Search found 345 matches

by Cliff_N
Tue May 21, 2024 9:32 am
Forum: Sweet 16 Portfolio
Topic: Crescent Energy (CRGY + SBOW) drawing more attention
Replies: 2
Views: 63

Re: Crescent Energy (CRGY + SBOW) drawing more attention

Dan, it appears the market is liking this merger. Both CRGY and SBOW are now up. What is KKR? Looked through the article and did not see it. Assuming that CRGY will replace SBOW on the Sweet 16?
by Cliff_N
Tue May 14, 2024 3:14 pm
Forum: Other topics of interest
Topic: Dan, Please shut off AC
Replies: 4
Views: 133

Re: Dan, Please shut off AC

Our gas powered generator kicked in for about 3 hours yesterday.
by Cliff_N
Tue May 14, 2024 1:09 pm
Forum: Sweet 16 Portfolio
Topic: Permian Resources (PR) is NOT SELLING more stock - May 14
Replies: 4
Views: 221

Re: Permian Resources (PR) is NOT SELLING more stock - May 14

Dan, you have to get past the headline and the 2nd line of the first paragraph to understand what you posted: Permian Resources Corporation Announces Secondary Public Offering of Class A Common Stock "MIDLAND, Texas, May 13, 2024--(BUSINESS WIRE)--Permian Resources Corporation ("Permian Re...
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: 89

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: 79

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: 170

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: 151

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: 150

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: 222

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: 123

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?