Search found 110 matches

by uberCOAT
Thu Feb 22, 2024 5:37 pm
Forum: Sweet 16 Portfolio
Topic: Range Resources (RRC) Valuation Update - Feb 22
Replies: 2
Views: 112

Re: Range Resources (RRC) Valuation Update - Feb 22

Dan,

What do you think of Range's Natrual Gas Hedges for 2025?. 25% with floors at $4.11 and Ceiling of $4.18.
by uberCOAT
Thu Jan 18, 2024 8:01 pm
Forum: The View from Houston
Topic: EIA - Natural Gas Storage Report - Jan 18
Replies: 1
Views: 332

Re: EIA - Natural Gas Storage Report - Jan 18

Estimates for next week are draws of over 300Bcf and some upward to 325bcf. If we get that storage will go from 12% and 11% over the year ago and 5 year average to 4% and 5% respectively. We shall see...need cold weather to last and production needs to subside.
by uberCOAT
Sat Jan 06, 2024 11:53 am
Forum: The View from Houston
Topic: EIA - Natural Gas Storage Report - Jan 4
Replies: 5
Views: 33582

Re: EIA - Natural Gas Storage Report - Jan 4

Possible draw for next week estimated at -115 to -120
by uberCOAT
Thu Jan 04, 2024 7:16 pm
Forum: The View from Houston
Topic: EIA - Natural Gas Storage Report - Jan 4
Replies: 5
Views: 33582

Re: EIA - Natural Gas Storage Report - Jan 4

I think this was was the weakest storage report for this week since 2005.

Need some big draws in the comming months to eat into the 5-year average surplus.
by uberCOAT
Mon Jan 01, 2024 7:51 am
Forum: Sweet 16 Portfolio
Topic: Comstock Resources: Betting On Jerry Jones
Replies: 1
Views: 12372

Comstock Resources: Betting On Jerry Jones

https://seekingalpha.com/article/4660608-comstock-resources-betting-on-jerry-jones?mailingid=33855882&messageid=2850&serial=33855882.1647&utm_campaign=rta-author-article&utm_medium=email&utm_source=seeking_alpha&utm_term=33855882.1647 "The time to purchase natural gas st...
by uberCOAT
Thu Nov 09, 2023 6:05 pm
Forum: The View from Houston
Topic: Ng glut!!
Replies: 20
Views: 3454125

Re: Ng glut!!

Natural Gas Prices did peak last year to $9.85 on 8/22/22 then freeport and mild winter took prices down below $3. Last year when Russia invaded the Ukraine, the whole world, particularly Europe, woke up to what they're going to do next,and how on earth is Europe is going to look to displace 17 Bcf ...
by uberCOAT
Fri Nov 03, 2023 4:14 pm
Forum: Sweet 16 Portfolio
Topic: Comstock Resources (CRK) Valuation Update - Oct 31
Replies: 4
Views: 12166

Re: Comstock Resources (CRK) Valuation Update - Oct 31

Dan, CRK Up over $13 after you released your update report :D
by uberCOAT
Mon Aug 21, 2023 6:10 am
Forum: Sweet 16 Portfolio
Topic: Permian Resources to Acquire Earthstone Energy
Replies: 0
Views: 9233

Permian Resources to Acquire Earthstone Energy

Permian Resources to Acquire Earthstone Energy in All-Stock Transaction, Creating a $14 Billion Premier Delaware Basin Independent E&P https://investor.earthstoneenergy.com/press-releases/press-releases-details/2023/Permian-Resources-to-Acquire-Earthstone-Energy-in-All-Stock-Transaction-Creatin...
by uberCOAT
Fri Aug 18, 2023 3:47 pm
Forum: Sweet 16 Portfolio
Topic: This is one of the reasons I like CRK and SBOW
Replies: 2
Views: 10655

Re: This is one of the reasons I like CRK and SBOW

Yes, I read that was well. Good update by Goehring & Rozencwajg.