Search found 3020 matches

by Fraser921
Tue Apr 30, 2024 11:34 am
Forum: Other topics of interest
Topic: Developing country - climate change
Replies: 0
Views: 21

Developing country - climate change

https://open.substack.com/pub/stephenheins/p/developing-nations-reject-western?r=nh748&utm_medium=ios
by Fraser921
Sat Apr 27, 2024 12:48 pm
Forum: Picks and tips from the EP community
Topic: Whitecap Q1 results
Replies: 4
Views: 177

Re: Whitecap Q1 results

Thanks for the info. I've owned all 5 at one time or the other.
by Fraser921
Sat Apr 27, 2024 7:36 am
Forum: Picks and tips from the EP community
Topic: Whitecap Q1 results
Replies: 4
Views: 177

Re: Whitecap Q1 results

https://seekingalpha.com/article/4686932?gt=d595ea7132f2a963
by Fraser921
Sat Apr 27, 2024 7:02 am
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 2
Views: 608

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

He should of consulted with Pelosi
by Fraser921
Sat Apr 27, 2024 6:18 am
Forum: Picks and tips from the EP community
Topic: Whitecap Q1 results
Replies: 4
Views: 177

spreadsheet

What's your top 3? Why do these guys issue so many shares?
by Fraser921
Wed Apr 24, 2024 5:41 pm
Forum: The View from Houston
Topic: Divergence - Nat gas vs. producers
Replies: 3
Views: 161

Re: Divergence - Nat gas vs. producers

I think the market had a sigh of relief with Range and AR. In regards to RRC they have very good hedges. I also think there is short covering. A one day divergence is just that, a one day divergence not a major turn around Prices are horrid and I dont know understand why producers are over producing...
by Fraser921
Wed Apr 24, 2024 3:37 pm
Forum: Sweet 16 Portfolio
Topic: Antero Resources (AR) Valuation Update - Feb 2
Replies: 2
Views: 527

Re: Antero Resources (AR) Valuation Update - Feb 2

Ar with a beat in after hours
They had positive FCF in q1 despite lack of hedges and poor NG prices

Heavy liquids %

If prices ever recover this is a double
by Fraser921
Tue Apr 23, 2024 6:27 pm
Forum: The View from Houston
Topic: Eric Nuttall will highlight some of Dan's names
Replies: 4
Views: 185

Re: Eric Nuttall will highlight some of Dan's names

He was on today

https://www.bnnbloomberg.ca/market-call

He likes CPQ and Baytex
by Fraser921
Tue Apr 23, 2024 3:43 pm
Forum: Sweet 16 Portfolio
Topic: Range resources is out
Replies: 0
Views: 83

Range resources is out

https://ir.rangeresources.com/static-files/13e138bc-84df-4d35-9151-985e7e5d09ea