Energy Prospectus

Ovintiv has a very good marketing team because natural gas and NGL prices were much higher than I expected. I also think they produce a lot of high BTU gas, which get premium pricing. Higher ngas and ngl prices should offset a bit of oil price weakness. Solid quarter gives them a good shot at $2 bil...

Summary of Weekly Petroleum Data for the week ending May 3, 2024 U.S. crude oil refinery inputs averaged 15.9 million barrels per day during the week ending May 3, 2024, which was 307 thousand barrels per day more than the previous week’s average. Refineries operated at 88.5% of their operable capac...

Highlights: Generated net earnings of $338 million, cash from operating activities of $659 million, Non-GAAP Cash Flow of $1,035 million (< beat my operating cash flow forecast of $1,015 million) and Non-GAAP Free Cash Flow of $444 million after capital expenditures of $591 million First quarter pro...

Recent Financial and Operational Highlights Delivered Permian Resources’ best quarter to-date: > Production outperformance due to accelerated Earthstone efficiencies and continued strong well results > Robust free cash flow driven by operational execution and realization of cost synergies > Earthsto...

First Quarter 2024 Highlights: Magnolia reported first quarter 2024 net income attributable to Class A Common Stock of $85.1 million, or $0.46 per diluted share. First quarter 2024 total net income was $97.6 million and total adjusted net income(1) was $101.0 million. < Beat my forecast of $93.8 mil...

The San Diego sector of the Border Patrol apprehended approximately 485 Chinese immigrants in just two days. This figure surpasses the 323 Chinese nationals encountered during the entirety of the previous fiscal year. The report was based on information provided by a source from Customs and Border P...

Sorry that I missed this one. I was in the hospital getting a "procedure" down on Friday when this came out. Good results. Bottomline: Kolibri's 2023 results were good, but below expectations, due to delays and operational issues in Q4. 2023 HIGHLIGHTS Adjusted EBITDA was $39.1 million in ...

As I posted earlier, Ring's realized natural gas price was a positive $0.31/mcf. They report gas prices net of GT&P expenses. Ring is going to be fine, but HMENF and IPOOF are better choices at current prices IMO. Strong balance sheets (almost debt free) and they both pay nice dividends. Ring ha...

After this morning's conference call three energy sector analysts submitted updated forecasts and price targets to TipRanks. All three rate TALO a BUY. > Subash Chandra at Benchmark Co. (highly respected) keeps his price target at $20.00 > Nathaniel Pendleton at Stifel Nicolaus increased his price t...

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...