Dan,
thank you for the details.
This helps.
Regards,
Klaus
Search found 68 matches
- Mon Apr 22, 2024 10:53 am
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 972
- Sun Apr 21, 2024 10:56 am
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 972
Re: Vital Energy and its solvency
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
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
- Sat Apr 20, 2024 5:03 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy and its solvency
- Replies: 9
- Views: 972
Re: Vital Energy and its solvency
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...
- Wed Apr 17, 2024 10:35 am
- Forum: Sweet 16 Portfolio
- Topic: APA Corp (APA) Valuation Update - April 9
- Replies: 4
- Views: 909
Re: APA Corp (APA) Valuation Update - April 9
Thank you Dan
- Tue Apr 16, 2024 6:18 pm
- Forum: Sweet 16 Portfolio
- Topic: APA Corp (APA) Valuation Update - April 9
- Replies: 4
- Views: 909
Re: APA Corp (APA) Valuation Update - April 9
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
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
- Thu Feb 22, 2024 7:31 pm
- Forum: The View from Houston
- Topic: APA Results
- Replies: 3
- Views: 273
Re: APA Results
Thank you Dan
Regards,
Klaus
Regards,
Klaus
- Thu Feb 22, 2024 6:39 pm
- Forum: The View from Houston
- Topic: APA Results
- Replies: 3
- Views: 273
APA Results
Hi Dan,
can you comment on APA earnings report?
Not well received.
Regards,
Klaus
can you comment on APA earnings report?
Not well received.
Regards,
Klaus
- Tue Feb 06, 2024 1:20 pm
- Forum: Picks and tips from the EP community
- Topic: APA Corp. (APA)
- Replies: 3
- Views: 285
Re: APA Corp. (APA)
Hi Dan,
do you have a Capex estimate for APA for 2024?
Regards,
Klaus
do you have a Capex estimate for APA for 2024?
Regards,
Klaus
- Mon Feb 05, 2024 11:10 am
- Forum: Sweet 16 Portfolio
- Topic: NOG Model ca not be downloaded - Sweet 16 Appears
- Replies: 3
- Views: 267
Re: NOG Model ca not be downloaded - Sweet 16 Appears
Hi Dan,
thank you.
Regards,
Klaus
thank you.
Regards,
Klaus
- Mon Feb 05, 2024 9:36 am
- Forum: Sweet 16 Portfolio
- Topic: NOG Model ca not be downloaded - Sweet 16 Appears
- Replies: 3
- Views: 267
NOG Model ca not be downloaded - Sweet 16 Appears
Hi Dan,
please check NOG on your page.
Thank you and regards,
Klaus
please check NOG on your page.
Thank you and regards,
Klaus