Search found 3037 matches

by Fraser921
Tue May 07, 2024 3:22 pm
Forum: Sweet 16 Portfolio
Topic: Magnolia is out MGY
Replies: 0
Views: 29

Magnolia is out MGY

https://www.magnoliaoilgas.com/~/media/Files/M/Magnolia-Oil-Gas/documents/investors/events-presentation/mgy-1q24-earnings-presentation.pdf
by Fraser921
Tue May 07, 2024 3:16 pm
Forum: Sweet 16 Portfolio
Topic: PR out. We got a winner!
Replies: 0
Views: 42

PR out. We got a winner!

https://permianres.com/wp-content/uploads/2024/05/PR-1Q24-Earnings-Presentation_FINAL.pdf Up in after hours • Reported crude oil and total average production of 151.8 MBbls/d and 319.5 MBoe/d (~48% oil) during the quarter • Announced cash capital expenditures of $520 million and adjusted free cash f...
by Fraser921
Tue May 07, 2024 12:43 pm
Forum: Picks and tips from the EP community
Topic: Analysis of Ring Energy Q1 results
Replies: 5
Views: 97

Re: Analysis of Ring Energy Q1 results

It always seems next year for Ring

>The realized gas price in Q1 was negative (- $ 0.55/MM Btu)

Wow, they have to give it away!! Down 6 % to 1.85

I knew this had fleas
by Fraser921
Mon May 06, 2024 3:43 pm
Forum: Other topics of interest
Topic: closing nuke plants in NY not a good idea
Replies: 0
Views: 36

closing nuke plants in NY not a good idea

https://nypost.com/2024/05/05/opinion/new-yorkers-are-still-paying-for-closing-indian-point/?utm_source=email_sitebuttons&utm_medium=site%20buttons&utm_campaign=site%20buttons And while Cuomo’s team had predicted the shutdown would add less than $50 a year to electric bills, the jump proved ...
by Fraser921
Mon May 06, 2024 3:33 pm
Forum: Sweet 16 Portfolio
Topic: Talos is out
Replies: 0
Views: 66

Talos is out

Headline says they missed by 4 cents. loss only -112 m... Hurrah! ($ thousands, except per share and per Boe amounts) Three Months Ended March 31, 2024 Total revenues $429,932 Net Income (Loss) $(112,439) =============================== https://www.talosenergy.com/investor-relations/news/news-detail...
by Fraser921
Mon May 06, 2024 8:27 am
Forum: Sweet 16 Portfolio
Topic: sbow letter
Replies: 0
Views: 91

sbow letter

https://www.sbow.com/investor-relations/Investor-Relations-Press-Releases/news-details/2024/SilverBow-Resources-Mails-Letter-to-Shareholders-Highlighting-Proven-MA-Strategy-Overseen-by-Highly-Experienced-Board/default.aspx
by Fraser921
Fri May 03, 2024 2:25 pm
Forum: Picks and tips from the EP community
Topic: CIVI looks like a great QTR: QTR Dividend raised to $1.50
Replies: 6
Views: 205

Re: CIVI looks like a great QTR: QTR Dividend raised to $1.50

I believe the term solvency as used by PE means DEBT/CAPITALIZATION not that they are at risk of being insolvent which happens when the ratio is closer to 100 % or higher when he says"" Solvency at the close of Q1 was a low 44%" debt is 44% equity is 56 % Debt+equity = Capitalization
by Fraser921
Thu May 02, 2024 3:19 pm
Forum: Other topics of interest
Topic: Almost to the day...
Replies: 0
Views: 78

Almost to the day...

see the parallels with Sheffield: 10 bucks they indict him.. Actually this happened in March On May 1, 2016, the Justice Department charged former Chesapeake Energy CEO Aubrey McClendon with violating antitrust laws. It sent out a press release, which is still on the DOJ website: "Former CEO in...
by Fraser921
Thu May 02, 2024 2:58 pm
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 713

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

Its a win win for Democrats. Create an issue and blame someone else for high gasoline prices in an election year. Aubrey was in q1 2016 in an election year. Pick a foil in a red state. Tell the sheep it's their fault that prices are high. We need a regime change and we need to throw these xxxx in ja...
by Fraser921
Thu May 02, 2024 2:47 pm
Forum: Other topics of interest
Topic: XOM/PXD gonna rip on XOM earnings this week
Replies: 6
Views: 713

Sankey on Sheffield situation

First the shock news… FTC to approve XOM-PXD deal. Then the condition: Pioneer CEO Scott Sheffield cannot join ExxonMobil’s board because of anti-competitive collusion with OPEC. All this is as reported by the Wall Street Journal this evening. Knee jerk first thoughts: Very first thought? You have t...