Search found 118 matches

by Cliff_N
Thu May 25, 2023 1:44 pm
Forum: Other topics of interest
Topic: Cold Weather, EVs and Mileage News to Me
Replies: 1
Views: 85

Cold Weather, EVs and Mileage News to Me

"Maine notes in a plan submitted to the Federal Highway Administration this summer that “cold temperatures will remain a top challenge” for adoption, since “cold weather reduces EV range and increases charging times.” When temperatures drop to 5 degrees Fahrenheit, the cars achieve only 54% of ...
by Cliff_N
Fri May 19, 2023 10:33 am
Forum: Other topics of interest
Topic: The Climate Change Panic: Myths and Costs
Replies: 0
Views: 33

The Climate Change Panic: Myths and Costs

https://freedomlibrary.hillsdale.edu/programs/national-leadership-seminar-irving-texas/the-climate-change-panic-myths-and-costs

Excellent talk that uses statistics going back to the 1800s and 1900s.

The Climate Change Panic: Myths and Costs
Bjorn Lomborg
Copenhagen Consensus Center
Apr 24, 2023
by Cliff_N
Tue May 16, 2023 3:07 pm
Forum: Monthly Webinars and Luncheons
Topic: SGY: Latest from Adelaide Capital Youtube channel
Replies: 3
Views: 115

Re: SGY: Latest from Adelaide Capital Youtube channel

When I used the link it says, "Video not available."
by Cliff_N
Fri May 12, 2023 1:48 pm
Forum: The View from Houston
Topic: Watch this short video ASAP
Replies: 2
Views: 148

Re: Watch this short video ASAP

Dan, thanks for this post. I have found the long version critical. Very informative! His take on the emissions for shipping oil into California is stunning.
by Cliff_N
Tue May 09, 2023 3:40 pm
Forum: Sweet 16 Portfolio
Topic: VTLE Miss on EPS - $4.50 actual Estimated $4.58 Negative Cash Flow
Replies: 0
Views: 107

VTLE Miss on EPS - $4.50 actual Estimated $4.58 Negative Cash Flow

EPS - $4.50 actual Estimated $4.58 Generated 1Q-23 Consolidated EBITDAX1 of $214.2 million and Free Cash Flow1 of $(3.9) million; big turnaround from last quarter. Highlights Posted on VTLE Site: Reported 1Q-23 oil and total production that exceeded the high-end of Company guidance, producing 38.5 t...
by Cliff_N
Tue May 09, 2023 12:41 pm
Forum: Sweet 16 Portfolio
Topic: talos down hard
Replies: 4
Views: 144

Re: talos down hard

Dr. George Box (Statistician and Chemist) once said: "All models are wrong. Some are useful." It is next impossible to account for special causes in the future. I suppose one mitigate one's estimate by some factor, but that would be wrong too in normal times (common cause variation). Opera...
by Cliff_N
Tue May 09, 2023 11:15 am
Forum: Sweet 16 Portfolio
Topic: Permian Resources Q1
Replies: 4
Views: 124

Re: Permian Resources Q1

Thanks. Big miss on revenue!
by Cliff_N
Tue May 09, 2023 9:51 am
Forum: Sweet 16 Portfolio
Topic: Permian Resources Q1
Replies: 4
Views: 124

Re: Permian Resources Q1

Any ideas why PR is down over 8% this morning? Quarter looks good. Did they miss estimates?
by Cliff_N
Fri May 05, 2023 4:04 pm
Forum: The View from Houston
Topic: Why OPEC Is Increasingly Frustrated With The IEA
Replies: 0
Views: 66

Why OPEC Is Increasingly Frustrated With The IEA

https://www.zerohedge.com/energy/why-opec-increasingly-frustrated-iea BY TYLER DURDEN FRIDAY, MAY 05, 2023 - 12:20 PM Authored by Felicity Bradstock via OIlPrice.com, While there have been tensions between OPEC and the IEA for quite some time, the rhetoric between the two has ratcheted up recently o...
by Cliff_N
Thu May 04, 2023 4:48 pm
Forum: Sweet 16 Portfolio
Topic: CPE Q1
Replies: 3
Views: 276

Re: CPE Q1

Announcement of Buy Back on Shares was a real plus! Debt after the deal will move to 1.9 billion.