Search found 34819 matches

by dan_s
Wed May 29, 2024 7:13 pm
Forum: Picks and tips from the EP community
Topic: Surge Energy (SGY and ZPTAF) Update - May 29
Replies: 0
Views: 12

Surge Energy (SGY and ZPTAF) Update - May 29

Dividend increase should draw more attention and more aggressive stock buybacks will increase my per share valuation. CALGARY, AB, May 29, 2024 /CNW/ - Surge Energy Inc. ("Surge" or the "Company") (TSX: SGY) is pleased to announce a number of recent positive operational and fina...
by dan_s
Wed May 29, 2024 6:48 pm
Forum: Picks and tips from the EP community
Topic: Riley Exploration (REPX) had a good day - May 29
Replies: 1
Views: 8

Re: Riley Exploration (REPX) had a good day - May 29

First Call's current price target for REPX is $48.75.

My valuation is higher.
by dan_s
Wed May 29, 2024 6:44 pm
Forum: Picks and tips from the EP community
Topic: Riley Exploration (REPX) had a good day - May 29
Replies: 1
Views: 8

Riley Exploration (REPX) had a good day - May 29

I believe that RPC Power LLC has potential to add significant upside for REPX. HOUSTON and OKLAHOMA CITY, May 21, 2024 /PRNewswire/ -- Conduit Power, LLC ("Conduit") and Riley Exploration Permian, Inc. ("Riley Permian") today announced that they entered into definitive agreements...
by dan_s
Wed May 29, 2024 6:28 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy Update - May 29
Replies: 1
Views: 5

Re: Hemisphere Energy Update - May 29

As I point out in the newsletter, Hemisphere and InPlay Oil are both "Growth Companies" that pay nice dividends. IMO they are both grossly under-valued by the market. They are both trading below PV10 NAV of just 1P reserves. All of Western Canadian upstream companies should report strong Q...
by dan_s
Wed May 29, 2024 6:24 pm
Forum: Picks and tips from the EP community
Topic: Hemisphere Energy Update - May 29
Replies: 1
Views: 5

Hemisphere Energy Update - May 29

Hemisphere's Q1 results were good and revenues should be much higher in Q2 and then ramp up to 4,000 bopd by year-end. Realized oil prices should be more than $10/bbl higher in Q2. Operations Update Hemisphere's Atlee Buffalo polymer injection projects both continue to perform well, contributing to ...
by dan_s
Wed May 29, 2024 5:41 pm
Forum: The View from Houston
Topic: May 29th Fishing Trip
Replies: 0
Views: 21

May 29th Fishing Trip

Today we caught 22 fish about 15 miles south of Puerto Vallarta. We traded them for 6 lobsters.
by dan_s
Wed May 29, 2024 5:39 pm
Forum: Picks and tips from the EP community
Topic: Earnings surprise potential -- any suggestions?
Replies: 2
Views: 98

Re: Earnings surprise potential -- any suggestions?

My forecast models show my Q2 EPS forecast compared to TipRanks' Q2 EPS forecast. First Call's EPS forecasts call be found on Yahoo Finance.
by dan_s
Wed May 29, 2024 5:29 pm
Forum: Sweet 16 Portfolio
Topic: Permian Resources - Finances and growth potential
Replies: 1
Views: 131

Re: Permian Resources - Finances and growth potential

I expect PR's 2024 drilling program to add a lot of proven reserves. Rising natural gas prices will also extent the economic limits of existing wells, adding more proven reserves.
by dan_s
Tue May 28, 2024 7:30 am
Forum: The View from Houston
Topic: May Newsletter
Replies: 0
Views: 72

May Newsletter

You may notice a few typos in today's cover letter. I had a few "adult beverages" before I wrote it.
by dan_s
Tue May 28, 2024 6:28 am
Forum: The View from Houston
Topic: Out of the Office the week of May 28 to June 2
Replies: 0
Views: 42

Out of the Office the week of May 28 to June 2

Susan & I will be heading down to Puerto Vallarta this morning and we will return on June 2. Actually, it is cooler in Mexico than in Houston + fishing is much better. We do have good internet connection where we are staying, so I will be checking in from time to time. OPEC+ announcement on June...