Search found 85 matches

by Roadster
Fri Jan 05, 2024 7:29 pm
Forum: Picks and tips from the EP community
Topic: Expect Lower Oil Prices In The New Era Of Abundant Supply | Doomberg
Replies: 0
Views: 57315

Expect Lower Oil Prices In The New Era Of Abundant Supply | Doomberg

Expect Lower Oil Prices In The New Era Of Abundant Supply | Doomberg
 
https://www.youtube.com/watch?v=c8hZryPAc20
by Roadster
Thu Nov 02, 2023 4:30 pm
Forum: The View from Houston
Topic: Record U
Replies: 3
Views: 1544

Re: Record U

So Dan for years they have said that in the Permian Basin we have only developed technology to get 10% of the available oil out to date. For the other 90% it will require more technology advances. True ???????????????????????? https://oilprice.com/Energy/Crude-Oil/How-Permian-Innovations-Propelled-...
by Roadster
Thu Nov 02, 2023 3:34 pm
Forum: The View from Houston
Topic: Record U
Replies: 3
Views: 1544

Record U

"US field production of crude oil reached 404.6 million barrels during the month of August, new EIA data showed, for an average of 13.05 million barrels per day, breaking the previous record US drillers set in July of 401.73 million barrels. Compared to this time last year, U.S. production is u...
by Roadster
Tue Sep 19, 2023 4:15 pm
Forum: The View from Houston
Topic: Question: Top Producing areas for Oil
Replies: 4
Views: 2587

Re: Question: Top Producing areas for Oil

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...
by Roadster
Mon Sep 18, 2023 2:53 pm
Forum: Sweet 16 Portfolio
Topic: Michael Burry purchases Vital Energy VTLE shares
Replies: 2
Views: 1069

Michael Burry purchases Vital Energy VTLE shares

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) ...
by Roadster
Fri Aug 25, 2023 7:42 am
Forum: Picks and tips from the EP community
Topic: EPG Oil and Gas Market Update 8 24
Replies: 1
Views: 561

EPG Oil and Gas Market Update 8 24

Dan will you be posting the replay? Thank you
by Roadster
Fri Jun 16, 2023 5:01 pm
Forum: Sweet 16 Portfolio
Topic: ESTE & NG with a purchase
Replies: 10
Views: 1759

Re: ESTE & NG with a purchase

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 ...
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: 683

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: 700

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: 1007

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 ??