Energy Prospectus

The best information I have seen is the Permian Resources / Earthstone Merger Slides Page 13 and Page 18 https://permianres.com/wp-content/uploads/2023/08/Permian-Resources-Acquisition-of-Earthstone.pdf Vital with three Permian acquisitions goes to 250,000 Permian acres from the 198,000 Permian Acr...

Michael Burry's Scion shorts stock market in Q2, exits bank stocks Aug. 14, 2023 1:48 PM ETDevon Energy Corporation (DVN), BABA, SB, VTLE, CVS, CRK, CHTR, New stakes  were taken in Charter Communications (NASDAQ:CHTR) (25K shares), Comstock Resources (NYSE:CRK) (200K shares), CVS Health (NYSE:CVS) ...

Dan will you be posting the replay? Thank you

Copied Earthstone Energy Announces $1.0 Billion Delaware Basin Acquisition It is not just "really good". It is smart and brilliant. Purchasing real production and reserves at such bottom pricing per flowing in the market of very high D&C costs is a steal. Private sellers likely needed ...

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...

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

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 ??

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...

Dan

Great presentation today.

Hope you can get replay.

Thanks

Ray So interesting. The ultimate : What is the Breakeven Oil and Gas price for each of the Sweet 16 ?