Energy Prospectus

knusser58

Hi Dan,
thankyou.
Today large rebound.
Regards,
Klaus

knusser58

Hi,
today NG down significantly, the whole futures curve.
Any specific news?
Regards,
Klaus

knusser58

Hi Dan, are companies like VTLE not considering buying back shares? Her is a theoretical exercise, just to make the point: With CFFO/MCAP of 0.5 and a Price to Book Value of 0.2, if VTLE would temporarily cut back significantly their capex (with all of the well known negative consequences) and would...

knusser58

Hi Dan, for 2025 as per your model: VTLE has about 70% of its oil production hedge above 74$/B for Q2-Q4, low downside risk. For NG its more like 55% at 2.31 $/mmBTU, nothing but upside. CFFO/Mcap: 0.6 Price to Book Value: 0.2 FCF yield: 30%, even with your 55MM$ markdown in CFFO. Still, the market ...

knusser58

Hi Harry,
excellent post. Good information.
Thank you,
Klaus

knusser58

Thank you Dan

knusser58

Hi Dan, in your Model for VTLE you substract 55MM$ and 220MM$ from the cashflow from operations, respectively for 2025 and 2026. Especially for 2026 this is material, since cashflow from operations ends up only being about 1Bn$ after you substract the 220MM$ (about 20%). Can you explain why you take...

knusser58

Hi Dan, in one of your recent post you cite lack of pipeline takeaway capacity as one of the reasons for upward pressure on NG. How does the below article compare to your analysis, where the article talks about recent increases in capacity. This is in your opinion still not enough? https://c.newsnow...

knusser58

Hi Dan,
do you know by when you shall post your updated worksheet on Vital Energy?
Regards,
Klaus

knusser58

Hi Dan,
I cannot find the post.
Can you tell me where I can get it?
Regards,
Klaus

knusser58

HI Dan,
in your forecast model you have large increases in sales and profits for 2025 and 2026.
To get an idea of FCF for 2025 and 2026, can you share with us what your estimates for Capex are for 2025 and 2025 in order for SEI to achieve those sales estimates?
Regards,
Klaus

knusser58

Good example Harry, Thank you

knusser58

Hi Dan,
thank you for your reply.
Regards

knusser58

Hi Dan,
can you please check and confirm the amount of shares outstanding (A and B, basic and diluted) for CRGY.
I noticed a difference between your model and Q3 2024 Results presented by the company.
Thank you and Regards,
Klaus

knusser58

Thank You

knusser58

Hi Dan,
have you posted the Sweet 16 sheet?
Regards,
Klaus

knusser58

Thank you Dan

knusser58

Hi Dan,
is this purchase buy BlackRock confirmed?
This reduce the selling pressure and Blackrock would now own about 28% of REI.
Regards,
Klaus

knusser58

Hi Dan and Harry,
when subscribe to Harry's reports, how will the info be delivered?
Per email, will it be on the EPG page somewhere, etc.?
Thank you and regards,
Klaus

knusser58

Hi to all, just to add some food for thought. Only using Operating Cashflow (OCF) times a multiple to get to a target price is perfectly fine, very commonly used and gives you a good idea. However, let's say you have two companies with the same OCF, but one company has a capex 50% higher than the ot...

knusser58

Harry,
can you share your 80 Company ranking with us?
Regards,
Klaus

knusser58

Hi Harry,
can you share the listing (ranking) of your top companies with us?
Regards,
Klaus

knusser58

Hi Dan,
I can not find the Civitas update.
Regards,
Klaus

knusser58

Hi Dan,
thank you.
Regards,
Klaus

knusser58

Hi Dan,
have a good trip.
Would you please consider including an estimate of 'free cash flow' in your models.
Thank you and regards,
Klaus

knusser58

Dan,
thank you for the details.
This helps.
Regards,
Klaus

knusser58

Hi everybody,
that clears up the difference :
1. difference in production levels
2. difference in interest expenses
3. difference in tax expenses
4. others?
Dan, can you comment on this and are you going to adjust your model?
thank you and regards,
Klaus

knusser58

Hi Dan, can you comment on the large difference in the numbers (EPS and free cashflow) for 2024 between your Model and Petroleum Economist's. Since some 90% of Income is hedged and therefore given, why are there such large differences in EPS (9.2 vs 11.4) ND free cash flow (150MM$ vs. $280MM$)? Than...

knusser58

Thank you Dan

knusser58

Hi Dan,
can you comment on the new combined Balance Sheet of APA+CPE.
It looks a lot better in leverage terms.
This fact alone should improve the valuation. How much?
Regards,
Klaus

knusser58

Thank you Dan
Regards,
Klaus

knusser58

Hi Dan,
can you comment on APA earnings report?
Not well received.
Regards,
Klaus

knusser58

Hi Dan,
do you have a Capex estimate for APA for 2024?
Regards,
Klaus

knusser58

Hi Dan,
thank you.
Regards,
Klaus

knusser58

Hi Dan,
please check NOG on your page.
Thank you and regards,
Klaus

knusser58

Hi Fraser921,
thank you and regards,
Klaus

knusser58

Hi Dan,
thank you and regards,
Klaus

knusser58

Hi Dan,
which are the Canadian companies that will benefit the most by the pipeline expansion completion?
How can we get an idea of how much these companies are going to benefit?
Regards,
Klaus

knusser58

APA's Balance Sheet should look a lot better after the merger. APA's leverage (Debt/Equity) should look a lot better. 1. DEBT/EQUITY: 265% before vs 126% after (Q3 2023). This is a very large improvement. 2. Expense savings of +/- 150$mm per year will help. 3. APA will be a much larger company. => G...

knusser58

Happy New Year to all members.
Great group, good posts and a we have a great expert in Dan.
Contrasting views are helpful/necessary, but only if they are constructive and considerate.
Shall the year 2024 be a great year for oil and gas.
Best regards,
Klaus

knusser58

Merry Christmas to the EPG Group.

knusser58

Thank Dan,
all clear.
Regards,
Klaus

knusser58

Hi Dan,
in the latest company presentation the 2024 forecasted cashflow from operations is +/- 2.6MMMcad$.
This about 500MMcad$ higher than your forecast.
Can you help me understand the difference?
Thank you and regards,
Klaus

knusser58

Happy Thanksgiving

knusser58

Hi Dan,
sorry to bother you on your vacation.
Do you have any reports from the "Wallstreet Gang" post Hammerhead buying announcement?
Also, when do you think you shall have an updated forecast for CPG?
Regards,
Klaus

knusser58

Dan,
thank you.
Regards,
Klaus

knusser58

Hi Dan,
is there any particular issue, that is not in the public domain, that is going on with REI?
It has fallen much more then any other oil company that we follow.
Market to Book Value is around 1/3 !
Time to buy back shares? Very cheap we to buy reserves and production?
Regards,
Klaus

knusser58

Thank you Dan

knusser58

Hi Dan,
SBOW will increase production significantly in 2024.
What is your estimate of capex for SBOW in 2024 (I think N. Dingmann has $670 million for 2024 capex).
Thank you and regards,
Klaus

knusser58

Hi Dan,
is there any reason related to REI that explains why it is lagging?
Regards,
Klaus

Search found 93 matches