Search found 2045 matches

by Fraser921
Mon Mar 20, 2023 1:49 pm
Forum: Other topics of interest
Topic: russia oil cap ignored
Replies: 0
Views: 51

russia oil cap ignored

Nearly 30 tankers with European connections left Russia’s Far East over two months carrying crude that may have breached the price cap, according to rights group Global Witness. Western trading, shipping and insurance firms had connections to nearly half of the trades of ESPO crude that left the por...
by Fraser921
Mon Mar 20, 2023 12:03 pm
Forum: The View from Houston
Topic: Antero new presentation
Replies: 0
Views: 65

Antero new presentation

https://d1io3yog0oux5.cloudfront.net/_57e31cfd597d5b5e6bb80322c7a6b2fa/anteroresources/db/732/7260/pdf/AR+Investor+Presentation_Mar-23_03.06.2023_vF1.pdf Interesting, they observed haynesville drilling activity falls when NG below 3 Also shows some comps They dropped the arb slide on liquid's arbrit...
by Fraser921
Mon Mar 20, 2023 11:41 am
Forum: Picks and tips from the EP community
Topic: gear energy monthly update feb
Replies: 0
Views: 67

gear energy monthly update feb

https://gearenergy.com/wp-content/uploads/2023/03/2023-February.pdf cash negative again, indicative of others partially due to cap x and weaker prices For the first two months of 2023, Gear has invested $16.4 million. However, from March to June 2023, capital investment is expected to be significant...
by Fraser921
Mon Mar 20, 2023 8:36 am
Forum: Sweet 16 Portfolio
Topic: talos announce share repurchase program
Replies: 1
Views: 75

talos announce share repurchase program

100 m,

https://www.talosenergy.com/investor-relations/news/news-details/2023/Talos-Energy-Inc.-Announces-100-Million-Share-Repurchase-Authorization/default.aspx
by Fraser921
Sat Mar 18, 2023 10:21 am
Forum: Picks and tips from the EP community
Topic: Kolibri Global Energy (KEI & KGEIF in US) Update - Mar 16
Replies: 3
Views: 158

Re: Kolibri Global Energy youtube

https://www.youtube.com/live/72IkU9mXbA8?feature=share
by Fraser921
Sat Mar 18, 2023 8:54 am
Forum: Other topics of interest
Topic: How Banking Bail Out Works
Replies: 3
Views: 105

Re: How Banking Bail Out Works

Honest question

Would Biden bailed out a same sized Texas bank with similar issues that lent money to energy firms and the investors were all Trump supporters? Yes or No

Biden doesn't rule based on the United States of America, He rules based on blue states & red states
by Fraser921
Fri Mar 17, 2023 3:23 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 20
Views: 1207

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

Great work and super helpful! May I suggest a worst case scenario. Actually this would be my base case. Worst case might be 20 % lower prices. 1. Ignore 2022 cash flows. Reasoning coming off covid and Ukraine spiked rates and NG shortage in Europe. None of those will repeat in 2023. 2, Just use 2023...
by Fraser921
Fri Mar 17, 2023 2:07 pm
Forum: Other topics of interest
Topic: NG supply has already been banned in NY
Replies: 0
Views: 47

NG supply has already been banned in NY

National Grid is desperately trying not to run out of natural gas for its customers in Brooklyn and Queens (on Long Island). For several years the company has fought a battle to run a tiny pipeline to its Greenpoint, Brooklyn facility to provide extra natural gas. National Grid has a backup plan in ...
by Fraser921
Fri Mar 17, 2023 11:54 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Mar 17
Replies: 2
Views: 191

Re: Oil & Gas Prices - Mar 17

>following the banking turmoil, No kidding this is huge and the banking system and gov't response is a mess >U.S. won't rush to fill petroleum reserve, says top Biden adviser No kidding, he is a liar and the Gov't has hit the debt ceiling and has no money _California launches investigation into high...
by Fraser921
Fri Mar 17, 2023 11:50 am
Forum: The View from Houston
Topic: Lets predict EOS NG Inventories
Replies: 0
Views: 60

Lets predict EOS NG Inventories

My swag is 1775 to 1800 >>> 1780

Anyone else??