Search found 17 matches

by Ray_M
Tue Mar 26, 2024 10:50 am
Forum: Sweet 16 Portfolio
Topic: matador news- selling stock
Replies: 9
Views: 227

Re: matador news- selling stock

I actually tried to update the most recent MTDR model to see what the impact was but agree that we don't have enough information (yet) on what the cash will be used for. In the model itself, I update the share counts for 2024 and 2025 (cells M46:P46 and S46) to 125,000 (I'm assuming all shares will ...
by Ray_M
Tue Mar 26, 2024 9:00 am
Forum: The View from Houston
Topic: TMX pipeline about ready to come online
Replies: 2
Views: 164

Re: TMX pipeline about ready to come online

Thank you Fraser for the update(s).
by Ray_M
Thu Feb 08, 2024 2:50 pm
Forum: The View from Houston
Topic: storage forecast Celsius
Replies: 7
Views: 370

Re: storage forecast Celsius

Thanks Fraser. I was able to see the projections at the top of the page of the URL that you provided.
by Ray_M
Fri Dec 29, 2023 12:55 pm
Forum: The View from Houston
Topic: EIA - Natural Gas Storage Report - Dec 28
Replies: 7
Views: 95853

Re: EIA - Natural Gas Storage Report - Dec 28

The forum provides you with the ability to block/mute or highlight posts for specific users by adding them to either a 'friend' or 'foe' group. The description of the foe group is: Foes are users which will be ignored by default. Posts by these users will not be fully visible. Private messages from ...
by Ray_M
Fri Oct 13, 2023 8:00 am
Forum: Other topics of interest
Topic: Anyone
Replies: 2
Views: 859

Re: Anyone

Hi Fraser. If you mean access to this forum, it's been working ok for me all week.

Ray
by Ray_M
Thu Oct 05, 2023 1:37 pm
Forum: Picks and tips from the EP community
Topic: Top Picks
Replies: 2
Views: 1168

Re: Top Picks

Thank you Dan. By any chance, do you know if the radio station broadcasts over the internet?
by Ray_M
Fri Sep 29, 2023 2:54 pm
Forum: The View from Houston
Topic: Crude Storage
Replies: 4
Views: 1189

Re: Crude Storage

From Barrons (original Sept 27, updated yesterday) https://www.barrons.com/articles/oil-trading-is-going-haywire-as-storage-tanks-run-dry-87cb7ce8?mod=Searchresults Oil Trading Is Going Haywire as Storage Tanks Run Dry ... The main reason for the lack of oil is that refiners are using nearly all the...
by Ray_M
Thu Sep 21, 2023 2:01 pm
Forum: Sweet 16 Portfolio
Topic: Permian Resources (PR) Price Target Increase - Sept 21
Replies: 7
Views: 3320

Re: Permian Resources (PR) Price Target Increase - Sept 21

This may be a very basic question--- when an analyst gives a price target, I interpret that target as the expected future price assuming all underlying assumptions turn out to be correct. The price target should not be interpreted as the value that someone or some company would expect to pay today. ...
by Ray_M
Tue Sep 19, 2023 8:16 pm
Forum: The View from Houston
Topic: Question: Top Producing areas for Oil
Replies: 4
Views: 2030

Re: Question: Top Producing areas for Oil

Dan and Roadster,

Thank you for the feedback and information!

The Permian Resources / Earthstone Merger Slides are really helpful explaining the valuation approach companies use for M&A, and I learned a great deal reading through them.

Ray
by Ray_M
Mon Sep 18, 2023 10:12 pm
Forum: The View from Houston
Topic: Question: Top Producing areas for Oil
Replies: 4
Views: 2030

Question: Top Producing areas for Oil

One of the preferences (or filter) I use when deciding on an oil company is where the majority of their operations are located. From everything I've read on EPG and other sources, the only growing non-OPEC basin is the Permian in West Texas. I'm assuming this includes both onshore and offshore, but ...