Search found 3008 matches
- Mon Apr 22, 2024 8:54 pm
- Forum: Picks and tips from the EP community
- Topic: Galp up 21%;Namibian field may hold10 billion barrels
- Replies: 1
- Views: 50
- Mon Apr 22, 2024 7:21 pm
- Forum: Other topics of interest
- Topic: How much electricity will AI require?
- Replies: 3
- Views: 37
Re: How much electricity will AI require?
If Ai says get rid of Congress they are useless, will they listen?
- Mon Apr 22, 2024 1:14 pm
- Forum: Other topics of interest
- Topic: Good Advice from HFI Research - April 22
- Replies: 1
- Views: 51
Re: Good Advice from HFI Research - April 22
- Life is a learning experience, only if you learn.
- Make a game plan and stick to it. Unless it's not working.
Yogi Berra
- Make a game plan and stick to it. Unless it's not working.
Yogi Berra
- Mon Apr 22, 2024 1:06 pm
- Forum: The View from Houston
- Topic: Eric Nuttall will highlight some of Dan's names
- Replies: 3
- Views: 87
Re: Eric Nuttall will highlight some of Dan's names
She is passionate on Canadian Oil names and vocal on a few of them, one being Surge.
A lot of good talent on twitter sharing opinions on every topic.
A lot of good talent on twitter sharing opinions on every topic.
- Mon Apr 22, 2024 10:54 am
- Forum: The View from Houston
- Topic: Dan's Interview on KE Report - recorded April 17
- Replies: 4
- Views: 118
Re: Dan's Interview on KE Report - recorded April 17
Id love to invest in this company. Makes sense to use the NG to make power and it's transportable and quick to set up Worth watching Riley as they roll this out https://conduitpower.co/news-2 Journey Energy in Canada is also trying to address this issue and they bought an NG power plant and will use...
- Mon Apr 22, 2024 8:27 am
- Forum: The View from Houston
- Topic: Dan's Interview on KE Report - recorded April 17
- Replies: 4
- Views: 118
Re: Dan's Interview on KE Report - recorded April 17
This company was mentioned by Dan. Partially owned by REPX. RPC Power LLC
Very Interesting. Upside option for REPX if this takes off
https://conduitpower.co/solutions
Very Interesting. Upside option for REPX if this takes off
https://conduitpower.co/solutions
- Mon Apr 22, 2024 8:21 am
- Forum: The View from Houston
- Topic: Eric Nuttall will highlight some of Dan's names
- Replies: 3
- Views: 87
Eric Nuttall will highlight some of Dan's names
https://twitter.com/PetroGirl1/status/1782342599652552749
- Sun Apr 21, 2024 8:20 am
- Forum: Picks and tips from the EP community
- Topic: On my watch list
- Replies: 1
- Views: 111
On my watch list
Want to play the narrowing of differentials for Canadian WCS oil? I submit for your review and approval... Meg Energy. https://seekingalpha.com/article/4684704-meg-energy-impacts-new-royalty-regime-trans-mountain-expansion-payouts TMX is expected to come online May 1st. I own ROK, SU, Surge Energy a...
- Sun Apr 21, 2024 7:35 am
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 379
Re: Vital Energy and its solvency
Vital last qtr earnings and guidance https://investor.vitalenergy.com/news-releases/news-release-details/vital-energy-reports-fourth-quarter-and-full-year-2023-financial Presentation https://investor.vitalenergy.com/static-files/0a7614e2-e566-4cc2-9767-b64240c9b3c2 Transcript https://seekingalpha.co...
- Sat Apr 20, 2024 9:45 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 379
Re: Vital Energy and its solvency
Another man's opinion... 338 m FCF https://seekingalpha.com/article/4680571-vital-energy-extends-its-debt-maturities-and-continues-to-deleverage Interestingly, His FCF is double Dan's model but his valuation is less at $65 vs Dan's TP of $ 102. This could be a timing difference vs now and future TP ...