Search found 2871 matches

by Fraser921
Wed Feb 21, 2024 9:41 pm
Forum: The View from Houston
Topic: ALERT ALERT CHK makes an announcemnt
Replies: 4
Views: 209

Re: ALERT ALERT CHK makes an announcemnt

It was triggered by one company showing production discipline.
by Fraser921
Wed Feb 21, 2024 11:55 am
Forum: Sweet 16 Portfolio
Topic: Matador Resources (MTDR) Q4 Results - Feb 21
Replies: 1
Views: 72

Re: Matador Resources (MTDR) Q4 Results - Feb 21

I think this one will be a home run. My favorite in Sweet 16!

.. and a potential take over canidate
by Fraser921
Wed Feb 21, 2024 8:25 am
Forum: The View from Houston
Topic: ALERT ALERT CHK makes an announcemnt
Replies: 4
Views: 209

ALERT ALERT CHK makes an announcemnt

After the market closed CHK announced they were cutting cap ex 20 %. NG prices immediately responded! https://seekingalpha.com/news/4069516-chesapeakes-production-cuts-spark-boost-for-natural-gas-futures?mailingid=34420185&messageid=2900&serial=34420185.4808&utm_campaign=rta-stock-news&...
by Fraser921
Wed Feb 21, 2024 8:12 am
Forum: Sweet 16 Portfolio
Topic: Matador is out
Replies: 1
Views: 121

Re: Matador is out

https://www.matadorresources.com/news-releases/news-release-details/matador-resources-company-reports-fourth-quarter-and-full-11

CC call 11 est

https://edge.media-server.com/mmc/p/d7jqd394/
by Fraser921
Tue Feb 20, 2024 5:57 pm
Forum: Sweet 16 Portfolio
Topic: Matador is out
Replies: 1
Views: 121

Matador is out

looks good

big netbacks

https://www.matadorresources.com/static-files/9d5c2632-a175-430a-b480-1d66c275bc65
by Fraser921
Tue Feb 20, 2024 9:29 am
Forum: The View from Houston
Topic: celsius next 3 weeks
Replies: 2
Views: 176

Re: celsius next 4 weeks

+240 now vs 5 yr average
by Fraser921
Mon Feb 19, 2024 4:55 pm
Forum: Picks and tips from the EP community
Topic: Product tankers write up- souirce VIE
Replies: 1
Views: 49

Product tankers write up- souirce VIE

Summary The product tanker market has experienced tightening over the past few years as demand growth outpaced vessel supply introductions. But 2024, 2025, and 2026 bring a growing number of newbuild deliveries which create a higher bar for the market to clear to continue that ongoing market tighten...
by Fraser921
Mon Feb 19, 2024 3:43 pm
Forum: Picks and tips from the EP community
Topic: TNK
Replies: 3
Views: 115

TNK

Since you asked, I really like TNK and TK

You need to reed review this earnings presentation. Look at page 8, 30 % FCF yield, none of our gassers or oily companies has this earnings metric

https://www.teekay.com/wp-content/uploads/2023/11/TNK-Q3-23-Earnings-Presentation.pdf
by Fraser921
Mon Feb 19, 2024 3:23 pm
Forum: Picks and tips from the EP community
Topic: scorpio tankers 52.35
Replies: 7
Views: 442

Tanker ideas

People that follow these names have their own personal favorites for different reasons. Just like the "sweet 16". Some want capital gains, some want dividends, some want both. Just like commodity prices , Supply and demand drive price (of service) and price drives revenues. Each company ha...