Energy Prospectus

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 ...

Below is a note form the Raymond James energy sector research team based in Houston. To get a copy of the full report send an email to: Pavel Molchanov pavel.molchanov@raymondjames.com or call him at (713) 278-5270 Tell Pavel that you are an EPG member. ---------------------------- Energy Stat: Mode...

I have updated my forecast/valuation model for SM Energy. They reported solid Q1 results and raised their 2024 production guidance. The balance sheet is in good shape and they continue to report strong well results in the Permian Basin and South Texas. Based on my forecast, free cash flow should be ...

NOG is the only "Non-Op" company in the Sweet 16, which just means that they don't operate any of their upstream assets. NOG was in a Delaware Basin joint venture with Earthstone Energy, which recently merged with Permian Resources (PR). PR is an aggressive growth company, so I believe tha...

IMO it is highly unlikely that Kimmerridge will be able to take control of SilverBow, but even if they do it does not change the fact that SilverBow is a very profitable company that has a lot of high-quality "Running Room".
These situations just need to play out.

https://www.zerohedge.com/geopolitical/how-climate-change-narrative-preventing-africa-modernizing-and-gaining-prosperity If a lie is repeated enough times, most people will believe it. Example: Several years ago, the Climate Change Wackos told us that Texas was going into a multi-decade "Perma-...

FIRST QUARTER HIGHLIGHTS > Record quarterly production of 119,436 Boe per day (59% oil), increases of 4% from the fourth quarter of 2023 and 37% from the first quarter of 2023 < beat my forecast by 9,436 Boepd. > GAAP net income of $11.6 million, Adjusted Net Income of $130.5 million and Adjusted EB...

EOG closed at $130.05 on May 3 I have increased my valuation by $5 to $151 per share based on Q1 results that beat my forecast and the Company's updated valuation. EOG is the largest company in the Sweet 16. Despite its size, it is easy for me to forecast future results because the Company provides ...