Search found 34734 matches
- Mon May 13, 2024 3:16 pm
- Forum: Picks and tips from the EP community
- Topic: Surge Energy (SGY-TSX) Valuation Update - May 13
- Replies: 1
- Views: 10
Surge Energy (SGY-TSX) Valuation Update - May 13
I was on a 45-minute call with Surge today. My updated valuation is $10.35US per share. < Trades on the OTC as ZPTAF at $5.08US today. Notes from the call: > 2023 was a solid year for Surge. They generated $2.75Cdn per share of operating cash flow and raised the dividend twice. > PV10 Net Asset Valu...
- Mon May 13, 2024 2:21 pm
- Forum: The View from Houston
- Topic: Phil Flynn's take on the Oil Market - May 13
- Replies: 0
- Views: 20
Phil Flynn's take on the Oil Market - May 13
YE Old Oil Conundrum. The Energy Report 05/13/2024 by PHIL FLYNN on MAY 13, 2024 - 8:45 AM · in MARKET COMMENTARIES, PHIL FLYNN ENERGY REPORT If you wonder why U.S. consumer confidence is as bad as it is, just look at oil and gasoline. The price of oil is 8.7% higher than it was a year ago. The cost...
- Mon May 13, 2024 11:47 am
- Forum: Picks and tips from the EP community
- Topic: Granite Ridge Resources (GRNT) Valuation Update - Jan 31
- Replies: 0
- Views: 24
Granite Ridge Resources (GRNT) Valuation Update - Jan 31
At the time of this post GRNT was trading at $6.20. Dividend yield is 7.1%. I have updated my forecast/valuation model for their Q1 results and updated guidance. My valuation increases by $0.10 to $9.00/share. My updated forecast has been posted to the EPG website. I'm gaining more confidence in my ...
- Mon May 13, 2024 10:15 am
- Forum: The View from Houston
- Topic: Declining differentials are boosting Canadian oil revenues
- Replies: 0
- Views: 54
Declining differentials are boosting Canadian oil revenues
Completion of the Trans Mountain Pipeline has caused oil price differentials to decline in Western Canada. Notes below are from Surge Energy (SGY.TO), one of the companies in our Small-Cap Growth Portfolio. "During Q1/24, Western Canadian oil producers were significantly impacted by wide crude ...
- Mon May 13, 2024 9:21 am
- Forum: The View from Houston
- Topic: Oil Price: OPEC and IEA monthly reports this week
- Replies: 0
- Views: 30
Oil Price: OPEC and IEA monthly reports this week
Trading Economics: > WTI crude futures went up above $79 per barrel on Monday morning, with oil traders eagerly anticipating market insights from OPEC on global balances, demand forecasts, and supply dynamics in their upcoming report on Tuesday. > Additionally, the International Energy Agency is se...
- Mon May 13, 2024 8:58 am
- Forum: The View from Houston
- Topic: May 15th Webinar
- Replies: 1
- Views: 24
Re: May 15th Webinar
At the time of this post AMX.V was trading at $1.73Cdn. First Call's price target is $3.50Cdn. Amex press release dated April 24 Amex Exploration Inc. (TSXV: AMX) (FSE: MX0) (OTCQX: AMXEF) ("Amex or the Company") is pleased to announce that after continuing to advance its geological unders...
- Mon May 13, 2024 8:51 am
- Forum: The View from Houston
- Topic: May 15th Webinar
- Replies: 1
- Views: 24
May 15th Webinar
EPG Webinar to be Hosted by Amex Exploration May 15, 2024 09:00 AM CT / 10:00 AM ET Description: This will be a LIVE webinar with Aaron Stone, VP-Exploration of Amex Exploration (AMX.V and AMXEF on the OTC). Registration is required. More about Amex Exploration: Amex Exploration Inc. is a junior gol...
- Sun May 12, 2024 2:17 pm
- Forum: Picks and tips from the EP community
- Topic: Kolibri Global Energy (KGEI) Update - May 8
- Replies: 0
- Views: 59
Kolibri Global Energy (KGEI) Update - May 8
KOLIBRI GLOBAL ENERGY INC. PROVIDES FIRST QUARTER 2024 EARNINGS RELEASE DATE, CONFERENCE CALL, AND NICKEL HILL WELLS UPDATE Thousand Oaks, CALIFORNIA, May 8, 2024 – Kolibri Global Energy Inc. (the “Company” or “KEI”) (TSX: KEI, NASDAQ: KGEI) is pleased to provide an operations update for its Tishomi...
- Sun May 12, 2024 12:51 pm
- Forum: The View from Houston
- Topic: Oil Supply Risk
- Replies: 1
- Views: 96
Oil Supply Risk
Comments below are from Art Berman --------------------------------------------------- Recent geopolitical events in the Middle East create uncertainty about the crucial flow of oil, LNG and materials through the Red Sea-Suez Canal and the Persian Gulf-Strait of Hormuz. “The biggest choke-point of c...
- Sat May 11, 2024 2:08 pm
- Forum: Sweet 16 Portfolio
- Topic: Sweet 16 Update - May 11
- Replies: 0
- Views: 173
Sweet 16 Update - May 11
All 16 companies have now released Q1 results and updated guidance. All 16 companies generated solid Q1 Adjusted Net Income, after you back out the non-cash mark-to-market adjustments on their hedges. < The most misleading SEC/GAAP accounting rule ever dreamed up. Our focus is on production volumes,...