Search found 78 matches

by Roadster
Wed May 31, 2023 1:02 pm
Forum: Picks and tips from the EP community
Topic: Since Biden took office, his administration and its allies have taken over 150 actions
Replies: 0
Views: 19

Since Biden took office, his administration and its allies have taken over 150 actions

Since Biden took office, his administration and its allies have taken over 150 action https://www.instituteforenergyresearch.org/fossil-fuels/150-ways-the-biden-administration-and-congress-have-made-it-harder-to-produce-oil-gas/   S ince Biden took office, his administration and its allies have take...
by Roadster
Thu May 25, 2023 5:47 pm
Forum: Picks and tips from the EP community
Topic: Solar power due to overtake oil production investment for first time -IEA
Replies: 0
Views: 47

Solar power due to overtake oil production investment for first time -IEA

https://www.reuters.com/business/energy/solar-power-due-overtake-oil-production-investment-first-time-iea-2023-05-25/

Solar power due to overtake oil production investment for first time -IEA
by Roadster
Wed May 17, 2023 5:58 pm
Forum: Sweet 16 Portfolio
Topic: Vital Energy (VTLE) Valuation Update - May 17
Replies: 4
Views: 209

Re: Vital Energy (VTLE) Valuation Update - May 17

Is that a typo ???

Vital's December 31, 2022 reserve report shows a PV10 Net Asset $279/share.

Total debt is approximately $ 101 per share

So net is $ 178? versus stock price of $43.61 ??
by Roadster
Wed May 10, 2023 11:28 am
Forum: Sweet 16 Portfolio
Topic: Vital Energy Low Valuation
Replies: 3
Views: 160

Vital Energy Low Valuation

Vital Energy (VTLE) Low Valuation Merger mania in the Permian basin continues with the $600+ million acquisition of a private oil company by a publicly traded oil & gas producer. Callon Petroleum (NYSE: CPE) is buying Permian assets from Percussion Petroleu m while selling non-core Eagle Ford sh...
by Roadster
Tue Mar 28, 2023 6:57 pm
Forum: The View from Houston
Topic: Today's webinar starts at 1PM CT - Mar 28
Replies: 6
Views: 146

Re: Today's webinar starts at 1PM CT - Mar 28

Dan

Great presentation today.

Hope you can get replay.

Thanks
by Roadster
Sun Mar 19, 2023 7:28 pm
Forum: Sweet 16 Portfolio
Topic: Earthstone Energy (ESTE) Valuation Update - Mar 9
Replies: 29
Views: 2165

Re: Earthstone Energy (ESTE) Valuation Update - Mar 9

Ray So interesting. The ultimate : What is the Breakeven Oil and Gas price for each of the Sweet 16 ?
by Roadster
Wed Mar 08, 2023 1:55 pm
Forum: Picks and tips from the EP community
Topic: Wall Street Journal Article Today
Replies: 1
Views: 119

Wall Street Journal Article Today

U.S. Shale Boom Shows Signs of Peaking as Big Oil Wells Disappear--Permian Basin

Dan I use to hear that today's technology can "only" get out 10% of the Permian Basin oil reserves.

Have you also heard this??

Will technology be developed to extract the other 90%?
by Roadster
Wed Feb 08, 2023 5:21 pm
Forum: Sweet 16 Portfolio
Topic: Range
Replies: 1
Views: 192

Range

"Range Resources reports SEC pv10 of $29.6 billion To put in context: at 9/30 Range had a book value of $2.1 billion, or $8.93 per share. Not great considering today's stock price of $23.60. But consider that natural gas assets were carried at $5.9 billion. So the step up based on SEC regs add...
by Roadster
Sat Jan 07, 2023 2:27 pm
Forum: The View from Houston
Topic: US Rejects Oil Offers in First Attempt to Replenish Stockpil
Replies: 1
Views: 170

US Rejects Oil Offers in First Attempt to Replenish Stockpil

US Rejects Oil Offers in First Attempt to Replenish Stockpiles "The Biden administration is delaying the replenishment of the nation’s emergency oil reserve after deciding the offers it received were either too expensive or didn’t meet the required specifications, according to people familiar w...