Search found 342 matches

by Cliff_N
Fri May 10, 2024 11:38 am
Forum: The View from Houston
Topic: Any Ideas on Raison du jour for the Punishment today?
Replies: 1
Views: 66

Any Ideas on Raison du jour for the Punishment today?

The only think I can see is the Consumer Sentiment Report: "Consumer sentiment fell to its lowest level in six months in May as Americans turned sour on inflation, interest rates and the labor market. The preliminary reading of the University of Michigan’s consumer sentiment index came in at 67...
by Cliff_N
Fri May 10, 2024 10:48 am
Forum: Other topics of interest
Topic: Loons on the Left Exceed Expectations..Again!
Replies: 1
Views: 57

Loons on the Left Exceed Expectations..Again!

Truly amazed how each day seems to get more stupid than the day before! https://www.detroitnews.com/story/news/local/michigan/2024/05/09/fossil-fuel-climate-change-big-oil-and-gas-industry-dana-nessel-michigan-lawsuit-private-law-firms/73624884007/ Lansing — Michigan Attorney General Dana Nessel ann...
by Cliff_N
Thu May 09, 2024 1:01 pm
Forum: Sweet 16 Portfolio
Topic: Analysis of Vital Energy Q1 results
Replies: 4
Views: 137

Re: Analysis of Vital Energy Q1 results

Question: I used the consensus estimate off Yahoo Finance of EPS 1.94, but then found Zacks reported a new "consensus" of a lower estimate of $1.78, hence my post: EPS Beat was $1.84 a surprise of 3.3% over the expected $1.78. Is there a reliable source that the street worships prior to ea...
by Cliff_N
Wed May 08, 2024 4:43 pm
Forum: Sweet 16 Portfolio
Topic: VTLE Report
Replies: 1
Views: 126

VTLE Report

Appears to be a beat on EPS and Revenue. Here is what Zacks has: This oil and natural gas company is expected to post quarterly earnings of $1.78 per share in its upcoming report, which represents a year-over-year change of -60.4%. Revenues are expected to be $454.97 million, up 36.8% from the year-...
by Cliff_N
Wed May 08, 2024 4:08 pm
Forum: The View from Houston
Topic: Riley is out
Replies: 3
Views: 118

Re: Riley is out

Consensus estimate on EPS was $1.50, they posted $1.61, should be a surprise of 7%. Not sure what Zacks has as an estimate. Riley Permian Reports First Quarter 2024 Results May 8, 2024 OKLAHOMA CITY, May 8, 2024 /PRNewswire/ -- Riley Exploration Permian, Inc. (NYSE American: REPX) ("Riley Permi...
by Cliff_N
Wed May 08, 2024 3:06 pm
Forum: Sweet 16 Portfolio
Topic: PR out. We got a winner!
Replies: 1
Views: 182

Re: PR out. We got a winner!

Agree on the winner, any insight on why the beatdown today?
by Cliff_N
Wed May 08, 2024 3:05 pm
Forum: Sweet 16 Portfolio
Topic: Permian Resources (PR) Valuation Update - May 8
Replies: 1
Views: 92

Re: Permian Resources (PR) Valuation Update - May 8

Dan, I would have expected a 6% increase in SP after the ER, instead PR got beat down. Came back a lot but finished in down 1.3%. Very frustrating to see this sort of manipulation. Thoughts?
by Cliff_N
Tue May 07, 2024 12:22 pm
Forum: Picks and tips from the EP community
Topic: Analysis of Ring Energy Q1 results
Replies: 5
Views: 143

Re: Analysis of Ring Energy Q1 results

"Ring just needs to stay focused on generating free cash flow to pay down debt." Dan, that 422 million and 1.67 Leverage ratio is daunting. Many on the discussion boards on Yahoo Finance were disappointed in the 3M paydown on debt. Meanwhile the CEO is making 3.7 million.
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by Cliff_N
Tue May 07, 2024 9:15 am
Forum: Picks and tips from the EP community
Topic: Analysis of Ring Energy Q1 results
Replies: 5
Views: 143

Re: Analysis of Ring Energy Q1 results

Thanks for an excellent analysis!
by Cliff_N
Thu May 02, 2024 3:44 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: 228

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

https://finance.yahoo.com/news/civitas-resources-reports-first-quarter-201500977.html First Quarter 2024 Financial and Operating Results Crude oil, natural gas, and natural gas liquids ("NGL") sales for the first quarter of 2024 were $1.3 billion, up 18% from the fourth quarter of 2023. Th...