Search found 34602 matches
- Thu Apr 18, 2024 2:46 pm
- Forum: Sweet 16 Portfolio
- Topic: SilverBow Resources (SBOW) Update - April 9
- Replies: 3
- Views: 300
Re: SilverBow Resources (SBOW) Update - April 9
All of the stocks "weakened" a bit this week because of the confusion about oil prices and war in the Middle East. HFI pointed out recently, and I agree with them, that geopolitical "noise" actually seldom turns into a real supply/demand problem and the "noise" distract...
- Thu Apr 18, 2024 2:02 pm
- Forum: Picks and tips from the EP community
- Topic: ROK Resources (ROKRF) Q4 Results - Apr 18
- Replies: 0
- Views: 93
ROK Resources (ROKRF) Q4 Results - Apr 18
ROK announced Q4 results this morning, but I need more details before I can update my forecast/valuation model. Best news is that Q4 funds flow from operations beat my forecast and their production guidance for 1H 2024 is higher than my forecast. Looking forward: REGINA, SK / ACCESSWIRE / April 18, ...
- Thu Apr 18, 2024 11:57 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Valuation Update - Apr 18
- Replies: 0
- Views: 67
Hemisphere Energy (HMENF) Valuation Update - Apr 18
I have updated my forecast model for Hemisphere for actual Q4 2023 (better than my forecast) and their fresh guidance for 2024. The Company's production will be down from Q4 to Q1 just due to weather, then ramp up into year-end. Due to their well completion schedule, most of the production growth wi...
- Thu Apr 18, 2024 10:10 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Q4 Results - Apr 18
- Replies: 1
- Views: 61
Re: Hemisphere Energy (HMENF) Q4 Results - Apr 18
Hemisphere is now aggressively buying back their stock, which is increasing per share valuation. From 12-31-2023 through 4-17-2024 the Company's common stock outstanding declined from 99,340,339 to 97,951,229, a 1.4% decline. Operations Update and Outlook 2023 was another rewarding year for Hemisphe...
- Thu Apr 18, 2024 10:01 am
- Forum: Picks and tips from the EP community
- Topic: Hemisphere Energy (HMENF) Q4 Results - Apr 18
- Replies: 1
- Views: 61
Hemisphere Energy (HMENF) Q4 Results - Apr 18
2023 Highlights Increased fourth quarter production by 16% to a record of 3,386 boe/d (99% heavy oil), and annual production by 11% to 3,125 boe/d (99% heavy oil), as compared to 2022. < Slightly higher than my forecast of 3,375 Boe per day. Achieved annual revenue of $84.5 million, with adjusted fu...
- Thu Apr 18, 2024 9:46 am
- Forum: The View from Houston
- Topic: EIA Natural Gas Storage Report - Apr 18
- Replies: 0
- Views: 56
EIA Natural Gas Storage Report - Apr 18
Working gas in storage was 2,333 Bcf as of Friday, April 12, 2024, according to EIA estimates. This represents a net increase of 50 Bcf from the previous week. Stocks were 424 Bcf higher than last year at this time and 622 Bcf above the five-year average of 1,711 Bcf. At 2,333 Bcf, total working gas...
- Thu Apr 18, 2024 8:02 am
- Forum: The View from Houston
- Topic: Global Oil Demand Forecast - Apr 17
- Replies: 0
- Views: 44
Global Oil Demand Forecast - Apr 17
Standard Chartered Says Peak Oil Demand Is Not Imminent By Alex Kimani - Apr 17, 2024, 7:00 PM CDT Whereas the short-term oil price outlook appears murky, leading oil agencies remain largely bullish about the long-term outlook. Interestingly, over the medium-and long-term, only the IEA sees global o...
- Wed Apr 17, 2024 7:03 pm
- Forum: The View from Houston
- Topic: New sanctions against Iran
- Replies: 6
- Views: 208
Re: New sanctions against Iran
From Reuters: US to hit Iran with new sanctions in "coming days", Yellen says U.S. Treasury Secretary Janet Yellen on Tuesday warned that the U.S. intends to hit Iran with new sanctions in coming days over its unprecedented attack on Israel, and these actions could seek to reduce Iran's c...
- Wed Apr 17, 2024 6:54 pm
- Forum: The View from Houston
- Topic: Oil Price Forecast - April 17
- Replies: 0
- Views: 32
Oil Price Forecast - April 17
This forecast is from HFI with my comments in blue . --------------------------------------------------- It's that time again. It's that time to make a forecast on the oil market with almost a high degree of confidence in getting it wrong, but hey, you can't fault me for trying. There are a few cent...
- Wed Apr 17, 2024 1:07 pm
- Forum: The View from Houston
- Topic: New sanctions against Iran
- Replies: 6
- Views: 208
Re: New sanctions against Iran
Israeli Prime Minister Benjamin Netanyahu left no doubt in a statement on Wednesday, regarding what his Jewish country might do should current tensions with Iran escalate further. "Israel will do whatever it needs to defend itself," Netanyahu said in a statement. The comment came after sep...