Energy Prospectus

Meant to say flat Ebita not revenue.

At 1.2 times coverage ratio and what seems like flat revenue guidance seems like there isn't room for a distribution increase? Does this decrease your valuation?

Dan
Late last year your estimate for crk was around $18, its currently much lower. What are the major factors that caused the price estimate drop? Whats their path back to $18?

No they are advising to buy and hold and squeeze the price up like gme

Cpe is on the reddit list to squeeze

Invesco takes a 7% stake

Thx

Whenever you have some free time, maybe give us your opinion. As i understand it....The concession consolidation and reworking of terms increased net-backs by $7 at $40 Brent. But your opinion would be valuable.

Dan, Recent 8-k for bkep has several amendments to their facility. Here is the amendment that strikes my curiosity: permit the Partnership to make additional equity distributions and other restricted payments in an aggregate amount of up to $20.0 million ($30.0 million in total including existing $1...

Dan,
Our Old friend TGA has recently done a Concession Consolidation, closed today at $1.13, and had lots in insider buying in Dec 2020. What you do you of the stock?

Dan,
Been reading a lot about refineries shutting down creating a head wind for oil prices. When do you think this will happen and how long do they stay down? How do you see this playing out?

Dan,
you mentioned lstmf can still generate free cash flow at$80...at what price would you start to question if they can sustain the dividend?

Dan,
how do you think they would fund the buy-back? cash or loc? it would make sense to purchase/cancel shares that yield a percentage above the revolvers' interest rate(arbitrage) until revolving debt is semi close to total debt/ebita convenants...what do you think?

Dan,
Do you think the next opec meeting they will cut production?
Does the weather data you review indicate positive catalyst for NG or Oil?

so does the rising dollar act against the Canadian dollar act as a natural hedge helping Canadian companies?

for anyone who caught this falling knife.....management is upgrading water handling facility to separate out more water at well-head thereby allowing more oil to be pushed in pipeline....the upgrade should be complete early next year....new completions are being chocked back.....

BIG FYI..... yield the dividend is converted from Canadian to American dollar so even though it shows .04, what we get is .035828 for a yield of like 16(still to bad); but its not the 20%......also there is no DRIP program...in light of this I am considering changing my yield strategy to lnco(12% pl...

light stream is yielding 15.5 and lnco is yielding 12.2%. Dan ,any comments on how to decide which one to get? which one is likely to raise their dividend in the future? I think lnco coverage ratio is above one although I done know how hedged all the new production is. Are correct to assume oil has ...

so much for that idea....this is just down right ugly...I know Warren Buffet said be greedy when others are fearful but wow...

for anyone interested..lack of infrastructure(they are building a new pipeline) will curtail major production exxi growth until 1q of next year...you may get a technical bounce

wow Dan you called this one right..stock getting SLAMMED right now....however discount to NAV becoming very interesting to me now....at $14 I may jump in...any thoughts? maybe they can do an luncheon

tga has taken a beating lately.....however they are financially stable...would this be a good entry point for a long term hold?

the Mississippian well came in at a decent rate but the woodford well came in below devons rates.....any thoughts dan?

what is the next catalyst for dvn shares?

look like osage recently drilled the 2 news wells in the section below their initial monster well a few years ago...the commented the net pay increases as the play goes south..looking at sundances results there IP's are all over the place......after reaching TD 30 days ago..there should have been so...

the release mentioned interim financing...didn't see details on interest rates...will that impact fcf? or should we not even worry about it since they plan on ultimately financing the deal with non-core assets.

Dan,
What are your thoughts on entering XXI now? I think this will be the first full quarter with combined production.

Very excited to hear production guidance for Q3 and Q4. The water flood of the lower Nukhul will increase production and reserves however its oil is only API degree of around 19 so its gets a brent Minus price model.West Bakr will add reserves and 1.1k production(around 20 degree API(Brent minus)).....