Energy Prospectus

Good points.

My numbers assumed all cash. CRGY would fall with shares and it might not be much more than 34-35

No where near Dan's TP of $ 63

An ev of 2.1 b implies 39 takeout price
2.0 billion = $35

This year ebitda was about 200 m

Insiders get paid for options

39 not bad if that’s what the deal is for

CRGY would fall in short term.

I like these guys. They are building a power plant and they will use their ng to power it

Scorpio Tankers webinar. STNG. Good opportunity to get up to speed Bugbee is the CEO that bought a ton of call options on his stock,. By my calculations , he is up 70 % on the trade When 11:00 AM - 12:00 PM. May 20 https://us06web.zoom.us/w/84923835578?tk=l86lTw-t_JJhZXehd07O9Z2aN2nX8lQcAGeYA-BcqV8....

A good portion of Canadian OIL on the TMX will be exported to China. I was listening to DHT tankers earnings call and they mentioned that they expect a good portion to be exported to China due to China owning 25 % of the pipeline. So , Demented Biden, shuts down a mostly completed pipeline Keystone ...

https://www.baytexenergy.com/content/uploads/2024/05/2024-05-09-Baytex-Announces-First-Quarter-2024-Results.pdf Reported cash flows from operating activities of $384 million ($0.47 per basic share) in Q1/2024. • Increased adjusted funds flow(1) per share by 21% to $424 million ($0.52 per basic share...

Magnolia Oil & Gas (NYSE:MGY) on Tuesday said that certain affiliates of EnerVest, i.e. the selling stockholders, agreed to sell 12M shares of the company’s class A common stock in an unregistered secondary block trade. The company agreed to purchase from the selling stockholders 3M shares of th...

Actually, they are buying some from the offering

It is crazy. WAHA is negative 4. You have to pay someone to take it and flare it. They should put some NG generation near waha

https://www.oilandgas360.com/mobius-intel-brief-ercot-breaks-5000-mwh/#utm_source=rss&utm_medium=rss&utm_campaign=mobius-intel-brief-ercot-breaks-5000-mwh