Energy Prospectus

I now expect Matador's 2024 production to meet (likely exceed) the top of the guidance range put out in February of 153,000 to 159,000 Boepd (91,000 to 95,000 BOPD). Matador's hedges are just basis swaps on some of their natural gas, so only minor impact on their realized commodity prices. They repo...

Summary of Weekly Petroleum Data for the week ending April 19, 2024 U.S. crude oil refinery inputs averaged 15.9 million barrels per day during the week ending April 19, 2024, which was 42 thousand barrels per day less than the previous week’s average. Refineries operated at 88.5% of their operable ...

Bottomline: InPlay is in Great Shape and the stock should be a double for us within a year. I have updated my valuation to $4.35US for IPOOF. IPO.TO is trading at $2.495Cdn ($1.78US) this morning. Dividend yield is ~7.2% Notes from yesterday. The CEO of InPlay Oil, Doug Bartole made an impressive p...

It was not in the new area. I think they were testing deeper zones within Atlee Buffalo.

Trading Economics: Crude Oil >WTI crude futures rebounded toward $83.50 per barrel on Tuesday, after falling to as low as $80.85 earlier in the session driven by optimism that disappointing PMI data might prompt interest rate cuts to pick up pace and boost oil demand. Activity increased at a slower ...

Trading Economics: Crude Oil >WTI crude futures rebounded toward $83.50 per barrel on Tuesday, after falling to as low as $80.85 earlier in the session driven by optimism that disappointing PMI data might prompt interest rate cuts to pick up pace and boost oil demand. Activity increased at a slower ...

For more than 30 years, demand for electricity has held steady or even fallen. But in the next five years, that demand is set to grow by 38 gigawatts — the equivalent of 34 new nuclear plants. This is putting a tremendous strain on electric utilities, like Georgia Power. The Peach State’s state’s la...

By now you all should know that Matador likes to "Under-Promise and Over-Deliver" on production guidance. First Quarter 2024 Matador Operational and Financial Highlights Average production of 149,760 BOE per day (84,777 barrels of oil per day) < Beat my forecasts of 144,500 Boepd and 83,00...

Hemisphere's investor relations company is the same one that does IR work for InPlay Oil, which hosted the EPG luncheon in Houston today. I talked to him about both companies after the luncheon. IMO they should both be doubles for us. If the Manito Lake polymer flood is successful, HMENF should be A...

I will be heading over to Maggiano's for our luncheon that is being hosted by InPlay Oil.

I should be back at my desk by 2:30. I will post my notes from Doug Bartole's presentation.

All seats are taken for today's luncheon.