Energy Prospectus

Warintza has the potential to be a World Class Copper mine. Below is a summary of Solaris Resources Inc. (TSX: SLS)(NYSE: SLSR) latest press release announcing an update on Warintza operations, the optimization progress under the direction of new COO, Javier Toro, and appointment of leading consulta...

I have updated my forecast/valuation model for REI. My valuation increases by $0.40 to $4.40/share. < based on 4X operating CFPS. > Q1 production exceeded the Company's guidance and my forecast is that full-year production will be near the top of the guidance range (18,000 to 19,000 Boepd). > Their ...

Q1 Adjusted Net Income and production volumes beat my forecast. Ignore GAAP net income that includes the misleading MTM loss on their hedges. Ring just needs to stay focused on generating free cash flow to pay down debt. Q1 realized prices, including the cash settlements on the hedges during the qua...

Phil Flynn on May 6: We see signs that natural gas demand should pick up this month as weather starts to kick in to more summer like temperatures. I think that last week was a great buying opportunity. Reports that the Freeport LNG export terminal was taking more inflows last week and they hope that...

Key Highlights Production of 79.6 thousand barrels of oil equivalent per day ("MBoe/d") (71% oil, 80% liquids) is at the high end of Talos's first quarter 2024 guidance range. < Beat my forecast of 79,000 Boepd for Q1. NGL production higher than my forecast. Closed QuarterNorth Energy Inc....

As predicted, the "Green New Deal" has turned into the "Bad New Deal". This is what happens when idiots set energy policy. OilPrice.com "BP, responding to industry shifts and shareholder priorities, is set to reverse its commitment to reducing oil and gas production by 2030....

I have updated my forecast/valuation model for Civitas for their strong Q1 results and updated guidance for 2024. This is a relatively new company for me, so I'm gaining more confidence in my model each quarter. My valuation increases by $2 to $114/share. My valuation is based on a low multiple of j...

Take a look at this price chart for gold: https://tradingeconomics.com/commodity/gold Our next live webinar on May 15 will focus on gold. You must register on the EPG website if you want to attend the live event. Gold prices have a historical relationship with oil prices. WTI should trade at 1/20th ...

May 6
Talos Energy (TALO)

May 7
Ovintiv (OVV)
Permian Resources (PR)

May 8
Magnolia Oil & Gas (MGY)
Vital Energy (VTLE)

May 9
Baytex Energy (BTE)

May 10
Crescent Point Energy (CPG)

I have updated my forecast/valuation model for Viper (a C-Corp.) for their solid Q1 results and updated guidance on April 30. My valuation increases by $2 to $44/share. Viper is one of four minerals/royalties companies in our High Yield Income Portfolio. Of the four, it is the most heavily weighted ...