Search found 337 matches
- Wed May 08, 2024 3:06 pm
- Forum: Sweet 16 Portfolio
- Topic: PR out. We got a winner!
- Replies: 1
- Views: 86
Re: PR out. We got a winner!
Agree on the winner, any insight on why the beatdown today?
- Wed May 08, 2024 3:05 pm
- Forum: Sweet 16 Portfolio
- Topic: Permian Resources (PR) Valuation Update - May 8
- Replies: 1
- Views: 38
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?
- 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: 122
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.
- 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: 122
Re: Analysis of Ring Energy Q1 results
Thanks for an excellent analysis!
- 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: 213
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...
- Thu May 02, 2024 12:00 pm
- Forum: The View from Houston
- Topic: EIA shows a big Build, almost 2X of API yesterday
- Replies: 6
- Views: 213
Re: EIA shows a big Build, almost 2X of API yesterday
Thanks Dan for the insight of impact from imports. Clarifies the supply delusion.
- Wed May 01, 2024 2:40 pm
- Forum: The View from Houston
- Topic: EIA shows a big Build, almost 2X of API yesterday
- Replies: 6
- Views: 213
Re: EIA shows a big Build, almost 2X of API yesterday
WTI and Brent were both impacted by the builds on API/EIA numbers. However, the uncertainty in the market relative to the Fed announcement today added some additional hot sauce. I look for a pull back above 80. Lower is better relative to getting a rate cut out of the FED for July and/or September.
- Wed May 01, 2024 2:37 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow on Business Wire 2 days ago
- Replies: 0
- Views: 108
SilverBow on Business Wire 2 days ago
It will be interesting to see how this ages after of release of earning after the bell today: HOUSTON, April 29, 2024--(BUSINESS WIRE)--SilverBow Resources, Inc. (NYSE: SBOW) ("SilverBow" or the "Company") today released an investor presentation and mailed a letter to shareholder...
- Wed May 01, 2024 10:20 am
- Forum: The View from Houston
- Topic: EIA shows a big Build, almost 2X of API yesterday
- Replies: 6
- Views: 213
EIA shows a big Build, almost 2X of API yesterday
U.S. commercial crude oil inventories (excluding those in the Strategic Petroleum Reserve) increased by 7.3 million barrels from the previous week. At 460.9 million barrels, U.S. crude oil inventories are about 3% below the five year average for this time of year. Total motor gasoline inventories in...
- Thu Apr 25, 2024 3:04 pm
- Forum: Sweet 16 Portfolio
- Topic: EQT Corp. (EQT) Valuation Update - Apr 25
- Replies: 2
- Views: 287
Re: EQT Corp. (EQT) Valuation Update - Apr 25
Interesting day. NG is down to $1.59, AR, CRK and EQT are all up! Amazing.