violating antitrust laws. It sent out a press release, which is still on the DOJ website: "Former CEO in...
by Fraser921
Thu May 02, 2024 2:58 pm
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 648

Re: XOM/PXD gonna rip on XOM earnings this week

Its a win win for Democrats. Create an issue and blame someone else for high gasoline prices in an election year. Aubrey was in q1 2016 in an election year. Pick a foil in a red state. Tell the sheep it's their fault that prices are high. We need a regime change and we need to throw these xxxx in ja...
by Fraser921
Thu May 02, 2024 2:47 pm
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 648

Sankey on Sheffield situation

First the shock news… FTC to approve XOM-PXD deal. Then the condition: Pioneer CEO Scott Sheffield cannot join ExxonMobil’s board because of anti-competitive collusion with OPEC. All this is as reported by the Wall Street Journal this evening. Knee jerk first thoughts: Very first thought? You have t...
by Fraser921
Thu May 02, 2024 2:30 pm
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 648

Re: XOM/PXD gonna rip on XOM earnings this week

>filing a criminal investigation . Can't make this sh*t up. Unbelievable! They must of not liked his outspoken criticism of Brandon That's why most of these ceo's keep their mouths shut. The politicians are worse than Tony Soprano Obama's people drove Aubrey to kill himself https://people.com/crime/...
by Fraser921
Wed May 01, 2024 3:39 pm
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 115

Re: GPOR

Crk fcf Negative- 143m. Pissed away jj cash of 100 in q1

Wrote new hedges and underwater on them
Watch Ng take off now…added more land, can’t get enough.
by Fraser921
Wed May 01, 2024 1:20 pm
Forum: Other topics of interest
Topic: Dan sent me a note
Replies: 1
Views: 94

Dan sent me a note

Ship hit an iceburg, taking on water.
Moving to lifeboats. everything is fine. Just a little noise.
How is your day?
by Fraser921
Wed May 01, 2024 10:45 am
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 115

Re: GPOR

GPOR & CHK both have better cash flow than CRK and better hedges and both are down 4 % Crappy CRK is only down 2.8 % pre earnings. If we get 4 % down on this one , you are at 9.40. I bet they pissed away the 100 m they got from JJ in Q1. The loss per share is helped by more shares outstanding :l...
by Fraser921
Wed May 01, 2024 10:39 am
Forum: The View from Houston
Topic: EIA shows a big Build, almost 2X of API yesterday
Replies: 5
Views: 176

Re: EIA shows a big Build, almost 2X of API yesterday

Crude is now imploding, down 2.50 as I write this, down 4.50 for the week
by Fraser921
Wed May 01, 2024 6:41 am
Forum: Picks and tips from the EP community
Topic: GPOR
Replies: 5
Views: 115

Re: GPOR

Gpor made cash
CHk made cash

What will CRK do?
by Fraser921
Tue Apr 30, 2024 4:46 pm
Forum: Sweet 16 Portfolio
Topic: chk earnings out
Replies: 0
Views: 84

chk earnings out

Lots of hedges, made cash flow = stock down 6 %

CRK out tomorrow night. Double digit price is toast

New article on the name

https://seekingalpha.com/article/4687511-comstock-resources-reduced-liquidity-risks-but-serious-cash-flow-headwinds-remain