Energy Prospectus

CreativeEquity

same NOAA that predicted 3 to 6 major hurricanes this season. Must be carbon emissions.

CreativeEquity

Although it trades publically it is managed like a private. For this reason I prefer Inplay.

CreativeEquity

It is a political hot button issue not a lack of understanding around the facts. The Trudeau administration is worse than Biden, much worse in fact, if you can believe it.

CreativeEquity

We generally do not used PE to value natural resource producers like oil and gas. I have owned SD before but sold due to my strong dislike for management.

CreativeEquity

Natural gas production in Western Canada has been climbing this year, averaging about 17.4 billion cubic feet of production per day this month, up one bcf per day from a year earlier, noted Martin King, a senior analyst at RBN Energy in Calgary. That increase is putting pressure on the existing pipe...

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This probably at least partially explains the low share price.

CreativeEquity

They have only about 30% of aeco hedged in q3 and drops closer to 20% in q4 in giving them lots of exposure to current collapse in price.

CreativeEquity

not clear what markets Inplay has access to but AECO price is currently negative. They have to pay the buyer to take their production, and their slide deck is using a 6.00 price assumption.

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I am paying about 15/mw here in Florida. Also noticed more Europeans moving here.

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Amazing quarter !
https://www.inplayoil.com/sites/2/files ... _final.pdf

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https://www.youtube.com/watch?v=QGTYyUKKaQI

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I sold today and added to IPO. Declining y/y production I don't like management.

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@mikelp so sad so true

CreativeEquity

Bernie Sanders @SenSanders (tweeted today) "We can no longer allow big oil companies, huge corporations and the billionaire class to use the murderous Russian invasion of Ukraine and the ongoing pandemic as an excuse to price gouge consumers. It is time to enact a windfall profits tax and reaso...

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In 2022 will free cash flow be used to issue dividends and share buy backs ? Or will it all go towards organic growth and acquisitions ?

thank you for setting this up Dan !

CreativeEquity

http://www.kereport.com/2022/02/07/inplay-oil-an-exclusive-company-introduction-focused-on-growth-of-production-reserves-and-funds-flow/ Doug Bartole, CEO and President of InPlay Oil Corp. $IPO $IPOOF, joins us to overview the key projects, the growth of #production, reserves, and funds flow, and th...

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Seeing facebook face plant is almost more satisfying then seeing all my positions green today

CreativeEquity

wait a minute, i thought we had a global warming crisis due to fossil fuels ?

CreativeEquity

I have mixed feelings feelings about Talo. I wish management was willing to set 2022 measurable goals which they could be held accountable for (eg reducing hedging, paying down debt, and tracking free cash flow per share). Having said that Q4 results were excellent.

CreativeEquity · Re: InPlay Oil (IPOOF) Update - Jan 22 2021 was outstanding on all metrics !

2021 was outstanding on all metrics !

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defund the politicians !

CreativeEquity

Just my opinion but I strongly believe they are going to have to start returning capital to shareholders if they want a decent multiple otherwise the debt holders essentially own the company.

CreativeEquity

2022: Energy limits are likely to push the world economy into recession

https://ourfiniteworld.com/2022/01/18/2 ... recession/

CreativeEquity

Given this, the higher decline rates of shale, and the tighter WCS spread, don't Canadian producers present a better value right now vs US operators ?

CreativeEquity

I am very interested in the massive offshore discoveries in Guyana. If you have any insight on the exploration companies like CGX or the service companies in this area please include this.

CreativeEquity

EOG is enormous compared to the other producers you mentioned. Larger will always be assigned a higher multiple because G&A will be lower /boe. And they can attract fund capital that the small companies will never have access to due to poor market liquidity (daily shares traded).

CreativeEquity

https://www.globenewswire.com/news-release/2022/01/12/2365631/0/en/InPlay-Oil-Corp-Announces-2022-Capital-Budget-Highlighting-Record-Financial-and-Operational-Guidance.html CALGARY, Alberta , Jan. 12, 2022 (GLOBE NEWSWIRE) -- InPlay Oil Corp. (TSX: IPO) (OTCQX: IPOOF) (“InPlay” or the “Company”) is ...

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typical timeline progression
EU -> Canada -> US

CreativeEquity

Full steam ahead to the "oh shit" moment we are all waiting for

CreativeEquity

thanks !

CreativeEquity

I own Dec 22 options on futures. As Dan mentioned if you move further out liquidity becomes an issue as there is little open interest. I own a lot more oil equities but the options do offer the advantage of zero political / jurisdictional risk. I think we will see Washington mandated price controls ...

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I agree very positive for Canadian producers.

CreativeEquity

https://www.reuters.com/markets/commodi ... 021-12-27/

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"Free" Test Kits.. Fauci and his band of thieves are likely doing this so the new numbers will exaggerate the exponential rise in infections. This will be used to justify lock downs and the push for more of the experimental drugs and "vaccine" treatments. All to the benefit of th...

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The "polar vortex" has been 2 weeks away.. for the past 8 weeks

Sold my last gasser Friday and moved funds to an oil producer. I bet it finally gets cold next week

CreativeEquity

Thank you !

CreativeEquity

Will this have a larger impact on frackers vs conventional well operators? My assumption is they are more capital intense.

CreativeEquity

A good valuation analysis of IPOOF at 2:47:20 https://youtu.be/0td7KTuCz3A?t=10038+

CreativeEquity

Dan can you please address the proposed federal royalties and how they would impact your modeling. I noticed most of my Canadian producers were green on Friday while all the shale plays were red. The market seems to be pricing this as a non trivial threat.

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TMX is still shut down from the floods. The WCS blowout continues..

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Our fossil fuel energy predicament, including why the correct story is rarely told

https://ourfiniteworld.com/2021/11/10/o ... rely-told/

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They are trying keep people in a state of fear so they can control them. Milking this for every last drop. I don't think people are going to be quite so obedient this time. Especially without the stimmie checks and "work at home" aka paid time off.

CreativeEquity

thanks Dan. ajootian also had a question above mine in case you missed it.

CreativeEquity

Are you going to update your pricing models to reflect the lower wti price this quarter ?

CreativeEquity

I am also frequently confused by gas hedging in the financials. They usually list production as MMBtu/d but then hedging is listed in units of volume rather than energy. And I don't think the conversion is obvious since methane is not the only gas being produced... I know some transparent and shareh...

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Great thanks !

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Thanks I have noticed in Canada royalties can potentially be quite high as the rate is tied to the oil/gas price. And just to be clear when a Canadian producer lists corporate production is this after the royalties are removed from the gross production or just third party interests netted out ?

CreativeEquity

Thanks Dan very helpful. Can you define the term "corporate production" for me. Does it exclude certain barrels of production ? I have seen the phrase used many times but I could not find the definition. thanks.

CreativeEquity

For me the big win was the sharp increase in production in early Nov indicating the polymer project is working as planned. I think that is why the market responded favorably.

CreativeEquity

Good Q3 Results:
https://www.hemisphereenergy.ca/news/th ... ng-results

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